A simple process for a small team
Without HR software, leave requests come through every channel at once. This form gives them a single entry point. The manager finds every request in the response list, and the CSV export feeds the schedule or the leave balance in a spreadsheet.
Each request downloads as a PDF, handy to file it with the employee's records. The form handles neither approval nor leave balances: the decision is passed on as usual.
Why the dates are text fields
The template uses text fields with the DD/MM/YYYY format to stay on the Free plan. On a paid plan, replace them with Date fields, which show a calendar and can accept future dates only.
The manager can get an email alert for each request, on every plan; the Free plan sends a few a day, then one daily digest. Higher plans also offer a daily summary.
Personal data: the right habits
- Do not ask the reason for a health-related absence: sick leave follows its own process.
- Anyone with the link can open the form: share it internally only, and do not publish it on a public website.
- Keep requests for as long as leave management needs them, then export them and delete the form of the past year.
- Requests are hosted in France, with OVHcloud.