Leave Management in Frappe HR: An Overview
Frappe HR comes with a complete leave management system that lets you define the kinds of leave your organization offers, allocate them to employees, and handle leave applications and approvals all while keeping an accurate running balance for every person.
This page is the overview of the Leave Management module; each piece below has its own detailed guide.
The leave management workflow
Leave management in Frappe HR follows a logical setup-then-use flow. You configure the rules once, and from then on it’s mostly allocations and applications:
- Holiday List: define the holidays for the year so leaves and attendance account for them.
- Leave Type: create the types of leave you offer (for example Casual, Sick, or Privilege), each with its own rules around carry forward, encashment, and more.
- Leave Period: set the period (such as a financial year) over which leaves are allocated.
- Leave Policy: bundle your leave types together with the number of days allocated for each.
- Leave Policy Assignment: assign a policy to employees for a leave period, which creates their Leave Allocations.
- Leave Application: employees apply for leave against their balance, and approvers review it.
For allocating leaves to many employees at once, the Leave Control Panel handles bulk allocation, so you don’t have to assign policies one person at a time.
How the pieces fit together
In short: a Leave Type defines a kind of leave, a Leave Policy groups types with their day counts, and assigning that policy produces Leave Allocations an employee’s available balance. Employees then raise Leave Applications against that balance. Every allocation, application, and adjustment is recorded in the Leave Ledger, which is the single source of truth for each employee’s leave balance.
Beyond the core flow, the module also supports Compensatory Leave Requests (comp-off for working on holidays), Leave Encashment (cashing in unused leaves), Earned Leaves (leaves that accrue over time), and a Leave Block List (dates on which leave can’t be applied for).
TIP
Work through the setup in order Holiday List, Leave Types, Leave Period, then Leave Policy before you allocate anything. Each step builds on the previous one, and getting the foundation right means allocations and applications just work afterwards.
Related Topics
- Holiday List
- Holiday List Assignment
- Leave Type
- Leave Period
- Leave Policy
- Leave Policy Assignment
- Leave Control Panel
- Leave Allocation
- Leave Application
- Compensatory Leave Request
- Leave Encashment
- Leave Block List
- Earned Leaves
- Leave Adjustment
- Leave Ledger Entry
- Leave Ledger Report
SUMMARY
Leave Management in Frappe HR lets you define leave types, allocate them to employees, and process leave applications against a live balance. The setup flows from Holiday List to Leave Types, Leave Period, and Leave Policy; assigning a policy creates Leave Allocations, and the Leave Control Panel handles bulk allocation. Employees then apply for leave, with every transaction tracked in the Leave Ledger. The module also covers compensatory leave, encashment, earned leaves, and leave block lists.
