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CRM / Bitrix24 · HR · business processes

HR processes in Bitrix24: onboarding and absence tracking

Client: NDA Category: CRM / Bitrix24 Stack: Bitrix24 Business Process, Telegram Bot API, PowerBI (custom dashboard), PHP Timeline: 4–8 weeks
Problem

Onboarding a new employee and filing a sick leave or day off went through chats and paper: HR collected documents by hand, and a time-off request could easily get lost in a chat — nobody reconciled absences.

Constraints

Different absence types (sick leave/vacation/day off) had different approval rules; requests could not be duplicated or lose their status along the way.

What I did
  • A full onboarding process on Bitrix24 business processes: requests, approvals, checklists, documents
  • A Telegram bot for time off — sick leave, a day off or vacation filed right from the chat
  • The bot triggers the right approval business process and notifies the people responsible
  • A custom PowerBI dashboard for absences and team workload
  • A process for handling absences and days off with a decision history
Architecture
Employee (Telegram bot) Approval business process Bitrix24 CRM/Intranet PowerBI dashboard
Result

Onboarding and absence tracking became a process with a history instead of chat threads: HR sees the status, and a manager sees workload and absences in one dashboard.

What can be reused
Employee onboarding business-process skeleton Telegram bot triggering HR processes PowerBI dashboard for absences