Manage leave request approval using a color-coded calendar. Managers can even assign multiple tasks to each request and tie request approvals to task completion.
The process is made up of 2 to 4 stages:
  1. Request submitted - employee submits request stating time period and reason for leave. An alert is sent to the manager.
  2. Tasks created (optional) - manager can assign multiple tasks that need to be completed prior to approval. Tasks are created directly from within the request, never losing the context. Tasks can be assigned to any person, not just the requester. Tasks are individually tracked and visible by each person in his or her My Tasks view.
  3. Tasks completed (optional) - each task is completed by the assigned person. Tasks are color-coded by status so you can easily see which tasks haven't been completed yet. You can even set up an alert to be sent when a task is not completed by the due date. View both the requests and the task progress directly on the calendar. You can even complete your tasks directly from the calendar.
  4. Approval - request is approved or rejected by the manager. An alert can be sent when the approval is given.
Note that because the whole system is based on regular SharePoint lists, without any custom data entry forms, you can freely modify the process to better adapt it to your specific needs.

Upon site creation you might need to add your users to the site groups. Once the site groups are populated, you can start using the process. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout.

All templates require US English language pack to be installed on the farm.
Our templates can be installed on SharePoint 2013 and up.

This business process is available for download as a self-installing, self-configuring site template for SharePoint 2013 and up. The template itself is free to use, but it is based on our commercial product - UltimateForms. Trial versions of the necessary components are installed automatically by the template. Once purchased, the product can be used to improve all sites, based on our templates or the ones you create yourself.

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Free Business Solution

This solution is free to use, modify and re-purpose. UltimateForms license is required

Easy to Learn

Watch videos to see the applications in action.

Self-configuring Business Solution

Ultimate Forms will automatically create and configure your new business solution with a single click.


Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com

Get now

No credit card required. No setup fees. No obligation.

Installing business solutions is ridiculously easy!
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  • Pick your solution and install with a single click
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You can only install this app on Office 365, you have to be a site collection administrator to install the app. Ultimate Forms Extensions app version 1.1.6.0 and up, included in the zip file, must be made available to all sites upon installation.


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