Example: HR

The HR preset rolls out two entities: Employees and Vacations and Absences, linked through a standard approval process.

Entities

Entity	Purpose
Employees (hr_employees)	Cards for company employees
Vacations and Absences (hr_vacations)	Leave requests for vacation, sick leave, time off, and other absences, each linked to an employee through the Employee field

Absence types

The Absence type field is a value list:

Annual leave · Sick leave · Unpaid leave · Time off · Maternity leave · Business trip

Leave request status

The Status field is a state model:

Draft → Pending Approval → Approved
              │                  ↓
              ↓               Canceled
          Rejected
              ↓
            Draft

Status	Allowed transitions
Draft	→ Pending Approval
Pending Approval	→ Approved, Rejected
Approved	→ Canceled
Rejected	→ Draft (can be corrected and resubmitted)
Canceled	— (final)

The request also has Start, End (absence dates), Approver (who makes the decision), and Comment fields.

Automations

Rule	Trigger	What it does
Validate dates	Before Create	If the start date is later than the end date, creating the request is blocked with an error
Notify approver on submission	After Update	When the status moves to "Pending Approval", sends a push notification to the approver
Notify requester of the decision	After Update	When the status moves from "Pending Approval" to "Approved"/"Rejected", notifies the request's author

See the Automations section for more on this mechanism.

"Vacation Approval" business process

In this preset, vacation approval is additionally implemented as a full BPMN process (started automatically when a request is submitted):

Vacation requested
   ↓ automatically
Approver notified
   ↓
Task: "Approve vacation" (for the approver from the request)
   ↓ on completion
  [Decision?]
   ↙          ↘
Yes            No
   ↓              ↓
Status:        Status:
"Approved"     "Rejected"

This is the same process covered in general terms in the Approvals section — which also has a table with other approval examples across different presets.

Dashboard

By default, the HR Staff and HR Manager roles see the "HR — Staff" dashboard: employees by status, vacations by type. See Dashboards and Charts.

Roles

Role	Permissions
HR Staff	View employees; create/view/edit leave requests
HR Manager	Full access to employees and leave requests, including delete