A Simple Leave Request Process Your Team Will Actually Follow

Leave requests shouldn't need a form, a signature and three reminders.

#Step 1: A one-page leave policy

- Leave types: annual, sick, casual, unpaid. - Notice: e.g. 3 days for planned leave; same-day for sickness. - Who approves: line manager, then HR. - Documentation: e.g. medical certificate for more than 2 sick days.

#Step 2: Create the workflow

In **Work › Organisation › Workflows**, create **Leave** with steps: 1. **Line manager** 2. **HR**

#Step 3: Employees request leave

1. **Work › Approvals › New request › Leave**. 2. Enter dates, type and reason; attach a certificate if needed. 3. Submit — the manager is notified.

#Step 4: Approve

The manager taps **Approve** or **Return** with a comment ("Can you shift by a day?"). HR does the final approval. The employee is notified at each step.

#Step 5: Records

- **Status by person** shows exactly where each request is. - Approved leave is **locked**; changes by admins appear in the **audit log**. - Combine with **attendance** so approved leave days aren't marked absent in your review.

#Tips

- Ask people to request leave **before** booking travel. - Keep a shared calendar or channel for **who's off this week**. - Review leave balances monthly.

#Frequently asked questions

How do employees apply for leave in Yapie?

Work › Approvals › New request › Leave, then enter dates, type and reason and submit.

Who approves leave?

Whoever is set in the workflow — commonly the line manager followed by HR.

Can managers ask for changes instead of rejecting?

Yes. They can return the request with a comment for the employee to update.