Blog

How to Streamline Your Holiday PTO Process with Formstack

Blog

How to Streamline Your Holiday PTO Process with Formstack

Blog

How to Streamline Your Holiday PTO Process with Formstack

Blog

How to Streamline Your Holiday PTO Process with Formstack

Blog

How to Streamline Your Holiday PTO Process with Formstack

Download PDFDownload PDF
Blog

How to Streamline Your Holiday PTO Process with Formstack

Sarah Quezada
/
November 12, 2014
Blog

How to Streamline Your Holiday PTO Process with Formstack

MIN
/
November 12, 2014
About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

‘Tis the season! For holiday leave requests, that is. Pumpkin is on every menu, and the enthusiastic among us have already cued up the jingles. For human resources and department managers, that can mean only thing: PTO requests are about to pile up. Unlike summer vacations, which tend to spread out over several months, annual leave submissions skyrocket from Thanksgiving through New Year’s Eve.

Did you know you can use your Formstack account to easily manage these requests? Many companies use online forms for sales and collecting customer info, but there’s so much more you can do—like create PTO forms!Gone are the days of lengthy email chains and piles of papers to sort through as supervisors plan holiday staffing schedules. With Formstack’s built-in Approval Workflow feature, you can easily collect, approve, and keep track of holiday leave.

To get started, you can mimic the PTO form we use during the holidays here at Formstack. Or, if you’re looking for something super simple, check out the pre-built templates in the Formstack builder. Select PTO Request from the drop-down menu. Then, add the functionality that best fits your company’s needs.

Approval Process:

Under “Approvals” in the Settings tab, you can add managers and other staffers who will be in charge of reviewing and granting leave requests. What’s handy here is that you can add multiple approvers if, say, you require approvals from both a scheduler and the human resources manager.

Approval Logic:

At bigger companies, department heads are typically the ones deciding how to keep the office staffed throughout the holiday season. But that doesn’t mean you have to build a separate form for each department. Instead, create a dynamic PTO form that’s routed to different supervisors based on which employee is filling it out. For example, if your form includes a field for “employee department,” you can route each request to the appropriate department manager.

Notification Emails:

Each time your PTO form is filled out, you can set up a notification email to go to the right approver based on your logic. But these aren’t just any old notifications. The supervisor can take a quick look, then hit approve or deny right from within the email. They don’t even need to log in to Formstack.You can also opt to have a notification email automatically sent to other staff each time a new leave request is approved. This communication is a handy way to notify executives, for instance, or keep employees up-to-date on department staffing throughout the busy holiday season.

Confirmation Emails:

To automate the process of keeping employees updated, you can customize status emails to go out only after a submission has been officially approved or denied.Best of all, PTO submission, approval, and denial data is all stored within Formstack for easy reference and filing. Formstack keeps a digital record of who approved each submission and when, just in case any questions come up.

Does the thought of all the holiday details exhaust you? Streamline your PTO process, and let it be one less thing you have to worry about this year! Sign up for a free 14-day trial here to see just how easy it can be.

Blog

How to Streamline Your Holiday PTO Process with Formstack

Blog

How to Streamline Your Holiday PTO Process with Formstack

Get the Report

Great, thank ya!

You can now access the content.
Oops! Something went wrong while submitting the form.
Blog

How to Streamline Your Holiday PTO Process with Formstack

Panelists
No items found.
Introduction
Introduction

Great, thank ya!

You can now access the content.
Download NowDownload Now
Oops! Something went wrong while submitting the form.

‘Tis the season! For holiday leave requests, that is. Pumpkin is on every menu, and the enthusiastic among us have already cued up the jingles. For human resources and department managers, that can mean only thing: PTO requests are about to pile up. Unlike summer vacations, which tend to spread out over several months, annual leave submissions skyrocket from Thanksgiving through New Year’s Eve.

Did you know you can use your Formstack account to easily manage these requests? Many companies use online forms for sales and collecting customer info, but there’s so much more you can do—like create PTO forms!Gone are the days of lengthy email chains and piles of papers to sort through as supervisors plan holiday staffing schedules. With Formstack’s built-in Approval Workflow feature, you can easily collect, approve, and keep track of holiday leave.

To get started, you can mimic the PTO form we use during the holidays here at Formstack. Or, if you’re looking for something super simple, check out the pre-built templates in the Formstack builder. Select PTO Request from the drop-down menu. Then, add the functionality that best fits your company’s needs.

Approval Process:

Under “Approvals” in the Settings tab, you can add managers and other staffers who will be in charge of reviewing and granting leave requests. What’s handy here is that you can add multiple approvers if, say, you require approvals from both a scheduler and the human resources manager.

Approval Logic:

At bigger companies, department heads are typically the ones deciding how to keep the office staffed throughout the holiday season. But that doesn’t mean you have to build a separate form for each department. Instead, create a dynamic PTO form that’s routed to different supervisors based on which employee is filling it out. For example, if your form includes a field for “employee department,” you can route each request to the appropriate department manager.

Notification Emails:

Each time your PTO form is filled out, you can set up a notification email to go to the right approver based on your logic. But these aren’t just any old notifications. The supervisor can take a quick look, then hit approve or deny right from within the email. They don’t even need to log in to Formstack.You can also opt to have a notification email automatically sent to other staff each time a new leave request is approved. This communication is a handy way to notify executives, for instance, or keep employees up-to-date on department staffing throughout the busy holiday season.

Confirmation Emails:

To automate the process of keeping employees updated, you can customize status emails to go out only after a submission has been officially approved or denied.Best of all, PTO submission, approval, and denial data is all stored within Formstack for easy reference and filing. Formstack keeps a digital record of who approved each submission and when, just in case any questions come up.

Does the thought of all the holiday details exhaust you? Streamline your PTO process, and let it be one less thing you have to worry about this year! Sign up for a free 14-day trial here to see just how easy it can be.

Panelists
No items found.
Infographic

How to Streamline Your Holiday PTO Process with Formstack

With Formstack, you can easily automate the process of collecting, approving and tracking PTO requests during the busy holiday season.
Download InfographicDownload Infographic

‘Tis the season! For holiday leave requests, that is. Pumpkin is on every menu, and the enthusiastic among us have already cued up the jingles. For human resources and department managers, that can mean only thing: PTO requests are about to pile up. Unlike summer vacations, which tend to spread out over several months, annual leave submissions skyrocket from Thanksgiving through New Year’s Eve.

Did you know you can use your Formstack account to easily manage these requests? Many companies use online forms for sales and collecting customer info, but there’s so much more you can do—like create PTO forms!Gone are the days of lengthy email chains and piles of papers to sort through as supervisors plan holiday staffing schedules. With Formstack’s built-in Approval Workflow feature, you can easily collect, approve, and keep track of holiday leave.

To get started, you can mimic the PTO form we use during the holidays here at Formstack. Or, if you’re looking for something super simple, check out the pre-built templates in the Formstack builder. Select PTO Request from the drop-down menu. Then, add the functionality that best fits your company’s needs.

Approval Process:

Under “Approvals” in the Settings tab, you can add managers and other staffers who will be in charge of reviewing and granting leave requests. What’s handy here is that you can add multiple approvers if, say, you require approvals from both a scheduler and the human resources manager.

Approval Logic:

At bigger companies, department heads are typically the ones deciding how to keep the office staffed throughout the holiday season. But that doesn’t mean you have to build a separate form for each department. Instead, create a dynamic PTO form that’s routed to different supervisors based on which employee is filling it out. For example, if your form includes a field for “employee department,” you can route each request to the appropriate department manager.

Notification Emails:

Each time your PTO form is filled out, you can set up a notification email to go to the right approver based on your logic. But these aren’t just any old notifications. The supervisor can take a quick look, then hit approve or deny right from within the email. They don’t even need to log in to Formstack.You can also opt to have a notification email automatically sent to other staff each time a new leave request is approved. This communication is a handy way to notify executives, for instance, or keep employees up-to-date on department staffing throughout the busy holiday season.

Confirmation Emails:

To automate the process of keeping employees updated, you can customize status emails to go out only after a submission has been officially approved or denied.Best of all, PTO submission, approval, and denial data is all stored within Formstack for easy reference and filing. Formstack keeps a digital record of who approved each submission and when, just in case any questions come up.

Does the thought of all the holiday details exhaust you? Streamline your PTO process, and let it be one less thing you have to worry about this year! Sign up for a free 14-day trial here to see just how easy it can be.

‘Tis the season! For holiday leave requests, that is. Pumpkin is on every menu, and the enthusiastic among us have already cued up the jingles. For human resources and department managers, that can mean only thing: PTO requests are about to pile up. Unlike summer vacations, which tend to spread out over several months, annual leave submissions skyrocket from Thanksgiving through New Year’s Eve.

Did you know you can use your Formstack account to easily manage these requests? Many companies use online forms for sales and collecting customer info, but there’s so much more you can do—like create PTO forms!Gone are the days of lengthy email chains and piles of papers to sort through as supervisors plan holiday staffing schedules. With Formstack’s built-in Approval Workflow feature, you can easily collect, approve, and keep track of holiday leave.

To get started, you can mimic the PTO form we use during the holidays here at Formstack. Or, if you’re looking for something super simple, check out the pre-built templates in the Formstack builder. Select PTO Request from the drop-down menu. Then, add the functionality that best fits your company’s needs.

Approval Process:

Under “Approvals” in the Settings tab, you can add managers and other staffers who will be in charge of reviewing and granting leave requests. What’s handy here is that you can add multiple approvers if, say, you require approvals from both a scheduler and the human resources manager.

Approval Logic:

At bigger companies, department heads are typically the ones deciding how to keep the office staffed throughout the holiday season. But that doesn’t mean you have to build a separate form for each department. Instead, create a dynamic PTO form that’s routed to different supervisors based on which employee is filling it out. For example, if your form includes a field for “employee department,” you can route each request to the appropriate department manager.

Notification Emails:

Each time your PTO form is filled out, you can set up a notification email to go to the right approver based on your logic. But these aren’t just any old notifications. The supervisor can take a quick look, then hit approve or deny right from within the email. They don’t even need to log in to Formstack.You can also opt to have a notification email automatically sent to other staff each time a new leave request is approved. This communication is a handy way to notify executives, for instance, or keep employees up-to-date on department staffing throughout the busy holiday season.

Confirmation Emails:

To automate the process of keeping employees updated, you can customize status emails to go out only after a submission has been officially approved or denied.Best of all, PTO submission, approval, and denial data is all stored within Formstack for easy reference and filing. Formstack keeps a digital record of who approved each submission and when, just in case any questions come up.

Does the thought of all the holiday details exhaust you? Streamline your PTO process, and let it be one less thing you have to worry about this year! Sign up for a free 14-day trial here to see just how easy it can be.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

‘Tis the season! For holiday leave requests, that is. Pumpkin is on every menu, and the enthusiastic among us have already cued up the jingles. For human resources and department managers, that can mean only thing: PTO requests are about to pile up. Unlike summer vacations, which tend to spread out over several months, annual leave submissions skyrocket from Thanksgiving through New Year’s Eve.

Did you know you can use your Formstack account to easily manage these requests? Many companies use online forms for sales and collecting customer info, but there’s so much more you can do—like create PTO forms!Gone are the days of lengthy email chains and piles of papers to sort through as supervisors plan holiday staffing schedules. With Formstack’s built-in Approval Workflow feature, you can easily collect, approve, and keep track of holiday leave.

To get started, you can mimic the PTO form we use during the holidays here at Formstack. Or, if you’re looking for something super simple, check out the pre-built templates in the Formstack builder. Select PTO Request from the drop-down menu. Then, add the functionality that best fits your company’s needs.

Approval Process:

Under “Approvals” in the Settings tab, you can add managers and other staffers who will be in charge of reviewing and granting leave requests. What’s handy here is that you can add multiple approvers if, say, you require approvals from both a scheduler and the human resources manager.

Approval Logic:

At bigger companies, department heads are typically the ones deciding how to keep the office staffed throughout the holiday season. But that doesn’t mean you have to build a separate form for each department. Instead, create a dynamic PTO form that’s routed to different supervisors based on which employee is filling it out. For example, if your form includes a field for “employee department,” you can route each request to the appropriate department manager.

Notification Emails:

Each time your PTO form is filled out, you can set up a notification email to go to the right approver based on your logic. But these aren’t just any old notifications. The supervisor can take a quick look, then hit approve or deny right from within the email. They don’t even need to log in to Formstack.You can also opt to have a notification email automatically sent to other staff each time a new leave request is approved. This communication is a handy way to notify executives, for instance, or keep employees up-to-date on department staffing throughout the busy holiday season.

Confirmation Emails:

To automate the process of keeping employees updated, you can customize status emails to go out only after a submission has been officially approved or denied.Best of all, PTO submission, approval, and denial data is all stored within Formstack for easy reference and filing. Formstack keeps a digital record of who approved each submission and when, just in case any questions come up.

Does the thought of all the holiday details exhaust you? Streamline your PTO process, and let it be one less thing you have to worry about this year! Sign up for a free 14-day trial here to see just how easy it can be.

‘Tis the season! For holiday leave requests, that is. Pumpkin is on every menu, and the enthusiastic among us have already cued up the jingles. For human resources and department managers, that can mean only thing: PTO requests are about to pile up. Unlike summer vacations, which tend to spread out over several months, annual leave submissions skyrocket from Thanksgiving through New Year’s Eve.

Did you know you can use your Formstack account to easily manage these requests? Many companies use online forms for sales and collecting customer info, but there’s so much more you can do—like create PTO forms!Gone are the days of lengthy email chains and piles of papers to sort through as supervisors plan holiday staffing schedules. With Formstack’s built-in Approval Workflow feature, you can easily collect, approve, and keep track of holiday leave.

To get started, you can mimic the PTO form we use during the holidays here at Formstack. Or, if you’re looking for something super simple, check out the pre-built templates in the Formstack builder. Select PTO Request from the drop-down menu. Then, add the functionality that best fits your company’s needs.

Approval Process:

Under “Approvals” in the Settings tab, you can add managers and other staffers who will be in charge of reviewing and granting leave requests. What’s handy here is that you can add multiple approvers if, say, you require approvals from both a scheduler and the human resources manager.

Approval Logic:

At bigger companies, department heads are typically the ones deciding how to keep the office staffed throughout the holiday season. But that doesn’t mean you have to build a separate form for each department. Instead, create a dynamic PTO form that’s routed to different supervisors based on which employee is filling it out. For example, if your form includes a field for “employee department,” you can route each request to the appropriate department manager.

Notification Emails:

Each time your PTO form is filled out, you can set up a notification email to go to the right approver based on your logic. But these aren’t just any old notifications. The supervisor can take a quick look, then hit approve or deny right from within the email. They don’t even need to log in to Formstack.You can also opt to have a notification email automatically sent to other staff each time a new leave request is approved. This communication is a handy way to notify executives, for instance, or keep employees up-to-date on department staffing throughout the busy holiday season.

Confirmation Emails:

To automate the process of keeping employees updated, you can customize status emails to go out only after a submission has been officially approved or denied.Best of all, PTO submission, approval, and denial data is all stored within Formstack for easy reference and filing. Formstack keeps a digital record of who approved each submission and when, just in case any questions come up.

Does the thought of all the holiday details exhaust you? Streamline your PTO process, and let it be one less thing you have to worry about this year! Sign up for a free 14-day trial here to see just how easy it can be.

‘Tis the season! For holiday leave requests, that is. Pumpkin is on every menu, and the enthusiastic among us have already cued up the jingles. For human resources and department managers, that can mean only thing: PTO requests are about to pile up. Unlike summer vacations, which tend to spread out over several months, annual leave submissions skyrocket from Thanksgiving through New Year’s Eve.

Did you know you can use your Formstack account to easily manage these requests? Many companies use online forms for sales and collecting customer info, but there’s so much more you can do—like create PTO forms!Gone are the days of lengthy email chains and piles of papers to sort through as supervisors plan holiday staffing schedules. With Formstack’s built-in Approval Workflow feature, you can easily collect, approve, and keep track of holiday leave.

To get started, you can mimic the PTO form we use during the holidays here at Formstack. Or, if you’re looking for something super simple, check out the pre-built templates in the Formstack builder. Select PTO Request from the drop-down menu. Then, add the functionality that best fits your company’s needs.

Approval Process:

Under “Approvals” in the Settings tab, you can add managers and other staffers who will be in charge of reviewing and granting leave requests. What’s handy here is that you can add multiple approvers if, say, you require approvals from both a scheduler and the human resources manager.

Approval Logic:

At bigger companies, department heads are typically the ones deciding how to keep the office staffed throughout the holiday season. But that doesn’t mean you have to build a separate form for each department. Instead, create a dynamic PTO form that’s routed to different supervisors based on which employee is filling it out. For example, if your form includes a field for “employee department,” you can route each request to the appropriate department manager.

Notification Emails:

Each time your PTO form is filled out, you can set up a notification email to go to the right approver based on your logic. But these aren’t just any old notifications. The supervisor can take a quick look, then hit approve or deny right from within the email. They don’t even need to log in to Formstack.You can also opt to have a notification email automatically sent to other staff each time a new leave request is approved. This communication is a handy way to notify executives, for instance, or keep employees up-to-date on department staffing throughout the busy holiday season.

Confirmation Emails:

To automate the process of keeping employees updated, you can customize status emails to go out only after a submission has been officially approved or denied.Best of all, PTO submission, approval, and denial data is all stored within Formstack for easy reference and filing. Formstack keeps a digital record of who approved each submission and when, just in case any questions come up.

Does the thought of all the holiday details exhaust you? Streamline your PTO process, and let it be one less thing you have to worry about this year! Sign up for a free 14-day trial here to see just how easy it can be.

‘Tis the season! For holiday leave requests, that is. Pumpkin is on every menu, and the enthusiastic among us have already cued up the jingles. For human resources and department managers, that can mean only thing: PTO requests are about to pile up. Unlike summer vacations, which tend to spread out over several months, annual leave submissions skyrocket from Thanksgiving through New Year’s Eve.

Did you know you can use your Formstack account to easily manage these requests? Many companies use online forms for sales and collecting customer info, but there’s so much more you can do—like create PTO forms!Gone are the days of lengthy email chains and piles of papers to sort through as supervisors plan holiday staffing schedules. With Formstack’s built-in Approval Workflow feature, you can easily collect, approve, and keep track of holiday leave.

To get started, you can mimic the PTO form we use during the holidays here at Formstack. Or, if you’re looking for something super simple, check out the pre-built templates in the Formstack builder. Select PTO Request from the drop-down menu. Then, add the functionality that best fits your company’s needs.

Approval Process:

Under “Approvals” in the Settings tab, you can add managers and other staffers who will be in charge of reviewing and granting leave requests. What’s handy here is that you can add multiple approvers if, say, you require approvals from both a scheduler and the human resources manager.

Approval Logic:

At bigger companies, department heads are typically the ones deciding how to keep the office staffed throughout the holiday season. But that doesn’t mean you have to build a separate form for each department. Instead, create a dynamic PTO form that’s routed to different supervisors based on which employee is filling it out. For example, if your form includes a field for “employee department,” you can route each request to the appropriate department manager.

Notification Emails:

Each time your PTO form is filled out, you can set up a notification email to go to the right approver based on your logic. But these aren’t just any old notifications. The supervisor can take a quick look, then hit approve or deny right from within the email. They don’t even need to log in to Formstack.You can also opt to have a notification email automatically sent to other staff each time a new leave request is approved. This communication is a handy way to notify executives, for instance, or keep employees up-to-date on department staffing throughout the busy holiday season.

Confirmation Emails:

To automate the process of keeping employees updated, you can customize status emails to go out only after a submission has been officially approved or denied.Best of all, PTO submission, approval, and denial data is all stored within Formstack for easy reference and filing. Formstack keeps a digital record of who approved each submission and when, just in case any questions come up.

Does the thought of all the holiday details exhaust you? Streamline your PTO process, and let it be one less thing you have to worry about this year! Sign up for a free 14-day trial here to see just how easy it can be.

‘Tis the season! For holiday leave requests, that is. Pumpkin is on every menu, and the enthusiastic among us have already cued up the jingles. For human resources and department managers, that can mean only thing: PTO requests are about to pile up. Unlike summer vacations, which tend to spread out over several months, annual leave submissions skyrocket from Thanksgiving through New Year’s Eve.

Did you know you can use your Formstack account to easily manage these requests? Many companies use online forms for sales and collecting customer info, but there’s so much more you can do—like create PTO forms!Gone are the days of lengthy email chains and piles of papers to sort through as supervisors plan holiday staffing schedules. With Formstack’s built-in Approval Workflow feature, you can easily collect, approve, and keep track of holiday leave.

To get started, you can mimic the PTO form we use during the holidays here at Formstack. Or, if you’re looking for something super simple, check out the pre-built templates in the Formstack builder. Select PTO Request from the drop-down menu. Then, add the functionality that best fits your company’s needs.

Approval Process:

Under “Approvals” in the Settings tab, you can add managers and other staffers who will be in charge of reviewing and granting leave requests. What’s handy here is that you can add multiple approvers if, say, you require approvals from both a scheduler and the human resources manager.

Approval Logic:

At bigger companies, department heads are typically the ones deciding how to keep the office staffed throughout the holiday season. But that doesn’t mean you have to build a separate form for each department. Instead, create a dynamic PTO form that’s routed to different supervisors based on which employee is filling it out. For example, if your form includes a field for “employee department,” you can route each request to the appropriate department manager.

Notification Emails:

Each time your PTO form is filled out, you can set up a notification email to go to the right approver based on your logic. But these aren’t just any old notifications. The supervisor can take a quick look, then hit approve or deny right from within the email. They don’t even need to log in to Formstack.You can also opt to have a notification email automatically sent to other staff each time a new leave request is approved. This communication is a handy way to notify executives, for instance, or keep employees up-to-date on department staffing throughout the busy holiday season.

Confirmation Emails:

To automate the process of keeping employees updated, you can customize status emails to go out only after a submission has been officially approved or denied.Best of all, PTO submission, approval, and denial data is all stored within Formstack for easy reference and filing. Formstack keeps a digital record of who approved each submission and when, just in case any questions come up.

Does the thought of all the holiday details exhaust you? Streamline your PTO process, and let it be one less thing you have to worry about this year! Sign up for a free 14-day trial here to see just how easy it can be.

Sarah Quezada
More Articles
Meet The Host
CEO of
Connect
Chris is on a mission to turn people into great leaders. He's passionate about helping problem solvers see more value in the work they do every day.