Employee Vacation & Leave Request Form
Estimated Time: 2-3 minutes Best For: All employees requesting time off Approval: Routes to direct manager automatically...
1 steps
11 fields
1 automations
Human Resources requests
Finance approval workflow for Tallyfy
Get travel approved before you book anything
Email chains for travel approvals waste time and create confusion about what was actually approved. This form captures trip purpose, destination, dates, and itemized costs upfront, then routes to manager and finance so you get a clear yes before booking.
2 steps
8 fields
1 automations
Use this form in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Customer fills "Travel Request Form" form | CX Customer | On time |
| Status: Active | 2. AI summarizes and tags submission why this works | Claude AI agent | 3m left |
| Status: Waiting | 3. Reviewer approves and assigns | RV Reviewer | 4h left |
| Status: Conditional | 4. Auto-trigger next workflow | Conditional On approval | Auto |
Tallyfy is the accountability layer that lets this form trigger a hybrid people + AI workflow.
Form fields
Form Preview
Enter text...
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Enter description...
Why are you traveling? What business objective does this serve?
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Departure and return dates
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Break down: flights, hotel, meals, ground transport, registration fees, etc.
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If attending a conference or event, what is it called?
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Which cost center or budget code should this be charged to?
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Phase 2
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Phase 3
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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