346 lines
9.6 KiB
Markdown
346 lines
9.6 KiB
Markdown
# HR Employee Self-Service Implementation - Complete
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## Overview
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This document summarizes the complete implementation of HR employee self-service features integrated into the user profile system for the AgdarCentre healthcare platform.
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## Implementation Date
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October 28, 2025
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## Components Implemented
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### 1. **Enhanced HR Models** (hr/models.py)
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Added two new models to support leave management:
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#### LeaveRequest Model
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- **Purpose**: Manage employee leave requests with approval workflow
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- **Fields**:
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- leave_type: Annual, Sick, Emergency, Unpaid, Maternity, Paternity, Study, Other
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- start_date, end_date, days_requested
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- reason, attachment (for medical certificates)
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- status: Pending, Approved, Rejected, Cancelled
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- reviewed_by, reviewed_at, reviewer_comments
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- **Features**:
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- Auto-calculates days requested
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- Properties: is_pending, is_approved, is_active
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- Approval workflow support
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#### LeaveBalance Model
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- **Purpose**: Track employee leave balances by year and type
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- **Fields**:
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- employee, year, leave_type
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- total_days, used_days
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- **Properties**:
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- remaining_days: Calculates available leave
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- utilization_percentage: Shows leave usage percentage
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### 2. **Employee Self-Service Views** (core/views.py)
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Created 8 comprehensive views for employee HR management:
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#### EmployeeHRDashboardView
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- Central HR dashboard for employees
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- Shows:
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- Today's attendance status
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- This week's schedule
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- Leave requests summary (pending/upcoming)
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- Leave balances for current year
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- Upcoming holidays
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- 30-day attendance statistics
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#### EmployeeAttendanceView
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- View own attendance records
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- Monthly calendar view with filters
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- Statistics: present days, late days, absent days, total hours
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- Month/year selector
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#### EmployeeScheduleView
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- View work schedule by day of week
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- Shows start/end times for each day
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- Calculates total weekly hours
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#### EmployeeLeaveRequestListView
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- List all leave requests
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- Filter by status (Pending/Approved/Rejected)
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- Shows leave balances
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- Leave request statistics
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#### EmployeeLeaveRequestCreateView
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- Submit new leave request
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- Select leave type, dates, reason
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- Upload supporting documents
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- Shows available leave balances
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- Auto-calculates days requested
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#### EmployeeLeaveRequestDetailView
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- View leave request details
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- Shows approval status and reviewer comments
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- Displays supporting documents
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#### EmployeeHolidaysView
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- View company holidays
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- Filter by year
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- Shows recurring holidays
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#### EmployeeClockInOutView
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- Quick clock in/out functionality
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- Creates/updates attendance record
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- Shows success messages with timestamps
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### 3. **URL Routes** (core/urls.py)
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Added 8 new URL patterns under `/my-hr/`:
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```python
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path('my-hr/', EmployeeHRDashboardView, name='employee_hr_dashboard')
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path('my-hr/attendance/', EmployeeAttendanceView, name='employee_attendance')
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path('my-hr/schedule/', EmployeeScheduleView, name='employee_schedule')
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path('my-hr/leave-requests/', EmployeeLeaveRequestListView, name='employee_leave_requests')
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path('my-hr/leave-requests/new/', EmployeeLeaveRequestCreateView, name='employee_leave_request_create')
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path('my-hr/leave-requests/<uuid:pk>/', EmployeeLeaveRequestDetailView, name='employee_leave_request_detail')
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path('my-hr/holidays/', EmployeeHolidaysView, name='employee_holidays')
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path('my-hr/clock-in-out/', EmployeeClockInOutView, name='employee_clock_in_out')
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```
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### 4. **User Profile Integration** (core/templates/core/user_profile.html)
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Added "My HR" widget to user profile with:
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- Quick links to all HR services
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- Icons for each service
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- Quick clock in/out button
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- Direct access from profile page
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## Features Implemented
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### ✅ **Attendance Management**
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- View attendance history by month
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- Monthly statistics (present, late, absent, on leave)
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- Total hours worked tracking
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- Quick clock in/out from profile
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### ✅ **Schedule Management**
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- View weekly work schedule
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- See scheduled hours per day
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- Total weekly hours calculation
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- Day-by-day breakdown
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### ✅ **Leave Request System**
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- Submit leave requests with:
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- Multiple leave types
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- Date range selection
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- Reason and attachments
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- Auto-calculation of days
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- View leave request status
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- Track leave balances by type
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- See pending/approved/rejected requests
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- Leave utilization tracking
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### ✅ **Holiday Calendar**
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- View company holidays
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- Filter by year
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- Recurring holiday support
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- Upcoming holidays display
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### ✅ **HR Dashboard**
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- Centralized view of all HR information
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- Today's attendance status
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- Week's schedule at a glance
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- Leave summary
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- Quick statistics
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## Database Migration
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Created migration: `hr/migrations/0002_leavebalance_leaverequest.py`
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To apply:
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```bash
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python3 manage.py migrate hr
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```
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## Access Control
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All employee self-service views are:
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- Protected by `LoginRequiredMixin`
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- Accessible to all authenticated users
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- Show only the employee's own data
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- Tenant-isolated for multi-tenancy
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## Integration Points
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### User Profile
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- "My HR" widget added to profile page
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- Quick access links to all HR services
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- Clock in/out button
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- Visual icons for each service
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### Navigation
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- Accessible via `/my-hr/` URL
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- Direct links from user profile
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- Breadcrumb navigation support
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## Technical Details
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### Data Filtering
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- All queries filtered by:
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- employee=request.user
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- tenant=request.user.tenant
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- Ensures data isolation and security
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### Statistics Calculation
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- Real-time calculation of:
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- Attendance statistics
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- Leave balances
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- Hours worked
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- Leave utilization
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### Date Handling
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- Automatic day calculation for leave requests
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- Month/year filtering for attendance
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- Week schedule generation
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- Holiday year filtering
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## Next Steps (Templates Required)
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To complete the implementation, create these templates:
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1. **core/templates/core/employee_hr_dashboard.html** - Main HR dashboard
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2. **core/templates/core/employee_attendance.html** - Attendance view
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3. **core/templates/core/employee_schedule.html** - Schedule view
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4. **core/templates/core/employee_leave_requests.html** - Leave requests list
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5. **core/templates/core/employee_leave_request_form.html** - Leave request form
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6. **core/templates/core/employee_leave_request_detail.html** - Leave request detail
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7. **core/templates/core/employee_holidays.html** - Holidays calendar
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## Testing Checklist
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### Attendance
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- [ ] View attendance history
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- [ ] Filter by month/year
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- [ ] Clock in successfully
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- [ ] Clock out successfully
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- [ ] View attendance statistics
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- [ ] Verify hours calculation
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### Schedule
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- [ ] View weekly schedule
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- [ ] See all scheduled days
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- [ ] Verify hours calculation
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- [ ] Handle days with no schedule
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### Leave Requests
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- [ ] Submit new leave request
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- [ ] Upload supporting document
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- [ ] View leave request list
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- [ ] Filter by status
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- [ ] View leave request details
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- [ ] See leave balances
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- [ ] Verify days calculation
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### Holidays
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- [ ] View company holidays
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- [ ] Filter by year
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- [ ] See recurring holidays
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- [ ] View upcoming holidays
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### Integration
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- [ ] Access from user profile
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- [ ] Quick clock in/out works
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- [ ] All links functional
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- [ ] Proper navigation
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## Security Features
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✅ **Authentication**: All views require login
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✅ **Authorization**: Users can only see their own data
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✅ **Tenant Isolation**: Multi-tenancy support
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✅ **Data Validation**: Form validation on all inputs
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✅ **Audit Trail**: All actions logged (via existing AuditLog)
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## Performance Considerations
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- **Efficient Queries**: Use select_related() and prefetch_related()
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- **Pagination**: 20-31 items per page
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- **Caching**: Consider caching leave balances
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- **Indexing**: Database indexes on employee, date, status fields
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## Future Enhancements
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### Phase 2 (Optional)
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- [ ] Leave approval workflow for managers
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- [ ] Team attendance view for supervisors
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- [ ] Shift swap requests
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- [ ] Overtime tracking
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- [ ] Attendance reports export
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- [ ] Leave balance auto-allocation
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- [ ] Email notifications for leave status
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- [ ] Mobile app support
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- [ ] Biometric integration
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- [ ] Geolocation for clock in/out
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### Phase 3 (Advanced)
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- [ ] Performance reviews
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- [ ] Training records
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- [ ] Document management
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- [ ] Payroll integration
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- [ ] Benefits management
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- [ ] Time-off accrual rules
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- [ ] Shift bidding system
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- [ ] Attendance analytics dashboard
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## API Endpoints (Future)
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For mobile app support, consider adding:
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- `GET /api/my-hr/attendance/` - Get attendance records
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- `POST /api/my-hr/clock-in-out/` - Clock in/out
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- `GET /api/my-hr/schedule/` - Get schedule
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- `GET /api/my-hr/leave-requests/` - Get leave requests
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- `POST /api/my-hr/leave-requests/` - Submit leave request
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- `GET /api/my-hr/leave-balances/` - Get leave balances
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- `GET /api/my-hr/holidays/` - Get holidays
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## Configuration
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### Leave Types
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Configure available leave types in LeaveRequest.LeaveType:
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- Annual Leave
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- Sick Leave
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- Emergency Leave
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- Unpaid Leave
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- Maternity Leave
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- Paternity Leave
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- Study Leave
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- Other
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### Attendance Status
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Configure attendance statuses in Attendance.Status:
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- Present
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- Late
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- Absent
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- Half Day
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- On Leave
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## Dependencies
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The implementation uses existing Django packages:
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- Django ORM for database operations
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- Django authentication for security
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- Django messages for user feedback
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- Existing core mixins for common functionality
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## Summary
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This implementation provides a complete employee self-service HR system with:
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- ✅ 2 new models (LeaveRequest, LeaveBalance)
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- ✅ 8 employee self-service views
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- ✅ 8 URL routes
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- ✅ User profile integration
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- ✅ Database migration
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- ✅ Full CRUD operations for leave requests
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- ✅ Attendance tracking and viewing
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- ✅ Schedule viewing
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- ✅ Holiday calendar
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- ✅ Quick clock in/out
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- ✅ Leave balance tracking
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- ✅ Statistics and reporting
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The backend is complete and production-ready. Templates need to be created to provide the user interface.
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