Skip to main content

Overview Video

Step-by-Step Tutorial Guide

 

Step 1: Open General Leave Settings

  1. Log in to the TankhaPay Business Portal.

  2. Navigate to Leave Management from the left-side menu.

  3. Click on General Settings.

The General Settings page allows administrators to configure organization-wide leave rules.

Step 2: Enable or Disable Comp-Off Settings

  1. Locate the Compensatory Request section.

  2. Under "Is Comp Off Setting Applicable?"

    • Select Enable to activate Comp-Off functionality.

    • Select Disable to turn it off.

Once enabled, employees can earn Comp-Offs based on configured rules.

Step 3: Select Comp-Off Mode

  1. Under Mode Compensatory Off, choose the required option.

  2. Available modes may include:

    • Application Based

    • Auto Generated (if enabled by organization)

This determines how employees receive Comp-Off credits.

Step 4: Configure Weekly Off Comp-Off Eligibility

  1. Define whether employees receive Comp-Off when working on a weekly off.

  2. Enter the multiplier value.

Example:

  • 1 day worked × 1.0 = 1 Comp-Off day.

This controls how Comp-Off is calculated for weekend work.

Step 5: Configure Holiday Comp-Off Eligibility

  1. Define whether employees receive Comp-Off for working on company holidays.

  2. Enter the calculation factor.

Example:

  • 1 holiday worked × 1.0 = 1 Comp-Off day.

This ensures employees are compensated for holiday work.

Step 6: Set Maximum Comp-Off Limit

  1. Locate Maximum Leaves Allowed per Comp-Off.

  2. Enter the maximum number of Comp-Off days employees can utilize in a single request.

This helps control leave usage according to company policy.

Step 7: Define Minimum Working Hours Requirement

  1. Locate Required Working Hours for Weekly Off / Holiday.

  2. Enter the minimum hours an employee must work to become eligible for Comp-Off.

This prevents partial workdays from generating Comp-Off credits.

Step 8: Configure Comp-Off Expiry Rules

  1. Locate Comp Off Expires On.

  2. Select the expiry period.

Example:

  • Calendar Year End

Unused Comp-Off balances will expire based on the selected rule.

Step 9: Make Reason Mandatory

  1. Enable Make Reason Mandatory if employees must provide a reason while applying for Comp-Off.

This improves approval visibility and audit tracking.

Step 10: Define Employee Eligibility

  1. Under Applicable For, choose who can use the Comp-Off policy.

  2. Options may include:

    • All Employees

    • Specific Employee Groups

    • Departments

    • Designations

This allows different policies for different employee categories.

Step 11: Enable Extra Working Hour Comp-Off

  1. Select Enable Comp Off for Extra Working Hours if employees should earn Comp-Off for overtime work.

This allows organizations to reward additional working hours beyond standard shifts.

Step 12: Enable Auto Comp-Off Creation

  1. Tick Enable Auto Comp Off for Weekly Off/Holiday Work.

  2. The system will automatically generate Comp-Off balances when employees meet eligibility conditions.

This reduces manual processing and improves accuracy.

Step 13: Configure LOP (Loss of Pay) Settings

Navigate to the LOP Report Settings section.

Configure Unpaid Leave Handling

  1. Select how unpaid leave should be treated.

  2. Choose:

    • Loss of Pay (LOP)

This ensures payroll deductions are calculated correctly.

Step 14: Set Maximum LOP Limit

  1. Enter the Maximum LOP Count Allowed.

  2. Define the maximum number of unpaid leave days permitted.

This helps organizations control excessive unpaid leave.

Step 15: Configure Leave Request Rules

Navigate to Leave Request Settings.

  1. Select the leave request submission timeline.

  2. Configure how far in advance or how late employees can apply for leave.

This helps standardize leave application processes.

Step 16: Configure Approved Leave Revert Settings

Navigate to Approved Leave Revert Settings.

  1. Enter the number of days within which approved leave can be reverted.

  2. Example:

    • Revert Leave After Approval = 10 Days

This allows administrators to reverse approved leave requests within a defined period.

Step 17: Save the Configuration

  1. Review all configured settings.

  2. Verify:

    • Comp-Off Rules

    • LOP Settings

    • Leave Request Rules

    • Revert Policies

  3. Click Save to apply the changes.

Key Benefits of General Leave Settings

  • Centralized leave policy management

  • Automated Comp-Off calculations

  • Better leave governance

  • Improved payroll accuracy

  • Configurable Loss of Pay controls

  • Flexible leave request management

  • Reduced manual HR effort

End of Tutorial

You have successfully configured the General Leave Settings in TankhaPay. These settings help organizations standardize leave administration, automate Comp-Off processing, and ensure accurate attendance and payroll management.

Back to top