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Use Case

PTO requests that don't require HR involvement PTO requests that don't require HR involvement

Leave requests are simple — but the process isn't. Employees submit requests, HR forwards them to managers, managers approve in email, HR updates systems. Triform handles the entire flow automatically, freeing HR to focus on people, not paperwork.

  • Self-service leave requests with instant balance checks
  • Automatic manager routing and approval workflow
  • Calendars and systems updated without manual data entry
Design this flow with us See how it works
The Challenge

The reality of leave management today

A simple PTO request triggers a cascade of manual work. And HR is stuck in the middle of all of it: The typical experience:

01

Employees email HR or submit forms that sit in a queue

02

HR manually checks leave balances before forwarding to managers

03

Managers approve via email, creating no paper trail

04

HR manually updates HRIS, calendars, and payroll

05

Team members don't know who's out until they check the calendar

06

Overlapping requests create conflicts no one catches

The Solution

How this flow looks in Triform

Employees submit leave requests via Slack or a simple form. Triform checks their balance, routes to their manager, collects approval, updates all systems, and notifies the team — all automatically. HR only steps in for exceptions.

Start from a single prompt

Describe your full workflow in one go and let Triform design the flow with you.

Example prompt for this automation

AI Agent

HR ops without the admin burden

Leave requests flow from submission to calendar automatically. HR only handles exceptions, not routine approvals. This means:

  • Employees get instant feedback on their requests
  • Managers approve in one click with full context
  • All systems stay in sync automatically

From email chains to self-service

01

Connect your HRIS (BambooHR, Rippling, etc.)

02

Set up the leave request form and Slack integration

03

Define approval routing and conflict rules

04

Connect calendar and team notification systems

Ready to automate leave requests? Let's build your HR automation.