Leave Request Approval Checklist (HR)

Streamline your leave management! This HR leave request approval checklist ensures consistent processes, reduces errors, and keeps your team informed every step of the way. Simplify approvals, maintain compliance, and boost HR efficiency. Download now!

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Employee Information

1 of 9

Gather essential details about the employee submitting the leave request.

Employee Full Name

Employee ID

Date of Birth

Department

Employment Status

Leave Details

2 of 9

Record the type of leave, start and end dates, and total leave time requested.

Start Date of Leave

End Date of Leave

Number of Leave Days Requested

Leave Type

Start Time (if applicable)

End Time (if applicable)

Number of Hours Requested (if partial day)

Policy Review & Eligibility

3 of 9

Verify employee eligibility for the requested leave type based on company policy and relevant laws.

Leave Type

Policy Applicability

Relevant Policy Last Updated

Policy Specific Notes (if applicable)

Eligibility Confirmed?

Balance Verification

4 of 9

Confirm the employee has sufficient accrued leave balance to cover the requested time off.

Accrued Vacation Days

Used Vacation Days

Remaining Vacation Days

Accrued Sick Days

Used Sick Days

Remaining Sick Days

Leave Type Balance Source

Department/Team Impact Assessment

5 of 9

Assess the potential impact of the leave on the department and team workload.

Describe potential workload impact on the team.

Estimate number of tasks/projects affected by absence.

Are there critical deadlines during this leave period?

Outline any mitigation strategies (e.g., task reassignments, overtime).

Does this leave require coverage from other team members?

Which tasks/projects will need reassignment?

Manager Approval

6 of 9

Document the manager's approval or denial of the leave request and any associated comments.

Approval Status

Manager Comments (optional)

Approval Date

Approval Time

Manager Signature

Days Approved (if partial)

HR Review & Compliance

7 of 9

Confirm compliance with legal requirements, company policies, and record necessary approvals.

Compliance with FMLA (if applicable)

Compliance with State/Local Leave Laws

Date of Compliance Review

Notes/Comments on Compliance Review

Potential Risk Assessment

HR Compliance Officer Signature

Communication & Notification

8 of 9

Track communication with the employee and relevant stakeholders regarding the leave approval status.

Notification Method

Recipient Email Address (if applicable)

Notification Message (for record keeping)

Date of Notification

Time of Notification

Notification Status

Record Keeping & Documentation

9 of 9

Ensure accurate and complete records are maintained for audit and legal purposes.

Date of Record Creation

Summary of Approval Process & Notes

Record Type

Employee ID

Supporting Documents (if applicable)

Approver Initials

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