Demo video: Helpdesk & Human Resources Integration
What it does
The Helpdesk application not only helps companies manage support requests from customers but also enables support between departments. By default, when a ticket is created, there is no department field of the ticket creator and assignee, which leads to difficulties in communication, teamwork, and data management.
This module supports integrating Helpdesk and Human Resources. On each Ticket, this module will add the ticket creator’s department and the assignee’s department to handle.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_helpdesk_hr.
- Press Install.
Instruction
Instruction video: Helpdesk & Human Resources Integration
Initial Configuration
Step 1: Navigate to Settings > Users & Companies > Users, you create a new user.
Step 2: Navigate to Employees > Configuration > Departments, you press the Create button to create a new department.
Step 3: Navigate to Employees, you press the Create button to create a new employee. At the HR Settings tab, attach the Related User to the user created above.
Create a ticket and assign it to an employee
Step 1: Navigate to Helpdesk, press the Create Ticket button, on the interface add the Created by Department and Department fields.
Step 2: Fill in the information of the ticket, assign it to the employee, and press Save. The ticket creator's department and assignee's department are automatically filled in (if applicable).
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