☁️Cloud Portal

This page provide navigation to FAQs related to various menus in the Cloud portal

• Dashboard

• Analytics

• Employee

• Payroll

• Attendance

• Exit

• Settings

• ESS Settings

1. What to do if I forgot password for cloud portal?

You can get your log in credentials password from your HR/Admin/Management.

If you want to reset password, go to log in page and link to reset password will be sent to authorized email id.

Path: Go to log in page>Click on the ‘Forgot Password’

Link: https://cloud.pockethrms.com/

For any queries, contact [e-mail]

2. How to activate WhatsApp alert?

To activate the WhatsApp alert please contact our agent.

For any queries, contact [e-mail]

3. What should I do if I get the Error 500?

If you get error 500 you should follow the steps below

• Log out of the portal and close the window

• Clear the browser cache

• Try to log in again

• Also try to log in from different browser

I the error persists please contact our server error.

For any queries, contact [e-mail]

4. Unable to see/view/access certain option or menu in the ESS portal?

If someone is not able to access particular option/feature/path in the ESS please change the following factors.

• Check that the self-service role given to employee is aligned to the features they are supposed to access

Path: Cloud portal>Employee>Profile>Self Service Role

• The access to the required modules and features is provided through role allocation for respective self-service role

Path: Cloud portal>ESS Setting>Role Allocation>Search Module>Select Role>select required options>Save

For any queries, contact [e-mail]

5. Is there any special configurations or settings in Pocket HRMS for interns or internship?

Presently we don’t have any specific configurations for internship in Pocket HRMS. You connect to our agent on chat for if required.

For any queries, contact [e-mail]

6. The pocket HRMS software or cloud portal is working too slow, what should I do?

Please follow the steps below.

• Log our t the software and close the window.

• Clear your browser’s cache

• Log into the software again

If the issue persists please contact our support agent.

For any queries, contact [e-mail]

7. Manager unable to view confirmation option in the ESS?

If manager unable to view confirmation option in ESS portal, please check the check factors below.

• Check manager self-service role

• Check that confirmation module is selected for manager role under role allocation

• Check the confirmation settings configured for the company

For any queries, contact [e-mail]

You can get your log in credentials password from your HR/Admin/Management.

8. What to do if I forgot password for cloud portal?

If you want to reset your password, go to log in page and a link to reset password will be sent to the authorised email id.

Path: Go to log in page>Click on the ‘Forgot Password’

Link: https://cloud.pockethrms.com/

For any queries, contact [e-mail]

9. How to update the software?

Android user: Go to the Playstore, search Pocket HRMS Install or update the App for your ESS login from the App

IOS user: Go to the Appstore, search Pocket HRMS Install or update the App for your ESS login from the App

For ESS and Cloud web login: Log in from the following link

https://www.pockethrms.com/login/

For any queries, contact [e-mail]

10. How to fill in consent form displayed in cloud portal on login?

After a certain interval of time, a consent form will pop up, prompting you to update your user and organization details.

If there are no changes to the information, you can simply save the existing details and proceed to use the Pocket Cloud Portal seamlessly.

For any queries, contact [e-mail]

11. What to do if the system shows error while uploading Excel file for import?

You need to format the columns with date to ‘Text to Column’ in excel sheet.

Step 1: in the Excel sheet that you want to upload, click on the columns with the Dates. Go to the ‘Data’ tab and click on the ‘Text to Columns’ option.

Step 2: The pop will open. Click on the ‘Next’ button twice so you reach the ‘Convert Text to Column Wizard -Step 3 of 3’ in the pop-up. Select the radio button for the ‘Text’ option and click on the ‘Finish’ button. Save the file and it is ready to be uploaded.

Path: Click on the column with Dates > Data > Text to Columns > Next > Next > tick ‘Text’ > Finish

For any queries, contact [e-mail]

12. How to get email support help or escalation support?

Log into the cloud portal, click on the ’?’ icon (Question Mark) beside the smHRt searcHR field and the escalation matrix details will be visible for your company

Link: https://cloud.pockethrms.com/Identity/Home/support

For any queries, contact [e-mail]

13. Why am I getting ‘Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') Some error occurred’?

The error of "Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') Some error occurred Screenshot" while uploading or importing a file. Generally, such error occurs when Starting row and Ending Row or the other Excel components are not map correctly.

• Kindly map the Excel rows and column to the Components according to the Excel file to be uploaded.

• Once you are done, ensure that you save the stings, then import file in the field and lastly click on the upload file button.

For any queries, contact [e-mail]

14. How to add new year in the ‘define calendar’ page?

To add new year in ‘Define Calendar’ page, you have to perform Leave Year Transfer process.

For any queries, contact [e-mail]

15. Can anyone get in touch with me or call me my number?

• Please share any query or doubts you have on chat in the cloud portal and our AI-based chatbot smHRty will provide you with necessary steps.

• If the solution provided earlier was not helpful, kindly reach out to our chat support team for further assistance.

• Currently, we do not have the feature to make direct calls on the provided contact number.

• If required, you can request a chat call and ask for screen sharing while you are on call with our chat support person for further explanation.

For any queries, contact [e-mail]

16. What to do if a password is successfully generated for the employee but employee is unable to log in?

The employee has their password but unable to log in to the ESS portal?

If the employee is unable to log in to their ESS account, kindly verify the following:

• Ensure the Company Code, Employee Code, and Password are entered correctly. Make sure there are no spaces before or after the text in any of the fields, as this can cause login issues.

• Ensure the employee is entering the correct Company Code, Employee Code, and Password.

• Confirm that the employee is using the correct link to access the ESS Portal https://ess.pockethrms.com/ or is using the Pocket HRMS Mobile App from the Play Store or App Store.

• If the old employee has the password but unable to login in kindly check the employee password from reset password and provide the correct password again.

For any queries, contact [e-mail]

17. Can you provide me toll free number or customer executive number?

Please visit the link below for your support requirement and get resolution for your queries.

https://docs.pockethrms.com/faqs/cloud-portal#id-12.-how-to-get-email-support-help-or-escalation-support

For any queries, contact [e-mail]

18. What is the status or update on the case id?

Kindly connect to our support person for any update required on your ongoing case id.

For any queries, contact [e-mail]

19. What to do if the office attendance schedule is not running?

If your office attendance schedule is not running, please check factor below and follow the steps.

1. Biometric integration mapping is done for the employee.

2. Go to the biometric server system and restart the Pocket HRMS utility by doing the double click on the Pocket Utility icon.

1. You get the notification informing you that ‘Attendance Schedule is Running in the Background’.

2. Then run In-out import.

For any queries, contact [e-mail]

20. I want to take training on Pocket HRMS cloud and ESS?

You can visit our user resource to explore step by step guides on how to use pocket HRMS. You will also find guides for using:

• Cloud portal

• ESS portal

• You can also explore the Frequently Asked Questions (FAQs)

For any queries, contact [e-mail]

21. What is component mapping or component value mapping in the import process?

Component Mapping refers to aligning the columns in an Excel sheet with the corresponding component fields in the HRMS software for accurate data import. This ensures that the data is correctly mapped and imported into the system without errors.

Example:

The component ‘Gender’ is listed in the column ‘C’ of the Excel sheet that you want to import. Then you need to,

Find the ‘Gender’ in the ‘Component’ list in the import screen and select option ‘C’ from the respective ‘Excel Column’ dropdown.

For any queries, contact [e-mail]