HR

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

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

For any queries, contact [e-mail]

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.

Path: Cloud>Analytics>Reports>Separation>select detail>Download Excel/PDF Link: https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=Separation

For any queries, contact [e-mail]

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.

Path: Cloud>Analytics>Reports>Separation>select detail>Download Excel/PDF Link: https://cloud.pockethrms.com/Reports/Report/Index?module=hr&submodule=Separation

For any queries, contact [e-mail]