☁️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 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.

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]

22. What does "Enter Administrative Password" mean during Pay sheet/Payroll Lock or Unlock?

When locking or unlocking the paysheet/payroll, the system prompts for the Administrative Password.

Administrative password refers to the Cloud Administrator login password—the same credentials used to log in to cloud portal using the Administrator user account.

This step is a security measure to ensure that only authorized personnel can perform critical payroll actions.

For any queries, contact mail to: [e-mail]

23. How to Set the Financial Year in Cloud?

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: https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/financial-year-and-leave#how-to-setup-and-configure-financial-year If the financial year is set and you need to transfer the year to current financial follow the doc link: https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/income-tax-new-financial-year

For any queries, contact mail to: [e-mail]

24. What is status of my chat/case?

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.

For any queries, contact mail to: [e-mail]

25. How to Add Financial Year from 01-04-2025 to 31-03-2026 in Income Tax => Financial Year Menu or Change the Year to Any Last Financial Year?

If financial year is not at all set for the company you can set the same follow the doc link to set: https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/financial-year-and-leave#how-to-setup-and-configure-financial-year

If the financial year is set and you need to transfer the year to current financial year, follow the doc link: https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/income-tax-new-financial-year

For any queries, contact mail to: [e-mail]

26. How to Set Location of Employee in Geo-tagging for Attendance Punch?

To set the location of employee in geo tagging for attendance punch follow below steps from docs link:

Profile | Pocket HRMSdocs.pockethrms.com

For any queries, contact mail to: [e-mail]

27. How to View Today's Attendance for Total Employees?

To view today’s attendance for the total employees, please refer the link below:

Attendance | Pocket HRMSdocs.pockethrms.com

For any queries, contact mail to: [e-mail]

27. Why while adding/applying the expense/leave/on duty/Attendance regularisation/Exit request via the web or app, encounters a "manager not assigned" error?

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:

https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/approval-matrix#id-1.-how-to-assign-manager-to-employee-or-candidate Once a manager is assigned, the employee should be able to add expenses without encountering the error.

For any queries, contact mail to: [e-mail]

28. Has My Query, Raised via Chat, Email, or Under a Ticket/Case ID, been Resolved?

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

For any queries, contact mail to: [e-mail]

29. How to Cancel/Delete On-duty from ESS?

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.

On Duty | Pocket HRMSdocs.pockethrms.com

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.

Attendance | Pocket HRMSdocs.pockethrms.com

For any queries, contact mail to: [e-mail]

30. How to Disable Auto Punch?

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:

Link: https://docs.pockethrms.com/faqs/cloud-portal/ess-settings/leave#id-3.-how-to-disable-geo-tracking-location-for-employee

For any queries, contact mail to: [e-mail]

31. I Have Updated the Reporting Manager in the Employee Profile, but the Change/Update is not Reflected in the Approval Matrix?

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).

Click the link below to know the steps to delete manager. Link: https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/profile/approval-matrix#id-1.-how-to-delete-the-manager-for-leave-attendance-regularization-on-duty-in-approval-matrix

After deleting the current manager for the module required add the manager. Click the link below to know the steps to add new manager. https://docs.pockethrms.com/faqs/cloud-portal/employee/import#id-5.-how-to-add-a-manager-in-the-approval-matrix

For any queries, contact mail to: [e-mail]

32. How to Download Declaration Details from Web post? How to Access the Downloaded File?

To import the declaration from web post click the link below to know the process: https://docs.pockethrms.com/faqs/cloud-portal/income-tax/utilities#id-4.-how-to-view-declaration-proof-entries-or-proof-document-updated-by-employee-from-their-ess To download the declaration details after the web post click the link below to know the details: https://docs.pockethrms.com/faqs/cloud-portal/analytics/report/income-tax#id-2.-how-to-download-export-income-tax-declaration-details-report

For any queries, contact mail to: [e-mail]

33. How Can I Extend/Reduce/Change the Punch-out Time to Allow Employees to Punch Out After their Scheduled Shift Ends?

Click the link below to know the detailed path and process: https://docs.pockethrms.com/faqs/cloud-portal/settings/attendance#id-7.-how-to-view-and-edit-shift-details-such-as-from-time-to-time-import-in-and-import-out-times-as-we

For any queries, contact mail to: [e-mail]

34.The past data has been uploaded, but why is the salary register not showing the updated information?

If the past data is uploaded correctly then you can check the salary register from data wizard link for reference - https://docs.pockethrms.com/faqs/cloud-portal/analytics/data-wizard#b.-how-to-download-the-salary-register

For any queries, contact mail to: [e-mail]

35. How Can We Delete Payroll Posting?

Payroll postings cannot be deleted; they will be overwritten. Please delete the time consolidation, then run the time consolidation again, and then run the payroll posting again.

For any queries, contact mail to: [e-mail]

36. How to test SMTP settings? And What is the link for testing SMTP Settings?

Please use the following link for SMTP testing: https://cloud.pockethrms.com/Admin/Company/TestSMTP Steps to test SMTP settings: 1 Enter the recipient’s email ID in the Email > Subject field. 2 Select the appropriate SMTP option as per configuration for organization or recruitment. 3 Write the email content in the mail body. 4 Click Submit. 5 Check the recipient’s inbox to confirm if the test email has been received.

For any queries, contact mail to: [e-mail]

37. Which Points in the Approval Matrix are Mandatory to Select While Adding a Manager in Approval Matrix or Adding New Employee?

To add a manager in the approval matrix ensure the below points: 1) If you want to set priorities for two managers, assign Manager 1 as priority for the first approval and Manager 2 for the second approval. 2) If you want the manager to have view-only rights (i.e., they can view the request but cannot approve or reject), you can set that option accordingly. 3) If you select "Yes" for Approval Must, the manager will have the rights to approve or reject the request. 4) Select the required modules by ticking the appropriate checkboxes. 5) If an employee wants to cancel an approved request and you select "Cancel Rights: Yes", the manager will receive a request to revoke the approved request.

(Note: This feature is available only for the Leave module.)

For any queries, contact mail to: [e-mail]

38. How to Find any Employee or My Employee Code?

To find your Name or Employee Code:

• Go to the Cloud Portal.

• Use the ‘smHRt search’ bar and type your name

.

• Click on your name from the results to open your employee profile.

• Your Employee Code will be shown along with your name in the profile.

For any queries, contact mail to: [e-mail]

39. How to set leave opening days for balance to the employee for a leave type in employee profile?

To add leave opening days balance, follow the process given in the link below: https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/leave#id-12.-how-to-add-leave-opening-and-leave-credit-for-a-particular-employee

For any queries, contact mail to: [e-mail]

40. How to Change the Last Working Day if the Full and Final Settlement Statement is Processed?

Please follow the steps below to change the last working day, if the full and final settlement is processed. 1. Delete the FNF processed https://docs.pockethrms.com/faqs/cloud-portal/payroll/utilities#id-12.-how-to-delete-fnf-full-and-final-settlement

2. Release the employee https://docs.pockethrms.com/faqs/cloud-portal/payroll/utilities#id-12.-how-to-delete-fnf-full-and-final-settlement

3. Separate the employee with correct last working date https://docs.pockethrms.com/faqs/cloud-portal/payroll/transactions#where-to-mention-or-enter-left-date-or-last-working-date-of-employee

For any queries, contact mail to: [e-mail]

41. If use credit in employee profile leave type used credit is not tick what happened if employee can be able to apply by ticking use credit?

Checking the use credit option: It ensure leave credit is accurately calculated and reflected in the employee’s leave balance, it is important to tick "Use Credit" in the employee's leave type settings. This ensures that leave credits are processed properly as per the leave credit setup-link of leave credit setting docs - https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-credit Please note: The "Use Credit" option in the profile is not directly related to the ability to apply for leave—it is primarily tied to the processing of leave credits and balance updates. If an employee is unable to apply for a leave request, please review the leave configuration settings in the system to ensure all necessary permissions and conditions are correctly set. https://docs.pockethrms.com/faqs/cloud-portal/ess-settings/profile-info#id-4.-how-to-check-present-leave-configurations

For any queries, contact mail to: [e-mail]

42. How to Set Default Approval Level Matrix?

To set approval matrix manager for leave you will need to add managers in the approval matrix of all employee so that when they will apply leave their added manager in approval matrix will accept/reject the leave.

Click the link below to know the detailed step to assign or replace managers for employees in bulk: https://docs.pockethrms.com/faqs/cloud-portal/employee/import#id-29.-how-to-assign-or-replace-managers-for-employees-in-bulk-using-the-import-upload-option-in-the-ap

For any queries, contact mail to: [e-mail]

43. I want to update leave for employees in admin cloud portal?

To update the leave for employee in admin cloud portal kindly check with below links to add/credit/debit the employee leave accordingly: To add used leave for single employee To add used leave for bulk employee To credit the leave for single employee To credit leave for bulk employee To debit leave for single employee To debit leave for bulk employee

For any queries, contact mail to: [e-mail]

44. How to see punch in/out location in cloud?

How to see punch in/out location in cloud? "Punch in/out locations are not visible on the Cloud portal. To view them, use the ESS Admin Portal. Follow the steps in the link below:" https://docs.pockethrms.com/faqs/ess-portal/leave#id-15.-how-check-mode-of-employee-punch-or-ip-address-of-punch-machine-and-download-in-out-punch-detail For any queries, contact mail to: [e-mail]

45. How to check manager uploaded roaster of employee?

Currently, there is no automatic notification sent when a manager uploads the roster for employees on ESS Admin or Cloud. To verify if the shifts have been assigned to employee can download the Shift Detail Report. This report shows the assigned shifts for employees and can be cross-verified either with the manager or directly with the employees.

Steps to download the Shift Detail Report: You can follow the instructions in the link below to download the shift detail report: https://docs.pockethrms.com/faqs/cloud-portal/analytics/report/attendance#id-1.-how-to-download-shift-details For any queries, contact mail to: [e-mail]

46. How to update/assign User Rights to user for Employee Profile or Other Modules?

To give user rights to process any details in employee profile or other module kindly check with the docs link below: https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/users

For any queries, contact mail to: [e-mail]

47. How to remove employee from ESIC?

If an employee is not eligible for ESIC, the system will automatically check the date and remove them from the ESIC calculation as per the rules.

If an employee's salary exceeds Rs 21,000, they are generally not covered under the ESI (Employees' State Insurance) scheme and contributions are not deducted from their salary. However, there's an exception: if the salary exceeds the limit during a contribution period (April-September or October-March), the employee remains covered until the end of that period.

For any queries, contact mail to: [e-mail]

48. How to do API authentication?

To know API authentication kindly go through below link https://docs.pockethrms.com/integrations/talent-lms

For any queries, contact mail to: [e-mail]

49. How to Create Project and Timesheet Approval?

To create Project and timesheet approval refer to below links: https://docs.pockethrms.com/ess-portal/manager/project#how-to-create-a-new-project https://docs.pockethrms.com/ess-portal/admin/project

For any queries, contact mail to: [e-mail]

50. How to configure MLWF field?

As per MLWF rule we can set the configuration in the system, kindly refer

the steps below to configure the LWF components:

· Create the LWF Employee component

· Configure Salary Structure:: Add both the above-created LWF components as Direct components.

· Set Up LWF Deduction Settings:

For any queries, contact mail to: [e-mail]

51. What to do if Geo Location and Employee Tagging is not Visible?

If the Geo location and employee tagging is not visible please check the below mentioned points:

· Check Geo location employee tagging in cloud portal by referring the link below: https://docs.pockethrms.com/faqs/cloud-portal/ess-settings/profile-info/geo-location-employee-taggin

· Check the team report through Admin ESS portal by referring the link below:

My Team Report | Pocket HRMSdocs.pockethrms.com

For any queries, contact mail to: [e-mail]

52. How to off time consolidation?

Time consolidation is not an automatic process, hence it cannot be deactivated or cannot be made off.

For any queries, contact mail to: [e-mail]

53. How an employee can add performance appraisal questions by self in ESS portal?

An employee can add/write the answers in the appraisal form in PMS but cannot add the performance appraisal question in self appraisal.

For any queries, contact mail to: [e-mail]

54. How to Delete Payroll for Attendance Update?

Once payroll has been processed, it can be deleted either individually, or in bulk in a specific month through the paths given below:

54 A) To Delete Payroll Individually:

Path: Login to cloud portal > smHRt Search (employee name)>Open employee profile > Payroll > Payroll Process > Select Month > Delete

Step 1: Login to cloud portal, go to ‘Employee profile’ from ‘smHRt Search’ option by typing the name or employee code.

Step 2: Under the ‘Payroll Tab’, select ‘Payroll Process’, Fill in the ‘Month and click on ‘Delete Payroll’.

Path_Link:https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=764&module=payrollprocess&empstatus=1

54 B) To Delete Payroll in Bulk:

Path: Login to cloud portal > Payroll > Utilities > smHRt Payroll > Select employees or Employee Categories or All Employees > Select month > Delete.

Step 1: Login to cloud portal, go to ‘Payroll’ menu, select ‘Utilities’ sub-menu, under it select ‘smHRt Payroll’ option.

Step 2: Select Employees, either ‘Employee wise’ in which can select multiple employees by filling in their name or employee code, or ‘Selective Employee’ wise in which you can select employee category wise, or ‘All Employee’ option in which all the employees will be selected.

Or

Or

Step 3: Select the ‘Month’ for which you want to delete the payroll and click on ‘Delete’ option.

Path Link: https://cloud.pockethrms.com/payroll/transaction/payrollprocessingview

For any queries, contact [e-mail]

55. How to add new leave policy to all?

55 a. To add new policy

ESS Settings | Pocket HRMSdocs.pockethrms.com

55 b. To make policy visible to employees:

ESS Settings | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

56. How to check the history in HRMS?

To review the history of any process or activity (e.g., data import, payroll processing, payroll deletion, etc.), navigate to the activity logs available under the notification bell icon in the top-right corner. Click on View All to access and review the complete activity history.

Path: Click on notification bell icon in the top-right corner > Click on View All

Step 1: Click on the ‘Bell Icon’ in the top-right corner and select ‘View All’ option. It will navigate you to the activity log to review the history of any process or activity.

Link: https://cloud.pockethrms.com/Admin/Company/Activity

For any queries, contact [e-mail]

57. How to activate work from home punch for employees?

There is no separate option for WFH punches, you can apply on-duty requests for the WFH days.

For any queries, contact [e-mail]

58. How to exit retired employee from the system?

To exit retired employee from system, you need to follow the separation process where you can select the reason for separation as retired. For separation process please refer to the link https://docs.pockethrms.com/faqs/cloud-portal/exit#id-1.-how-to-separate-employees-from-the-system-or-make-an-employee-inactive-how-to-left-employee

For any queries, contact [e-mail]

59. How to download ESS login password?

You can generate and send / share the ESS portal passwords in bulk. However, there is no option to download the passwords. You can refer to below doc link for knowing the process to generate and send ESS portal password in bulk: https://docs.pockethrms.com/faqs/cloud-portal/settings/hr#id-29.-how-to-generate-employee-password-and-send-it-in-direct-mail-to-the-employees

For any queries, contact [e-mail]

60. Where is time Zone? Or How to upload the timezone for all active employees?

To set the Geo Location Time zone or the location settings you need to follow below steps : https://docs.pockethrms.com/faqs/ess-portal/profile#a.-how-to-add-a-new-geo-location

Once the location added to the system you need to tag the location to the employees for that you can refer link below:

Profile | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

61. How to on face login?

To enable face punch, you can do it through using path shared in the link below: https://docs.pockethrms.com/faqs/cloud-portal/leave#id-4.-how-to-activate-face-recognition-for-the-employee-for-ess-mobile-app

For any queries, contact [e-mail]

62. Can we have real-time present employees on dashboard?

To check real time present employees list, you need run the in out import and download the attendance report. For in out import steps please refer below link:

https://docs.pockethrms.com/faqs/cloud-portal/attendance#id-31.-how-to-run-in-out-import For download attendance report refer below link:

Report | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

63. How can I log out from all devices?

Currently there is no functionality to log out separately from all the devices. However, you can reset the password for the employee, it will automatically log out the employee from all the devices, and employee can log in with the new password.

To reset the password, you can do by referring the link below:

Profile Info | Pocket HRMSdocs.pockethrms.com

64. How to add designation in profile when it is not present over there?

To add designation in the profile, refer the link below: https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/profile/basic-details#id-2.-how-to-add-designation-in-the-employee-profile

To add/ create new designation kindly check the steps from the link below: https://docs.pockethrms.com/faqs/cloud-portal/settings/hr#how-to-add-or-create-a-new-designation-or-a-position-in-a-compnay

For any queries, contact [e-mail]

65. How to switch to old company?

To switch between entities or companies follow the path below:

Path: Cloud login > on the dashboard click on the company name on the right-hand corner > list of all entities configured in the system will appear > click on the company/entity you want to switch to.

Step 1: Click on the company name located in the top-right corner of the dashboard in the cloud portal

Step 2: A list of all entities configured in the system will appear, select the desired entity from the list.

The system will then switch context to that entity.

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

For any queries, contact [e-mail]

66. How to check and change password & create designation?

To check and change password, refer the link below: https://docs.pockethrms.com/faqs/cloud-portal/ess-settings/profile-info#how-to-check-reset-edit-password-of-employee-for-ess-portal

To create designation, you can check the steps mentioned in the link below:

HR | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

67. How to do manual punch?

To mark manual punch in bulk check the link below: https://docs.pockethrms.com/faqs/cloud-portal/attendance/import#how-to-upload-or-import-and-mark-the-month-wise-attendance

To update the punches individually you can do it from employee's cloud portal as per below steps: https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/attendance#how-to-modify-change-edit-employee-attendance

For any queries, contact [e-mail]

68. How to add the project code in expense?

To add the Project Code or project Name in the Expense you need to follow below steps:

68 A. Create field of project code or Project Name from Cloud Portal:

Path: Cloud login > Setting > HR > Field Creation > click on '+' > Select Module Name > Write the Field name as Project Name > Select Field Type as Drop Down > In Field Value Write the Project code separated with comma > Create.

Step 1: Log in to the cloud portal, go to ‘Settings’ menu, select ‘HR’ tab, and then click on ‘Field Creation’.

Step 2: Click the ‘+’ button to add a new custom field.

Step 3: Add the field settings such as Select Module Name-Choose the module where the field should appear (Expense), Field name, write ‘Project Name’, Field Type, Field Value (Write the project code Separated with comma), and Click ‘Create’ to create the new field.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=FieldCreation

68 B. In ESS Portal, apply the expense claim entry:

Path: ESS portal login > go to Expense > Request > Claim entry > Add+ > Select expense date > Click on '+' > Fill in all the mandatory details marked with an asterisk (*) Select the relevant Project from the dropdown menu in the 'Project' field and click on ‘Add’ > Fill remark > Submit.

Step 1: Log in to the ESS Portal, go to the ‘Expense’ menu, select ‘Request’ sub-menu.

Step 2: Click on ‘Claim entry’ tab, and click on ‘Add +’ button.

Step 3: Select the ‘Expense Date’ of the and click the ‘+’ button.

Step 4: Fill in all the mandatory details marked with an asterisk (*) Select the relevant Project from the dropdown menu in the 'Project' field and click on ‘Add’.

Step 5: Enter descriptive ‘Remark, then ‘Submit’ the claim for approval.

Link: https://ess.pockethrms.com/Expense/Transaction/ExpenseRequests?Menu=claimentry

For any queries, contact [e-mail]

69. How to activate suspended account?

To activate suspended account of separated employee, refer the steps from the link below: https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-separation-and-release#b-how-to-release-or-activate-separated-employee

For any queries, contact [e-mail]

70. Form 24 process?

Refer the link below to know the process of form 24:

Form 24Q | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

71. Unable to search reporting manager in approval matrix?

To check reporting manager of an employee, refer the link below:

Profile | Pocket HRMSdocs.pockethrms.com

Note: Check the employee details and personal detail in employee profile in cloud.

Path: Cloud login > smHRt search (employee name) and go to employee profile > Profile tab > Employee details or Personal details (search for reporting manager field).

In case you have updated the reporting manager and the change is not reflected, refer the link below:

Cloud Portal | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

72. How to FNF?

Fnf process link:

Employee FnF | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

73. How to delete separation?

Refer the link below to know the process:

Transactions | Pocket HRMS

For any queries, contact [e-mail]

74. How to approve face punching?

Refer the link below to know the process:

Leave | Pocket HRMS

For any queries, contact [e-mail]

75. Where is master wizard?

Refer the link below to know where is master wizard:

Data Wizard | Pocket HRMS

For any queries, contact [e-mail]

76. How to delete time consolidation?

To delete time consolidation in bulk, refer the link below:

Transaction | Pocket HRMSdocs.pockethrms.com

To delete the time consolidation individually, refer the link below:

Attendance | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

77. How to delete Professional tax location in pop up?

The PT location cannot be deleted from the pop-up details list. To unassign PT location from employee profile, the field must be left blank in their cloud profile.

For any queries, contact [e-mail]

78. How to add Annual Leave (AL) to new employees?

1. To add annual leave or any leave balance to newly joined employee, refer to the link below:

Employee List | Pocket HRMSdocs.pockethrms.com

2. If the leave auto credit is been configured in the system then you can check and set the configuration as per the steps shown in the link below:

Leave Credit | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

79. How to upload manual punches?

Refer the link below to know the process:

Cloud Portal | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

80. How is basic salary calculated?

Basic salary is typically calculated by deducting all other allowances, bonuses, and benefits from your gross or total annual salary, according to a formula like Basic Salary = Gross Salary - (All other allowances + bonuses). Companies often use a percentage of the total Cost to Company (CTC) or gross pay as a guideline, such as 40–50%.

For any queries, contact [e-mail]

81. How to check the salary of employees are adhering to minimum wages as per the compliance?

Currently there is no functionality available in the system to check the minimum wages as per the law compliances.

For any queries, contact [e-mail]

82. How do I clear the attendance regularisation request of the manager who is separated?

The system employee separation can't be processed until and unless the pending requests are been attended or cleared. It will show you an pop up to clear the entries while separating an employee. To approve attendance regularization kindly refer to the links below:

Attendance Regularization | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

83. How to delete the pending travel requests?

There is no option to delete the travel requests. The manager can only reject the pending entries.

For any queries, contact [e-mail]

84. What is mean by leave definition?

The Leave Definition page lets you add new leave types, set up their rules, and choose how they should appear in the system.

For any queries, contact [e-mail]

85. What if HRMS App is not working well or what to do if the app is automatically doing login or log out?

If the app is not working well then kindly update the app, clear the cache / if you still facing the same issue then reinstall the app once and check,

For any queries, contact [e-mail]

86. How to delete the cloud user ID?

Path: Cloud Login > settings > Organization > user > click on delete icon to delete the user.

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Organization’ tab click on the ‘User’ subtab. On this page, you will see the list of existing users.

Step 2: Locate the employee user whom you want to delete and click on the ‘Delete Icon’.

Step 3: the system will ask you for confirmation, click on the ‘Ok’ button and the user will be deleted.

For any queries, contact [e-mail]

87. Face Login Process?

To activate face login, refer the link below:

Leave | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

88. How to add new employee and give mobile punch access, and generate password, and employee code?

To add a new employee, refer the link below:

https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/new-employee#how-to-add-a-new-employee-or-what-is-the-process-of-new-employee-addition-or-creation

To activate mobile punch for new employee?

Leave | Pocket HRMSdocs.pockethrms.com

Password Generation | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

89. What is meaning of use credit in attached screenshot?

Checking the use credit option: It ensure leave credit is accurately calculated and reflected in the employee’s leave balance, it is important to tick "Use Credit" in the employee's leave type settings. This ensures that leave credits are processed properly as per the leave credit setup-link of leave credit setting docs -

Leave Credit | Pocket HRMSdocs.pockethrms.com

Please note: The "Use Credit" option in the profile is not directly related to the ability to apply for leave—it is primarily tied to the processing of leave credits and balance updates. If an employee is unable to apply for a leave request, please review the leave configuration settings in the system to ensure all necessary permissions and conditions are correctly set.

Profile Info | Pocket HRMSdocs.pockethrms.com

For any queries, contact mail to: [e-mail]

90. What is difference between these two option Permission hourlies based & Time base?

The Permission hourly based and time based is nothing but if you want the employee to apply the leave hourly base or time base that you can set from path below: Go to settings > Attendance > General Time Office setting > Set the permission entry type Hourly base or Time base

Leave | Pocket HRMSdocs.pockethrms.com

for limit set under permission please refer the link

Permission | Pocket HRMSdocs.pockethrms.com

For any queries, contact mail to: [e-mail]

91. SMTP support?

To set SMPT kindly check the link

https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/smtp-settings#how-to-set-up-smtp To test the SMTP https://docs.pockethrms.com/faqs/cloud-portal#id-36.-how-to-test-smtp-settings-and-what-is-the-link-for-testing-smtp-settings

For any queries, contact mail to: [e-mail]

92. What to do if there is error in date format order?

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

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.

For any queries, contact [e-mail]

93. How to check changes made on cloud portal?

To check activity log of the system you can check from bell icon in the right upper side corner also if you required to check the setting changes made in cloud portal you need to activate the audit log section in the system, for that kindly email to [e-mail]