NetPad
NetPad

Streamline Time Off Requests

Featured
Time Off Request Form

Simplify vacation and leave requests with a single form that captures dates, coverage, and approval details—so PTO is easy, not a hassle.

Simple
Traditional Form
~2 min to complete
12 fields
About This Template

Time off requests arrive via 5 different channels: email ("Can I take next Friday off?"), Slack DMs ("Need PTO next week"), text messages ("Taking vacation"), sticky notes on desks, or verbal conversations in hallways. Managers lose track of who's taking time off when—three employees request the same week, but you don't know until it's too late. Coverage plans get missed, PTO balances aren't checked (employee requests 10 days but only has 5 remaining), and first paychecks are wrong because time off wasn't deducted.

This template centralizes all time off requests in one form. Date selection (startDate, endDate) standardizes requests—no more "next Friday" ambiguity. Leave type categorization (Vacation/PTO, Sick Leave, Parental Leave) enables reporting and policy enforcement. Coverage fields (coveragePerson, coverageNotes) ensure handoff plans are documented before approval. Emergency contact information keeps teams connected during absences. PTO balance can be checked automatically via payroll integration before approval.

Process time off requests in 2 minutes instead of 2 days. Managers see all requests in one dashboard, sorted by date—instantly spot conflicts ("3 people want Dec 20-27 off"). Coverage plans are clear before approval ("Sarah will cover John's clients"). PTO balances are checked automatically—requests exceeding available balance are flagged immediately. Approval workflows ensure consistent handling—no more favoritism or forgotten requests.

Key Features
  • Date selection
  • Leave type categorization
  • Coverage arrangements
  • Manager approval workflow
Use Cases
👥
Small Team PTO Management
Small Business

Your 15-person startup manages time off via Slack DMs ("Can I take next Friday?"), email ("Need PTO next week"), and calendar invites. You need to track who's taking time off when, but requests get lost in Slack threads or buried in email. Three employees request the same week off, but you don't realize until two days before when someone asks "who's covering support?"

Pain point: Time off requests scattered across Slack, email, and calendar make it impossible to see team availability at a glance. You approve requests individually without seeing conflicts until it's too late—entire team takes same week off, leaving no coverage.

Key fields:
Start Date
End Date
Type of Leave
Coverage Arranged With
A 15-person startup managing 100+ PTO requests annually across engineering, sales, and support teams without formal HR processes.
🏪
Retail Scheduling Coordination
Retail

Your retail chain has 50+ employees per store requesting time off for holidays, vacations, and personal days. Store managers receive paper time-off forms that get lost, mixed up between stores, or submitted after scheduling deadlines. Five employees request Black Friday off, but manager doesn't realize until the schedule is posted—store is understaffed on busiest day of year.

Pain point: Multiple employees requesting the same days (holidays, weekends) creates scheduling conflicts that managers don't discover until schedules are posted. Paper forms get lost or submitted late, forcing managers to redo schedules at the last minute.

Key fields:
Total Days Requested
Coverage Notes
Start Date
Type of Leave
A retail chain with 50 stores, 2,500+ hourly employees, managing 5,000+ time-off requests annually requiring advance scheduling for peak seasons.
🏥
Healthcare Staff Coverage
Healthcare

Your hospital system has 1,000+ nurses across 10 facilities requesting time off for vacations, sick leave, and personal days. Nurse managers need 2-4 weeks advance notice to ensure patient care coverage—minimum staffing ratios (1 nurse per 4 patients) must be maintained. Last-minute requests create staffing gaps that force managers to call in agency nurses at $100/hour (3x normal rate) or cancel patient procedures.

Pain point: Last-minute time off requests (submitted <2 weeks before) create staffing gaps that cost $5,000+ per incident in agency nurse fees. Without advance planning, managers can't maintain minimum staffing ratios, forcing procedure cancellations and patient care delays.

Key fields:
Start Date
End Date
Reason for Leave
Can you be reached in case of emergency
A multi-hospital system with 1,000+ nursing staff across 10 facilities, managing 2,000+ time-off requests annually requiring 2-4 weeks advance notice for patient care coverage.
💼
Professional Services Leave Tracking
Professional Services

Your consulting firm has 200 consultants working on 50+ client projects. Consultants request PTO, but project managers don't know until consultants are already out—client deliverables get delayed, project timelines slip, and clients complain. You need visibility into consultant availability to plan resource allocation and avoid scheduling consultants on projects when they're on vacation.

Pain point: Unplanned consultant absences disrupt client projects—consultant scheduled for client presentation takes unplanned PTO, forcing project delays and client complaints. Project managers can't plan resource allocation without visibility into consultant availability.

Key fields:
Employee Name
Start Date
Coverage Arranged With
Manager Name
A management consulting firm with 200 consultants billing $300/hour, managing 500+ PTO requests annually across 50+ client projects requiring advance resource planning.
Form Fields (12)
string (4)
Dropdown (1)
Date (2)
Number (1)
Long Text (2)
boolean (1)
Phone (1)

string

Employee Name

Required
string

Department

Required
string

Manager Name

Required
Dropdown

Type of Leave

Select type of leave...
Required
Date

Start Date

Required
Date

End Date

Required
Number

Total Days Requested

Required
Long Text

Reason for Leave (if applicable)

Optional - provide details if needed
string

Coverage Arranged With

Long Text

Coverage Notes

Describe any coverage arrangements or handoff details...
boolean

Can you be reached in case of emergency?

Phone

Emergency Contact Number (if reachable)

(555) 123-4567
Customization Tips
Add PTO Balance Check
advanced

Integrate with payroll or HRIS system to display remaining PTO balance and warn when requested days exceed available balance.

Add: computed
Enable Calendar Integration
advanced

Automatically block calendar when time off is approved to prevent scheduling conflicts and meetings during leave.

Add: date
Add Approval Workflow
medium

Set up approval workflow to route requests to manager, then HR for final approval, with status tracking at each stage.

Add: select
Conditional Fields by Leave Type
medium

Show different fields based on leave type (doctor's note for sick leave, coverage plan for vacation) using conditional logic.

Add: select
Enable Team Calendar View
medium

Create workflow to sync approved time off to shared team calendar for visibility into upcoming absences.

Add: date
Integration with Payroll
advanced

Push approved time off to payroll system to automatically deduct PTO balances and track leave accruals.

Add: number
Suggested Workflows
Alert Manager on Time Off Request
Trigger: On form submission

When employee submits time off request, immediately email manager with summary: "John requested 5 days off (Dec 20-27), Vacation/PTO, coverage arranged with Sarah." Manager can approve or request changes within hours instead of days.

Managers see requests within minutes instead of checking email/Slack
Faster approval decisions reduce employee anxiety
Block Calendar When Approved
Trigger: On approval status change to "approved"

Once manager approves time off, automatically block employee calendar (Google Calendar, Outlook) for requested dates. Prevents scheduling conflicts—no meetings or deadlines scheduled during approved leave.

Zero scheduling conflicts during approved leave
Calendar updates automatically—no manual blocking required
Notify Coverage Person with Handoff Details
Trigger: On approval status change to "approved" where coveragePerson is provided

When time off is approved and coveragePerson is specified, automatically email coverage person with handoff notes: "You're covering John's clients Dec 20-27. Handoff notes: [coverageNotes]." Coverage person knows exactly what to handle.

Smooth handoffs—coverage person knows what to handle before employee leaves
Reduces "what do I need to cover?" questions by 90%
Deduct PTO Balance Automatically
Trigger: On approval status change to "approved"

When time off is approved, automatically deduct requested days (totalDays) from PTO balance in payroll system (ADP, Paychex) or HRIS (Workday, BambooHR). PTO balance updates immediately—no manual entry required.

PTO balances are always accurate
First paychecks after time off are correct—no manual adjustments needed
Developer Notes
Schema Highlights
  • Leave type stored as enum enables filtering and reporting by leave category (vacation, sick, parental)

  • Date range (startDate, endDate) enables calendar queries to check for conflicts and availability

  • Coverage information (coveragePerson, coverageNotes) stored as fields for handoff documentation

Integration Hints
  • Webhook to calendar API (Google Calendar, Outlook) to block dates when time off is approved

  • POST to payroll system to deduct PTO balance when request is approved

  • Integration with HRIS to sync time off data for accrual tracking and reporting

MongoDB Considerations
  • Index on {employeeName: 1, startDate: -1} to query time off history by employee

  • Index on {startDate: 1, endDate: 1} to check for date conflicts when processing requests

  • Compound index on {department: 1, startDate: -1} to analyze time off patterns by department

  • Consider TTL index on rejected requests (>30 days old) for automatic cleanup

Tags
time off
vacation
leave
pto
Get Started

Create a new app from this template. You can customize all fields, add your branding, and publish in minutes.


Complexity

Simple

Form Type

Form

Est. Completion

~2 min

Total Fields

12

Category

HR & Recruitment


Export & View
Template JSON
Sample Data (5 records)
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