# Vacation and leave approvals

> Employees request time off on their phone; your rules check the balance, the notice and team coverage, the manager approves in one click, and the calendar and payroll are told.

Page: https://www.visiona.ca/en/solutions/vacation-approvals  
Français: https://www.visiona.ca/solutions/approbation-vacances.md

**Who it is for**: Managers and HR in businesses of 10 to 200 employees

See the demo: https://www.visiona.ca/solutions/approbation-vacances/demo (Demo on fictional data.)

## The problem

Requests arrive by email, text or paper; balances are checked in a spreadsheet, payroll is not told, and two people from the same team leave the same week.

- Balances never up to date
- Teams short-staffed in peak season
- Employees waiting for an answer

## What changes

Every request arrives checked; the manager decides in one click, and everyone is told at once.

- An answer the same day
- Balances always right
- Each team's coverage protected

## How it works

- The employee requests time off in the application, on their phone
- Your rules check the balance, the notice and how many are away per team
- The manager approves or refuses in one click, with the reason
- The employee, the team calendar and payroll are told

## Anonymised use case: An installation company, 60 employees in 5 teams

Requests reach managers by email and text; balances are tracked in an HR spreadsheet, and payroll is told by hand.

| Per transaction | Before | With the brain |
|---|---|---|
| Handle a request | 15 min | 1 click |
| Update the balance | 5 min | automatic |
| Tell payroll | 5 min | automatic |
| 40 requests a month | 17 h | 1 h |

### Mistakes the rules avoid

- Enough balance under the policy and seniority
- 14 days' notice
- At most one person away per team per week in peak season
- Approval despite a rule: logged with who approved

### Exchanges avoided

- The "did you see my request?" emails and texts
- Balance checks with HR
- Payroll notices done by hand

About 15 hours a month given back to managers and HR, and no team left short-staffed by surprise.

*Estimates from our projects, for one complete operation; your volumes change the total.*

## Custom built, from a proven base

This is not off-the-shelf software. The solution has already been built and run in production; your project starts from that code, then everything is fitted to your team:

- **Your integrations** built for your systems, through their API, not a generic connector.
- **Your data sources** your email, your ERP, your Excel files, as they are today.
- **Your rules** written in code with your team, then checked on last month's data.
- **Your interface** the screens, approvals and alerts your team needs, nothing more.

Starting from a proven base means a first result on your own data in the first week.

## What the solution includes

- Vacation, leave or personal-day requests on a phone
- Balances calculated from your policies and seniority
- Rules: notice, coverage per team, blackout periods
- One-click approval by the right manager
- Team calendar updated in Outlook
- Payroll told; history of every decision
- A team view of absences, week by week

## Systems already integrated, for example

- Identity and calendar: Microsoft 365 and Outlook, Google Workspace
- Payroll: your payroll software or an export for your provider
- Your current Excel balance files, to start

Each integration is built for your systems. Yours isn't listed? We integrate it through its API.

## Your first three sprints

1. **Connect** Your sources are connected and a first version runs on your real data.
2. **Rules** Your rules run on last month's data and are compared with what the team did by hand; every gap is explained.
3. **Release** One team uses it first, with every decision tracked, then we widen.

## Price

**$1,500 CAD** per sprint, one week. One sprint = one usable feature.

- **Fixed price, known upfront** No hourly rate, no overruns.
- **Sprints on demand** Stop before the next invoicing cycle, no penalty.
- **You keep everything** Every feature delivered is yours, even if you stop.

## Our commitments

- **Working code every week** Every sprint ships something your team uses.
- **You own everything** The code, the database, the servers. No licence.
- **Rules you can check** Your rules written in code, every decision logged.
- **Fixed price, stop anytime** One feature a week, no long-term contract.

## Frequently asked questions

### Our vacation policies are specific. Is that a problem?

No. The rules are written from your policies: seniority, blackout periods, how many may be away per team. We check them with you on your past requests.

### Do employees have to install an app?

No. The application opens in the phone's browser and installs in one tap, without an app store. They sign in with their work account.

### Can a manager approve a request that breaks a rule?

Yes, if they decide to: the rule is shown, and approving despite it is logged with who did it.

### What about payroll?

Payroll is told at each decision, or receives an export every period, depending on your software.

### Who owns the code?

You do. The code, the database and the servers are in your name from the first sprint. No licence, no per-user fee.

### Do we have to change our ERP or accounting software?

No. We work around your systems. If there is no accounting software yet, QuickBooks or Zoho Books is enough as the ledger.

### What happens if we stop?

Nothing breaks. You keep the code, the data and the documentation; another team can take over.

## Discovery questionnaire

Two questions to prepare our first conversation. One minute. https://www.visiona.ca/en/solutions/vacation-approvals#questionnaire

## Other solutions

- [Automated supplier invoices](https://www.visiona.ca/en/solutions/supplier-invoices.md)
- [Technician dispatch](https://www.visiona.ca/en/solutions/technician-dispatch.md)
- [E-signature and contract management](https://www.visiona.ca/en/solutions/e-signature-contracts.md)
- [Quotes in minutes](https://www.visiona.ca/en/solutions/quotes.md)
- [Automated bookkeeping and bank reconciliation](https://www.visiona.ca/en/solutions/bookkeeping-bank-reconciliation.md)
