Feature Specification: Leave Management Workflow
1. Overview & Vision
The Leave Management system handles the submission, approval, and tracking of employee time off. It aims to eliminate spreadsheet-based tracking, ensure legal compliance, and provide visibility into team availability for managers.
2. Personas & Stakeholders
| Persona | Goal |
|---|---|
| Employee | Request time off, track remaining balances, and plan vacations. |
| Manager | Review team leave requests and manage department coverage. |
| HR Admin | Configure leave policies, carry-forward limits, and accruals. |
3. User Stories
- As an employee, I want to know my annual leave balance so I can plan my year-end trip.
- As a manager, I want to see a team calendar so I don't approve too many leaves during a peak period.
- As an HR Admin, I want to credit sick leave to all employees automatically each year.
4. Functional Requirements (FR)
- REQ-LV-001: Support for multiple leave types (Annual, Sick, Unpaid, etc.).
- REQ-LV-002: Automated balance deduction upon request approval.
- REQ-LV-003: Multi-level approval workflow — Team Lead → Manager → HR, each level configurable per policy.
- REQ-LV-004: Business day calculation (excluding weekends/public holidays).
- REQ-LV-005: Leave Policy Engine — HR configures auto-accrual schedules, carry-forward limits, and eligibility rules per leave type.
- REQ-LV-006: Probation block — employees in
Probationstatus cannot submit leave requests. - REQ-LV-007: In-app notifications to approvers on submission; to employee on decision.
5. Non-Functional Requirements (NFR)
- Accuracy: Balance updates must be atomic (Database transactions).
- Consistency: Leave status must always reflect the manager's decision in real-time.
6. Business Logic & Rules
- Accrual: Standard annual leave is 12 days/year (accrued at 1 day per month); configurable per policy.
- Carry-forward: Maximum 5 days can be carried over to the next calendar year (configurable).
- Validation: Annual leave cannot be submitted if the balance is insufficient.
- Probation Block: Employees in
Probationlifecycle state are blocked from submitting any leave request. - Approval Chain: Policy defines the approval chain depth; each approver can approve/reject independently; rejection at any level closes the request.
7. User Interface (UI/UX)
- Dashboard: Balance cards (Total, Used, Remaining).
- Request Form: Date-range picker with auto-calculated duration.
- Manager Inbox: List of pending requests with "Approve" and "Reject" buttons.
8. Information Architecture
- "My Leave" section for employees.
- "Team Calendar" and "Approvals" for managers.
9. Data Model & Persistence
- Tables:
leave_balances,leave_requests. - Constraint: Unique constraint on overlapping leave dates per employee.
10. API & Service Layer
POST /leave-requestsPOST /leave-requests/:id/approveLeaveServicehandles complex overlap validation.
11. Integration Patterns
- Notifications: Sends in-app notifications to managers via the Shell bus.
- Calendar: Syncs approved leaves to the "Team Calendar" (FullCalendar).
12. Security & Permissions
- RBAC:
leave_requests:createfor all;leave_requests:approvefor managers. - Ownership: Users can only view and cancel their own requests.
13. Error Handling & Resilience
- Insufficient Balance: Block submission with a clear explanation.
- Overlap Detection: Prevent double-booking same dates.
14. Performance & Scalability
- Balance lookups are indexed for sub-10ms response times.
- Background jobs handle year-end accrual resets for large organizations.
15. Globalization & i18n
- Support for organization-specific public holidays.
- Multi-language support for leave type names.
16. Accessibility (a11y)
- Accessible date pickers (keyboard friendly).
- Color-coded leave status (Approved = Green, Pending = Yellow, Rejected = Red).
17. Observability & Analytics
- Tracking of "Absenteeism Rates" per department.
- Analytics on "Top Leave Months" for resource planning.
18. Testing & Quality
- Unit tests for the working-day calculation logic.
- Integration tests for the atomic balance deduction flow.
19. Constraints & Assumptions
- Assumes organizations operate on a standard Monday-Friday work week (configurable in v1.2).
20. Future Enhancements
- Half-day leave support.
- Leave calendar integration with Google Calendar / Outlook.
- Leave request on behalf of (HR submits for employee).