ChecklistGuro Leave and Absence Management Workflow
Streamline your employee time-off requests with our automated Leave and Absence Management Workflow. Optimize HR efficiency by automating leave applications, real-time balance tracking, and manager approvals, ensuring seamless workforce planning and zero manual errors.
Start
Start of the Workflow/Process.
1. Fetch Employee Leave Balance
Retrieve the remaining annual leave days from the Employee Data Model.
2. Fetch Requested Leave Dates
Retrieve the start and end dates from the Leave Request entry.
3. Calculate Duration of Absence
Calculate the total number of working days between the start and end date, excluding weekends.
4. Validate Leave Availability
Subtract the calculated duration from the retrieved Leave Balance to check if the request can be fulfilled.
5. Update Leave Request Status
Update the status of the Leave Request entry to 'Pending Approval' or 'Approved'.
6. Manager Approval Task
Create a task for the direct manager to review and approve/deny the leave request.
7. HR Verification Task
Create a task for the HR department to verify documentation if the leave is 'Unpaid' or 'Medical'.
8. Notify Manager of New Request
Send an email to the manager containing the details of the new leave application.
9. Notify Employee of Decision
Send an email to the employee informing them if their leave request was approved or rejected.
10. Deduct Approved Leave
Update the Employee Data Model to subtract the approved days from their total annual leave balance.
11. Create Calendar Event
Create a new entry in the Company Shared Calendar to mark the employee as 'Out of Office'.
12. Calculate Departmental Absence Load
Sum the total number of days all employees in the same department are absent during the requested period.
13. Notify Team Members
Send an automated email to the team members notifying them of the upcoming absence of their colleague.
14. Generate Monthly Absence Report
Create a monthly summary report of all approved and rejected leave requests for HR records.
15. Remove Cancelled Request
Delete the leave request entry if the user withdraws the application before approval.
End
End of the Workflow/Process.
Start of the Workflow/Process.
Retrieve the remaining annual leave days from the Employee Data Model.
Retrieve the start and end dates from the Leave Request entry.
Calculate the total number of working days between the start and end date, excluding weekends.
Subtract the calculated duration from the retrieved Leave Balance to check if the request can be fulfilled.
Update the status of the Leave Request entry to 'Pending Approval' or 'Approved'.
Create a task for the direct manager to review and approve/deny the leave request.
Create a task for the HR department to verify documentation if the leave is 'Unpaid' or 'Medical'.
Send an email to the manager containing the details of the new leave application.
Send an email to the employee informing them if their leave request was approved or rejected.
Update the Employee Data Model to subtract the approved days from their total annual leave balance.
Create a new entry in the Company Shared Calendar to mark the employee as 'Out of Office'.
Sum the total number of days all employees in the same department are absent during the requested period.
Send an automated email to the team members notifying them of the upcoming absence of their colleague.
Create a monthly summary report of all approved and rejected leave requests for HR records.
Delete the leave request entry if the user withdraws the application before approval.
End of the Workflow/Process.
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