Implementation of PTO Functionality for one of the major security solutions providers

Business Pain Points

• Inefficient PTO Request and Approval Process: Employees faced difficulties submitting PTO requests, and the approval workflow was cumbersome for reporting managers.
• Manual Payroll Integration: The payroll team struggled with manually updating timesheets and earning statements to reflect approved PTO.
• Lack of Reporting and Visibility: Management and employees lacked clear visibility into leave balances and trends, affecting planning and decision-making.

Solution

PTO Request and Approval Workflow

• Employee Submission: Developed a user-friendly interface for employees to submit PTO requests easily.
• Manager Approval: Implemented a seamless workflow for routing requests to reporting managers for approval.
• Notification System: Developed a user-friendly interface for employees to submit PTO requests easily.

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Payroll Integration

• Timesheet Creation: Automated the generation of timesheets marking approved PTO days as holidays.
• Earning Statement Generation: Created earning statements reflecting approved leave to keep the payroll team informed.

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Reporting and Dashboards

• Management Reports: Developed custom reports to assist management in planning and resource allocation based on employee availability.
• Employee Dashboards: Created interactive dashboards for employees to track their leave balances, including the number of leaves taken and remaining for the year.

Benefits

• Increased Efficiency: Automated workflows reduced the administrative burden on managers and the HR department, leading to faster PTO approvals and processing.
• Accurate Payroll Processing: Integration with payroll systems ensured accurate and timely updates of employee leave records, reducing errors and manual interventions.
• Improved Visibility: Comprehensive reports and dashboards provided real-time insights into leave trends and balances, aiding in better decision-making for both management and employees.