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Compensatory Off — Define Comp Off Rules

What this tab does: Configure the compensatory leave/pay rules — how comp-off leaves are managed, including leave calendar, usage limits, sandwich rules, encashment, and separation policies.

When this tab appears: Only when at least one day type (Week Day, Week Off, or Holiday) is set to "Compensatory Off/Pay" as the compensation type. If all day types use "Overtime", this tab does not appear — the Overtime tab appears instead.


What You'll See

The tab heading reads "Compensatory Off — Manage compensatory leave". This is one of the most feature-rich tabs, with settings controlling the entire comp-off lifecycle: how they're earned, how they're used, when they expire, and what happens at separation.


First Choice: Compensation Sub-Type

🔀 Provide extra working compensation as

OptionWhat It MeansEffect on Form
Compensatory OffEmployee earns leave credits — they can take time off laterShows leave calendar, usage limits, and leave management fields
Compensatory PayEmployee gets a monetary payment processed as comp payShows payment basis fields (Fixed / % Of Basic / Gross / CTC)

🔄 This choice dramatically changes the form below. See each variant documented separately.


Variant A: "Compensatory Off" Selected

This is the leave-based variant. The form shows comprehensive leave management settings.

📅 Leave Calendar

OptionWhat It Means
Calendar (default, blue)Leave year runs January to December
FinancialLeave year runs April to March

A helper text below confirms: "January to December v/s April to March"

💡 Choose based on your organization's fiscal year. Indian companies typically use Financial (April-March).


📊 Employees can take

Controls the maximum comp-off leaves an employee can use within a period:

Period options: Monthly / Quarterly / Half Yearly / Yearly (default: Monthly)

Input: "maximum ___ leaves" — enter the cap number

Example: If Monthly and maximum = 2, an employee can take at most 2 comp-off leaves per month, even if they have more in their balance.


📏 Per transaction employees can use

Two inputs controlling leave request limits:

FieldPurposeDefault
___ minimumMinimum comp-off leaves per single request0.5
& ___ maximum leavesMaximum comp-off leaves per single request(empty)

Example: If minimum = 0.5 and maximum = 2, an employee can apply for 0.5 (half day), 1, 1.5, or 2 comp-off days in a single leave request, but not more than 2 at once.


🔄 Same policy for all days (week day, week off, holiday)

A toggle switch (default: ON / blue)

StateWhat It Means
ONSame comp-off payment/rates for all day types
OFFSeparate payment settings per day type

💵 Compensatory payment based on

Even though this is a "Compensatory Off" (leave-based), there may be a monetary component for encashment. Choose the basis:

OptionCalculation Method
Fixed (default, blue)Flat amount per half/full day
% Of BasicBased on percentage of Basic salary
% Of GrossBased on percentage of Gross salary
% Of CTCBased on percentage of Cost to Company

📊 Rate of payment for half day *

Enter the payment rate for a half-day comp-off. (A full-day rate is typically derived as double the half-day rate.)

📋 Show overtime payment in monthly payroll under

Select the pay element from the dropdown for payslip display.


🥪 Sandwich Leave Rules

These rules handle scenarios where comp-off leaves are taken adjacent to weekly offs or holidays:

Toggle 1: Applicable On "Leave - Week Off / Holiday - Leave"

Default: OFF

When ON: If an employee takes comp-off on Friday and Monday (with Saturday-Sunday as week offs in between), the system counts Saturday and Sunday as leave days too — the "sandwich" principle.

💡 Example: Employee takes comp-off Friday + Monday. With sandwich rule ON, Saturday and Sunday are also deducted as leave = 4 days total. With rule OFF = 2 days total.

Toggle 2: Applicable On "Week Off / Holiday - Leave - Week Off / Holiday"

Default: OFF

When ON: If a comp-off is taken on a day between two non-working days (e.g., Monday between Sunday week-off and Tuesday holiday), the surrounding non-working days may be counted.

⚠️ These rules can significantly impact leave balances. Discuss with your HR policy team before enabling.


💰 Encashable on separation

Default: OFF

When ON: If an employee leaves the organization (resignation, termination, etc.), their unused comp-off balance is converted to a monetary payment in their final settlement.

When OFF: Unused comp-offs are forfeited at separation.


🚫 Restrict employee to apply for Compensatory Off anytime

Default: OFF

When ON: Employees cannot freely apply for comp-off leaves at any time. Additional restrictions (such as applying within a certain window after earning the comp-off) may be enforced.

When OFF: Employees can apply for their earned comp-offs at any time, subject to manager approval.


Variant B: "Compensatory Pay" Selected

When "Compensatory Pay" is selected, the leave management fields disappear. The form shows monetary payment settings similar to the Overtime tab:

FieldPurpose
Same policy for all daysToggle — uniform or per-day-type settings
Compensatory payment based onFixed / % Of Basic / % Of Gross / % Of CTC
**Rate of payment for half day ***Payment rate
Show overtime payment in monthly payroll underPayroll element dropdown
Encashable on separationToggle for final settlement

💡 Key difference from Variant A: No leave calendar, no usage limits, no sandwich rules, no per-transaction limits. It's purely a payment — not a leave type.


Action Buttons

ButtonColorWhat It Does
ResetRedClears all settings on this tab
PreviousGrey/BlueGoes back to the previous tab
NextBlueProceeds to the Who Gets It tab

Step-by-Step: Setting Compensatory Off Rules

For Compensatory Off (leave-based):

  1. Select Compensatory Off
  2. Choose Leave Calendar — Calendar (Jan-Dec) or Financial (Apr-Mar)
  3. Set Employees can take — period (Monthly/Quarterly/etc.) and maximum leaves
  4. Set Per transaction limits — minimum and maximum per request
  5. Decide Same policy for all days — toggle ON or OFF
  6. Choose Compensatory payment based on — Fixed or percentage
  7. Enter Rate of payment for half day
  8. Select payroll element
  9. Configure Sandwich leave rules — enable/disable each toggle
  10. Set Encashable on separation — ON or OFF
  11. Set Restrict employee to apply — ON or OFF
  12. Click Next

For Compensatory Pay (payment-based):

  1. Select Compensatory Pay
  2. Decide Same policy for all days
  3. Choose payment basis and enter rate
  4. Select payroll element
  5. Set Encashable on separation
  6. Click Next

FAQs

Q: What's the difference between "Compensatory Off" and "Compensatory Pay"? A: Compensatory Off creates leave credits — the employee earns time off. Compensatory Pay is a monetary payment processed through payroll, similar to overtime but categorized differently for compliance purposes.

Q: Can I have Compensatory Off for Week Day but Compensatory Pay for Week Off? A: The sub-type (Off vs Pay) is configured at this tab level and applies based on the "Same policy for all days" toggle. If you need different sub-types per day, you may need separate policies.

Q: What are sandwich leave rules? A: They control whether non-working days (week offs, holidays) between or adjacent to comp-off leaves are counted as leave days. Enabling them increases the leave deduction for leave taken around weekends/holidays.

Q: Can employees see their comp-off balance? A: Yes, comp-off balances typically appear in the employee's Leave Balance section of the ESS portal, alongside other leave types.


Troubleshooting

ProblemPossible CauseSolution
"Leave Calendar" field not showing"Compensatory Pay" is selected instead of "Compensatory Off"Switch to "Compensatory Off" — leave calendar only applies to the leave variant
Payroll dropdown is emptyNo comp-off pay elements configuredCreate a compensatory pay element in Payroll Settings first
Sandwich leave rules not deducting correctlyRules are toggled OFFEnable the appropriate sandwich rule toggle(s)
Comp-off not encashed at separation"Encashable on separation" is OFFTurn the toggle ON for separation encashment

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