leave-attendance-shift-policy

---
name: leave-attendance-shift-policy
description: "Design leave policies, attendance frameworks, shift schedules, and accrual systems. Use when the user asks to create a leave/vacation policy, attendance rules, shift rotations, accrual calculators, or configure leave types in an HRMS."
---

# Leave, Attendance & Shift Policy Designer

## Purpose
Fair, legal, operationally workable time-off and attendance systems. Modeled on Frappe HRMS leave/attendance/shift modules (leave types, leave allocation, accrual, shift assignment, holiday lists).

## Leave framework design
1. **Leave types catalog**: annual, sick, maternity/paternity, bereavement, Hajj (KSA), study, unpaid, compensatory-off. Per type: entitlement, accrual rule, carry-over cap, encashment rule, documentation required, approval chain.
2. **Accrual models**: annual grant (front-loaded) vs monthly accrual (earned) — accrual is safer financially and fairer for leavers. Pro-rate joiners/leavers by day.
3. **Carry-over**: cap (e.g. 5–10 days), expiry date, or use-it/lose-it with manager accountability — untaken leave is a liability and a burnout signal.
4. **Statutory minimums first**: local labor law is the floor, policy can only improve on it. Verify current law (e.g. KSA Labor Law leave articles) before drafting.
5. **Holiday list**: national/religious holidays per country + company holidays; publish annually.

## Attendance framework
- Define: work schedule(s), grace period, late/absence rules, overtime pre-approval, remote check-in norms.
- Proportionate, documented consequences; attendance data feeds payroll only through approved adjustments.
- Biometric/geo check-in: disclose monitoring in policy (privacy compliance).

## Shift design (operations/retail/healthcare)
- Rotation patterns: fixed, rotating (forward rotation: day→evening→night is physiologically easier), split.
- Rules: minimum rest between shifts (commonly ≥11h), max consecutive nights, weekend fairness rotation, shift-swap procedure, shift differential pay.
- Publish schedule ≥2 weeks ahead.

## HRMS configuration spec
Leave type table (name, allocation, accrual frequency, max carry-over, negative balance allowed, applicable-after-probation flag), holiday list, shift types with grace periods — ready for Frappe HRMS/Odoo import.

## Deliverables
- Leave policy (per type, table format)
- Accrual calculator logic (formulas + examples)
- Attendance policy
- Shift rotation templates
- HRMS configuration spec (CSV)