HR (leave, absence, team calendar)

The HR module is your team's home for planned leave, unplanned absence, and a shared view of who's off when.

For staff

Open HR from the sidebar. The dashboard shows:

• Your balances for any quota-bearing leave type (Annual leave, Mental health days). Each card shows days remaining out of the annual entitlement, with a coloured progress bar.

• Request leave: pick a type, start + end dates, optional half-day flags at either end, optional reason, submit. The request goes to your approvers in the Approvals inbox.

• My requests: a list of everything you've submitted with its current status. You can cancel a pending or approved request from here.

• Team calendar link: see who else is off.

For managers

Your approvers see leave requests in the normal Approvals inbox (sidebar → Approvals) alongside charges, service changes, and claims. The Leave tab filters to just leave; approve or reject inline.

To log an unplanned absence for someone (sickness, lateness, no-show, compassionate leave, etc.), use the HR admin page. Manager-logged entries are auto-approved. You can't approve sick leave that already happened.

For admins

The Admin page (/hr/admin) is tabbed:

1. Profiles: inline-edit everyone's job title, department, start date, contracted weekly hours, leave entitlement override, salary, NI number, and emergency contact. Salary / NI / emergency phone are encrypted at rest.

2. Leave types: the built-in set covers Annual, Mental health, WFH, Training, Unpaid, Medical appointment, Sickness, Compassionate, Lateness, Other. You can add custom types (e.g. "Study leave", "Jury duty"). System types can be deactivated but not deleted.

3. Bank holidays: edit the per-tenant bank holiday list. Seeded with fixed-date UK bank holidays for this year and next; add Easter-based dates (Good Friday, Easter Monday) manually from gov.uk.

4. All requests: recent requests across the whole team for a full picture.

The Download report CSV button at the top exports every request in the current leave year (or a range if passed via ?from=&to=) for payroll / audit.

Entitlement rules

Default annual entitlement is 20 days + 1 day per completed year of service, capped at 25 days. You can override per-employee on the profile (e.g. new hires on 28 days, directors on 32, whatever fits).

Tenant-wide settings live on the tenant config:

• hr.annual_base_days: default 20

• hr.annual_max_accrual: default 5

• hr.leave_year_start_month: default 1 (January). Set to 4 for UK tax year.

Mental health day entitlement defaults to 3 days per year; override per profile.

Unpaid leave, WFH, training, medical appointments don't have a quota: book freely, subject to approval.

Working-day math

Days are counted as weekdays minus bank holidays. A Mon-Fri request with a bank holiday on Wednesday is 4 days, not 5. Half-days at the start (PM-only) or end (AM-only) deduct 0.5d each.