Set up your HR Support Assistant snapshot.

Match your policy.

• 1
  Review the five choices

  Edit the Leave Type question and the prompt together if your policy uses different categories.

HR notices and employee receipts.

• 1
  Select an email sender

  On the HR notice and the employee receipt.

• 2
  Confirm the support address

  Leave requests go to your account's support email. Make sure only HR reads it.

Track every request.

• 1
  Assign an owner

  Someone in HR moves each request from Submitted through Under HR Review to Approved, Denied or Closed.

Explain the process, not the law.

• 1
  Add your approved leave policy

  In a knowledge base. Morgan explains the process and never gives legal or medical advice.

Where calls arrive.

• 1
  Assign the agent to your employee leave line

  Calls to that number start the intake.

Prove it with a synthetic employee, then go live.

Text version of this diagram

Install the snapshot, review the leave types against your policy, connect an email sender and confirm the HR support address, decide who works the Leave Requests pipeline, add approved leave policy to a knowledge base, assign the agent to your employee leave line, run the acceptance calls with a synthetic employee, then activate.