🔴Attendance

1. How to download shift details?

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 ‘Shift Details Report’ subtab.

Step 3: Select the details such as Category, date range and shifts as required from the respective fields and click on the ‘Excel Download’ button. The shift details will be downloaded accordingly.

Note: You can select an employee from the ‘Employee Code’ field to get the shift report for an individual employee.

Path: Cloud Portal>Analytics>Reports>Attendance>Shift Details Report>select required details>Excel Download

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

For any queries, contact [email protected]

2. How to download in and out attendance report from cloud portal?

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 ‘Category’, ‘Date Range’ and click on the ‘Download Excel’ button and the report will be downloaded accordingly.

Note: If you want to download the attendance report for individual employee, select the employee from the ‘Employee Code’ field.

Path: Cloud>Analytics>attendance>Monthly Summary>Category>Date range>Download

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

For any queries, contact [email protected]

3. How to download muster roll wizard/report?

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 ‘Muster Roll Wizard’ subtab.

Step 3: ‘Select Settings’ or create new. You can also click on the ‘Add Fields’ button to add more categories as required.

Step 4: In the ‘Select Muster Roll Component’ section in ‘Default Values’ column you will see the default abbreviations or short forms for various fields in the report. You can enter custom abbreviations in the ‘Custom Values’ columns.

For example, L for Leave, R for Regularization, P for Present and more.

Step 5: In the ‘Select Count Details & Report Settings’ section, tick the checkboxes for the option which you want count to be included in the report.

Step 6: If you want to add ‘Master’ fields, you can enter order number for the respective the ‘Order No’ fields.

Step 7: select the required details such as, ‘Type of Report Period’, Employee Type’ ‘Report Option’ and ‘Date’ as required.

Step 8: Once you selected all the details click on the ‘Save Settings’ button and click on the ‘Excel Download’ or ‘PDF Download’ button as required and the muster roll wizard will be downloaded accordingly.

Note: The Muster Roll Wizard can't be downloaded yearly/ for a year. It can only be downloaded Month-wise or for a particular Date range with a maximum of 2 months selection

Path: Analytics>Reports>Attendance>Muster Roll Wizard>Select Settings>Category Add Field>add and select various details as required>Save Settings>Excel/PDF Download

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

For any queries, contact [email protected]

4. How to generate/download daily weekly and monthly attendance report?

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’ (for a day, week, month) as required along with other details. Click on the ‘Download Excel’ button and the attendance summary will be downloaded accordingly.

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>Date Range (for a day, week, month)>select details>Download Excel

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

For any queries, contact [email protected]

5. How to get/download in and out report from cloud portal?

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 with in and out details.

Note:

If you want to download attendance summary for a particular 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 [email protected]

6. How to download today's punch in/morning punch/first punch details/invalid punch report for all employees or single employee?

How to view today’s attendance or attendance for the present day?

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: : Select the ‘Category’, date range and other required options from the respective fields. Click on the ‘Download Excel’ or ‘Download PDF’ button and the punch in report will be downloaded in the respective format.

Note:

We suggest you to run in and out import before downloading the punch in report for today.
If you want to download punch in report for individual employee you can select those employees from the ‘Employee Code’ field.

Path: Cloud portal>Analytics>Reports>Attendance>Invalid Punches Export>select required details>Download PDF/Excel

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

For any queries, contact [email protected]

7. How to download late coming details or late mark report from the cloud portal?

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 ‘Late’ subtab. Select Category, Date Range and other required details from the respective fields and click on the ‘Download Excel’ button. The late coming details or late mark report will be downloaded accordingly.

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

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

For any queries, contact [email protected]

8. What is muster roll report in the attendance?

The muster role in the attendance provides comprehensive data on employee attendance. That includes details such as:

Present Marks
Absent Marks
Full Days and Half Days
Leave details

Additionally, the report allows you to customize and indicate values based on your specific requirements. That ensures flexibility and alignment with your organizational needs. The report also calculates the months present/paid/leave days counts.

For any queries, contact [email protected]

9. How to download attendance In/out punch details of all employees from the cloud portal? How to download employee’s attendance In/out punch from cloud portal?

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 ‘Category’, ‘Date Range’, other required options and click on the ‘Download Excel’ button. The punch in and out details will be downloaded accordingly.

Note: If you want to download the in/out punch attendance report for individual employee, select the employee from the ‘Employee Code’ field.

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

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

For any queries, contact [email protected]

10. How to download working hours report or break shift report?

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

Step 2: Under the ‘Attendance’ tab scroll down to click on the ‘Working hours Report’ subtab.

Step 3: Select the Category, Date Range and Consider Report Format by selecting required option from the respective fields and click on the ‘Download Excel’ button. The break shift details or the working hours report will be downloaded accordingly.

Note: To download report for individual employee, select the employee from ‘Employee Code’ field or else leave it blank.

Path: Cloud Portal>Analytics>Reports>Attendance>Working Hours Report>select required details>Consider Report Format>Download

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

For any queries, contact [email protected]

11. How to export Excel sheet of attendance manually or how to export/download attendance sheet report from the cloud portal?

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 ‘Category’, ‘Date Range’ and click radio button for the ‘Attendance Summary’ option. Click on the ‘Download Excel’ button and the attendance report will be downloaded accordingly.

Note: If you want to download the attendance summary for individual employee, select the employee from the ‘Employee Code’ field.

Path: Cloud>Analytics>attendance>Monthly Summary>Category>Date range>Attendance Summary>Download

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

For any queries, contact [email protected]

12. How to get/download attendance of separated employee or exit employee?

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 ‘Category’, ‘Date Range’ and other required options. Click on the ‘Download Excel’ button and the attendance report will be downloaded for all the active and inactive employees for the selected month.

Path: Cloud>Analytics>Attendance>Monthly Summary>Category>Date range>Download

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

For any queries, contact [email protected]

13. How to download/take/get/fetch department wise attendance summary?

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. Click the ‘Filter Icon’ towards upper right side of the screen and a pop-up will open.

Step 3: Select ‘All’, ‘Active’ or ‘Inactive’ employee option as required using the respective radio buttons. Under the ‘Filters’ select the required option such as Department, Cost Centre or more and tick the respective boxes for the options to be included. Scroll down and click on the ‘Apply’ button.

Step 3: Select Category, Date Range, other required options and click on the ‘Download’ button. The monthly summary will be downloaded accordingly.

Path: Cloud>Analytics>attendance>Monthly Summary>click ‘Filter Icon’ >Filter-select required options>Apply>Category>Date range>Download

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

For any queries, contact [email protected]

14. How to download attendance summary for only live or active employees? In the attendance summary but it shows attendance of some separated employees also. What should I do?

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. Click the ‘Filter Icon’ towards upper right side of the screen and a pop-up will open.

Step 3: Select ‘Employee Status’ as ‘Active’ option and scroll down to click on the ‘Apply’ button.

Step 3: Select Category, Date Range, other required options and click on the ‘Download’ button. The monthly summary will be downloaded for active employees accordingly.

Path: Cloud>Analytics>attendance>Monthly Summary>click ‘Filter Icon’ >Employee Status-Active>Apply>Category>Date range>Download

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

For any queries, contact [email protected]

15. How to download attendance report or monthly summary for a single employee or particular employee?

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’, select the employee from the ‘Employee Code’ field.

Select ‘Date Range’, other required options and click on the ‘Download Excel’ button and the monthly attendance summary will be downloaded for the employee accordingly.

Path: Cloud > Analytics > Report > Attendance > Monthly Summary > Category > Employee Code >select other details > Download Excel

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

For any queries, contact [email protected]

16. How to download category, shift and employee wise shift details?

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

Step 2: Under the ‘Attendance’ tab, click on the ‘Shift Detail Report’ subtab. Select Category, Date Range and tick the checkbox for Shift under the ‘Select All Shifts’ section and click on the ‘Excel Download’ button.

Note: If you want to download shift details for a particular employee select the employee from the ‘Employee Code’ field.

For any queries, contact [email protected]

17. How to download attendance report or monthly summary of past month for a single employee or all employees?

How to download LOP or absent list of all employees?

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’, select the employee from the ‘Employee Code’ field. (If you want to download report for all employees, leave the ‘Employee Code’ vacant)

Step 4: Select ‘Date Range’, other required options and click on the ‘Download Excel’ button and the monthly attendance summary will be downloaded for the employee accordingly.

Path: Cloud >Analytics>Report>Attendance>Monthly Summary>Category>Employee Code>select other details>Download Excel

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

For any queries, contact [email protected]

18. How to download present or current shift details for employees?

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 ‘Shift Details Report’ subtab.

Note: You can select an employee from the ‘Employee Code’ field to get the shift report for an individual employee.

Path: Cloud Portal>Analytics>Reports>Attendance>Shift Details Report>select required details>Excel Download

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

For any queries, contact [email protected]

19. Why is the attendance report blank?

If the attendance report is blank go through the following steps.

For any queries, contact [email protected]

20. How to get a report of all the employees assigned in a particular shift?

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 ‘Shift Detail Report’ subtab.

Step 3: Select Category, Date Range (up to 31 days), tick the respective checkbox for the required shift and click on the ‘Excel Download’ button. The report will be downloaded accordingly.

Note: To get a report for a particular employee, select them from the ‘Employee Code’ field.

Path: Analytics>Reports>Attendance>Shift Detail Report>select Category, Shift as required>select other required details>Download Link: https://cloud.pockethrms.com/Reports/Report/Index?module=attendance&submodule=shiftdetailreport

For any queries, contact [email protected]

21. How to get the report on late coming timing or late mark times of all employees?

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 ‘Late’ subtab. Select the ‘Category’, ‘Date Range’, ‘Minimum Late Days’ as required and select other required options and click on the ‘Download Excel’ button. The late mark report will be downloaded accordingly.

Note: To download late mark report from for a particular employee, select them from the ‘Employee Code’ field or else, leave it blank.

Path: Cloud > Analytics > Reports > Attendance > Late > Category >date range> Minimum Late Days > Download Excel

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

For any queries, contact [email protected]

22. How to download employee attendance, with the in out details and total working hours in a single report?

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.

Note: If you want to download attendance summary for a particular 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

23. How to fetch attendance details for employees from past till the present day?

How to download attendance details for employees such as, absent days, leaves, date of joining, termination date/LWD, designation, department, PF, ESIC, income tax for a particular date range or a year/annually/month?

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 ‘Muster Roll Wizard’ subtab.

Step 3: ‘Select Settings’ or create new. You can also click on the ‘Add Fields’ button to add more categories as required.

Step 4: Go to the ‘Select Muster Roll Component’ section. In section ‘Default Values’ column you will see the default abbreviations or short forms for various fields in the report. You can enter custom abbreviations in the ‘Custom Values’ columns.

For example, L for Leave, R for Regularization, P for Present and more.

Step 5: In the ‘Select Count Details & Report Settings’ section, tick the checkboxes for values to include the respective count in the report.

Step 6: If you want to add ‘Master’ fields, enter order number in the respective the ‘Order No’ fields.

Step 7: select the required details such as, ‘Type of Report Period’, Employee Type’ ‘Report Option’ and ‘Date’ from the respective fields.

Step 8: Once you selected all the details click on the ‘Save Settings’ button and then click on the ‘Excel Download’ or ‘PDF Download’ button as required and the muster roll wizard will be downloaded accordingly.

Path: Analytics>Reports>Attendance>Muster Roll Wizard>Select Settings>Category Add Field>add and select various details as required>Save Settings>Excel/PDF Download

Note: The Muster Roll Wizard can't be downloaded yearly/ for a year. It can only be downloaded Month-wise or for a particular Date range with a maximum of 2 months selection

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

For any queries, contact [email protected]

24. How to review attendance before processing payroll?

To review attendance before processing payroll, you have to download the attendance sheet. To know the process to download the sheet please find the docs link below: