Managing employee attendance efficiently is crucial for ensuring a smooth workflow. One way to streamline this process is by automatically raising compensatory off (Comp Off) requests based on approved overtime. This article outlines the steps to configure and approve Comp Off requests seamlessly.
Step 1: Configuring the Comp Off Rules
The first step is to configure the Comp Off rules so that when employees work on weekends or holidays, an automatic Comp Off credit request is generated. Once approved, employees can utilize the credited Comp Off accordingly.
Steps To Configure:-
- Navigate to Control Panel → Settings → Attendance → Configure.
- In the Overtime section, enable the option "Automatically raise Comp Off request against approved Overtime as per Auto Comp Off Rules".
- Set the Auto Comp Off rules as required.
Step 2: Approving Employee Overtime as Per Set Rules
Once the rules are configured, the next step is to approve the employees' overtime so that the system can automatically generate Comp Off credit requests.
- Go to Control Panel → Attendance.
- Click on the dropdown beside Import and select Overtime.
- Choose the respective employee, set the filters for date, and approve the overtime either individually or in bulk.
- Once approved, Comp Off credit requests will be raised automatically based on the overtime records.
Step 3: Approving Comp Off Credit Requests
Once the Comp Off requests are generated, managers or HR personnel need to approve them so employees can use the credited balances.
- Go to Control Panel → Leaves → Employees.
- Click on Credit Requests.
- Approve the automatically raised credit requests for employees.
- Once approved, employees will receive the Comp Off balance, which they can apply for leave accordingly.
Step 4: Approving Comp Off Leave Applications
Employees can then apply for Comp Off leave using their credited balances. These applications can be reviewed and approved as per the organization's policies.
Conclusion
By automating the Comp Off request process through overtime approval, organizations can enhance efficiency and reduce manual workload. This ensures a fair and transparent system where employees receive compensatory leave for extra hours worked, while HR and managers can manage approvals effortlessly.