# Employee leave request readiness checklist - September 8, 2026

Use this checklist before enabling the revised employee request form in a
company/brand. Do not test by changing production leave or payroll records.

## Deployment

- [ ] Back up the intended database and confirm the selected database name.
- [ ] Apply `2026_09_08_statutory_leave_policies.sql` if it is not installed.
- [ ] Apply `2026_09_08_statutory_leave_enforcement.sql`.
- [ ] Apply `2026_09_08_leave_service_month_accrual.sql` after the annual
      allocation migration when completed-service-month credits are used.
- [ ] Deploy the backend and rebuilt frontend together.
- [ ] Confirm the leave integrity and ledger readiness markers are present.

## Employee master data

- [ ] Every employee using a service-controlled leave has a valid hire date.
- [ ] No hire date is `0000-00-00`, inferred, or copied from birth/creation date.
- [ ] Employee company and brand ownership is correct.
- [ ] Employee payroll type has the correct `hours_per_day` value.

## Schedule and holidays

- [ ] Each employee has an effective work-week profile when rest days must be excluded.
- [ ] Employees without a profile can use the default work time; confirm that every
      non-holiday date should count as a workday for those employees.
- [ ] Every work day in the profile points to a valid work time.
- [ ] Rest days are explicitly marked in the profile.
- [ ] Current and future holidays are reviewed, including recurring holidays.
- [ ] A test range containing a rest day and holiday returns the expected days.

## Leave configuration

- [ ] Statutory leave types have a global allowance of zero.
- [ ] Credits are posted only through company/brand-scoped grants or allocations.
- [ ] New-hire policies use completed-service-month proration when credits must
      grow gradually instead of being granted in full.
- [ ] Each statutory category is mapped to a unique leave type.
- [ ] Effective dates, duration basis, renewal, service months, and document
      requirements have been reviewed by HR/legal.
- [ ] Employees have entitlement accounts and enough credits for the request year.
- [ ] Deferred-reconciliation entitlement accounts are resolved.

## Employee acceptance test

- [ ] Opening or refreshing the form recovers the authenticated employee ID.
- [ ] The displayed hire date and hours per day match the employee record.
- [ ] A day request excludes configured rest days and holidays.
- [ ] An hourly request uses the payroll type's hours per day.
- [ ] Missing hire date blocks service-controlled leave with an actionable message.
- [ ] Per-event statutory leave requires an event date.
- [ ] Required PDF/PNG/JPEG evidence uploads privately; files over 5 MB fail.
- [ ] Insufficient credit, overlap, cross-year, and finalized-payroll cases fail.
- [ ] A valid request is pending, reserves credits, and retains its policy version.
- [ ] Approval posts usage once; rejection/cancellation reverses it once.

## Privacy

- [ ] Only scoped HR users can download private evidence.
- [ ] VAWC and medical evidence is not included in list/export responses.
- [ ] Logs contain identifiers and outcomes, not document contents or diagnoses.

The supplied `solidmarkmaster_db (16).sql` snapshot is not ready for service-
controlled leave: all 38 employee hire dates are missing or invalid. Correct
those dates from authoritative HR records before enabling affected policies.