● Outcome:
The outcome is a structured leave tracking system that helps HR manage intern leave requests efficiently while maintaining accurate records. It facilitates clear communication between interns, HR, and mentors and ensures up-to-date leave balance monitoring without manual tracking.
● Use case Implementation Steps:
Implementation Stage 1: Design Form Structure
Description:
Create a well-structured leave form to collect all essential leave details from interns.
Steps:
● Define key sections: Personal Details, Leave Details, Approval Section
● Choose appropriate Field types: Single Line (Name), Email, Date Picker, Dropdown, Number, and File Upload
● Add formula fields to auto-calculate leave balance
● Set field visibility (e.g., hide leave balance from interns)
Input:
● Access to Zoho Forms
● Field list (e.g., Name, Role, Type of Leave, Leave Days, etc.)
Output:
● Complete form with logical layout and field rules.
Reference image :
Implementation Stage 2: Customize Layout and Design
Description:
Ensure the form is professional, branded, and user-friendly.
Steps:
● Apply organization branding (logo, colors)
● Add a header and short description
● Upload a suitable wallpaper (e.g., soft background related to work/HR theme)
● Make the form responsive for all devices
Input:
● Access to design customization in ZOHO FORMS
● Logo and wallpaper/image assets
Output:
● Visually appealing, professional-looking leave form.
Reference images :
Implementation Stage 3: Automate Notifications
Description:
Set up email notifications to keep all stakeholders informed.
Steps:
● Notify HR upon form submission
● Notify Intern and Mentor after HR approval or denial
● Include dynamic fields in email (e.g., New Leave Balance)
Input:
● Finalized email templates
● Recipient email list (HR and mentors)
Output:
● Timely notifications sent automatically to the correct people
Reference Image:
Implementation Stage 4: Distribute Form to Interns
Description:
Share the form with interns to begin collecting leave requests.
Steps:
● Generate the public form link
● Share the link via email, portal, or internal communication tools
● Set response visibility and access permissions
● Monitor submission volume
Input:
● Final form link
● Intern contact list or internal communication channel
Output:
● Active intern participation and leave request submissions
Reference image :
Implementation Stage 5: Record & Review Leave Data
Description:
Maintain and monitor leave records in real-time using Zoho Sheets.
Steps:
● Integrate Zoho Form responses with Zoho Sheet
● Use formulas to calculate and update leave balance
● Periodically review and audit leave history for accuracy
Input:
● Integrated Zoho Sheet
● Ongoing form submissions
Output:
● Up-to-date leave records with clear intern-wise tracking
Reference image :
● Target Audience:
Interns: Submit leave requests via the form
HR Team: Review, approve/deny requests, and manage records
Mentors: Receive updates for awareness
Form Owner/Admin: Oversees form setup and tracking
Record Manager (HR/Admin): Maintains the Zoho Sheet records
● Tool Permission Required:
● Link Required: