1

Anyone come across an online Leave request template I can use with Office 365?

Don't mind if custom solution , I can do myself

2

A leave request template basically consists of a calendar list tied to a simple workflow.

  1. Create new custom list
  2. Add the list columns you need (i.e. Start Date, End Date, Reasoning, Manager, Status - Approve/Reject, Comments)

Then add a custom view to restrict employees from seeing others requests:

  1. List Settings > Create New View
  2. Select "Standard View"
  3. Give the view a name
  4. Select list columns & reorder them
  5. Scroll down to input filter settings
  6. Show only items where Created by = [Me] OR Manager = [Me]
  7. Click Save

Finally, make the workflow (at my work we use Nintex Workflows for this):

  1. Workflow settings > Start automatically when new items are created.
  2. Add Workflow Action > Update List
  3. Update Manager list column to equal Manager (this pulls the creator's manager name from the directory into your list)
  4. Add Workflow Action > Request Approval
  5. Collect data from List Column > Manager
  6. Add a workflow action under the Approved branch to notify the creator leave is approved and another action to update the Status column to "Approved".
  7. Add a workflow action under the Rejected branch to notify the creator their request was rejected + why and another action to update the Status column to "Rejected".
  8. Name & Publish your workflow.

Done.

2
  • Thanks for this and i know we can customise one.Just looking out for templates that can be used in sharepoint online.Do you have these steps blogged somewhere
    – naijacoder
    Aug 8 '14 at 4:12
  • The steps I just described above? Unfortunately no, my website is currently a work in progress. I just wrote that off the top of my head.
    – EJV10
    Aug 8 '14 at 4:14
0

Their is one i saw on the MSFT site, i dont wheather it will work with current o365 version or not.

Absence Request and Vacation Schedule Management

there are other HR related templates also available.,

http://www.microsoft.com/government/en-us/campaigns/Pages/SharePoint-Templates.aspx

4
  • Thanks Robert will have a look.There is nothing really much on the store either.Guess its time to start thinking of some business
    – naijacoder
    Aug 7 '14 at 3:46
  • another code example if you interested to develop it...fabiangwilliams.com/2013/11/10/…
    – Waqas Sarwar MVP
    Aug 7 '14 at 3:52
  • Wow Fabian.Thats close to what i needed.I do i add that to SharePoint online.Will read through though
    – naijacoder
    Aug 7 '14 at 7:17
  • Robert i tried using those template on my sharepoint online but didnt work.Thanks
    – naijacoder
    Aug 7 '14 at 7:36

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