First, encourage employees to take time off. Research shows that
productivity, motivation and quality are positively impacted
by regular breaks from work. Foster a culture of taking vacations
throughout your organization and shut down negative comments like
"Lucky you! I wish I wasn't too busy to take vacation".
When employees are on vacation, you definitely want them to unplug.
At work, you definitely do not want them to waste time.
Time off requests usually require approval from the
manager and data entry by HR. Take it online using an electronic
form & process so employees aren't
struggling to get their vacation approved. They'll be more
relaxed and can focus on the important stuff.
Your Vacation Request Forms in 3 Easy Steps
1. Sign up for a free accountClick here to register for a free
30-day trial. Your Cloud account will be fully
functional with all features enabled.
2. Install a Vacation Request template
Install a pre-built template with
a single click. It has sample forms, workflows,
guided tours and instructions to quickly try it out.
3. Customize to fit your needs
Modify the template with our user-friendly form &
workflow designers. We offer many kinds of
no-obligation help to assist you.
Why Automate Time Off Request Forms?
Work [and life in general] is becoming more and more hectic and
stressful. Employees need periodic time off so that they can come
back refreshed and eager to tackle new challenges. The last thing
they want is to deal with kludgy, confusing and tedious time off
In addition, your HR department needs to stay focused on talent
acquisition, retention and management. Any time they spend manually
dealing with PTO request forms or entering data into HR systems is
What's in a time off request form?
There are obviously many variants depending on your company policy.
However, practically every form will include:
Employee ID, name, department and other personal details.
Start and end dates of the requested time off.
Total number of days off being requested.
Date of the request, any approval/denial.
Signatures of all participants – employee, manager and HR.
Other items which may be important for your organization:
Type of time off e.g. paid time off, sick time, bereavement etc.
Salaried vs hourly worker.
Reminder or, better yet, integration with the corporate calendar
or payroll system to record the PTO.
A Streamlined Time Off Request Process
First, if you don't already have a policy in place, you need
to put one in. Even if you do, you can improve the process by
automating it. An effective process:
Starts with an online form that's easy to find and fill out.
Integrates with business data so fields like name, department,
employee ID etc. are pre-filled.
Allows employees and managers to sign electronically without the
need to print.
Works on mobile devices so the form can be completed and
approved anytime and from anywhere.
Automatically updates HR systems once the vacation request is
approved so data entry is eliminated.
Generates any needed PDFs or other documents and securely
saves them online.
Notifies participants at every step and when the process is
Speeds up the process, removes unnecessary legwork and wasted
time securing approval for time off.
What do automated
vacation requests look like?
Streamlining everyday operational processes using online forms and
workflow automation software is essential for digital
business transformation. It saves time for employees
taking vacation, for managers approving it and for the HR
people processing it.
The automated vacation request process includes online forms
connected to business systems so routine information is pre-filled.
With dynamic behavior, digital signatures, notifications & reminders,
and mobile access, completing vacation request forms is easy,
quick and efficient.
Employees complete the form in a browser or on their mobile device,
it's automatically routed to the supervisor who can sign off
anytime and from anywhere and the HR system is automatically
updated. Everyone is notified by email if desired or can check
the status online. No need to wonder where the approval is or
chase down managers for signatures.
Why automate processes with frevvo?
frevvo's software is already being used by hundreds of
customers to automate everyday HR processes like employee
onboarding and vacation requests. The visual form and process
designers are so easy to use that anyone (even employees with
zero coding skills) can drag-and-drop to create online forms,
dynamic behavior, electronic signatures and workflow routing
so the automated vacation request meets business requirements.
Mercy Ships has deployed over 70
forms & workflows integrated with Confluence
"We wanted a single, affordable solution that would be
able to address our forms, workflow and document signature
requirements. frevvo's modern solution is easy-to-use
and meets all our business needs at a reasonable price."
Chief Information Officer
"PiF Technologies introduced us to frevvo
and helped us automate the New Hire packet. The rest is
history. The efficiency is just incredible.
frevvo's modern, online system is
easy-to-use, and meets our business requirements
at reasonable cost."
Linda Tsantoulis, Vice President of HR
"Our primary concerns are always adoptability and
simplicity. There are many workflow solutions on the
market today but none offers the balance of simplicity
and flexibility found in frevvo."
Mike Malone, Director of Technology
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