How NPO Streamlined Employee Time Off Requests to Boost Efficiency and Improve Workforce Management

Spotlight

Simplifying Time Off Requests to Improve Workforce Efficiency with Time Off Manager 365
A nonprofit organization struggled with manual leave tracking and approval bottlenecks. Implementing Time Off Manager 365 enabled them to automate time off requests, increase transparency, and better plan staffing—resulting in faster approvals, improved employee satisfaction, and clearer workforce management.

Highlights

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Faster Time Off
Approvals

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Increase in Leave
Visibility

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Reduction in Manual Tracking Errors

Customer’s Speak

Mike Reynolds

Legal Operations Manager

“

Managing contracts manually led to missed deadlines, compliance risks, and inefficiencies. With SharePoint Contract Management, automation streamlined workflows, reduced manual effort, and ensured compliance. Now, we focus more on clients instead of paperwork.

Challenges: Manual Processes Holding Back Workforce Management

Cumbersome Manual Requests
Employees submitted time off requests through emails and paper forms, resulting in lost requests and delayed approvals.

No Delegation for Approvals
When managers were unavailable, requests piled up, causing confusion and scheduling conflicts.

Limited Workforce Visibility
HR struggled to keep track of overlapping leaves and understaffing risks, which impacted program delivery.

High Risk of Errors
Manual logging of leave days led to inaccuracies, impacting payroll and compliance reporting.

Solution: Automated Time Off Requests with Time Off Manager 365

Customizable Approval Workflows
Leave requests automatically route to the right manager, with fallback options to delegate approvals during absences.

Self-Service Employee Portal
Employees can request leave and check their PTO balances anytime, reducing HR inquiries.

Real-Time Leave Calendar
HR and managers access a shared calendar showing all approved and pending leaves, improving staffing decisions.

Accurate Leave Tracking & Reports
Automated tracking eliminates manual errors, ensuring correct leave balances and audit-ready reports.