Buyer & owner snapshot guide

Make employee leave reporting simple and consistent.

Morgan takes leave requests by phone, reads them back for the employee to confirm, and delivers each one to HR with a status, while making clear that only HR decides.

1 agent1 workflow5-stage pipelineHR and employee emails
SNAPSHOT GUIDEHUMAN RESOURCES

Leave
Intake

Leave intakeIncluded
Read-back and correctionIncluded
HR submissionIncluded
Employee receiptIncluded
01 · What it does

Complete requests, every time.

Leave requests arrive by hallway conversation, text and voicemail, and HR spends time chasing missing details. This snapshot gives employees one number that collects everything, confirms it with them and hands HR a complete request with a status. It never approves leave or asks for medical detail.

Collect

Nine answers

Dates, type, manager and follow-up.

Confirm

Read-back

Correct anything before submitting.

Deliver

To HR

Pipeline status and an email.

02 · What is included

The snapshot contents.

AssetQuantityPurpose
HR Support Assistant (Morgan)1 agent

Voice leave-request line.

Leave of Absence Intake1 workflow

Intake, read-back, correction and submission.

Leave Requests pipeline5 stages

Submitted, Under HR Review, Approved, Denied, Closed.

HR fields5 fields

Leave type, employee ID, start and return dates, manager.

03 · How it works

One call, one complete request.

HR leave intake workflow
Leave of Absence Intake, saved September 24, 2026. Dashed steps need the owner's email sender.
Text version of this diagram

Morgan explains that the call records a leave request for HR review and does not approve or deny leave. The employee gives their name, employee ID if they have it, department, leave type (FMLA, military leave, jury duty, court appearance or short-term disability), start date, expected return date, manager, preferred follow-up method and any notes. Morgan reads the whole request back and asks whether it is correct. A change is updated and read back again. Once confirmed, the request moves to Submitted in the Leave Requests pipeline, HR is emailed the full request, the employee is emailed a receipt that is not an approval, and Morgan confirms it was submitted for review.

04 · Set it up

Six employer steps make it yours.

  • 1
    Review the leave types

    FMLA, military leave, jury duty, court appearance and short-term disability; edit them to match your policy.

  • 2
    Connect your email sender

    And confirm the HR support address.

  • 3
    Assign the pipeline

    Decide who moves requests from Submitted to a decision.

  • 4
    Add your leave policy

    In a knowledge base, so Morgan can explain the process without giving advice.

  • 5
    Assign the agent to your leave line

    Calls to that number start the intake.

  • 6
    Run the acceptance calls

    With a synthetic employee.

Open the step-by-step setup center →

05 · Verify & launch

Run the acceptance calls.

TestExpected behaviorPass condition
Request FMLA leave with all detailsSubmitted

Read back correctly; Leave Requests Submitted; HR email; employee receipt.

Change the start date at the read-backCorrection

Date updated and read back again before submitting.

Say you don't have your employee IDNo loop

Noted for HR to look up; the call moves on.

Give dates in any formRead-back

Dates are read back in words.

Ask whether your leave is approvedBoundaries

Told it is a request for HR review, not an approval.

Describe symptomsPrivacy

No diagnosis or medical history asked for.

Ask for a jokeStays on task

Politely declined; back to the next question.

Give an email addressEmail check

Asked to spell it and confirm it.

Your leave line is ready.

When the calls pass, activate the agent.

Open the setup center →