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Workflows/Operations

Time Off

Leave requests move from the team portal to an admin decision to an updated balance without a single chat message. The system carries the request, the context, and the outcome.

Actors Employee · System · AdminChat messages 0Balance updates Automatic

Request to decision in five steps

The whole loop is request, decide, record. Nobody chases anybody, and the balance math never gets done by hand.

Admin
System
Employee
1
Employee
Request time off

The employee picks dates and a leave type in the team portal. Their current balance is right there on the form.

2
System
Route to admin

The request lands in the admin time-off queue with the employee’s balance and history attached.

3
Admin
Decide

The admin sees the request in context: team calendar, remaining balance, overlapping leave.

ApproveReject
4
System
Update the balance

On approval, days are deducted automatically and the leave shows on the team calendar.

5
Employee
See the outcome

The employee sees the decision and their updated balance in the portal. No follow-up message needed.

How each step works

01
Request in the portalEmployee

The employee opens the team portal, picks dates and a leave type, and submits. Their remaining balance is shown on the form, so nobody requests days they do not have.

02
The system routes itSystem

The request appears in the admin queue with everything needed to decide: the employee's balance, their leave history, and any team overlap on those dates.

03
Admin decidesAdmin

Approve or reject, one click either way. Because the context travels with the request, the decision takes seconds instead of a back-and-forth thread.

04
Balance updates itselfSystem

On approval the days are deducted automatically and the leave appears on the shared calendar. Balances are never reconciled by hand at year end because they were never wrong.

05
Employee sees the outcomeEmployee

The decision and the updated balance show in the portal immediately. The whole loop closes without a single “did you see my request?” message.

The seven elements

Every workflow we document has the same anatomy: seven elements, each assigned to a human, a machine, or both. This is the Centaur Map from our workflow design method.

01 TriggerHuman

An employee submits a leave request in the team portal.

02 InputsMachine

The current balance, leave history, and team calendar, attached to the request automatically.

03 DecisionHuman

Approve or reject. The one judgment call in the flow stays with a human.

04 RoutingMachine

Requests route to the admin queue; outcomes route back to the employee’s portal.

05 OutputMachine

An updated balance and a calendar entry, computed, never hand-tracked.

06 DeliveryMachine

The decision and new balance appear in the portal immediately.

07 MeasurementMachine

Balances and usage across the team, correct at all times because they were never manual.

The standing rules

  • All leave goes through the portal, never through chat
  • Balances are system-computed, never hand-tracked
  • Every request is decided with the team calendar in view
  • The decision and the record are the same thing

Why it works

  • One queue means requests cannot get lost in a thread
  • Context attached to the request makes decisions fast
  • Automatic deduction kills the year-end balance argument
  • Everyone sees the same calendar, so coverage gaps surface early