Leave request workflow

Leave approvals with a clear next step

Give every request a reviewer and a recorded next step. Return incomplete requests, approve only after checking hours and cover, and handle cancellations without losing the original booking.

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Sign in to preview. Install with sample data to try your own requests and decisions.

See who acts next and when hours are deducted

The employee sends one request. Its assigned manager reviews the hours and handover, returns missing information or records a decision. Only an approved request reduces the employee’s available leave.

  1. Request

    Employee submits the details

    The selected leave account supplies the responsible reviewer. Dates, scheduled hours, and handover information travel with the request.

    No booked hours
  2. Review

    Manager checks hours and cover

    The reviewer sees the request context and checks the current posted allowance. Record whether coverage is agreed or unnecessary.

    An accountable task
  3. Return

    Requester corrects the same record

    Return an incomplete request with specific comments. The requester changes the permitted inputs and resubmits for another review.

    History retained
  4. Decision

    Approve or reject

    A completed approval posts booked hours. A rejection ends the request without deducting them. Missing coverage or insufficient allowance blocks normal approval.

    A clear balance effect

Separate request inputs from decision rights

ResponsibilityEmployee or requesterAssigned reviewerLeave administrator
Request detailsEnter dates, hours, and handover; correct a returned requestRead the request and ask for clarificationMaintain fields and policy guidance
ApproverSupplied by the selected accountReceive the assigned taskMaintain account reviewers; reassign open tasks explicitly
Approval and coverageCannot edit the manager’s decisionRecord the outcome and coverage assessmentMaintain the review rules
AllowanceCannot post their own creditsCheck the account before decidingReview allocations and signed adjustments
Booked effectCannot edit it directlyApproval triggers the recorded effectReconcile booking and adjustment records

These are the intended responsibilities of the installed app. Map actual members and test employee, manager, and administrator access separately before rollout.

See the employee’s request fields →

Give cancellations their own decision

Changing an approved request in place makes it difficult to tell what was originally agreed. A separate cancellation references the original request and asks its reviewer to reverse that booking.

Cancellation approved

Approved cancellation: the original booking changes to Canceled and its booked hours become zero. The original request and the cancellation stay available for review.

Cancellation rejected

Rejected cancellation: the original booking remains. In the example, Maya’s four-hour request is still deducted after the manager rejects the cancellation.

For different dates or hours, first agree how to cancel the old booking and submit the replacement. Do not keep both as approved leave by accident.

Choose the response that fixes the problem

SituationUseful next stepAvoid
Dates and hours do not agreeReturn the request for an explanation or correctionGuessing the employee’s working pattern
The available allowance is too lowReduce or return the request; review a legitimate adjustment separatelyTreating a typed exception note as extra allowance
No one has accepted the handoverResolve the coverage gap before normal approvalEquating a proposed cover name with an agreement
Two reviewers may approve the same limited balanceAssign one reviewer to decide those requests in order and refresh the balance between decisionsApproving both at once because each showed enough hours when opened
The approver is unavailableReassign the open task through authorized administrationLetting the employee choose a different approver
The employee wants to withdraw approved leaveUse the linked cancellation processDeleting the original approval history

Change a review step without starting a new system

The team’s requirement changes

The team starts with dates, hours, and one handover note. Later, customer-support leave also needs a named cover contact and a handover deadline.

Update the request and review step

An administrator can add those fields in Jodoo, require them for the relevant requests, and show them to the reviewer. Existing accounts, bookings, and request history do not need a separate application.

Changing the account reviewer affects new requests; already-open tasks need explicit reassignment. When changing request fields, check that employees can complete them, managers can see them, and an approved request still deducts the correct hours.

Try the paths your team will actually use

  • A full-day request with adequate balance and agreed cover
  • A part-day request on a six-hour or shorter-day schedule
  • A returned request that is corrected and resubmitted
  • A rejected request that leaves the account unchanged
  • An approved cancellation and a rejected cancellation
  • Separate employee and manager logins with the intended record access

Try these paths with your policy and separate employee and manager accounts before inviting the team. The sample records are fictional. Automatic accrual, holiday calculations, payroll and statutory leave decisions are not included; decide requests against one limited account in sequence.

Plan the surrounding leave management process →

Leave approval workflow questions

What is the difference between returning and rejecting a request?

Return asks the requester to correct the same record and submit it again. Reject closes the request without approval. Neither outcome books leave hours in this example.

When are hours deducted?

When the review workflow finishes with approval, the request’s booked-hours effect is posted. A pending request or an employee-entered approval word does not by itself create that booking.

Can the requester approve their own leave?

The requester’s entry step does not expose the manager decision fields. The responsible reviewer is maintained on the leave account. Configure actual member relationships and access groups so a person is not inadvertently assigned as their own reviewer.

Does a cancellation delete the original request?

No. It is a separate record linked to the original request. If approved, it reverses the original booked effect; if rejected, the original booking stays. Both decisions remain inspectable.

Can two managers approve requests against the same balance at once?

Use one reviewer to decide those requests in order. Although approval checks the current balance, this example does not guarantee that two decisions made at exactly the same time reserve hours separately. If simultaneous approvals are essential, add and test that protection before rollout.

Do employees need to install their own separate app?

The organization installs and configures the template once, then gives members the appropriate access to its shared app. The template preview contains examples, not your employees’ live request history.