1.Monitor new PTO request item created
Integrate monday.com, HR boards, and workflow tracking to detect new item creation on your configured PTO Requests board.
Update new PTO request with matched employee profile
Automatically monitors new PTO request items on monday.com across HR operations workflows. Create an enriched update when roster matches exist, flag unmatched requests, and populate requester profile fields without manual follow-up or data re-entry.
How this automation enriches PTO requests
When new PTO requests arrive without matching roster details, HR can waste time retyping employee fields and delays approvals. This automation finds the requesting employee, extracts roster profile values, and updates the original PTO itemβso your team can act on complete requests faster.
monday.comor swap with your favorite app
2.Find user by name or email
Integrate monday.com to resolve a people record by mapping requester name and email into the search input.
3.Locate roster item by user email
Integrate monday.com and roster boards to find the matching employee row by using the found user email as the search.
4.Extract roster profile column values
Integrate monday.com and HR profile fields to get column values from the matched roster item and extract profile fields.
5.Update PTO item with profile fields
Integrate monday.com and HR boards to change multiple columns on the original PTO item using roster profile values.
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