Leave Type
Overview
Leave Type – Business Overview
Leave Type is a foundational setup document used to define and manage the different kinds of employee leave available in Dafater. It establishes the rules and categories for time off, ensuring that leave requests are handled consistently, fairly, and in line with company policies and local regulations.
What Leave Type Is Used For
In day-to-day business operations, Leave Type is used to: - Define categories of employee leave such as annual leave, sick leave, maternity leave, unpaid leave, or special leave. - Control how leave balances are earned, consumed, and limited. - Support accurate leave tracking, payroll processing, and workforce planning. - Ensure compliance with internal HR policies and labor laws.
Every leave request made by an employee must be linked to a defined Leave Type, making this document essential for all leave-related activities.
Prerequisites and Setup Requirements
Before using Leave Type, the following should be in place: - Clearly defined HR leave policies approved by management. - Understanding of legal or contractual leave entitlements for employees. - Employee records already set up in Dafater. - Agreement on whether leave is paid, unpaid, or partially paid.
Once these are defined, Leave Type can be configured to reflect the organization’s policies accurately.
Typical Workflow and Business Process Fit
Define Leave Type
HR creates different Leave Type records based on company policy (e.g., Annual Leave, Sick Leave).Assign to Employees
These leave types become available to employees based on eligibility rules and company structure.Employee Requests Leave
Employees select a Leave Type when submitting a leave request.Approval Process
Managers review and approve or reject leave requests based on availability and policy.Balance Tracking & Reporting
Leave balances are updated automatically and used for planning, payroll, and compliance reporting.
This workflow ensures transparency and consistency across the organization.
Key Business Scenarios Where Leave Type Is Essential
Annual Leave Management
Ensuring employees do not exceed their entitled vacation days.Sick Leave Tracking
Differentiating between paid and unpaid sick leave and monitoring usage.Compliance with Labor Laws
Managing statutory leave such as maternity, paternity, or public holidays.Workforce Planning
Helping managers plan staffing by understanding upcoming absences.Payroll Accuracy
Ensuring unpaid or special leave is correctly reflected in salary calculations.
Important Considerations for Users
- Policy Alignment: Leave Type definitions should always match written HR policies.
- Clarity: Use clear and understandable names so employees choose the correct Leave Type.
- Consistency: Avoid frequent changes once leave types are in use, as this can affect reporting and employee trust.
- Eligibility Rules: Ensure only eligible employees can access certain leave types.
- Regular Review: Periodically review Leave Type settings to stay compliant with changing regulations or company policies.
In summary, Leave Type is a critical setup document that forms the backbone of leave management in Dafater. Properly defining and maintaining it helps ensure smooth HR operations, employee satisfaction, and regulatory compliance.
Basic Information
- Module: HR
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| leavetypename | Leave Type Name | Data | ✓ | - | Unique name identifying the leave category for employees. |
| maxleavesallowed | Maximum Leave Allocation Allowed per Leave Period | Float | - | Maximum leaves allocable per leave period. | |
| applicable_after | Allow Leave Application After (Working Days) | Int | - | Minimum working days before employees can apply for leave. | |
| customincludeholidaysinapplicableafterdays | Include Holidays in Applicable After Days | Check | - | Include holidays while calculating applicable after working days. | |
| maxcontinuousdays_allowed | Maximum Consecutive Leaves Allowed | Int | - | Maximum consecutive leave days permitted in a single application. | |
| iscarryforward | Is Carry Forward | Check | - | Allow unused leaves to carry forward to next period. | |
| is_lwp | Is Leave Without Pay | Check | - | Marks leave as unpaid leave affecting payroll calculations. | |
| is_ppl | Is Partially Paid Leave | Check | - | Indicates leave is partially paid based on defined salary fraction. | |
| fractionofdailysalaryper_leave | Fraction of Daily Salary per Leave | Float | - | Daily salary fraction payable for each partially paid leave. | |
| isoptionalleave | Is Optional Leave | Check | - | Designates leave as optional, employee choice based. | |
| allow_negative | Allow Negative Balance | Check | - | Permit leave balance to go negative if required. | |
| allowoverallocation | Allow Over Allocation | Check | - | Allow allocating leaves beyond defined maximum limits. | |
| include_holiday | Include holidays within leaves as leaves | Check | - | Count holidays occurring between leave dates as leave days. | |
| is_compensatory | Is Compensatory | Check | - | Identifies compensatory leave earned against extra working days. | |
| maximumcarryforwarded_leaves | Maximum Carry Forwarded Leaves | Float | - | Maximum number of leaves allowed to carry forward. | |
| expirecarryforwardedleavesafter_days | Expire Carry Forwarded Leaves (Days) | Int | - | Days after which carried forward leaves automatically expire. | |
| allow_encashment | Allow Encashment | Check | - | Allow employees to encash unused leave balances. | |
| maxencashableleaves | Maximum Encashable Leaves | Int | - | Maximum number of leaves eligible for encashment. | |
| nonencashableleaves | Non-Encashable Leaves | Int | - | Number of leaves excluded from encashment eligibility. | |
| earning_component | Earning Component | Link | Salary Component | Salary component used for leave encashment or payout. | |
| isearnedleave | Is Earned Leave | Check | - | Indicates leave accrues periodically based on service. | |
| earnedleavefrequency | Earned Leave Frequency | Select | Monthly, Quarterly, Half-Yearly, Yearly | Frequency at which earned leaves are allocated. | |
| allocateonday | Allocate on Day | Select | First Day, Last Day, Date of Joining | Defines day when earned leaves are allocated. | |
| rounding | Rounding | Select | , 0.25, 0.5, 1.0 | Rounding rule applied to leave allocation values. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Employee | ✓ | |||||
| HR Manager | ✓ | ✓ | ✓ | ✓ | ||
| HR User | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Attendance | Linked from | HR |
| Compensatory Leave Request | Linked from | HR |
| Leave Allocation | Linked from | HR |
| Leave Application | Linked from | HR |
| Leave Block List | Linked from | HR |
| Leave Control Panel | Linked from | HR |
| Leave Encashment | Linked from | HR |
| Leave Ledger Entry | Linked from | HR |
| Salary Component | Links to | Payroll |