Leave Policy Assignment
Overview
Leave Policy Assignment — Business Overview
Leave Policy Assignment is a key HR document in Dafater that connects an employee to a specific leave policy. It ensures each employee’s leave entitlements—such as annual leave, sick leave, or special leave—are applied correctly based on company rules, location, role, or employment terms.
What Leave Policy Assignment Is Used For
In day-to-day business operations, Leave Policy Assignment is used to: - Define which leave rules apply to each employee - Ensure accurate leave balances and accruals - Support consistent and fair leave management across the organization - Provide a clear reference for approving, tracking, and auditing leave
Without a Leave Policy Assignment, employees may not receive the correct leave entitlements, leading to payroll errors, disputes, or compliance risks.
Prerequisites and Setup Requirements
Before using Leave Policy Assignment, the following should already be in place: - Employees are created and active in Dafater - Leave policies are defined, including leave types, limits, and rules - Effective dates for policies are agreed internally (e.g., start of year, joining date, or promotion date) - HR has clarity on which policy applies to which group of employees
This preparation ensures assignments are accurate and aligned with company policy.
Typical Workflow and Business Process Fit
Define Leave Policies
HR creates standard leave policies based on labor law, company policy, or contracts.Assign Policy to Employee
A Leave Policy Assignment is created to link an employee to the correct policy, with a clear start date.Leave Usage and Tracking
As employees apply for leave, Dafater automatically uses the assigned policy to calculate balances and approvals.Changes Over Time
When an employee’s role, location, or contract changes, a new Leave Policy Assignment can be created to reflect the updated rules.
This process ensures leave management stays accurate throughout the employee lifecycle.
Key Business Scenarios Where It Is Essential
Leave Policy Assignment is especially important in situations such as: - New employee onboarding, to apply the correct leave entitlements from day one - Promotions or role changes, where different leave benefits apply - Transfers between departments or countries, each with different leave rules - Policy updates, such as revised annual leave or compliance-driven changes - Audits and compliance checks, where proof of applied leave rules is required
Important Considerations for Users
- Effective dates matter: Always ensure the assignment start date is correct to avoid incorrect leave balances.
- One policy at a time: Avoid overlapping assignments that could cause confusion or errors.
- Consistency is key: Similar roles or employee groups should have consistent assignments unless there is a valid business reason.
- Review regularly: Periodically review Leave Policy Assignments to ensure they still reflect current business rules.
- Communication: Employees should be informed when their leave policy changes to avoid misunderstandings.
In summary, Leave Policy Assignment plays a vital role in Dafater by ensuring that leave rules are applied accurately, fairly, and in line with business and regulatory requirements. It acts as the bridge between company leave policies and individual employees.
Basic Information
- Module: HR
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| employee | Employee | Link | ✓ | Employee | Employee receiving leave policy assignment in Dafater. |
| employee_name | Employee name | Data | - | Employee full name for quick identification in Dafater. | |
| company | Company | Link | Company | Company under which the employee is assigned leave policy. | |
| leave_policy | Leave Policy | Link | ✓ | Leave Policy | Leave policy applied to the employee in Dafater. |
| carry_forward | Add unused leaves from previous allocations | Check | - | Include unused leaves from previous periods during allocation. | |
| assignmentbasedon | Assignment based on | Select | , Leave Period, Joining Date | Basis for assigning policy, leave period or joining date. | |
| leave_period | Leave Period | Link | Leave Period | Applicable leave period for this policy assignment. | |
| effective_from | Effective From | Date | ✓ | - | Start date from which leave policy becomes effective. |
| effective_to | Effective To | Date | ✓ | - | End date until which leave policy remains valid. |
| leaves_allocated | Leaves Allocated | Check | - | Indicates whether leaves are already allocated. | |
| amended_from | Amended From | Link | Leave Policy Assignment | Reference to previous leave policy assignment, if amended. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| HR Manager | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| HR User | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Leave Allocation | Linked from | HR |
| Company | Links to | Setup |
| Employee | Links to | Setup |
| Leave Period | Links to | HR |
| Leave Policy | Links to | HR |
| Leave Policy Assignment | Links to | HR |