🔺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 [email protected]

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 [email protected]

3. How to Add any Field from Master Data like Department, Designation, Location, Category, Project Name in Monthly Attendance Report?

To add any field from master data like Department, Designation, location, category, project name in monthly attendance report you can follow the steps below:

Path: Cloud> Analytics> Reports> Attendance> Monthly Summary> Filter Icon> Select ‘All’, ‘Active’ or ‘Inactive’ employee status option as required using the respective radio buttons >select the required option such as Department, Designation, location, category, project name and tick the respective boxes for the options to be included> Scroll down and click on the ‘Apply’ button> Select the Category, Date Range, monthly status radio button and other required options > Download.

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.

Step 3: Click the ‘Filter Icon’ towards the upper right side of the screen and a pop-up will open.

Step 4: Select ‘All’, ‘Active’ or ‘Inactive’ employee status option as required using the respective radio buttons.

Step 5: Under the ‘Filters’, select the required option such as Department, Designation, location, category, project name and tick the respective boxes for the options to be included. Scroll down and click on the ‘Apply’ button.

Step 6: Select the Category, Date Range, monthly status radio button and other required options. Click on the ‘Download’ button. The monthly summary will be downloaded accordingly.

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

For any queries, contact [email protected]

4.How to Download Modified Punches Report?

There is no separate report for modified punches. Please download the Attendance Monthly Report instead.

Path: Cloud> Analytics > Reports > Attendance > Monthly Summary > Category> Date Range> Attendance Month > Download Excel.

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

Step 2: Click on ‘Attendance’ tab, and go to ‘Monthly Summary’.

Step 3: Select at least one ‘Category’, select the ‘Date range’, Select ‘Attendance Month’ button and click on ‘Download Excel’.

Note- Date range cannot exceed one month.

Step 4: Click on the ‘Download icon’ in ‘Download monthly summary’. The Excel gets downloaded in your System.

Note: In the Excel file, the dates highlighted in yellow indicate modified punches. Please find the screenshot below for your reference.

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

For any queries, contact [email protected]