65 lines
4.2 KiB
Markdown
65 lines
4.2 KiB
Markdown
# DOLE Compliance & HRIS Gap Analysis Document
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> Strategic approach to bridging the gaps identified between current system capabilities and QA DOLE requirements.
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---
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## 1. Timekeeping & Attendance Engine
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**The Gap:** The system fails to process fundamental DOLE timekeeping rules. It lacks grace periods, does not separate tardiness from undertime, and fails to identify Night Differential (ND) hours.
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**Target State:** Attendance processing accurately reflects grace periods, separates late/undertime penalties, and tags specific hours for Night Differential (10:00 PM to 6:00 AM).
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**Technical Approach:**
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- **Refactor `AttendanceRecord::processAttendance()`:**
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- Fetch the `grace_period` from the assigned `Shift`. If clock-in is within the grace period, `late_minutes = 0`.
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- Calculate `late_minutes` (Tardiness) and `early_departure_minutes` (Undertime) as two distinct metrics.
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- Implement a time-check algorithm to identify how many hours of the shift fall between 10:00 PM and 6:00 AM, storing this in a new `night_diff_hours` column.
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## 2. Payroll Engine: DOLE Compounding Multipliers
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**The Gap:** The system acknowledges Holidays and Overtime but fails to apply DOLE's compounding premium multipliers (e.g., Working OT on a Regular Holiday = 260%).
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**Target State:** The `PayrollService` mathematically applies the correct multiplier based on the overlapping conditions of the day (Rest Day, Holiday, OT, ND).
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**Technical Approach:**
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- **Upgrade `App\Services\PayrollService`:**
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- Build a DOLE Matrix lookup function that calculates the `Effective Multiplier`.
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- **Logic Flow:** Base Rate (100%) -> Check Holiday (e.g., x 2.00) -> Check Rest Day (e.g., x 1.30) -> Check OT (e.g., x 1.30) -> Check ND (e.g., x 1.10).
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- Update `PayrollRunController` to display these distinct premium earnings on the payslip.
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- **Preceding Day Rule:** Add a query to check if the employee was `present` or on `paid_leave` the day before a holiday to determine if they qualify for holiday pay.
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## 3. Leave Management & UI Handling
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**The Gap:** All leaves are treated as unpaid absences. Service Incentive Leave (SIL) and Maternity/Paternity logic are missing. The UI abruptly exits when a user has a zero leave balance, and there is no "Leave Without Pay (LWOP)" option.
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**Target State:** Paid leaves do not deduct from the salary. LWOP is available. UI gracefully handles zero balances.
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**Technical Approach:**
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- **Backend Fixes:**
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- Modify `LeaveApplication->createAttendanceRecords()` to flag `is_paid` based on the `LeaveType`.
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- Ensure `PayrollService` ignores `paid_leave` days when calculating `unpaid_leave_deduction`.
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- Add "Leave Without Pay" (LWOP) to the standard database seeders/Leave Types.
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- **Frontend Fixes:**
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- Catch the zero-balance exception in the Vue/Inertia frontend and display a user-friendly toast/modal instead of crashing.
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- Remove the Calendar view in the Shifts module as requested by QA.
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## 4. Statutory Automation (SSS, PhilHealth, Pag-IBIG)
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**The Gap:** Deductions are mathematically sound but currently require manual entry by HR.
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**Target State:** Statutory deductions auto-calculate based on the employee's gross basic salary and current Philippine brackets.
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**Technical Approach:**
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- **Implement Contribution Tables:**
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- Create a configuration file or a database table `StatutoryBrackets` that holds the latest 2024/2025 SSS, PhilHealth (e.g., 5%), and HDMF (e.g., ₱200 max) limits.
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- Update `PayrollService` to calculate the `employee_share` automatically based on their `basic_salary`.
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---
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## Proposed Execution Roadmap
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To ensure stability without breaking the current working setup, we will implement these fixes in three controlled phases:
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- **Phase 1: Timekeeping & Leave Architecture**
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- Implement Grace Periods, Tardiness vs. Undertime.
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- Fix the Leave Engine (Paid vs. Unpaid, adding LWOP).
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- Apply UI fixes (Zero balance handling, remove Shift Calendar).
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- **Phase 2: The DOLE Payroll Engine**
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- Integrate the DOLE Multiplier Matrix into `PayrollService`.
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- Build the Night Differential hour tracker.
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- Apply the Preceding Day Rule for holidays.
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- **Phase 3: Statutory Automation**
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- Implement the SSS, PhilHealth, and Pag-IBIG bracket auto-computation.
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- Final end-to-end testing against the QA Excel formulas.
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