Leave Request▶ All templates

Manage employee leave requests and approval

Manage leave request approval using a color-coded calendar. Managers can even assign multiple tasks to each request and tie request approvals to task completion.

The process is made up of 2 to 4 stages:

  1. Request submitted - employee submits request stating time period and reason for leave. An alert is sent to the manager.
  2. Tasks created (optional) - manager can assign multiple tasks that need to be completed prior to approval. Tasks are created directly from within the request, never losing the context. Tasks can be assigned to any person, not just the requester. Tasks are individually tracked and visible by each person in his or her My Tasks view.
  3. Tasks completed (optional) - each task is completed by the assigned person. Tasks are color-coded by status so you can easily see which tasks haven't been completed yet. You can even set up an alert to be sent when a task is not completed by the due date. View both the requests and the task progress directly on the calendar. You can even complete your tasks directly from the calendar.
  4. Approval - request is approved or rejected by the manager. An alert can be sent when the approval is given.
Templates are provided "as-is", free of charge, for UltimateForms customers. Feel free to make any desired modifications.
For more info, click here.

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