🔴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]

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

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

For any queries, contact [e-mail]

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

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

For any queries, contact [e-mail]

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

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

For any queries, contact [e-mail]

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

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

For any queries, contact [e-mail]

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

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

For any queries, contact [e-mail]

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

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

For any queries, contact [e-mail]

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

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

For any queries, contact [e-mail]

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:

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

For any queries, contact [e-mail]

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.

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

For any queries, contact [e-mail]