Pocket HRMS
FAQs
  • 🤝Getting Started
    • 👨‍🏫ESS: Beginner's Guides
      • 🤵ESS Portal: Employee's Guide
      • 👩‍💼ESS Portal: Manager's Guide
  • 📑Product Updates
    • 🟩April 2025
    • 🟩March 2025
    • 🟩February 2025
    • 🟩January 2025
    • 🟦2024 Major Highlights
    • 🟦Updates 2024
      • 🟦December 2024
      • 🟦October & November 2024
      • 🟦September 2024
      • 🟦August 2024
      • 🟦July 2024
      • 🟦June 2024
      • 🟦May 2024
      • 🟦April 2024
      • 🟦March 2024
      • 🟦February 2024
      • 🟦January 2024
    • 🟨Updates 2023
      • 🟨December 2023
      • 🟨November 2023
      • 🟨September 2023
      • 🟨August 2023
      • 🟨July 2023
      • 🟨May-June 2023
      • 🟨April 2023
      • 🟨March 2023
      • 🟨February 2023
      • 🟨January 2023
    • 🟧Updates 2022
      • 🟧December 2022
      • 🟧November 2022
      • 🟧October 2022
      • 🟧September 2022
      • 🟧August 2022
      • 🟧July 2022
      • 🟧June 2022
      • 🟧April-May 2022
      • 🟧Jan, Feb & Mar 2022
  • 🔷Module Guides
    • 🔹Transfer Module
    • 🔹Confirmation Module
  • 🔶Feature Guides
    • 🔸Data Wizard Setting Transfer
    • 🔸Tax Calculator ESS Portal
    • 🔸Payroll Maker Checker
  • 🖥️HR & Admin Portal
    • ☁️Cloud Configuration
      • 🏢Organization
        • Company Setup
          • 🔹New Company
          • 🔹Category & Pop-ups
          • 🔹Financial Year & Leave
          • 🔹SMTP Settings
          • 🔹Templates Setup
          • 🔹Email Templates
        • Users
      • 👩‍💻HR
        • 📥Transfer Setting
        • ⚙️Confirmation
        • 🚶‍♂️Employee Exit
        • 💻Asset Management
        • Password Generation
      • 👤Employee
        • 🔹On-boarding
        • 🔹Employee Document
        • 🔹New Employee
        • 🔹Employee FnF
        • 🔹Approval Matrix
        • 🔹Self Service Role
        • 🔹Assign Asset
      • 💰Payroll
        • 🔶Payroll Guide
          • 🔸Payroll with Attendance
          • 🔸smHRt Payroll
          • 🔸LOP Settings
          • 🔸Pocket HRMS Payroll Process
        • 🔶Loan Management
      • 🧾Income Tax
        • 🟩Form 24Q
        • 🟩Income Tax - New Financial Year
        • 🟩eTDS
      • 🗓️Attendance
        • Device Master
        • Auto Shift Detect
        • Auto Assign Shift Import Time
      • 📈Analytics
        • 📉Report
          • ⚪PF ECR File
          • 🔵ESI Return File
          • 🤵HR
        • 📊Dashboard Creation
      • ⛱️Leave
        • ⏹️Configurations
        • ⏹️New Leave Accounting Year
        • ⏹️Leave Credit
        • ⏹️Leave Debit
        • ⏹️Leave Opening
        • ⏹️Leave Debit Entry
      • 🎖️Performance
        • 🟢Appraisal
        • 🟢Appraisal V2
      • 👩‍🎓Learning Management
        • 🔶Learning Module
      • 👩‍🏫Recruitment Setup
      • 👨‍⚕️Health
      • 📋Survey
    • 👨‍💻ESS Configurations
      • 👨‍💼Profile Info
        • Device Lock
        • Role Allocation
      • 💵Expense
      • 🧳Travel
      • 🗣️Help Desk
        • 🔷Group Configuration
        • 🔷Adding Tags
        • 🔷Reminder Settings
  • 🤵ESS Portal
    • 👨‍💼Employee
      • 👨‍💼Profile
        • 📄TDS Entries
        • 💶My Loan Details
      • 🗓️Leave Attendance & On Duty
        • ⛱️Leave
        • 🗓️Attendance
        • 👮‍♂️On Duty
      • 💶Expense
      • ✅Confirm
      • ✈️Travel
      • 🗣️Help
      • 🎖️PMS
      • ➡️Exit
      • ⏳Timesheet
    • 👨‍💻Manager
      • 👲Profile
      • 🗓️Leave Attendance On-duty
        • ✔️Leave
        • ✔️Attendance
        • ✔️On Duty
        • ✔️Shift
      • 💴Expense Management
      • ☑️Employee Confirmation
      • ✈️Travel
      • 🎖️PMS
      • ➡️Employee Exit
      • 📋FnF Manager
      • 📈Project
    • 👩‍💼Recruiter
      • 🙋‍♂️Hire
        • Create & Publish Jobs
        • Add a Candidate
        • Hiring Stages of Candidate
        • Candidate Documentation Approval
        • Candidate Onboarding
        • Recruitment Overview
    • 🙎Admin
      • 👤Profile
      • 👲Leave
      • ✅Employee Confirmation
      • 📈Project
      • ⏳Timesheet
      • 📋FnF HR
      • ➡️Exit HR
      • 👷‍♂️Help
    • 🧑‍💼Finance
      • 💵Expense
      • ✈️Travel
    • 💇‍♂️Candidate
      • ✅Log In
      • ✅Accept/Reject Offer
      • ✅Upload Documents
  • 📱Mobile App
    • 🏠Home
    • 👨‍💼Profile
    • ⛱️Leave
      • ♦️Biometric system
      • ♦️Leave and Attendance Mobile App
    • 💵Expense
    • ⏳Timesheet
    • 👾smHRty
    • 📖Mobile App User Manual
  • ❓FAQ's
    • 👨‍💻ESS Portal
      • 👨‍💼Profile
        • 🔶Approval
      • ⛱️Leave
        • 🔶Request
        • 🔶Report
        • 🔶Approval
      • 👤Hire
      • 👳‍♂️Confirm
      • ➡️Exit
      • Project
      • ⏰Timesheet
      • 🎯PMS
      • 🏖️Travel
      • 💳Expense
    • ☁️Cloud Portal
      • 📶Dashboard
      • 📈Analytics
        • 📉Report
          • 🔴Leave
            • 🔺Report Wizard
          • 🔴Attendance
            • 🔺Monthly Summary
            • 🔺Report Wizard
            • 🔺Muster Roll Wizard
          • 🔴HR
          • 🔴Statutory
          • 🔴Payroll
          • 🔴Income Tax
          • 🔴Financial
        • 📊Data Wizard
      • 🏖️Leave
        • 🔴Import
        • 🔴Utilities
      • 👤Employee
        • 🔶Documents
        • 🔶Employee List
          • 🔸Employee Export
          • 🟡Profile
            • 🔸Basic Details
            • 🔸Employee Document
            • 🔸Self Service Role
            • 🔸Asset Details
          • 🟡Salary
          • 🟡Payroll
            • 🔸Loan
          • 🟡Income Tax
          • 🟡Leave
          • 🟡Attendance
          • 🟡Approval Matrix
        • 🔶Import
      • 📄Income Tax
        • 🔶Utilities
      • 💰Payroll
        • 🔶Import
        • 🔶Transactions
        • 🔶Utilities
      • 🗓️Attendance
        • 🔶Transaction
        • 🔶Utilities
        • 🔶Import
      • ➡️Exit
      • ⚙️Settings
        • 🏦Organization
        • 🙍‍♀️HR
          • 🔹Category
          • 🔹Asset Info
          • 🔹Asset List
          • 🔹Pop Up Data
        • 💶Payroll
          • 🔹Salary Component
          • 🔹Salary Structure
          • 🔹Pay Settings
          • 🔹Payslip
        • 📃Income Tax
        • 🏖️Leave
          • 🔸Define Calendar
          • 🔸Leave Definition
          • 🔸Weekly Off
          • 🔸Leave Configuration
          • 🔸Holiday
        • 📔Attendance
          • 🔸Attendance Setting
            • 🔺Shift Schedule Multi
          • 🔸Shift Details
        • 📄Appraisal V2
        • 👤Recruitment
        • ❓Survey
      • ⚙️ESS Settings
        • 🔵Leave
        • 🔵HR
        • 🔵Profile Info
          • 🔹Policies
          • 🔹Profile Settings
          • 🔹HR Updation
          • 🔹Declaration Activation
          • 🔹Dashboard Setting
          • 🔹Role Allocation
          • 🔹Latest News
          • 🔹Dynamic Dashboard Setting
          • 🔹Password Reset
          • 🔹Geo Location Employee Tagging
        • 🔵Travel
        • 🔵Project
        • 🔵Helpdesk
  • 💡Tips & Tricks
    • 👾smHRty
    • 🔎smHRt searcHR
    • ⭐Favorites
  • 🔗Integrations
    • 🔗LinkedIn
    • 🔗Single Sign In Option
    • 🔗Zoom
    • 🔗Clear Tax
    • 🔗Early Salary
    • 🔗Jupiter
    • 🔗KreditBee
    • 🔗Repute - Smart Onboard
    • 🔗Repute - Work Verify
    • 🔗Talent LMS
  • 📒Blogs
    • 🟡Attendance & Late Mark Settings
    • 🟡Geo Tracking
    • 🟡Job Restriction and Job Approval
Powered by GitBook
On this page
  • 1. How to download joining documents details from cloud portal?
  • 2. How to download inactive employee list with last working date, joining date, reason to leave and number of months worked? or
  • How to get a list of left/former employees date of leaving?
  • 3. How to check last working day or last day of leaving for inactive/left/former employee?
  • 4. How to export employee’s age details or how to download age report?
  • 5. How to download birthday report or details for the employees?
  • 6. How to download marriage anniversary report or details for the employees?
  • 7. How to download work anniversary report or details for the employees?
  • 8. How to download list of employees or a report for employees who joined during certain period of time?
  • 9. How to download list of inactive or left employees? How to download report for employees who left in a particular time period?
  • 10. How to download headcount report for various department, designation, location, category wise from a month or date range?
  • How to download total number of employees for particular month or time period?
  • 11. How to view list of assets owned by all employees?
  • 12. How to download birth date/birthday or date of birth (DOB) details of employees?
  • 13. How to download employee documents for all employees in bulk?

Was this helpful?

  1. FAQ's
  2. Cloud Portal
  3. Analytics
  4. Report

HR

PreviousMuster Roll WizardNextStatutory

Last updated 1 month ago

Was this helpful?

1. How to download joining documents details 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 ‘HR’ tab, click on the ‘Employee Document’ subtab. Select the ‘Category’ and ‘Employee Status’ as required and click on the ‘Download Excel’ or ‘Download Documents’ button and joining document details will be downloaded accordingly.

Note: To download document of a single employee, select that employee from the ‘Employee Code’ field or else leave it vacant.

Path: Cloud>Analytics>Reports>HR>Employee Documents>Employee Status> >Download Documents

2. How to download inactive employee list with last working date, joining date, reason to leave and number of months worked? or

How to get a list of left/former employees date of leaving?

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 ‘Category’, ‘Group By’, ‘Month’ and the ‘Year’ range from the respective fields. and the report will be downloaded accordingly.

Note: You can also select the ‘Summary’ option if required.

3. How to check last working day or last day of leaving for inactive/left/former employee?

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 details from the respective fields as required. Click on the ‘PDF Download’ or ‘Excel Download’ button and the report will be downloaded accordingly with their last working day.

Note: You can also select the ‘Summary’ option if required.

4. How to export employee’s age details or how to download age 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 ‘Age’ subtab. Select ‘Category’, ‘Starting Age’ and ‘Interval’ (for age range) from the respective fields.

Step 3: You can select the ‘Range Wise’ or ‘Detail Report’ option as required and click on the ‘Download’ button. The age report will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>Attendance>Age>fill in details>Download

5. How to download birthday report or details for the employees?

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

Step 2: Under the ‘HR’ tab, click on the ‘Birthday’ subtab. Select Category, Month range, and ‘Group By’ & ‘Summary’ option if required and click on the ‘Download Excel’ or ‘Download PDF’ button.

The birthday details of employees will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>HR> Marriage Anniversary>select category>select required details>Download PDF/Excel

6. How to download marriage anniversary report or details for the employees?

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

Step 2: Under the ‘HR’ tab, click on the ‘Marriage Anniversary’ subtab. Select Category, Month range, and ‘Group By’ & ‘Summary’ option if required and click on the ‘Download Excel’ or ‘Download PDF’ button.

The marriage anniversary report of employees will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>HR> Marriage Anniversary>select category>select required details>Download PDF/Excel

7. How to download work anniversary report or details for the employees?

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

Step 2: Under the ‘HR’ tab, click on the ‘Joining List’ subtab. Select Category, Month range, Year range from the respective fields.

Step 3: Select the ‘Group By’ and the ‘Summary’ option if required and click on the ‘Download Excel’ or ‘Download PDF’ button. In this way you can check employee's work anniversary as their joining date is their work anniversary date.

Path: Cloud Portal>Analytics>Reports>HR>Joining List>select category>select required details>Download PDF/Excel

8. How to download list of employees or a report for employees who joined during certain period of time?

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. Select Category, Month range, Year Range from the respective fields and click on the ‘Download PDF’ or ‘Download Excel’ button and the new joining list report will be downloaded accordingly.

Note: Select the ‘Group By’ and the ‘Summary’ options from the respective fields if required.

Path: Cloud>Analytics>Reports>HR>Joined List>Category>select Month range>Select Group By & Summary if required>Select Category>Excel Download/PDF

9. How to download list of inactive or left employees? How to download report for employees who left in a particular time period?

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 Category, Month range, Year Range from the respective fields and click on the ‘Download PDF’ or ‘Download Excel’ button and the inactive employee list report will be downloaded accordingly.

Note: Select the ‘Group By’ and the ‘Summary’ options from the respective fields if required.

Path: Cloud>Analytics>Reports>HR>Separation>Category>select Month range>Select Group By & Summary if required>select Category>Excel Download/PDF

10. How to download headcount report for various department, designation, location, category wise from a month or date range?

How to download total number of employees for particular month or time period?

Step 1: Log into the cloud portal, go to ‘Analytics’ menu and click on the ‘Report’ sub-menu.

Step 2: Under the ‘HR’ tab and go to the ‘Headcount Report’ subtab.

Step 3: Select report type, date range and business unit such as Category, Designation location etc as required.

Step 4: Select ‘Employee List’ as ‘Closing Headcount’ and other details as required and click on the ‘PDF Download’ or ‘Excel Download’ button and the report will be downloaded accordingly.

Path: Analytic > Reports > HR >Headcount Report> Report Type > Business Unit > Employee List-Closing Headcount > select other details >Download PDF/Excel

11. How to view list of assets owned by all employees?

Step 1: Log into the cloud portal, go to ‘Analytics’ menu and click on the ‘Report’ sub-menu.

Step 2: Under the ‘HR’ tab and go to the ‘Asset Report’ subtab.

Step 3: Select Filter, rate range for asset check-out, Category, other required details and click on the ‘Download’ button and the report will be downloaded accordingly.

Path: Analytic > Reports > HR >Asset Report> Report Type > select required details > Download

Link:

12. How to download birth date/birthday or date of birth (DOB) details of employees?

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 ‘Birthday’ subtab. Select details such as, Category, Month range, and click on the ‘PDF Download’ or ‘Excel Download’ button and the Birth date details will be downloaded accordingly.

Note: You can choose ‘Group By’ if want to arrange data by group and summary options if required.

13. How to download employee documents for all employees in bulk?

Path: Cloud Portal > Analytics > Reports > HR > Employee Documents > Category > Employee Status > Download Document/Excel

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. Select the Employee Status, Category as required. Click ‘Download Document’ button to download document & click ‘Download Excel’ button to download an Excel report for the same.

Note: Select the employee from the ‘Employee Code’ field if you need documents for a particular employee.

Link:

For any queries, contact

Path: Cloud>Analytics>Reports>Separation>select detail>Download Excel/PDF Link:

For any queries, contact

Path: Cloud>Analytics>Reports>Separation>select detail>Download Excel/PDF Link:

For any queries, contact

Link:

For any queries, contact

Link:

For any queries, contact

Link:

For any queries, contact

Link:

For any queries, contact

Link:

For any queries, contact

Link:

For any queries, contact

Link:

For any queries, contact

For any queries, contact

Link:

For any queries, contact

Link:

For any queries, contact

❓
☁️
📈
📉
🔴
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=EmployeeDocumentsReport
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=Separation
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=Separation
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=Age
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=Birthday
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=MarriageAnniversary
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=JoinedList
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=JoinedList
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=Separation
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=HeadCountReportNew
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=AssetReport
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=Birthday
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=EmployeeDocumentsReport
support@pockethrms.com