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Authenticated PTO Request Form with Connected Employee List

Use our free PTO Request Form to allow your staff to request PTO or time off from work. Staff members can enter PTO dates into a repeating table that automatically calculates the total number of days requested. Using Workflow, this template automatically triggers status changes and sends email notifications to those involved, making your PTO reports more efficient than ever. This template is connected to an Employee ID List form that populates the data for the Employee Name, Department, and Manager fields.

The form’s authentication settings require the employee to log in with their Cognito Forms username and password. The process begins when the employee submits a PTO request. This entry is then reviewed by a manager who can approve the request, deny it, or ask for more information. Customize this template and add or remove fields to collect all the information you need.

This template uses Lookup fields. For full functionality, you must be on a Team plan or higher and copy its connected form. Learn more about using templates with Lookup fields..

Authenticated PTO Request Form with Connected Employee List

Use our free PTO request form to allow your staff to request PTO or time off from work. Set up notifications be alerted when new requests are submitted.

Workflow

Roles

  • Public
  • Internal
  • Manager

Statuses

  • Incomplete
  • Pending
  • Approved