Turn a sales opportunity into an invoice
Follow the commercial handoff through independent invoice approval.
4 stages · 1 approval
Request and approve leave
Use explicit entitlement and independent decisions for leave.
4 stages · 1 approval
Roles and responsibilities
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Step 1Check the balance
Balance NumberLeave TypeEntitlementReservedSick
-
Step 3Approve and reserve
Request NumberEmployeeLeave TypeStart DateSick
-
Step 4Record taken leave or cancellation
Balance NumberLeave TypeEntitlementReservedSick
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Check the balance
Employee reads their own LeaveBalances for the leave type and entitlement period. Entitlement, adjustments, reservations and taken days remain separate. A submitted request does not create entitlement. HR / Payroll retains the authorized reason and actor for any balance adjustment before it becomes available to spend.
Submit the dates
Employee requests leave against the matching balance, retaining the effective work calendar and supported partial-day rules. Count workdays with weekends and holidays applied. Handle a request spanning entitlement periods explicitly; do not silently charge all days to one year. Assign an authorized reviewer who differs from the requesting employee.
Approval required
Approve and reserve
Assigned HR / Payroll independently reviews the request and current available balance. Their own request goes to another authorized Owner. Approval and reservation occur atomically so two simultaneous decisions cannot spend the same days. Excess leave needs an approved adjustment or supported different type before approval. Record the exact dates, calendar revision and authenticated decision.
Record taken leave or cancellation
At the documented transition, move the reservation to Taken exactly once. A permitted future cancellation releases its reservation once; it does not change leave already consumed. Changed dates require a renewed decision. Preserve earlier requests and balance adjustments so the employee and office manager can explain the current figure.
Approvals and exception handling
1 approval required in this process
-
Approve and reserve
HR / Payroll signs · record taken leave or cancellation waits
LeaveRequests, LeaveBalances
When the process needs attention
- exception A known request URL cannot grant access to another employee.
- reject Reject self-approval and stale balance decisions.
- exception Cancellation and Taken transitions must be retry-safe.
Review the handoff
Agree the source identifiers and the person responsible for each transition before enabling automation. Test a normal record, a rejected decision and a retry with the same identity. Compare the final record population and accounting totals to the starting evidence. A website preview illustrates the intended work; the implementation must prove permitted actions and rejected access through the API as well as the visible page. Keep unresolved connector or policy coverage in the rollout record.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Check the balance | LeaveBalances | Read the explicit available entitlement |
| 2 Submit the dates | LeaveRequestsLeaveBalances | Submit dates against the right balance |
| 3 Approve and reserve | LeaveRequestsLeaveBalances | Reserve approved leave once |
| 4 Record taken leave or cancellation | LeaveRequestsLeaveBalances | Update usage with retained history |
Run by an agent
Agent support
The agent cannot approve its own preparation, treat a payment request as settlement, bypass a closed period or reveal another employee’s pay. It uses the same record and field permissions as the authenticated user. Unsupported payroll or tax coverage requires a verified configuration, not a generated assumption.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› request and approve leave · check the balance on LeaveBalances
✓ Employee reads their own LeaveBalances for the leave type and entitlement period.
› request and approve leave · submit the dates on LeaveRequests, LeaveBalances
✓ Employee requests leave against the matching balance, retaining the effective work calendar and supported partial-day rules.
› request and approve leave · approve and reserve on LeaveRequests, LeaveBalances
⏸ approval · waiting for the hr / payroll
# 1 more stage after approval: record taken leave or cancellation
Other processes
5 moreCollect and apply customer cash
Match confirmed receipts to the customer invoices they settle.
4 stages · 0 approvals
Approve and pay bills and expenses
Review the obligation and authorize the exact payout before settlement.
5 stages · 2 approvals
Run and confirm payroll
Review the calculation and track settlement for every employee.
5 stages · 1 approval
Reconcile and close the books
Close an accounting period from reconciled evidence.
4 stages · 1 approval