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Help Center / Getting Started / Leave Management Agent App Overview

Leave Management Agent App Overview

Leave Management Agent App Overview

Check your leave balances, view pending requests, browse upcoming holidays, see who on your team is off, and manage leave requests β€” all through natural language conversation in Ask AI.


What is the Leave Management Agent?

The Leave Management Agent is an AI-powered time-off assistant inside MangoApps Workforce. It integrates with the Ask AI sidebar so employees can check their PTO balances, review leave request status, look up upcoming company holidays, see which team members are on leave, and even submit, cancel, or update leave requests β€” all through natural conversation.

The agent uses an agentic LLM-with-tools architecture with nine specialized tools. Read-only tools (checking balances, viewing holidays) execute immediately, while write actions (submitting, cancelling, or updating leave requests) are flagged as risky and require confirmation or redirect to the Time Off portal for secure processing.

Core Value Proposition:

  • Leave Balances β€” Instantly check available, used, and accrued hours across all leave types (vacation, sick, personal, PTO)
  • Request Management β€” View, submit, cancel, and update leave requests through conversation
  • Conflict Detection β€” Check if team members are already off before submitting your request
  • Holiday Calendar β€” Browse upcoming company holidays with days-until countdowns
  • Team Visibility β€” See which team members have approved leave during any date range

At a Glance

Leave Balances Request Management Conflict Check Holidays Team Calendar
Available, used, accrued hours per leave type View, submit, cancel, update requests Check team conflicts before requesting Upcoming company holidays Who is on leave this week

Perfect For:

  • Employees β€” Quick balance checks and leave request management without navigating through the Leave Management app
  • Managers β€” See team leave calendar and help team members with scheduling around conflicts
  • HR / Admin β€” Configure which leave capabilities the agent exposes and manage leave policies

How It Works

Agent Flow

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚                  LEAVE MANAGEMENT AGENT FLOW                     β”‚
β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€
β”‚                                                                   β”‚
β”‚  β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”    β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”    β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”   β”‚
β”‚  β”‚  Ask AI  │───▢│   Context    │───▢│   Leave Management   β”‚   β”‚
β”‚  β”‚  Sidebar β”‚    β”‚   Router     β”‚    β”‚   Agent (Agentic LLM)β”‚   β”‚
β”‚  β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜    β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜    β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜   β”‚
β”‚       β”‚                β”‚                       β”‚                  β”‚
β”‚  User asks a       Router detects          Agent selects the     β”‚
β”‚  leave-related     leave keywords          right tool and        β”‚
β”‚  question          (PTO, vacation,         queries leave data    β”‚
β”‚                    time off, holiday)                             β”‚
β”‚                                                                   β”‚
β”‚       β–Ό                                        β–Ό                  β”‚
β”‚  β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”    β”‚
β”‚  β”‚                    TOOL EXECUTION                         β”‚    β”‚
β”‚  β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€    β”‚
β”‚  β”‚  Read-Only Tools         β”‚  Write Tools (Risky)          β”‚    β”‚
β”‚  β”‚  ────────────────        β”‚  ─────────────────            β”‚    β”‚
β”‚  β”‚  β€’ check_leave_balances  β”‚  β€’ submit_leave_request       β”‚    β”‚
β”‚  β”‚  β€’ view_leave_requests   β”‚  β€’ cancel_leave_request       β”‚    β”‚
β”‚  β”‚  β€’ view_upcoming_holidaysβ”‚  β€’ update_leave_request       β”‚    β”‚
β”‚  β”‚  β€’ view_team_leave_cal   β”‚                               β”‚    β”‚
β”‚  β”‚  β€’ view_leave_usage      β”‚  Require confirmation or      β”‚    β”‚
β”‚  β”‚  β€’ check_leave_conflicts β”‚  redirect to Time Off portal  β”‚    β”‚
β”‚  β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”΄β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜    β”‚
β”‚                                                                   β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

Key Capabilities & Tools

The Leave Management Agent registers nine tools:

Tool Description Risky?
check_leave_balances View all leave type balances: available hours, used hours, and accrued hours No
view_leave_requests View your leave requests with optional status filter (pending, approved, denied, cancelled) No
view_upcoming_holidays View upcoming company holidays with date, day of week, and days-until countdown No
view_team_leave_calendar View approved leave for your team (direct reports + self) during a date range No
view_leave_usage_history View past leave usage for a given year with leave types, dates, and total days No
check_leave_conflicts Check for scheduling conflicts with department members before submitting leave No
submit_leave_request Submit a new time-off request (redirects to Time Off portal) Yes
cancel_leave_request Cancel a pending leave request (only pending requests can be cancelled) Yes
update_leave_request Update dates or reason on a pending leave request Yes

Smart Intent Detection

The agent recognizes leave-related questions through keyword and phrase matching:

Keywords Phrases
leave, PTO, vacation, time off, holiday, sick day, leave balance, leave request, leave calendar β€œwho is on leave”, β€œupcoming holiday”, β€œleave history”, β€œhow much leave/PTO/vacation”

Configurable Capabilities

Administrators can toggle capability groups through the app settings:

Capability Tools Controlled Default
Leave Requests view_leave_requests, submit_leave_request, cancel_leave_request, update_leave_request, check_leave_conflicts Enabled
Balance Tracking check_leave_balances Enabled
Holiday Management view_upcoming_holidays Enabled
Accrual Monitoring view_team_leave_calendar, view_leave_usage_history Enabled

Example Conversations

Checking Leave Balances:

You: β€œHow many vacation days do I have left?”
Agent: β€œHere are your leave balances:

  • Vacation: 64.0 hours available (16.0 used, 80.0 accrued)
  • Sick Leave: 36.0 hours available (4.0 used, 40.0 accrued)
  • Personal: 16.0 hours available (0.0 used, 16.0 accrued)
    You have 3 leave types available.”

Viewing Pending Requests:

You: β€œShow my pending leave requests”
Agent: β€œYou have 1 pending leave request:

  • Vacation: March 24 – March 28 (5 days) β€” Status: pending
    Reason: β€˜Family vacation’”

Checking Holidays:

You: β€œWhat holidays are coming up?”
Agent: β€œ3 upcoming holidays:

  • Memorial Day: May 26, 2026 (Monday) β€” 80 days away
  • Independence Day: July 3, 2026 (Friday) β€” 118 days away
  • Labor Day: September 7, 2026 (Monday) β€” 184 days away”

Team Leave Calendar:

You: β€œWho on my team is off next week?”
Agent: β€œ2 team members are on approved leave next week (Mar 10 – Mar 16):

  • Sarah Chen: Vacation, Mar 10 – Mar 14
  • David Park: Sick Leave, Mar 12 – Mar 12”

Conflict Check Before Requesting:

You: β€œCheck if there are conflicts if I take off March 24 to 28”
Agent: β€œ1 team member is already off during this period:

  • James Wilson: Vacation, Mar 22 – Mar 26
    Consider checking with your manager if team coverage is sufficient.”

Cancelling a Request:

You: β€œCancel my leave request #142”
Agent: β€œLeave request for Mar 24 – Mar 28, 2026 has been cancelled.”


User Roles & Permissions

Role What You Can Do
Employee Check own balances, view own requests, browse holidays, check conflicts, submit/cancel/update own pending requests
Manager All employee capabilities plus view team leave calendar (direct reports)
HR / Admin All capabilities plus configure agent settings and capability toggles

The team leave calendar scopes to direct reports and self β€” managers see their team, not the entire organization. All queries are filtered by business.


Mobile Support

The Leave Management Agent includes mobile web views accessible through the MangoApps native app:

View Description
Dashboard Agent stats, enabled capabilities count, and recent activity
Capabilities View which agent capabilities are currently enabled
Activity Log Browse past agent actions with status and source filters

Getting Started

  1. Open Ask AI β€” Click the Ask AI icon in your sidebar or navigation bar
  2. Ask a leave question β€” Type naturally: β€œHow many vacation days do I have?” or β€œWho is off next week?”
  3. Manage requests β€” Ask to view, cancel, or update pending leave requests
  4. Plan ahead β€” Check conflicts and holidays before submitting time-off requests

Prerequisite: The Leave Management module must be enabled for your business. The Leave Management Agent becomes available automatically when Leave Management is active.

Admin Setup:

  • Navigate to the Leave Management Agent app in the Marketplace
  • Toggle individual capabilities (Leave Requests, Balance Tracking, Holiday Management, Accrual Monitoring) on or off
  • All capabilities are enabled by default

Tips & Best Practices

  • Check conflicts before requesting β€” Ask β€œcheck for conflicts March 24 to 28” before submitting to avoid scheduling issues with your team
  • Review balances first β€” A quick β€œwhat’s my PTO balance?” saves time before planning vacation
  • Use status filters β€” Ask β€œshow my approved leave requests” or β€œshow pending requests” to narrow results
  • Plan around holidays β€” Ask β€œwhat holidays are coming up?” to extend weekends with strategic PTO usage
  • View history by year β€” Ask β€œshow my leave usage for 2025” to review past time-off patterns

Resource Description
Ask AI The conversational AI sidebar where you interact with the Leave Management Agent
Leave Management The full leave management module with request workflows, approvals, and policy configuration
Calendar Visual calendar view showing your leave alongside shifts and holidays
Attendance Agent AI agent for attendance tracking that complements leave data
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