Step 1: Log in to the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Attendance’ tab click on the ‘Unpunches Export’ subtab.
Step 3: If you want to download unpunches report for individual employee you can select those employees from the ‘Employee Code’ field.
Step 4: Select the ‘Category’, ‘From Date’ and ‘To Date’ from the respective fields.
Step 5: After filling in all the details click on the ‘Download Excel’ or ‘Download PDF’ button and the unpunches report will be downloaded in the respective format.
Note: You can also select the respective checkbox for the ‘Date Range Format’ and to ‘Consider Night Shift as Next Date’ if needed.
2. How to download an employee’s education report?
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.
Step 2: Under the ‘HR’ tab, click on the ‘Employee Documents’ subtab.
Step 3: Select the employee status and category from the respective fields and click on the ‘Download Excel’ button and employee education details will be downloaded. You can also get documents for individual employees by selecting these employees from ‘Employee Code’ field.
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.
Step 2: Under the ‘Statutory’ tab, click on the ‘PF Reports’ and select the ‘Arrear ECR’ option.
Step 3: Enter the month and the year in the respective fields and select the category. Click on the ‘Generate’ button and the arrear ECR will be generated. You can click on ‘Export Excel’ button and the arrear ECR report will be downloaded.
4. How to view or download reports for employee's loan details?
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ subtab.
Step 2: Under the ‘Financial’ tab click on the ‘Loan Details’ subtab.
Step 3: Select the ‘Report Type’ and ‘Category’. Select the employee for whom you want to get the loan details from the ‘Employee Code’ field and check boxes for various ‘Loan’ for which you need the information.
Click on the ‘Download Excel’ button. Loan details will be downloaded.
Note: To download loan details for all the employees, then leave the ‘Employee Code’ field vacant.
Path: Analytics > Reports > Financial > Loan Details > select the details as needed > Download Excel.
5. How to Download Attendance Report or Monthly Summary?
Step 1: Log into the cloud portal go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Attendance’ tab, click on the ‘Monthly Summary’ subtab.
Step 3: Select the ‘Category’, ‘Date Range’ and other required options. Click on the ‘Download Excel’ button and the monthly attendance summary will be downloaded.
Note:
If you want to download attendance summary for a single employee, select the employee from the ‘Employee Code’ field.
7. How to get new joiners list or download new joining employee details?
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.
Step 2: Under the ‘HR’ tab click on the ‘Joined List’ subtab.
Step 3: Select required details such as Category, Month range and Year range from the respective fields. Click on the ‘PDF Download’ or ‘Excel Download’ button and the new joiner employee list will be downloaded accordingly.
Note: You can also select an option to ‘Group By’ and select checkbox for ‘Summary’ if required.
8. How to download exit report or employee separation report?
How to get/download left employee or former employee report from specific date/month?
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.
Step 2: Under the ‘HR’ tab click on the ‘Separation’ subtab. Select the ‘Month’ range, ‘Year’ range and the ‘Category’ from the respective field. And click on the ‘PDF Download ‘ or ‘Excel Download’ button and the separation report will be downloaded in the respective format.
Note: You can select the option from the ‘Group By’ field and also select ‘Summary’ checkbox to download the report accordingly.
Path: Cloud>Analytics> Reports>HR>Separation>select in details>Download PDF/Excel
9. How to get absenteeism report or download absent report for employees?
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.
Step 2: Under the ‘Leave’ tab click on the ‘Absenteeism’ subtab. Select the Category, Department, Designation and the Date range from the respective fields and click on the ‘Download PDF’ button. The absenteeism report will be downloaded.
Path: Cloud portal> Analytics>Reports>Leave>Absenteeism>select required details >Download PDF
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.
Step 2: Under the ‘Financial’ tab click on the ‘Increment Register’ subtab.
Step 3: Select ‘Category’, ‘From Month’, ‘To Month’, ‘From year’, ‘To Year’ in the respective fields and click on the ‘Download Excel’ button and the increment details for the respective period will be downloaded.
Path: Settings>Financial>Increment Register> enter details>Download Excel
11. How to download/process/post payslip for a single employee?
You can't post Payslip individually in ESS portal but you have an option send payslip to employee individually. Follow the path below for the same.
Step 1: Log into the cloud portal, go to ‘Analytics’ menu and click on the ‘Reports’ submenu.
Step 2: Under the ‘Payroll’ tab, click on the ‘Payslip’ subtab. Select ‘Category’ and from the ‘Employee Code’ field, select the employee to whom you want to send payslip.
Step 3: Select Month and Year from the respective fields and other options as required and click on the ‘Send Email’ button. The payslip will be send to the employee accordingly.
Note: You can click on the ‘Download’ button to download the payslip.
Path: Analytics >> Reports >> Payroll >> Payslip >> Select the employee and respective fields >> Click Send Email or can download
12. How to download payslip for all employees or how to download payslip in bulk?
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.
Step 2: Under the ‘Payroll’ tab click on the ‘Payslip’ subtab. Select the ‘Category’, ‘Month/Year’ and other required details and click on the ‘Download’ button and the payslips will be downloaded.
Path: Cloud Portal>Analytics>Reports>Payroll>Payslip>select Month/Year & their details>Download
There is an option for to download category wise shift detail report where you can check the employee roster. Refer the link below to know the process:
Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year.
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Report’ submenu.
Step 2: Under the ‘Income Tax’ tab, click on the ‘Worksheet’ submenu. select the details as required and click on the ‘Download’ button to download the worksheet.
Note:
You can click on the ‘Send Email’ button to get the worksheet sent to the set email id.
Select the employee from the ‘Employee Code’ field if you want to download worksheet for an individual employee.
At one time you can download a worksheet for one month only. Repeat the process to download worksheet for multiple months.
Income Tax | Pocket HRMSdocs.pockethrms.com
