PTO Management Case Study | HR Automation

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PTO & Leave Management System

Structured system to request, approve, and track PTO and leave across offices and time zones.

This HR AI automation case study explores PTO & Leave Management System. Tags: HR, Workflow Automation, Integration, Reporting, Make.com, Retool, AI Automation.

-80%

HR Reconciliation Time

Eliminated

PTO Errors

Full

Leave Compliance

Overview

A company with 300+ employees needed a structured system to request, approve, and track PTO and leave across offices and time zones. The system reduced HR reconciliation time by 80% and eliminated PTO errors.

Challenges

1

PTO requests happening via emails and spreadsheets

2

No centralized balance tracking

3

HR spending hours reconciling time off

4

No visibility into team coverage

5

Compliance risk for tracked leave categories

What We Delivered

Custom rules engine for accruals, carryovers, and country-specific regulations

Automated balance calculations with approval hierarchy

Employee self-service portal for requests

Manager approval interface

Calendar with team coverage view

Calendar sync (Outlook/Google) and payroll export

Tech Stack

Node.js, PostgreSQL, Next.js, OAuth2, Calendar APIs

Tags

HRWorkflow AutomationIntegrationReportingMake.comRetoolAI Automation

Results

-80%

HR Reconciliation Time

Eliminated

PTO Errors

Full

Leave Compliance

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