Leave handoff workbook

Fictional scenario: Mara is a Spain-based operations coordinator whose UK People team keeps Personio. This worksheet tests a proposed Teamed-to-Personio leave handoff. Its checks simulate the buyer’s requirements; they do not test a live provider connection.

Completed handoff record
EventSystem of recordFieldInitiatorApproverSync/manual routeException ownerAcceptance test
Match employeeEOR employment recordEOR MARA-017 ↔ Personio PERSONIO-842 (fictional verified one-to-one mapping)People OpsPeople leadManual setupPeople OpsOne matched profile
Map annual leaveEOR policy; Personio absence policyAnnual leave ↔ VacationPeople OpsPeople leadManual setupPeople OpsPersonio policy assigned
Record requestTeamed request in proposed flowTwo days, annual leaveMaraPeople lead, scenario assumptionTeamed → PersonioPeople Ops → Teamed contactOne matching Personio absence
Repair missing-policy errorPersonio policy mappingVacation policyPeople OpsPeople leadCorrect and test replayPeople Ops → Teamed contactOne record after recovery
Run the acceptance check

In a provider demonstration, repeat the missing-policy failure and correction with the actual role, country, approval settings and event. Ask who receives the error and how replay avoids duplicates.