Confirmation Management

Confirmation module

Introduction

Pocket HRMS includes a dedicated module for confirmation management. This includes approval setting for confirmations based on joining date and similar.

Stepwise procedure for confirmation settling through the dashboard is as shown below.

Pre-requisites:

Admin credentials

User rights

Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below.

Steps

How to apply for loan:

Step 1: Go to 'Settings'

Step 2: Proceed to 'HR' column

Step 3: Select the 'Confirmation Module' option.

A window asking confirmation date, approval requirement, reminder setting, etc. opens. Fill in all the required details and click on 'Save'.

Note: If you are unable to setup confirmation module, kindly contact us at [email protected]