Chapter 5 of 12
Leave and Comp-Off
Set up leave types, apply for and approve leave, and how comp-off is earned.
Employees apply for leave from the app or portal, and admins approve it under Leaves → Pending Leaves. Comp-Off lets people who worked a weekly off or holiday take a paid day off later.
Set up leave types (admins)
Go to Organization Setup → Leave Type → Add.
| Field | What it means |
|---|---|
| Leave Type Name and Code | For example "Sick Leave" and SICK |
| Max days per year / per month | The yearly allowance, and the monthly accrual (for example 1.25) |
| Paid Leave | On = salary is not cut for these days |
| Require Approval | On = someone must approve before the leave counts |
| Allow Carry Forward | Unused days move to next year, up to the carry-forward limit |
| Active | Off = the type can no longer be chosen |
Apply for leave (employees)
- Step 1: Open Leave Management and click Add.
- Step 2: Choose the Leave Type.
- Step 3: Pick the start and end dates. Each end can be a full day, first half or second half.
- Step 4: Enter a Reason. You can attach a document from the employee portal.
- Step 5: Optionally pick people in Email List to notify.
- Step 6: Submit. Total Leave Days shows how many days will be used.
Your balance for each leave type is on the dashboard.
Approve or reject leave (admins and managers)
- Step 1: Open Leaves → Pending Leaves.
- Step 2: Click Update Status on a request.
- Step 3: Choose Approved or Rejected. A Rejection Reason is required to reject.
Leaves → History lists every request, and Leaves → Report summarises leave by employee.
Comp-Off
Comp-Off is set per branch under Configuration → Comp-Off:
- Comp-Off can be earned on: weekly offs, holidays, or both
- Hours for a full day and Hours for a half day: how long someone must work to earn 1 or 0.5 day. Less than the half-day hours earns nothing.
- Validity (days): counted from the day worked; unused Comp-Off expires after this
- Works a weekly off or holiday
- Requests Comp-Off for that day
- Admin reviews
- Approved: balance added
- Takes leave type Comp-Off
If the admin rejects the request, the day stays as overtime. Until a request is approved, the day worked stays as overtime. Once approved, it is no longer paid as overtime.
- Employees request it from Comp-Off, picking the day they worked. The page shows the balance, pending requests and the next expiry date.
- Admins review requests under Leaves → Comp-Off Requests, and can add Comp-Off for an employee with Add Comp-Off.
Employees on an hourly salary do not get Comp-Off.
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