🔴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 [e-mail]

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 [e-mail]

3. How to get month-wise leave tracker report?

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 ‘Leave Tracker’ subtab.

Step 3: Select the ‘From Month’ & ‘To Month’ from the respective fields also select Category and ‘Leave Type’ and click on the ‘Download’ button. The leave tracker report will be downloaded accordingly.

Note: The leave tracker report only shows the leaves that are credited by the system through the leave credit settings. Any leaves that are credited manually, will not be included in the leave tracker report.

Path: Cloud Portal>Analytics>Reports>Leave>Leave Tracker>select required details>Download

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

For any queries, contact [e-mail]

4. How to check leave balance for various types of leave (opening, credit, debit, used and more)?

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, ‘Type of Leave Report’ and enter the order number for the respective leave as you want it to appear in the report and click on the ‘Download PDF’ or ‘Download Excel’ button and the report will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>Leave>Report Wizard>Category>Type of Leave Report> Order No>Download

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

5. How to check comp off (compensatory off) leave report or details for employees? Or How to check for which dates employees has taken the comp off (compensatory off)?

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 ‘CompOff’ subtab. Select ‘Category’, ‘Date Range’, ‘Employee Status’ and click on the ‘Download’ button. The Comp off report will be downloaded accordingly.

Note: If you want to download the report for an individual employee, select the employee from the ‘Employee Code’ field or else, leave it vacant.

Path: Cloud Portal>Analytics>Reports>Leave>CompOff>fill in details>Download

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

For any queries, contact [e-mail]