📈Analytics

This page provides step-by-step answers to the FAQs related to the Data Wizard submenu under the Analytics menu in the cloud portal

1. How to download a payslip from the Reports.

Step 1: Log in to the cloud portal, select the ‘Analytics’ menu, and click on ‘Reports’.

Step 2: Select the ‘Payroll’ tab and select the ‘Payslip’ from the menu on the right-hand side. Fill in the necessary detail to get the payslip.

2. How to download the salary register?

Step 1: Log in to the cloud portal and select the ‘Analytics’ menu and click on the ‘Data Wizard’ submenu.

Step 2: From the ‘Select Settings’ drop down, click on the ‘Salary Register’. Enter month and year and click on the ‘Download’ button.

3. How to fetch the unassigned shift report?

Step 1: Log in to the cloud portal and select the ‘Analytics’ menu and click on the ‘Reports’ submenu.

Step 2: Click on the ‘Attendance’ tab and ‘Unassigned Shift’ from the left-hand side menu. Enter the employee code and date, then click on the ‘Download’ button.

4. How to fetch reports on the status of investment proof submissions by employees?

Step 1: Log in to the Cloud portal and select the ‘Analytics’ menu and select the ‘Reports’ submenu.

Step 2: Click on the ‘Income Tax’ tab and ‘Declaration Details Export’ from the left-hand side menu.

Step 3: Select the category and month in the respective fields. Select ‘Entry Type’ as ‘proof’ and ‘ ‘User Entry’. Then click on ‘Export Excel’.

5. How to Modify Employee Data?

Step 1: Log in to the Cloud portal, and select the ‘Analytics’ menu and ‘Reports’ submenu.

Step 2: Click on the ‘Financial’ tab and the ‘Wage View’ subtab.

Step 3: Select the required ‘Month’ and ‘Category’ from the Drop-down menu. Then you can click on the appropriate button to view or download the report.

6. How to download a report for Unpunches?

Step 1: Log in to the cloud portal. Click on the 'Analytics' menu and 'Reports' sumenu.

Step 2: Select the Attendance tab and click on the 'Unpunches Export' subtab. Fill the required fields and click on the 'Download' button.

7. How to Generate Leave Muster Roll Wizard?

Step 1: Log into the cloud portal, click on the 'Analytics' menu, and select the ‘Reports’ sub-menu.

Step 2: Select the ‘Attendance’ tab’.

Step 3: Click on the ‘Muster Roll Wizard’ sub-tab.

Step 4: Click on the ‘Add Field’ button under the 'Select Category' section.

Step 5: Select the required categories and click on the 'Save' button. You can click on the 'Select all' or 'Deselect all' radio buttons to select or deselect all categories respectively.

Step 6: Select the values you wish to display in the report by checking the boxes against the count.

Step 7: You can change the ‘Default Values’ and fill in the ‘Custom Values’ if required for the ‘Muster Roll Component’.

Step 8: Select the ‘Type of Report Period’, ‘Employee Type’, ‘Report Option’, as well as the 'Month’ and 'Year'.

Step 9: You can download the Muster Roll Wizard from the section displayed below.

Note: If you are unable to make changes related to reporting, kindly contact us at support@pockethrms.com

8. How to download ECR report?

Step 1: Log into the cloud portal, go to ‘Analytics’ menu and click on the ‘Report’ sub-menu.

Step 2: Under the ‘Statutory’ tab click on the ‘PF Report’ subtab and scroll down to select ‘ECR’ option.

Step 3: Select the ‘Month’ and the ‘Year’. Click on the ‘Generate’ button to view the report. Click on the ‘Export’ button and the ECR report will be downloaded.

For any queries, contact support@pockethrms.com

9. How to download exit employee's (former employee’s) payslips?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ subtab.

Step 2: Under the ‘Payroll’ tab click on the ‘Payslip’ subtab. Next, you need to click on the ‘Filter icon’ towards the upper right side of the screen.

Step 3: A pop-up will open where you need to select the ‘Inactive’ radio button and scroll down to click on the ‘Apply’ button.

Step 4: Fill in the required details in the respective fields and click on the ‘Download’ button. You can enter individual employee code or select categories to download payslips for multiple employees and the payslips will be downloaded accordingly.

For any queries, contact support@pockethrms.com

10. How to create a new dashboard and add a new chart in the cloud portal?

Preconditions:

Contact the Pocket HRMS Development Team to activate the functionality that allows you to create new dashboards.

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Create Dashboard’ submenu.

Step 2: Click on the ‘Add New Page’ button, enter the ‘New Page Name’ and click on the ‘Add’ button.

Note: If you want to add a new chart to the existing dashboard, select the required dashboard name from the ‘Select Dashboard Page’ dropdown and proceed with the steps given below.

Step 3: Fill in the details such as the ‘Select Module’ according to which dashboard will be displayed and ‘Select Query’ for the parameter to be displayed under the module. Select the option from the ‘Group By field’ to group data accordingly to provide a more organized data display.

Step 4: Select the type of the chart from the various ‘Available Chart Types’ in the drop-down.

Step 5: Enter the ‘Title’ to be displayed at the top of the specific chart. Then enter the ‘Order No.’ to specify the sequence for the chart to be displayed in the Dashboard.

Step 6: Next, ‘Select Dashboard Colour’ from the drop-down as ‘Monochrome’ or ‘Multicolours’.

  1. If you select the ‘Monochrome’ option, in the ‘Select Colour’ field, you can enter a colour code. You can also click on the ‘colour square’ corresponding to the ‘select colour’ field, then select colour from the ‘colour picker’ and click on the ‘Save’ button

  1. If you select the ‘Multicolours’ option, proceed to ‘Select Palette’ for the colours to be included in the chart and click on the ‘Save’ button.

Note: Below the ‘Select Palette’ field the system will display various colours included in the selected palette.

For example, here we are creating a new dashboard named ‘Former Employees’ and adding a chart with the title ‘Separated in Category’.

Step 7: To view the newly created dashboard, go to the ‘Analytics’ menu and select the name of the newly added dashboard. As an example here, the ‘Former Employees’.

The chart created will be visible on the respective dashboard.

Note: The system will only display the information uploaded in the cloud portal. If no information is available in the cloud portal for the chart, the display will remain blank.

For any queries, contact support@pockethrms.com

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