Leave Period
Overview
Leave Period — Business Overview
Leave Period is a core HR document in Dafater that defines the official time frame during which employee leave is tracked and managed. It establishes the boundaries for leave entitlements, usage, and reporting, ensuring consistency and fairness in how time off is handled across the organization.
What the Leave Period Is Used For
In daily business operations, the Leave Period sets the start and end dates for managing employee leave. All leave balances, approvals, and reports are aligned to an active Leave Period. It acts as the reference window for:
- Accruing annual or periodic leave entitlements
- Tracking leave taken by employees
- Ensuring leave policies are applied consistently within a defined timeframe
- Supporting accurate HR reporting and audits
Without a defined Leave Period, leave records cannot be properly evaluated or controlled.
Prerequisites and Setup Requirements
Before using the Leave Period, the organization should have:
- Clearly defined leave policies (such as annual leave, sick leave, or special leave)
- An agreed business calendar (financial year or HR year)
- Employee records already set up in Dafater
- Management approval on how often leave periods are created (yearly, fiscal year, or custom cycle)
These steps ensure the Leave Period aligns with company policy and operational planning.
Typical Workflow and How It Fits into Business Processes
Create the Leave Period
HR defines the start and end dates for the upcoming period, usually at the beginning of a year or planning cycle.Activate the Leave Period
Once active, it becomes the default reference for all leave-related activities.Manage Leave Within the Period
Employees apply for leave, managers approve it, and balances are updated—all within the boundaries of the active Leave Period.Monitor and Review
HR monitors leave usage, identifies trends, and ensures compliance with company policy.Close and Transition
At the end of the period, HR prepares for the next Leave Period, carrying forward or resetting balances as per policy.
Key Business Scenarios Where Leave Period Is Essential
- Annual HR Planning: Defining leave cycles that align with the business or financial year
- Employee Leave Management: Ensuring leave requests are counted in the correct year
- Compliance and Audits: Demonstrating clear and consistent leave tracking
- Reporting and Analysis: Comparing leave usage across periods for workforce planning
- Policy Enforcement: Preventing leave from being incorrectly applied to the wrong timeframe
Important Considerations for Users
- Only one Leave Period should be active at a time to avoid confusion or incorrect leave calculations
- The dates should align with company policy and payroll practices
- Changes to a Leave Period can impact leave balances and reports, so they should be made carefully
- New Leave Periods should be created in advance to avoid interruptions in leave processing
- Clear communication to employees about the Leave Period helps prevent misunderstandings
In summary, the Leave Period is a foundational HR document in Dafater that ensures employee leave is managed in an organized, transparent, and policy-driven manner. It supports smooth operations, accurate reporting, and fair treatment of employees across the organization.
Basic Information
- Module: HR
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| from_date | From Date | Date | ✓ | - | Start date of leave period for Dafater leave management. |
| to_date | To Date | Date | ✓ | - | End date of leave period for Dafater leave management. |
| is_active | Is Active | Check | - | Indicates whether this leave period is currently active in Dafater. | |
| company | Company | Link | ✓ | Company | Company to which this leave period applies within Dafater. |
| optionalholidaylist | Holiday List for Optional Leave | Link | Holiday List | Holiday list used for optional leaves during this period in Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| HR Manager | ✓ | ✓ | ✓ | ✓ | ||
| HR User | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Leave Allocation | Linked from | HR |
| Leave Control Panel | Linked from | HR |
| Leave Encashment | Linked from | HR |
| Leave Policy Assignment | Linked from | HR |
| Company | Links to | Setup |
| Holiday List | Links to | Setup |