HR & Payroll
How to create your first self-service action in Easedesk
Step-by-step guide to creating a self-service action in the Easedesk Employee Self-Service module. Required fields, what happens after, and common gotchas.
Quick answer
To create a self-service action, open Employee Self-Service from the sidebar, click "New Self-service action", fill in the required fields, and save. The new record is immediately searchable and triggers any linked downstream automations (e.g. accounting posts, notifications, approvals).
Step 1 — Open the Employee Self-Service module
In the left sidebar, click Employee Self-Service. If you don't see it, your role may not have ess.view permission — ask your Owner or Admin to grant it under Settings → Users & Roles.
Step 2 — Click "New Self-service action"
The list view shows all existing self-service actions. Click the New Self-service action button at the top-right. You will be taken to a clean form page with all available fields visible (we never hide important fields behind tabs).
Step 3 — Fill in required fields
Required fields are marked with a red asterisk. Tooltip help is available on every label — hover over a field to see what it does. Optional fields can be left blank and added later.
Step 4 — Save (or "Save & Add Another" for bulk entry)
Click Save to create the self-service action. If you want to add several in a row, the "Save & Add Another" button resets the form while keeping the page open. The new record appears at the top of the list view.
What happens after
Creating a self-service action may trigger downstream automations depending on the module — for example, posting a journal entry, sending an email, or starting an approval workflow. You can see all triggered actions in the Audit Log.
Editing or deleting a self-service action
Click the self-service action row in the list view to open detail mode. The Edit button is at the top-right. To delete, use the kebab menu (•••). Note: records linked to other entities (e.g. an invoice that has a payment) cannot be deleted — they can be cancelled or voided instead.
Frequently asked questions
How do I create a self-service action in Easedesk?
Can I import self-service actions from a spreadsheet?
Why is my "New Self-service action" button disabled?
Can I edit a self-service action after creating it?
What happens if I delete a self-service action?
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