Configuring Custom Holiday-Request Workflow

Frappe HR
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Hi Team… so for weeks now, I have been trying to setup a Holiday Request workflow on my Frappe HR instance (with AI assistance) but have been facing difficulties in implementation.

The idea is to allocate holiday credits to staff at the beginning of the year and have them request for it on any day (on or after the actual date of the holiday).

In fact, I don’t really know where to begin in explaining my current state of progress. Are there any chances I could have someone who I can connect with (on call) and can provide dedicated assistance on sripts (sever and client) and help with the implementation as a whole? Thanks

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You can connect with community for free Telegram: View @frappehr but sometimes no one will respond

You can seek paid help on Telegram: View @erpnextfreelancers and Telegram: View @erpnext_opps

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Implementing “Holiday Credits” System

Based on the codebase review, the requested feature is fully supported by the standard ERPNext HRMS module without requiring any custom development. The concept involves shifting from a rigid “Holiday List” approach to a flexible “Leave Management” strategy.

Implementation Strategy (Configuration Only)

1. Create a New Leave Type

Instead of defining holidays as fixed non-working dates, define them as a bankable credit.

  • Name: Holiday Credit (or Floating Holidays)
  • Settings:
    • Check Is Carry Forward (optional, if credits roll over to next year).
    • Set Max Leaves Allowed (e.g., 10 or 15 days).

2. Allocate Credits (Leave Allocation)

At the beginning of the fiscal year:

  • Use the Leave Allocation tool.
  • Allocate a balance of 10 days (or the total number of official holidays) to all employees under the new Holiday Credit leave type.

3. Usage Workflow

The logic simplifies to standard leave application:

  • Scenario A (Taking the Holiday Off):

    • If an employee wants to take the actual holiday off (e.g., Eid), they submit a Leave Application for that date using their Holiday Credit.
    • Result: 1 day is deducted from their balance.

  • Scenario B (Working on the Holiday):

    • If an employee works on the holiday, they do not submit a leave application.
    • Result: Their balance remains intact (e.g., 10 days). They essentially “saved” that credit.

  • Scenario C (Using Credit Later):

    • The employee can use their saved balance to apply for leave on any random date later in the year.

Summary

This approach transforms “Holidays” from a Compliance Constraint (Must take off) into an Employee Benefit (Right to take off).

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For each holiday, the preferred Off date is required to be on the date of the holiday or after. In other words, though it a credit bank, each credit becomes elgible on or after the actual date of the holiday. I can’t apply to use Christmas Day on any day unless the date for which am going off is on, or after 25th of December 2026 .