TACTIXProcess templates
Leave Request & Approval Process Template
Last-minute leave approvals put both the team and the employee in a bind. This template makes the steps from request to calendar and the handover of cover clear.
Free. Lanes, steps and approvers come ready; you can change everything.
Process flow
Each row is a role (swimlane); steps run left to right.
| Employee | 1 · StartSubmit the leave request | 5 · StepArrange cover | ||||
|---|---|---|---|---|---|---|
| Manager | 2 · DecisionFits the team plan? | 4 · StepApprove the leave | ||||
| HR | 3 · StepCheck the leave balance | 6 · EndRecord in the calendar |
Step by step
Submit the leave request
Fits the team plan?
- Yes → Step 3: Check the leave balance
- No → Step 1: Submit the leave request
Check the leave balance
Approve the leave
Arrange cover
- Cover assigned
- Out-of-office set
Record in the calendar
Who does what? (RACI summary)
R: responsible · A: approves
| Step | Employee | Manager | HR |
|---|---|---|---|
| Submit the leave request | R | ||
| Fits the team plan? | R | ||
| Check the leave balance | R | ||
| Approve the leave | A/R | ||
| Arrange cover | R | ||
| Record in the calendar | R |
When to use it
- Leave is requested verbally
- Too many people take leave at once
- Cover and handover get forgotten
Tips
- Receive leave requests as jobs with a request-form link.
- Make assigning cover a checklist item.
- See who is away on the people board.
More process templates
Run the process with your team on one map
Open the template, give each step an owner and a date, and send it to your field team as step-by-step instructions and QR labels.