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Freedom to request, approve and register

The business challenge

The client company is a major player in the construction and building engineering sector, with an annual revenue amounting to several billion forints. The company’s core activities focus on building automation projects and building maintenance, supported by a field team of more than 80 employees. These teams work on various implementation tasks and perform maintenance on equipment for contracted partners.

Previously, the company managed vacation scheduling through its old enterprise management system and tracked individual vacation plans in Excel spreadsheets. Planning vacations in advance became mandatory, and they had to be distributed and approved according to complex rules. Vacation requests and changes were submitted via email, handled by an HR staff member, and recorded in a master Excel file.

Unfortunately, despite their best efforts, there were occasional instances where too many employees were on vacation at the same time, or key personnel were absent as project deadlines approached. The company’s process descriptions required dual approval to prevent such situations; however, these approvals were given via email or verbally, which made them difficult to track and ineffective in preventing problems.

🛠️ Product/Service Microsoft Power Platfom        📍  Location Hungary         🏦 Sector Construction and Building Services

Keywords: Power Platform, Leave Management, Mobile Application, Business Logic, Azure AD, HR Administration, Construction Industry, Excel-based Processes, Office 365 Integration

Implemented Solution

After thoroughly assessing and rethinking the requirements, processes, and rules, we built a solution based on Power Platform. This solution consists of two applications and the implementation of their corresponding backend logic.

The mobile application enables employees to request and approve leave, while also providing visibility into available and used leave statistics. Each request must be approved by the direct manager and a second-level approver. The requester can continuously track the status of their leave request.

The interface enforces several business rules:

  • A “long vacation” must be requested at least 2 weeks in advance.
  • It is not possible to request two “long” vacations with only a small gap between them.
  • By June 30, 40% of the annual leave quota must be planned and taken.
  • The system notifies and warns if the expected proportional quota has not yet been met.

In the desktop application, it is possible to:

  • the complete administration of employees (including leave quotas, managers, and group assignments)
  • managing public holidays and mandatory leave periods (such as company shutdowns, Christmas holidays, etc.),
  • configuring background parameters (e.g., what qualifies as long leave, how many people can be on leave simultaneously within a group, what portion of the leave quota is freely usable).

The desktop application provides the option for bulk approvals (which is particularly efficient during the planning phase) and allows users to view a full annual overview of calendars for individuals and teams. Additionally, the HR staff generates monthly attendance sheets for payroll directly from this application.

It was a key requirement that each employee could only access data, screens, and buttons relevant to their role. The application had to be accessible from anywhere and provide the security offered by Azure AD. Additionally, it seamlessly leverages the company’s existing Office 365 environment and services, such as using Exchange Online for sending notifications.

Final Result:

  • Employees can track the status of their leave requests more easily.
  • Colleagues can request leave on the fly from their mobile phones.
  • Managers working from home have easy access to the necessary data and notifications.
  • The solution enforces all mandatory rules related to leave management.
  • It sends automatic notifications if someone has a pending task or misses a deadline.
  • Managers and HR staff benefit from numerous convenience features.

The most important outcome is that the company’s operational capacity can never fall below a defined level, as the solution effectively manages the accumulation of unused leave and prevents key personnel from being on vacation at the same time.

Contact Us!

In an average small business, employees waste about 5% of their income each year due to poorly functioning IT systems—but this doesn’t have to be the case for your company. We make business operations more efficient with Power Platform and Microsoft 365!