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TheClusk
New Member

Help with where to start

I want to create something easier for my colleagues.

 

We have a rota and leave process which is very messy

 

current process...

Staff wants leave > check capacity rota to see if time is available > submit leave request > Admin receive request > Admin update rota > send update to manager > Update staffs leave card

 

This is all done by excel spreadsheets

 

problem is how many steps there are and sometimes my manager doesn't see the leave request too.

 

I want something like...

Staff member wants to submit leave > checks leave rota (not sure if an excel sheet is the best way to present this) > requests leave (via powerapp/forms) > automatic approval sent to manager > once manager approves this is automatically sent to admin team > they then amend rota?

 

something like that.

 

Wasn't sure on the best way to do it...

 

forms then powerapp?

Sharepoint site with list and automation?

 

any help would be appreciated

2 REPLIES 2
RandyHayes
Super User III
Super User III

@TheClusk 

My suggestions would be...

 

A PowerApp for your interface for both employees and managers.  Skip trying to get them to use the SharePoint interface.

Use SharePoint as your data list - it will be easier and more flexible than trying to use Excel for it.

PowerAutomate flows that will send the appropriate requests to managers and responses to users.  (you can do this all in the app as well, but it would be easier to manage outside of the app).

 

I hope this is helpful for you.

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TheClusk
New Member

Thank you for your reply. That sounds great, i'm going to give this a go

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