๐ดHR
Last updated
Last updated
Step 1: Log into the cloud portal, go to the โAnalyticsโ menu and click on the โReportsโ submenu.
Step 2: Under the โHRโ tab, click on the โEmployee Documentโ subtab. Select the โCategoryโ and โEmployee Statusโ as required and click on the โDownload Excelโ or โDownload Documentsโ button and joining document details will be downloaded accordingly.
Note: To download document of a single employee, select that employee from the โEmployee Codeโ 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 โAnalyticsโ menu and click on the โReportsโ submenu.
Step 2: Under the โHRโ tab click on the โSeparationโ subtab. Select the โCategoryโ, โGroup Byโ, โMonthโ and the โYearโ range from the respective fields. and the report will be downloaded accordingly.
Note: You can also select the โSummaryโ 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 โAnalyticsโ menu and click on the โReportsโ submenu.
Step 2: Under the โHRโ tab click on the โSeparationโ subtab. Select the details from the respective fields as required. Click on the โPDF Downloadโ or โExcel Downloadโ button and the report will be downloaded accordingly with their last working day.
Note: You can also select the โSummaryโ 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 โAnalyticsโ menu and click on the โReportsโ submenu.
Step 2: Under the โAttendanceโ tab click on the โAgeโ subtab. Select โCategoryโ, โStarting Ageโ and โIntervalโ (for age range) from the respective fields.
Step 3: You can select the โRange Wiseโ or โDetail Reportโ option as required and click on the โDownloadโ 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 โAnalyticsโ menu and click on the โReportโ submenu.
Step 2: Under the โHRโ tab, click on the โBirthdayโ subtab. Select Category, Month range, and โGroup Byโ & โSummaryโ option if required and click on the โDownload Excelโ or โDownload PDFโ 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 โAnalyticsโ menu and click on the โReportโ submenu.
Step 2: Under the โHRโ tab, click on the โMarriage Anniversaryโ subtab. Select Category, Month range, and โGroup Byโ & โSummaryโ option if required and click on the โDownload Excelโ or โDownload PDFโ 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 โAnalyticsโ menu and click on the โReportโ submenu.
Step 2: Under the โHRโ tab, click on the โJoining Listโ subtab. Select Category, Month range, Year range from the respective fields.
Step 3: Select the โGroup Byโ and the โSummaryโ option if required and click on the โDownload Excelโ or โDownload PDFโ 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 โAnalyticsโ menu and click on the โReportsโ submenu.
Step 2: Under the โHRโ tab click on the โJoined Listโ subtab. Select Category, Month range, Year Range from the respective fields and click on the โDownload PDFโ or โDownload Excelโ button and the new joining list report will be downloaded accordingly.
Note: Select the โGroup Byโ and the โSummaryโ 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 โAnalyticsโ menu and click on the โReportsโ submenu.
Step 2: Under the โHRโ tab click on the โSeparationโ subtab. Select Category, Month range, Year Range from the respective fields and click on the โDownload PDFโ or โDownload Excelโ button and the inactive employee list report will be downloaded accordingly.
Note: Select the โGroup Byโ and the โSummaryโ 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