Leave Application
Overview
Leave Application – Business Overview
The Leave Application document is used in Dafater to formally manage employee leave requests. It ensures that time off is planned, approved, recorded, and aligned with company policies, helping maintain workforce availability while supporting employee wellbeing.
Purpose in Business Operations
The Leave Application allows employees to request time off and enables managers and HR teams to review, approve, or reject those requests in a controlled and documented manner. It creates transparency around employee availability, supports compliance with labor policies, and ensures accurate tracking of leave balances and attendance.
In daily operations, it serves as the official record for vacations, sick leave, personal leave, and other approved absences.
Prerequisites and Setup Requirements
Before using the Leave Application, the organization should have:
- Employees properly set up in Dafater
- Defined leave types (such as annual leave, sick leave, unpaid leave, etc.)
- Clear company leave policies (eligibility, limits, carry forward rules)
- Assigned approvers or reporting managers
- Defined leave periods (for example, yearly or monthly leave cycles)
These ensure that leave requests are evaluated consistently and fairly.
Typical Workflow and Business Process Fit
Employee Submission
An employee submits a Leave Application specifying:- Type of leave
- Start and end dates
- Reason for leave
Manager Review
The reporting manager reviews the request, considering team workload and employee leave balance.Approval or Rejection
- Approved requests are recorded and reflected in attendance and leave balances
- Rejected requests are returned with comments or reasons
HR Oversight (if applicable)
HR can monitor leave usage, ensure policy compliance, and handle exceptions.
This workflow ensures proper planning, accountability, and clear communication across the organization.
Key Business Scenarios Where It Is Essential
- Employees requesting annual or vacation leave
- Managing sick leave and medical absences
- Planning team availability during peak business periods
- Ensuring compliance with labor laws and internal leave policies
- Supporting payroll accuracy by tracking paid and unpaid leave
Without the Leave Application, organizations risk miscommunication, staffing gaps, and inconsistent leave handling.
Important Considerations for Users
- Employees should apply for leave in advance whenever possible
- Accurate dates and leave types must be selected to avoid payroll or attendance issues
- Managers should review requests promptly to support business continuity
- Leave balances should be checked before approval to avoid policy violations
- All approvals and rejections should be properly documented for audit and reporting purposes
In summary, the Leave Application is a critical business document in Dafater that balances employee needs with operational efficiency, ensuring leave is managed fairly, transparently, and in line with organizational policies.
Apply / Approve Leaves
Basic Information
- Module: HR
- Document Type: Document
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| naming_series | Series | Select | ✓ | HR-LAP-.YYYY.- | Auto-generated Dafater reference series for leave application |
| employee | Employee | Link | ✓ | Employee | Employee requesting leave in Dafater |
| employee_name | Employee Name | Data | - | Employee full name fetched from Dafater records | |
| leave_type | Leave Type | Link | ✓ | Leave Type | Category of leave requested as defined in Dafater |
| company | Company | Link | ✓ | Company | Company under which leave is applied in Dafater |
| department | Department | Link | Department | Employee department for approval routing in Dafater | |
| from_date | From Date | Date | ✓ | - | Leave start date |
| to_date | To Date | Date | ✓ | - | Leave end date |
| half_day | Half Day | Check | - | Indicates if leave includes a half day | |
| halfdaydate | Half Day Date | Date | - | Specific date considered as half day | |
| totalleavedays | Total Leave Days | Float | - | Total number of leave days requested | |
| description | Reason | Small Text | - | Business reason provided for leave request | |
| leave_balance | Leave Balance Before Application | Float | - | Available leave balance before applying | |
| leave_approver | Leave Approver | Link | User | Assigned Dafater user responsible for leave approval | |
| leaveapprovername | Leave Approver Name | Data | - | Name of the designated leave approver | |
| followviaemail | Follow via Email | Check | - | Send leave updates and approvals via email | |
| posting_date | Posting Date | Date | ✓ | - | Date when leave application is recorded |
| status | Status | Select | ✓ | Open, Approved, Rejected, Cancelled | Current approval status of the leave application |
| salary_slip | Salary Slip | Link | Salary Slip | Linked salary slip impacted by this leave | |
| color | Color | Color | - | Color code used for calendar display | |
| letter_head | Letter Head | Link | Letter Head | Letterhead applied when printing leave documents | |
| amended_from | Amended From | Link | Leave Application | Original leave application this record amends | |
| ismobileviewed | Is Mobile Viewed | Check | - | Indicates whether viewed on Dafater mobile app |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| HR User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| HR Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Employee | ✓ | ✓ | ✓ | |||
| Leave Approver | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Attendance | Linked from | HR |
| Company | Links to | Setup |
| Department | Links to | Setup |
| Employee | Links to | Setup |
| Leave Application | Links to | HR |
| Leave Type | Links to | HR |
| Letter Head | Links to | Printing |
| Salary Slip | Links to | Payroll |
| User | Links to | Core |