Template library

Internal request types

25 everyday employee request types — advances, reimbursements, business trips, equipment, certificates… — each with a form, SLA and approval flow; money requests post the advance or expense automatically.

25 templates in XBuddy · 8 examples shown here

Open in XBuddy
Requests & Approvals → Settings → Request types
Used in
Requests & ApprovalsEmployee Service
Internal request types — Requests & Approvals → Settings → Request types

Example templates

Overtime Registration

HR2-day SLA

Register overtime hours in advance for approval.

Form fields

  • Overtime date
  • From
  • To
  • Total hours
  • Work content

Business Trip

HR3-day SLA

Register a business trip with itinerary and estimated cost.

Form fields

  • Purpose
  • Transport
  • Estimated cost
  • Advance needed?

HR Confirmation Letter

HR3-day SLA

Request an employment/income confirmation letter.

Form fields

  • Letter type
  • Purpose
  • Number of copies
  • Language

Personal Information Change

HR5-day SLA

Update bank account, address, dependants or contact details on file.

Form fields

  • What to change
  • Current value
  • New value
  • Effective from
  • Supporting document

Resignation

HR5-day SLA

Notify resignation and agree a handover plan.

Form fields

  • Last working day
  • Reason
  • Handover to
  • Handover plan

Cash Advance

Finance3-day SLA

Request an advance to be settled later.

Form fields

  • Amount
  • Reason
  • Needed by
  • Expected settlement date
  • Payment method

Salary Advance

Finance2-day SLA

Advance against the next salary, repaid by payroll deduction.

Form fields

  • Amount
  • Repay over (months)
  • First deduction month
  • Reason
  • Payment method

Expense request

Finance3-day SLA

Pre-approve estimated spend (no GL). File a payment/reimbursement claim afterwards.

Form fields

  • Purpose
  • Needed by

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