Pto Request Form Template

Email invitations for personalized invites and tracking

You can send personalized invites to employees, prompting them to fill the PTO request form. This personalized invite contains a unique link for each employee to fill out and submit their request form. 

Through these personalized invites, you can ensure that employees do not submit their PTO request form multiple times. The unique link will be automatically tracked and submissions will be recorded, preventing employees from submitting another request form once they’ve made their submission.

Google Sheets Integration

Instantly forward your PTO request form submissions to Google Sheets without having to import from your cloud storage. You can also easily collaborate with other members of your team who also work on employees’ requests.

For example, if an employee requests for a PTO, the Manager will confirm if there is a project yet to be completed by the employee before issuing an approval. Simultaneously, the HR person will check the employee’s file to confirm if he or she is still entitled to a paid leave for the year or not.

Form Sharing

Make your PTO request form easily accessible to employees with the Form sharing option available on Formplus. You can generate a shareable link, copy, or share with your employees through email using the sharing button.

You can also generate a unique QR code for your PTO request survey and share it through email or to your organization’s online workspace. It can also be downloaded or printed and shared with the employees in each department.

That way, employees can easily scan and fill the form anytime they need to.

Export submissions as PDF/Docx

Keep a record of each employee's PTO request form by exporting their submissions as PDF or Docx. This will enable you to easily add the document to their company file. 

Therefore, you can save time spent on sorting through different databases when looking for information on a particular employee. Managers can also easily access this data in the employee's file during performance review for appraisal

File Uploads & Storage

Before approving a PTO request from employees, it is important to confirm that the leave was properly requested for and approved by the Manager. You can do this by requesting for some documents to be uploaded in the request form using the File Upload form field.

Employees can upload documents like paid leave request letter and previous PTO request form with their submission and it will be automatically stored in your cloud storage. You can choose one of Google Drive, Microsoft OneDrive, and Dropbox which is currently accepted by Formplus.

Teams & Collaboration

Carry important collaborators along when approving employees’ PTO requests using the multiple user feature. This feature allows you to add your teammates as users and assign roles to them.

Depending on each member’s role, you can give them limited access to particular files or folders. When rejecting an employee’s PTO request, you can also add comments to the submission, informing the employee why his or her request is being rejected.

Multi-page forms

Long forms with many fields are usually stressful and a bit difficult to fill compared to Multi-page forms. Therefore, it is advised that you organize your form into multiple pages when working with many form fields. 

Make your PTO request form more user-friendly by organizing it into multiple pages. You can do this by clicking on the "Add page" button in the online form builder, adding as many pages as you deem fit.