# Vacation request workflow template

> Pick your dates, get your manager's approval and let HR take care of the rest.

Category: People. 4 steps, 15 form fields.

## Steps

### 1. Request

Owner: Whoever starts the request.

Request at least 30 days ahead.

Fields:

- First day (date, required)
- Last day (date, required)
- Number of days (number, required)
- Cash out unused PTO? (choice, required)
- Handover (checkbox)
- Who covers for you (text)
- Notes (long text)

### 2. Manager approval

Owner: A person or team you choose.

Check the team schedule before approving.

Approval: Approvers you choose.

Due in 3 days (business time).

Fields:

- Coverage (checkbox, required)
- Notes (long text)

### 3. HR records

Owner: A person or team you choose.

HR checks the balance, records the vacation and issues the notice.

Due in 5 days (business time).

Fields:

- Accrual period (text, required)
- Days left after this vacation (number)
- Vacation pay date (date, required)
- Vacation notice (files, required)

### 4. Sign the notice

Owner: The requester.

The employee signs the vacation notice.

Due in 2 days (business time).

Fields:

- Vacation notice (checkbox, required)
- Signed notice (files)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/vacation-request