Leave Tracking Form-ZOHO Form

Leave Tracking Form-ZOHO Form

     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 :

A close-up of a form

AI-generated content may be incorrect.

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 :

A screenshot of a computer

AI-generated content may be incorrect.

A screenshot of a computer

AI-generated content may be incorrect.

A screenshot of a computer

AI-generated content may be incorrect.

A screenshot of a computer

AI-generated content may be incorrect.

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:

A screenshot of a computer

AI-generated content may be incorrect.

A screenshot of a computer

AI-generated content may be incorrect.

A screenshot of a computer

AI-generated content may be incorrect.

A screenshot of a computer

AI-generated content may be incorrect.

A screenshot of a computer

AI-generated content may be incorrect.

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 :

A screenshot of a computer

AI-generated content may be incorrect.

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 :

A screenshot of a computer

AI-generated content may be incorrect.

 

 

     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:

      Zoho Form

     Link Required:

      Form Link

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