Prerequisites: Your First Workflow. Read Approvals Explained for where managers decide requests.
Build an HR leave request workflow from template #242: log the request, send it to a manager for approval, and notify the employee of the outcome.
What this template does
- Submit Leave Request — manual trigger (or replace with a form/webhook).
- Log Leave Request — creates an HR task with dates and reason.
- Manager Approval — routes to
[email protected]by default. - Wait → Check → Switch — approved vs rejected branches.
- Notification — success or warning message to the employee.
Step 1 — Load the template
- Studio → Templates → search
Leave Requestor category HR. - Load template #242 — Leave Request + Manager Approval.
Step 2 — Provide test payload
Use Dry Run or Manual trigger with fields the template references:
{
"employeeName": "Jordan Lee",
"leaveType": "Annual",
"startDate": "2026-07-20",
"endDate": "2026-07-24",
"days": 5,
"reason": "Family vacation"
}
Step 3 — Set the approver
- Open Manager Approval in the Inspector.
- Set Approver to the employee's manager email, or
{{managerEmail}}from upstream data. - Adjust Expires in hours (default 72) to match your HR policy.
Step 4 — Run the approval cycle
- Activate the workflow and start a Manual run with the JSON above.
- Open Jobs → Approvals. Approve or reject the leave request.
- After the delay/check nodes run, confirm the correct Approved or Rejected notification branch fired.
Step 5 — Production tweaks
- Replace Manual trigger with Form Input or a webhook from your HR portal.
- Store manager mapping in Global Variables or a lookup table.
- Add a calendar sync node (Google/Microsoft) on the approved branch if needed.
What you learned
- Minimal HR approval flow: task log → approval → branch → notify.
- Testing business approvals from the Jobs panel.
Related tutorials
- Employee Onboarding Workflow — multi-step HR + IT approvals.
- Purchase Approval Workflow — form-based requests.
- Jobs Panel — approvals inbox and history.