Skip to main content
Question

Personal Time Off

  • March 14, 2025
  • 1 reply
  • 26 views

Forum|alt.badge.img+1

Hi Team, is it possible to create workflow/custom action when a personal timeoff is added in Clarizen by a user, the manager gets a notification?

This topic has been closed for replies.

1 reply

Forum|alt.badge.img+1
  • Planview Falcons
  • May 27, 2025

Hello Mayank,

Hope you are doing well, and to answer your question!!

Yes, it is possible to create a workflow or custom action that will notify a manager when a user submits a personal time off request. It is ideal to create a workflow that automatically sends an email notification to the manager when the Direct report updates holiday in their calendar.

A few articles you can refer to are listed below:

Adding, deleting and updating User Capacity Records

Capacity Planning and Resource Management