Employee Onboarding
Run this process every time a new employee is being integrated into the company....
5 steps
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HR approval workflow for Tallyfy
Handle time-off requests without the email chaos
Vacation requests get lost in email threads and create confusion about coverage. This workflow routes requests to the right manager, tracks approvals, and updates HR records automatically.
11 steps
5 automations
Run this workflow in Tallyfy
1
Import this template into Tallyfy and assign employees to submit requests while routing approvals to department managers based on the department dropdown selection 2
Configure 5 automations that show the correct manager approval step based on department, set 2-day approval deadlines, and use form fields for leave dates, type, and coverage documentation 3
Track time-off requests in real-time through Tallyfy as they move from employee submission through manager approval to HR notification and leave balance updates Process steps
1
Submit leave request details
5 days from previous step
Fill in your time-off request details accurately:Full name and employee ID (if applicable)
Leave type: Annual leave or extra leave
Dates: First and last day of your absence
Duration: Total working days requested
Reason: Brief explanation for the leave
Department: This routes your request to the right manager
Attach any supporting documentation if needed. Double-check your dates before submitting.
Form fields in this step
Full name
Employee ID (if full-time)
What type of leave request is this?
First day of leave
Last day of leave
Total number of working days you will be off
Share reasons for your leave
Attach any support documentation
Which department do you work in?
2
Sales/Marketing Manager - Approve or reject leave request
2 days from previous step
Please review leave request for:
Employee: {{full-name-209402}}
Leave Dates: {{f-209405}} to {{l-209406}}
Leave Details: {{b-209408}}
Form fields in this step
If 'Yes', please confirm you have done the following
If 'No', please share reason and suggestions for next steps.
3
IT Manager - Approve or reject leave request
2 days from previous step
Please review leave request for:
Employee:
{{full-name-209402}}
Leave Dates:
{{f-209405}} to {{l-209406}}
Leave Details:
{{b-209408}}
4
HR Manager - Approve or reject leave request
3 days from previous step
Please review leave request for:
Employee:
{{full-name-209402}}
Leave Dates:
{{f-209405}} to {{l-209406}}
Leave Details:
{{b-209408}}
5
Leave request approved
5 days from previous step
Dear {{full-name-209402}},
Your leave request for dates {{f-209405}} to {{l-209406}} has been approved.
Thank you.
Regards,
HR
6
Leave request not approved
5 days from previous step
Dear {{full-name-209402}},
Your leave request for dates {{f-209405}} to {{l-209406}} has not been approved for the following reasons:
{{if-no-please-share-reason-and-209413}}
{{i-209416}}
{{b-209419}}
Kindly contact your reporting manager in case of any questions.
Thank you.
HR
7
Submit your vacation request
1 day from previous step
Fill out the request form with your dates, how many days youre taking, and any backup coverage info. Double-check the dates before you submit - changing them later is a hassle.
8
Manager reviews the request
1 day from previous step
Your manager will check if the timing works with team schedules and project deadlines. They might reach out if theres a conflict or if they need more details about coverage.
9
Arrange coverage for your work
1 day from previous step
Talk to whoever is covering for you. Walk them through anything urgent and make sure they know where to find what they need. A quick handoff doc saves everyone headaches.
10
Set up your out-of-office
1 day from previous step
Turn on your email auto-reply and update your calendar. Include when youll be back and who to contact for urgent stuff. Do this the day before you leave.
11
HR updates the leave balance
4 days from previous step
HR will deduct the days from your balance and update the team calendar. Youll get a confirmation once everything is recorded. Keep this for your records.
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