HR leave management workflow for Tallyfy

Get extended leave approved without lost paperwork

Managing parental leave, sabbaticals, FMLA, and medical leave manually means requests get lost between managers and HR. This workflow routes leave requests through department-specific approvals, collects supporting documentation, and keeps employees informed throughout the process.

6 steps

1 fields

5 automations

Import into Tallyfy Preview steps

Human Resources requests

Run this workflow in Tallyfy with people, AI, and conditions

Extended Leave & Sabbatical Request Workflow Run #2,481 Running now

Status	Step	Assignee
Status: Completed	1. Submit extended leave request with supporting documentation	TM Team member
Status: Active	2. Sales/Marketing manager reviews extended leave request	Claude AI agent
Status: Waiting	3. IT manager reviews extended leave request	TM Team member
Status: Conditional	4. HR manager reviews and finalizes leave approval	Claude AI agent
+ 2 more steps below

Import this template into Tallyfy

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

Submit extended leave request with supporting documentation

1 hours from previous step

task

Fill out your extended leave request with all the required info and documents below.

Leave Types Supported:
- Parental leave (maternity/paternity)
- Medical leave (illness/surgery/recovery)
- Sabbatical (career development break)
- Family care leave (FMLA)
- Bereavement leave
- Military/reserve duty
- Educational leave

Required Information:
Please fill in all fields including leave type, dates, expected duration, supporting documents, and your department to kick off the multi-level approval routing.

Form fields in this step

Full name

Employee ID (if full-time)

What type of extended leave is this? *

First day of leave

Last day of leave

Total number of working days you will be off

Expected leave duration *

Share reasons for your leave

Attach any support documentation

Which department do you work in?

Sales/Marketing manager reviews extended leave request

2 days from previous step

task

Review and approve or reject this extended leave request from your Sales/Marketing team member.

Employee: {{name-152678}}
Leave Dates: {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}}
Leave Type and Details:
{{share-reasons-for-your-leave-7643916}}

Approval Considerations:
- Team coverage during absence
- Project deadlines and deliverables
- Workload distribution among remaining team
- Client relationship handover (if applicable)

Form fields in this step

Approved?

If 'Yes', please confirm you have done the following

If 'No', please share reason and suggestions for next steps.

IT manager reviews extended leave request

2 days from previous step

task

Review and approve or reject this extended leave request from your IT team member.

Employee: {{name-152678}}
Leave Dates: {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}}
Leave Type and Details:
{{share-reasons-for-your-leave-7643916}}

Approval Considerations:
- System access and credentials management
- On-call coverage and escalation procedures
- Project timelines and sprint commitments
- Knowledge transfer and documentation needs

Form fields in this step

Approved?

If 'Yes', please confirm you have done the following

If 'No', please share reason and suggestions for next steps.

HR manager reviews and finalizes leave approval

2 days from previous step

task

Review this extended leave request for final HR approval and policy compliance.

Employee: {{name-152678}}
Leave Dates: {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}}
Leave Details:
{{share-reasons-for-your-leave-7643916}}

HR Review Checklist:
- Verify leave entitlement and accrued balance
- Confirm supporting documentation is complete
- Review benefits continuation during leave
- Update employee records and HRIS system

Form fields in this step

Approved

If 'Yes', please confirm you have done the following

If 'No', please share reason and suggestions for next steps.

Notify employee - extended leave request approved

3 days from previous step

task

Congratulations! Your extended leave request has been approved.

Employee: {{full-name-7643912}}
Approved Leave Period: {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}}

Next Steps:
- Complete any required work handover documentation
- Update your out-of-office notifications
- Coordinate with your manager on return-to-work plans
- Contact HR if you have any benefits-related questions

We wish you well during your leave.

Best regards,
Human Resources

Notify employee - extended leave request not approved

3 days from previous step

task

Your extended leave request wasn't approved and needs further discussion.

Employee: {{full-name-7643912}}
Requested Leave Period: {{first-day-of-leave-7643917}} to {{last-day-of-leave-7643911}}

Feedback and Suggestions:
{{if-no-please-share-reason-and-7643902}}
{{if-no-please-share-reason-and-7643907}}
{{if-no-please-share-reason-and-7643921}}

Next Steps:
Please schedule a meeting with your reporting manager to discuss alternative arrangements or address any concerns.

Human Resources