Human Resources Excel template

Download the Leave Request Management Template for free. Manage leave requests, approvals, and balances in one workbook.

A free Excel template that makes it easier to organize leave requests, approvals, balances, and team calendars in one workbook. The same page also shows the matching web-screen flow.

leave requests approvals balances team calendar
Sheets
4

Separate the workflow

Workflow
Traceable

Visualize status

Input
Shareable

Useful for daily operations

Input example

Align the core assumptions first

If you align the request, approval, and balance fields first, daily checks become much more stable.

Date 2026-04-18
Name Yamada
Type Paid leave
Status Approved

Free download

See what is inside the Excel version first

A free Excel template that makes it easier to organize leave requests, approvals, balances, and team calendars in one workbook. After downloading, start by aligning the core assumptions.

File

human_resources_leave_request_management_template_en.xlsx

Sheets
4 sheets
Purpose
leave request tracking, approval handling, balance review
Align the main items first to reduce missed handoffs.
Keep daily checks and notes in the same workbook for easier review.
Store change history in the same flow for later review.
Download the Excel template

Start with the core assumptions first.

How Excel is used

How leave request management works in Excel

When requests, approvals, balances, and history stay in one flow, it becomes much easier to avoid misses.

Step 1

Request

First decide the request fields so the operational baseline is consistent.

Step 2

Review

Organize approvals so daily movement is easier to follow.

Step 3

Update

Keep the latest balance visible so the team can manage leave safely.

Step 4

History

Store changes in one place so they can be used for the next improvement.

Excel to screen mapping

Which Excel columns become which screens?

When you map the data structure directly to screen design, the workflow becomes much easier to understand.

Excel element System element Notes
Excel element
Request register
System element
Request list
Notes
Keeps all leave requests together.
Excel element
Approval board
System element
Approval view
Notes
Shows what needs attention.
Excel element
Calendar board
System element
Calendar view
Notes
Keeps the team schedule visible.
Excel element
History log
System element
History log
Notes
Useful when records change.

Adoption boundary

Where does Excel end and the system begin?

Request volume, team size, and approval rules determine how Excel and the web system should be split.

Excel is enough

Small teams with simple requests

If leave requests are mostly local and approvals are simple, Excel can still handle the flow very well.

  • Small team
  • Few request types
  • Daily updates
Partial systemization

Lighten approvals and sharing first

If you move only the request list online first, approvals and sharing become much lighter.

  • Clearer request list
  • Split approvals first
  • Lower sharing overhead
Full systemization

Build around requests and calendars

If you need multiple teams, tighter approval rules, or schedule overlap checks, it is safer to design for a system from the start.

  • Multiple teams
  • Many approvers
  • Calendar integration

FAQ

Frequently asked questions

Here are the questions people usually ask before they adopt it.

What do you need for an estimate?

If you can share work volume, locations, staff count, and your confirmation method, we can outline the estimate.

Can we use it with our current sheet?

Yes. You can keep the existing sheet and move only the list online first.

Is it suitable for mobile use?

Yes. It is designed with field checks in mind, so mobile viewing and data entry are part of the concept.

Consultation

Based on leave requests, approvals, balances, and team calendars, we can help you decide what should stay in Excel and what should move to a web system. We can also tune the columns to match your current workbook.

We can tune the columns to match your current workbook.