Easy Management of Vacation, Sick Leave, and Absences with Jira

From catworkx's perspective, the flexible application of Jira applications like Jira Core offers virtually unlimited possibilities for mapping, managing, and tracking business processes. A somewhat unconventional Jira use case, for which catworkx has developed the "Leave Management" app, is the administration of employee time off (e.g., vacation, special leave, unpaid leave, personal leave, sick leave) via dedicated issue types. For all employees, the number of days for each absence type is logged and reset to a predefined value on a specific date (e.g., year-end). The various types of time off are represented through specific issue types with customized workflows.

A key strength of Jira lies in its extensive search and filtering capabilities. Through appropriately configured filters and the use of filter gadgets on a dashboard, HR managers can quickly identify pending time off requests. Furthermore, company-wide or employee-specific reports can be easily visualized

The workflow consists of the states "New", "Submitted", "Approved", "Closed" and the transitions "Create", "Submit", "Approve", "Reject" and "Confirm". At the beginning you create an application for the desired number of days off and go to the state "New". If all required information is entered correctly and the application is created, it will be submitted for approval. The responsible person/body decides whether to accept or reject the leave application, and rejected applications are automatically closed. Accepted applications remain in the "Approved" state until the employee confirms the vacation period after his leave. This completes the process, and no approval is required for sick days by default. The workflow consists only of creating a report and closing the process after recovery.

All validators and post-functions required for the workflow transitions (transitions) are provided via the catworkx app "Leave Management". These include, for example, the counting of vacation days taken or the linking of absence events with the corresponding employee events.