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Tickets Module in ClayHR

The Tickets module in the ClayHR system is designed to streamline and manage employee inquiries, requests, and issues efficiently.

This provides a centralized platform for employees to submit tickets and for HR personnel to track, respond to, and resolve these tickets on time.

Steps to Raise a Ticket

  1. Navigate to the “Ask HR” menu in the navigation bar and click “View/Open Tickets”. 

  1. A list of all open tickets to which the user has access will appear on the screen. Click on the “New Ticket” button to raise a new ticket.
    Note: The “New Ticket” button will only be visible to users with “Ticket Edit” permission.

  1. The user will be redirected to the new ticket page, where the user can fill in the necessary information required to raise the ticket.

  1. Once the user has filled in the details, click the “Create Ticket” button to save the information.

  1. After saving, the user will be redirected to the ticket view page where the user can make inline edits to the Subject, Description, Type, Status, and Priority fields. Note: The user can edit the Status if they have “Ticket Resolution” permission.

  1. Clicking “Back to Tickets” will redirect you to the ticket home page.
    Note
    :  Tickets created by the user will be visible to them without any permission. “Ticket View” Permission will allow the user to access the tickets created by them.

  1. On the ticket home page, you can click the trash icon to delete any particular ticket.

  1. Clicking on the trash icon, a pop-up to confirm deletion will appear. Click on the “Delete Ticket” button to delete the ticket permanently.

  1. On the ticket home page, the user can click on any ticket to view its details.
    Note
    : “Ticket Manage” permission will allow the user to view all the tickets generated in the system.

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