So HR is asking about implementing a Vacation / OOTO / PTO Tracker,
something more robust and useable than sending a spreadsheet around each
week.

 

Some of the things that were mentioned:

.         A system that works based on accruals of PTO (and sick days) by
pay period. 

.         And that can be modified or adjusted to reflect the changes in
allowed PTO based on years of service.

.         A visual calendar that shows who is out and color coded by groups
(RS, CS, IT, HR, etc...).

.         An auto-warning that is either displayed to the requester or
manager when a certain number of people are already approved to have a
certain day off (her example: if 2 CS employees already have the last day of
the month off, then there should be a warning that a 3rd can't). 

.         Don't inundate managers with too many emails - this would be hard
to avoid especially for someone that potentially has 60 people under her.
Maybe a nightly email that says, "you have 5 requests to approve". 

.         Not expensive - there is talk of requesting budget for something
like this.  But how much?  Past solutions have been shot down because they
were $10K.

 

We currently run SharePoint, and found links to some Windows SharePoint
Applications: 

http://www.microsoft.com/downloads/details.aspx?FamilyID=96dbe5f3-203a-40f8-
a03a-64d0a9811368&DisplayLang=en (from 2005) 

http://www.microsoft.com/downloads/details.aspx?FamilyID=56406562-01f9-4a18-
9924-2dc0684232c8&DisplayLang=en (from 2007) 

 

Or something similar to this:  http://www.digiappz.com/digileave.asp (but
not exactly this one, because the demo looks like you can only specify that
each person gets the same number of PTO days).

This one looks decent: http://teqnologix.com/uat/ (but it could be out of
our price range at $2 per user per month.  At 150 employees, that's $3600 /
yr.)

Or maybe ADP has something that integrates with payroll, but that is also
probably expensive as well. 

 

There's got to be something out there that we can use that doesn't cost
thousands of dollars. 

 

We looked at a few screenshots of the SharePoint 3.0 application listed
above. It looks like a promising solution, but there wasn't enough detail in
them to determine the effort / procedure involved in setting up the rules
that we need to track? I would love to see this application (or any others
that the group has worked with) in action.  Does anyone have the SharePoint
application installed, and is happy with it, and could we set up a WebEx to
see how it looks / works, and would be open to possibly answering some of
the questions we have about our requirements?

 

What can I say, I'm a visual person. would love to see / hear about what is
working for you all.

 

Thanks,

Jeff

 

 

 


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