Financial Statements Inquiry for Alumni

This content pack is used when a former employee requests for financial statements from the company.

Service request	Request for financial statements
Case template	Financial Statements Inquiry - Alumni
Task templates	Get system external portal URL Verify details provided for financial statements Provide information about financial statements inquiry Provide income tax document for financial statements inquiry Provide payslip for financial statements inquiry
BMC Helix Digital Workplace Catalog items	Financial Statements Inquiry for Alumni - HRSM
Emails and notifications	Financial Statements Inquiry - Received - Notify Requester Financial Statements Inquiry about Income tax document for Alumni - Notify to Payroll team Financial Statements Inquiry about Payslip for Alumni - Notify to Payroll team Financial Statement Inquiry - Resolved - Notify Requester Financial Statements Inquiry - Declined - Notify Requester

Service request activity flow

The following image shows the activity flow when a former employee initiates a service request in the Alumni Service Center:

Make the following changes in the case and notification templates and catalog services:

Make sure you follow communication protocols while modifying email and notification templates.
Add or modify the case and tasks templates as well as descriptions according to the standard operating procedure defined by the relevant authorities in the organization.