Report

1. How to download unpunches report?

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.

For any queries, contact [e-mail]

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.

For any queries, contact [e-mail]

3. How to generate arrear ECR?

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.

For any queries, contact [e-mail]

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.

For any queries, contact [e-mail]

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.

Path: Cloud > Analytics > Report > Attendance > Monthly Summary > Category > Select Details > Download Excel

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=attendance&submodule=MonthlySummary

For any queries, contact [e-mail]

6. How to check bulk attendance report day by day?

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

Step 2: Under the ‘Attendance’ tab, click on the ‘Monthly Summary’ subtab. Select the required ‘Category’.

Note: Select ‘Employee Code’ if you want to report for individual employee, or else leave the field vacant.

Step 3: Select ‘Date Range’, report type and click on the ‘Download Excel’ button. The attendance details will be downloaded.

Path: Cloud Portal>Analytics>Reports>Attendance>Monthly Summary>select details> Download Excel

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=attendance&submodule=MonthlySummary

For any queries, contact [e-mail]