🔴HR
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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 support@pockethrms.com
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 support@pockethrms.com
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 support@pockethrms.com
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 support@pockethrms.com
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 support@pockethrms.com
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 support@pockethrms.com
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 support@pockethrms.com
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 support@pockethrms.com
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 support@pockethrms.com
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 support@pockethrms.com
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 support@pockethrms.com