Microsoft 365 PTO Management System (SharePoint / Power Apps / Power Automate)
Budget: $15.0 - $35.0
HOURLY / PART_TIME
⭐ 5.00 (1)
USA
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Microsoft 365 PTO Management System (SharePoint / Power Apps / Power Automate)
Project Overview
We are a transportation and logistics company with approximately 100+ employees seeking a Microsoft 365 consultant/developer to design and implement a PTO (Paid Time Off) management system. We need our drivers to be able to submit requests (they do not have company emails and view their current time off balances).
Currently, PTO requests are submitted through email and tracked manually using spreadsheets. This process is no longer scalable, and we need a centralized solution that automates requests, approvals, tracking, reporting, and visibility.
We are looking for a solution built within our existing Microsoft 365 environment using SharePoint, Power Apps, Power Automate, and/or other Microsoft-native tools.
Current Environment
Approximately 100+ employees
Microsoft 365 environment
Payroll provider: Innoworks PEO (PrismHR)
PTO accruals are calculated weekly based off of CDL drivers HOS
PTO accrues weekly based on meeting one of two contingencies (working 5, 8h days, OR 56 hours per week)
Managers currently approve PTO manually via email
Project Goals
Create a centralized PTO management solution that:
Eliminates PTO requests submitted through email
Routes requests through an approval workflow
Tracks approved, denied, and pending requests
Provides visibility into employee PTO balances
Displays department PTO calendars
Provides HR reporting and dashboards
Creates an audit trail for all PTO activity
Required Features
Employee PTO Request Portal
Employees should be able to:
Submit PTO requests
Select PTO type
Enter start and end dates
Enter hours requested
Add comments or notes
View request history
View request status
Manager Approval Workflow
Managers should be able to:
Receive PTO approval notifications
Approve or deny requests
Provide comments when denying requests
View upcoming PTO for their team
View department calendar
HR Administration
HR should be able to:
View all PTO requests
Filter by employee, department, status, and date range
Monitor pending approvals
View reporting dashboards
Export data as needed
Maintain PTO balances
PTO Balance Management
The system should support:
Weekly PTO balance updates via upload
Employee PTO balance display
Balance verification prior to approval
Reporting on available balances
Calendar Functionality
Need visibility into:
Approved PTO by department
Upcoming absences
Team coverage considerations
PTO calendar view
Reporting Dashboard
Examples:
Pending requests
Approved requests
Denied requests
Upcoming PTO
PTO usage by department
PTO balances
Technical Preferences
Preferred technologies:
SharePoint Online
Power Apps
Power Automate
Microsoft Lists
Power BI (optional)
We are open to recommendations regarding architecture and best practices.
Deliverables
Fully functioning PTO management system
Documentation of solution architecture
Administrative training session
Basic user guide
Recommendations for future enhancements
Experience Required
Please provide examples of:
Microsoft 365 workflow projects
SharePoint solutions
Power Apps implementations
HR or PTO tracking systems (preferred)
Proposal Requirements
Please include:
Similar projects completed
Recommended architecture
Estimated timeline
Estimated project cost
Any licensing requirements or additional costs
We are looking for a scalable solution that can support future growth while remaining simple for employees, managers, and HR administrators to use.
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