Workflow for leave request
Use flobaze to handle employee leave requests and control the flow reviews reviews and approvals.Build your leave request form in any structure that fits your organization.
Overview
A leave request refers to an employee's formal process of asking for time off from work for various reasons, such as vacation, illness, personal matters, or family emergencies. The request is typically submitted through a designated system or form, and it must be approved by a supervisor or HR department before the employee can take the time off. Different companies have specific policies regarding the types of leave allowed (e.g., sick leave, vacation leave, maternity/paternity leave) and how much notice is required for approval.
Handling leave requests with Flobaze
Like any other process Flobaze gives all the tools needed to build any workflow, in this use case we will cover building the form, adding control flows, handling reviews(comments,approvals,change request and rejections). In the next section we will look at all these steps and how they can be used to handle leave requests.
Building the leave form
Whilst different organizations have different requirements on leave forms this section will go through how to create a standard leave request form. To create a new form we go the forms menu from the side navigation menu and click on create new where we are presented with a page to define our inputs. On the page builder page we define our form header for this example "Leave request" then we continue to add an optional sub title where instructions can be defined to help members who will use the leave form like some helpful tips.
Adding inputs
To add an input to the form we click on the "Add a form inputs" menu button and a dropdown will show with options of inputs to add to the form.Because the employee os already known by the app as an account we add the following inputs to the form
- Start Date - A text box that accept a date which is strictly required used to capture when the employee will be off work.
- Return Date - A text box that accept a date which is strictly required used to capture when the employee resume work.
- Transfer of responsibility - A text box that accept simple text which is strictly required used to capture name of the employee that wil resume the employee's role whilst they away.
- Type of leave - A dropdown select that gives the employee options to indicate the type of leave they are taking in this example it will contain (Sick leave, Maternal leave, Grieve leave, Annual Leave, Others/Personal). if your requirements are different from this you can add or change some
- Attachment - This is a file selector that will used to accept any proofs like a medical report mostly in the case of a sick leave
- Other comments - Any other thing the employee will like to add.
Defining control flows for the leave form
Control flows known as Flows in Flobaze are extra additions that defines the journey of the form when submitted and who can make decisions on it.
Flows allow you to select a department and then define who in that department can approve this form and who should be notified when it is submitted in that department.
Adding flows to our leave form
To add an flows to our leave form we preview the form and on the right side under the flows tab, we switch to edit mode, below are the flows that makes out leave request workflow possible- Flow 1 - In the first flow we add the HR department and all members of that department will be available under notify and approve from there you can choose who should be notified and who can approve.
- Other flows - Ideally the HR should be enough but you can add more flows to a form depending on your needs.
Conclusion
This is all you need to build workflow for leave request, the other sections of this workflow include submitting the form and handling reviews by those that were authorised in the flows of the form.