Customer success

Watch the 90-second onboarding demo before you start.

See the practical first steps: set leave rules, invite employees, submit a request, approve it and check the shared team calendar.

90-second overview
Sample team workflow
Trial-ready checklist

Leavely onboarding demo

90 seconds

Embedded video

What the demo covers

A clear path from empty workspace to useful trial.

The onboarding path is intentionally short, so a small team can evaluate the real workflow before deciding whether to keep using Leavely.

0:00

Set up leave rules

Create the workspace, choose the allowance pattern and add the team settings that control requests.

0:25

Invite the team

Add employees, assign managers and let staff request leave without using a shared spreadsheet.

0:50

Approve with context

Review balances, team calendar cover and request details before making the approval decision.

1:15

Keep everyone updated

The employee sees the outcome, balances update and the team calendar keeps the approved absence visible.

Before inviting staff

Use the checklist to keep onboarding simple.

Start with the smallest useful setup: one policy, the right approvers and a first request through the system.

  • Start with the guided demo, then use your own workspace during the 14-day trial.
  • Set core leave rules before inviting the wider team.
  • Use the team calendar and balance screen to confirm the first request flow.