🔺Monthly Summary

1. How to download employee attendance for the payroll or salary?

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 will be downloaded accordingly.

Note: If you want to download attendance an individual employee, select them 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]

2. How to pull or download department wise check in, check out (punch in, punch out) attendance report?

Path: Cloud portal > Analytics > Report > Attendance > Monthly Summary > Filter Icon > Employee Status > Filters> Department -tick checkboxes for the required departments > Apply > Category > Date Range > other required details > Download Excel

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

Step 2: Go to the ‘Attendance’ tab and select the ‘Monthly Summary’ subtab. Click on the ‘Filter Icon’ towards the upper right side of the screen.

Step 3: Select the ‘Employee Status’ and under the ‘Filters’ section, click on the ‘Department’ option and select the checkboxes for the required departments.

Step 4: Scroll down and click on the ‘Apply’ button.

Step 5: Select Category, Date Range, other required details and click on the ‘Download Excel’ button and the details will be downloaded accordingly.

Note: If you want to download report for a particular employee, select them from the ‘Employee Code’ field or else leave it blank.

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

For any queries, contact [e-mail]