PTO Balance & Request Auto-Router
A done-for-you HR automation built for the People Operations Specialist, connecting Slack and Google Calendar so the work below happens on its own.
What this automation does, step by step
When an employee submits a time-off request, this automation immediately checks their current PTO balance in the HR system, cross-references the team calendar to see if anyone else on their team is already scheduled to be out that week, and routes the request straight to their manager with a one-click approve or deny button.
Conflicts, someone requesting time off when two teammates are already approved for the same week, are flagged automatically instead of surfacing three days later when someone notices the schedule doesn't work.
A process that used to require a people operations specialist to manually check a shared spreadsheet for every request now resolves in minutes, and managers get the full picture before they approve anything.
- Zapier or Make.com
- BambooHR
- Gusto
- Google Calendar
- Slack
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a people operations specialist manually pieces together information from different places, then has to relay it to everyone who needs it. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Interview scheduling without email ping-pong
- New hire paperwork and account setup before day one
- Certification and license expiration alerts
- Timesheet and time-off workflows that route themselves
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