Leave

1. How to check carry forward leaves of separated employee or former employee or left employee?

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

Step 2: Under the Leave tab click on the ‘Report Wizard’ subtab. Select the radio button for ‘Left’, ‘Type of Leave Report’ as summary and other required details from the respective fields.

Step 3: Click on the Download PDF or Download Excel button and the leave report will be downloaded accordingly.

Note: The ‘Leave Opening Data’ is a carry forward leave data count

Path: Cloud Portal>Analytics>Reports>Leave>Report Wizard>Fill in required details>select ‘Left’ checkbox>Download

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

For any queries, contact support@pockethrms.com

2. How to check leave balance data for the separated employee?

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

Step 2: Under the ‘Leave’ tab, click on the ‘Report Wizard’ subtab. Select ‘Category’ as required.

Step 3: Select the ‘Type of Leave Report’ as ‘Balance’, ‘Left’ radio button, give ‘Order No.’ to leave and click on the ‘Download PDF’ or ‘Download Excel’ button to download report in the respective format.

Path: Cloud Portal>Analytics>Report>Leave>Report Wizard>Type of Leave Report-Balance>Left>enter Order No. for leaves>Download PDF/Excel

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

For any queries, contact support@pockethrms.com

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