Vacation Request

Use this blueprint to accept, track and approve vacation requests from employees, contractors or freelancers.Blueprint - Vacation Request (Sample).pdfScreenshot-Vacation Request (Sample).PNG 78.1 KB DownloadView full size

6 steps 5 automations

Process steps

1

Submit leave request details

1 hours from previous step
task
Dear {{your-name-7983192}} ,Thank you for contacting us regarding your time-off.Please complete the following form.Thank you.Regards,HR
Form fields in this step
Full name
Employee ID (if full-time)
What type of leave request is this?
First day of leave
Last day of leave
Total number of working days you will be off
Share reasons for your leave
Attach any support documentation
Which department do you work in?
2

Sales/Marketing Manager - Approve or reject leave request

2 days from previous step
task
Please review leave request for:Employee: {{name-152678}} Leave Dates: {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}} Leave Details: {{share-reasons-for-your-leave-7643916}}
Form fields in this step
Approved?
If 'Yes', please confirm you have done the following
If 'No', please share reason and suggestions for next steps.
3

IT Manager - Approve or reject leave request

2 days from previous step
task
Please review leave request for:Employee: {{name-152678}} Leave Dates: {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}} Leave Details: {{share-reasons-for-your-leave-7643916}}
Form fields in this step
Approved?
If 'Yes', please confirm you have done the following
If 'No', please share reason and suggestions for next steps.
4

HR Manager - Approve or reject leave request

2 days from previous step
task
Please review leave request for:Employee: {{name-152678}} Leave Dates: {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}} Leave Details: {{share-reasons-for-your-leave-7643916}}
Form fields in this step
Approved
If 'Yes', please confirm you have done the following
If 'No', please share reason and suggestions for next steps.
5

Leave request approved

3 days from previous step
task
Dear {{full-name-7643912}} ,Your leave request for dates {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}} has been approved.Thank you.Regards,HR
6

Leave request not approved

3 days from previous step
task
Dear {{full-name-7643912}} ,Your leave request for dates {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}} has not been approved for the following reasons: {{if-no-please-share-reason-and-7643902}} {{if-no-please-share-reason-and-7643907}} {{if-no-please-share-reason-and-7643921}} Kindly contact your reporting manager in case of any questions.Thank you.HR

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