Cloud Portal
This page provide navigation to FAQs related to various menus in the Cloud portal
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This page provide navigation to FAQs related to various menus in the Cloud portal
Last updated
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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’
To activate the WhatsApp alert please contact our agent.
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.
If someone is not able to access particular option/feature/path in the ESS please change the following factors.
Path: Cloud portal>Employee>Profile>Self Service Role
Path: Cloud portal>ESS Setting>Role Allocation>Search Module>Select Role>select required options>Save
Presently we don’t have any specific configurations for internship in Pocket HRMS. You connect to our agent on chat for if required.
Please follow the steps below.
Log out of 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.
If manager unable to view confirmation option in ESS portal, please check the check factors below.
You can get your log in credentials password from your HR/Admin/Management.
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’
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
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.
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
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
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.
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.
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.
Please visit the link below for your support requirement and get resolution for your queries.
Kindly connect to our support person for any update required on your ongoing case id.
If your office attendance schedule is not running, please check factor below and follow the steps.
Go to the biometric server system and restart the Pocket HRMS utility by doing the double click on the Pocket Utility icon.
You get the notification informing you that ‘Attendance Schedule is Running in the Background’.
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.
This step is a security measure to ensure that only authorized personnel can perform critical payroll actions.
If you are waiting for any response/update from our support team, for any case id update or chat update kindly connect to the support team on chat.
To set the location of employee in geo tagging for attendance punch follow below steps from docs link:
To view today’s attendance for the total employees, please refer the link below:
If an employee is trying to add an expense/leave/on duty/Attendance regularisation/Exit request via the web or app and encounters a "manager not assigned" error, it typically means that the employee does not have a manager set up in the approval matrix. To resolve this, you need to ensure that a manager is assigned to the employee in the system. You can click on the link below to refer how to assign manager to the employee:
If you are waiting for any response/update from our support team for any case id update or chat update kindly connect to the support team on chat
1) If the on duty is not approved from manager then the employee can delete the on duty from ESS. Click the link below to refer the steps of how to delete on-duty from ESS.
2) If the on duty request is approved by the manager, then it can be deleted from the cloud portal. Click the link below to know how approved on-duty can be deleted from the cloud portal.
Please note: If Geo Tracking is enabled for any employee, the Auto Punch setting cannot be disabled. This is because the system requires the Auto Punch feature to accurately record working hours — especially in cases where an employee forgets to punch out. Without it, the system will be unable to capture the out time and thus fail to generate accurate attendance data for that day. If you wish to disable the Auto Punch feature, you must first deselect the employee(s) from the Geo Tracking feature. Click on the link below to remove employees from geo-tracking:
Please note that the "Reporting Manager" in the employee profile is considered the direct reporting manager only. If you wish to assign a manager specifically for module-based approvals, you need to delete the current manager in approval matrix (if available).
Link:
For any queries, contact
For any queries, contact
For any queries, contact
Check that the given to employee is aligned to the features they are supposed to access
The is provided through role allocation for respective self-service role
For any queries, contact
For any queries, contact
For any queries, contact
Check manager
Check that confirmation module is selected for manager role under
Check the configured for the company
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Link:
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For any queries, contact
For any queries, contact
For any queries, contact
Link:
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To add new year in ‘Define Calendar’ page, you have to perform process.
For any queries, contact
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Confirm that the employee is using the correct link to access the ESS Portal 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 and provide the correct password again.
For any queries, contact
For any queries, contact
For any queries, contact
mapping is done for the employee.
Then .
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You can visit our to explore step by step guides on how to use pocket HRMS. You will also find guides for using:
You can also explore the (FAQs)
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When or , the system prompts for the Administrative Password.
Administrative password refers to the Cloud Administrator login password—the same credentials used to log in to using the Administrator user account.
For any queries, contact mail to:
If financial year is not at all set for the company you can set the same by Following the steps mentioned in the link below: If the financial year is set and you need to transfer the year to current financial follow the doc link:
For any queries, contact mail to:
For any queries, contact mail to:
If financial year is not at all set for the company you can set the same follow the doc link to set:
If the financial year is set and you need to transfer the year to current financial year, follow the doc link:
For any queries, contact mail to:
For any queries, contact mail to:
For any queries, contact mail to:
Once a manager is assigned, the employee should be able to add expenses without encountering the error.
For any queries, contact mail to:
For any queries, contact mail to:
For any queries, contact mail to:
Link:
For any queries, contact mail to:
Click the link below to know the steps to delete manager. Link:
After deleting the current manager for the module required add the manager. Click the link below to know the steps to add new manager.
For any queries, contact mail to:
Employee can check the leave request by following the process given in the docs link below:
For any queries, contact mail to:
To import the declaration from web post click the link below to know the process: To download the declaration details after the web post click the link below to know the details:
For any queries, contact mail to:
