![]() ![]() Or, if an employee is going on parental leave, you may require additional approval and a clear plan for the employee’s substitute. If you’re automating your office’s time off approval process, the type of leave can trigger certain rules that will only appear when necessary.įor example, if someone requests jury duty leave, you could add a section to upload their jury summons as supporting documentation. Since so many benefits packages include leave with different uses and rates of accrual, tracking time off by type is essential for HR and accounting departments to help employees use their benefits correctly. While medical and vacation leave are the most common types of paid leave, you’ll need to have an approval process for any type of leave that your team might take. You’ll also need to track the employee’s type of PTO request. In the example above, “Walter Hagen” can see exactly how much time off he has remaining. The form then shows the remaining days of PTO (pulled from a database) allocated to each employee. In this time off request form, employees can choose their name from a dropdown list. With a BPM tool like frevvo, you can integrate employee databases to automatically fill in this information, making the time off request process even smoother. It also helps HR and accounting teams accurately track and record the employee’s pay for the right type of leave. This identifying information is important because it helps route the time off request form to the right manager(s) for approval. Employee InformationĮvery time off request form needs to include basic employee information like their name, role, and department. Let’s take a closer look at the most important sections of a time off request form. Whether you’re using Microsoft Word or business process management (BPM) software like frevvo to create your time off request form, there are some key elements you’ll want to include. ![]() What Should a Time Off Request Form Include? 61% of employees who had paid time off (PTO) hours reported letting them go unused, highlighting the need for more transparent processes.īefore we dive into how you can automate time off request forms, let’s look at what you should include in these forms. If the process for taking time off is unclear, employees may feel discouraged from submitting a request. It also contributes to employee stress caused by poor communication, which 80% of employees deal with regularly. The lack of a transparent time off request process impacts business operations like scheduling and payroll. They may rely on paper forms, a series of emails, or a hodgepodge of tools that make it confusing and frustrating for employees to request time off. Here’s an example of a time off request form from frevvo:Ĭlick here to try the time off request template above.ĭespite how common medical leave and vacation time are in the workforce, many companies don’t have a streamlined process for approving time off requests. With these details, managers and office administrators can track time off requests and plan accordingly to keep the workplace staffed. Time off request forms typically include: How to Automate Your Time Off Request Form ProcessĪ time off request form is a form that employees fill out to notify their employers that they’re taking time away from work.Įmployees may request time off from work because they’re feeling sick, going away on vacation, attending jury duty, or even taking a personal day.7 Reasons to Automate Employee Time Off Request Forms.What Should a Time Off Request Form Include?.In this article, we’ll look at how to optimize your time off request form and how you can automate the approval process to make it easy for everyone to take time off.Ĭlick the links below to skip to the section you want to learn more about: So how can you create a more efficient time off request process? But relying on paper forms is only making the problem worse. The whole point of a time off request form is to make it easier to track when employees are out of the office. Likewise, managers don’t want to spend a ton of time reviewing time off requests or sending them back because some information is missing. When employees need to take time off, they don’t want to spend any more time than necessary getting their requests approved. ![]()
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