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Vacation Request Form

Vacation Request Form

Use this checklist so employees can request holiday and line managers can approve or reject it.
1
Introduction to the Vacation Request Form:
2
Complete checklist details
3
Enter holiday request details
4
Give approval
5
Inform the employee that their request has been rejected
6
Inform the employee that their request has been approved
7
Record employees remaining holiday days
8
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Introduction to the Vacation Request Form:

In 2019, the statistical geniuses at WhosOff, recorded over 3.2 million annual leave bookings.

That’s a lot of holiday days. 

But mismanagement of annual leave can have a dramatic impact on a company’s business. 

Did you hear what happened with the Ryanair airline in 2017?

They had to cancel hundreds of flights because they failed to plan a pilot’s holiday properly.

Ouch! 

So clearly, last-minute holiday requests and unforeseen calendar clashes can have a severe impact on productivity

Having a process in place where employees can request holiday and line managers can approve or reject it, can prevent costly mistakes and keep the schedules in the office running smoothly.

That’s why Process Street has created this vacation request form. Use this form to make sure your company doesn’t suffer as a result of an employee’s holiday.

Process Street is super-powered checklists. It’s the easiest way to manage your recurring tasks, procedures and workflows. Create a template and run individual checklists for each member of your team. You can check tasks off as you work through them, set deadlines, add approvals, assign tasks, and track each team member’s progress. You can also connect to thousands of Apps through Zapier and automate your workflows even more.

Complete checklist details

Fill in the checklist details in the fields below. 


Remaining holiday days: {{form.How_many_holiday_days_does_the_employee_have_remaining?}}

Comments: {{form.Holiday_consumption_comments}}

Enter holiday request details

THE EMPLOYEE WILL FILL THIS OUT

Provide the holiday request details in the fields below. 



Give approval

ON COMPLETION OF TASK 3, THIS TASK WILL BE ASSIGNED TO THE EMPLOYEES  LINE MANAGER

Review the employees holiday request details and confirm if the request is accepted or rejected. 

Date from: {{form.Holiday_date_from:}}

Date to: {{form.Holiday_date_to:}}

Number of days taken: {{form.Number_of_days_taken:}}

Comments: {{form.Comments:}}

Employees total holiday allocation: {{form.Total_holiday_allocation_(days)}}


Inform the employee that their request has been rejected

Confirm why the holiday request has been rejected and send an email to the employee to update them. 


Inform the employee that their request has been approved

Send an email to the employee to confirm that their holiday request was accepted. 

Record employees remaining holiday days

ON COMPLETION OF TASK 6, THIS TASK WILL BE ASSIGNED TO THE HR MANAGER

Complete the fields below to update the employee’s remaining holiday allocation. 



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