--- schema_version: "1" id: 95711eec6a043322a562a671b122491aef3459efa792a6fdf3fb265781b586cf title: PTO Requests Classic Approval Process Example collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/approvals_useful_approval_processes_pto.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.approvals_useful_approval_processes_pto.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: f33efb9273e9694004b6da529fa52eb9df9ca79a879238999ad9e36918984527 description: Most companies require employees to file a PTO (Paid Time Off) request and have their manager approve it. In three phases, here's how to automate a simple one-step PTO request process using Salesforce Classic Approval Processes. products: - Flow Builder - Salesforce Platform release: "264" --- # PTO Requests Classic Approval Process Example Most companies require employees to file a PTO (Paid Time Off) request and have their manager approve it. In three phases, here's how to automate a simple one-step PTO request process using Salesforce Classic Approval Processes. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png) Important Try [Flow Approval Processes](https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals.htm&release=264.0.0&type=5 "As your company grows, so does the complexity of your approvals, often requiring input from multiple people in different departments across different time zones. This complexity can mean that you spend more time waiting for each person to complete their review in the right order. Flow Approval Processes helps you coordinate multistep reviews that involve users, systems, and conditional paths."), a modern alternative to Classic Approval Processes. This new feature provides a more flexible, user-friendly flow-based interface, and it can trigger on record changes, supporting Apex extensibility and detailed logging for compliance and audit trails. It supports dynamic routing based on data and business rules, unlike Classic Approval Processes, which are tied to specific objects and offer limited support for processes by using conditions. With Flow Approval Processes, you can monitor submitted records and quickly identify bottlenecks, giving you unprecedented visibility into approval workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume automation credits or orchestration runs. ## Prep Your Organization Before creating the approval process: - If you don’t yet have a custom object to track your PTO requests, create a custom object and tab called PTO Requests. Add the appropriate fields for your PTO Requests such as Start Date, End Date, and Employee Name. - To notify approvers about a pending approval request, create an email template. To direct users to the approval page in Salesforce, include approval process merge fields. ## Create the Approval Process Use the jump start wizard to create a classic approval process for the PTO Request custom object and specify the following: ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_tip.png) Tip To let the submitter withdraw a submitted PTO request, click **Edit** and choose **Initial Submitters**. Then select Allow submitters to recall approval requests. - Select the email template you created for this classic approval process. - Don't specify filter criteria. That way, PTO requests are included in this classic approval process regardless of their attributes. - Select the Automatically assign an approver using a standard or custom hierarchy field option, then choose Manager. - The jump start wizard automatically chooses the record owner as the only person who can submit PTO requests. ## Wrap Things Up - After you created the classic approval process, add the Approval History related list to the PTO Request object page layout. - Consider adding the Items To Approved related list to your custom home page layouts. The related list shows users all approval requests that are waiting for their response. - If you have a sandbox, test the classic approval process, then activate it. #### See Also - [Create a Custom Object](https://help.salesforce.com/s/articleView?id=platform.dev_objectcreate_task_parent.htm&language=en_US) - [Email Templates in Salesforce Classic](https://help.salesforce.com/s/articleView?id=sales.admin_emailtemplates.htm&language=en_US) - [Create a Classic Approval Process with the Jump Start Wizard](https://help.salesforce.com/s/articleView?id=platform.approvals_jump_start.htm&release=264.0.0&type=5 "For classic approval processes that use a single step, use the jump start wizard. This wizard chooses some default options for you.") - [Prepare Your Org for Classic Approval Processes](https://help.salesforce.com/s/articleView?id=platform.approvals_prep_org.htm&release=264.0.0&type=5 "Make sure that your users can submit their records for approval using classic approval processes, and consider how you can make it easy for approvers to respond to approval requests.")