Employee portal: requests, shifts and approvals in one system

Start with a repeatable operation

Select the process that is most often lost in chats. For example, the manager of a point requests a purchase, the manager agrees on the amount, and the accountant checks the payment. Write down the roles, mandatory data and transition conditions. This will become the application route.

A portal with news and dozens of empty sections rarely corrects this process. It's better to run one clear script and measure the execution time. Once employees have started using it, adjacent operations can be added.

What to keep in the application

• Query type, point or unit, and author.
• Required fields: amount, basis, term and investments for a specific process.
• Current status and person responsible for the next step.
• Decision history, comments and related documents.
• Reason for refusal or return for revision.

Coordination and replacement of an employee

Consider the vacation and dismissal of the coordinator. If the route is tied only to a specific person, applications will freeze. The system must know the assigned role and the replacement rule. When returning for revision, the author sees what needs to be corrected, and the new approval takes into account the changes.

The amount rule should also be explicit: what happens when the budget changes after approval? Approval of one version should not automatically apply to any subsequent version. Important actions are logged.

Shifts and access rights

The schedule requires a period, a work point, and shift exchange rules. A replacement request is not equal to a confirmed replacement. After agreement, both employees see the current schedule, and old notifications are no longer misleading.

Access is determined by role and department. The head of the point sees his data; The accountant receives the necessary financial documents. Uploads and files are checked separately: the protected screen is useless if the attachment is opened at a common address.

Acceptance and implementation

1. The employee creates a request from the phone and understands the status.
2. The approver goes on vacation, the application is processed as a replacement.
3. The author corrects the sum: the agreed new route is triggered.
4. The user of the other location does not receive the closed attachment.
5. The report shows pending applications and stage times.

Look employee portal demo on fictitious data. B internal services section we can discuss the first process. If the interface is intended for external customers, a separate model will be needed client's personal account.