Create Credit Requests for Users

Create Credit Request for a Single User

1. Choose Transfer Credit from the main menu. (Alternately, you can choose Administration, then choose Credit Requests from the Applications menu.)

2. Choose New Credit Request For Another User.

3. Enter the Recipient. You can search for a user by name or employee ID.
4. Click Create.
5. Complete the credit request form. The user you selected will prepopulate the recipient field and cannot be edited.
6. Click Submit for Credit Approval.

The credit request will appear in the list, and its status will reflect its approval state. If the credit request does not require approval, it will automatically have an approved status upon submission.

Create Bulk Credit Request for Multiple Users

1. Choose Transfer Credit from the main menu. (Alternately, you can choose Administration, then choose Credit Requests from the Applications menu.)

2. Choose Manage Bulk Requests.
3. Click Create New Bulk Credit Request.
4. Complete the credit request form, then click Next.
5. Click Recipients. You can add recipients in one of two ways.
   • Select recipients:
     1. From the action menu, choose Add Recipients.
     2. Use the search box and/or filters to narrow the list of users.
     3. Select the checkboxes for the users you want to add.
     4. Click Add Selected.
   • Enter recipients:
     1. From the action menu, choose Add Recipients Advanced.
     2. Click the type of identifier you are going to use.
     3. Enter the identifiers in the box and select how they are separated.
     4. Click Preview to generate the list of users associated to the identifiers provided.
     5. Click Add Recipients to add the users to the request.
6. When finished adding recipients, click Close.

You can view bulk requests on the Manage Bulk Requests page.