🔴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]

6. How to download leave report for all employees?

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

Step 2: Under the ‘Leave’ tab click on various subtabs to download respective reports according to your requirements.

Path: Cloud Portal>Analytics>Reports>Leave>Click on various subtab for respective reports.

Links: https://cloud.pockethrms.com/Reports/Report/index

For any queries, contact [e-mail]

7. How to download leave summary 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 ‘Report Wizard’ subtab. Fill in required details from the respective fields. Click on the ‘Download PDF’ or ‘Download Excel’ button and the leave summary report will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>Leave>Report Wizard>Fill in required details>Download Link: https://cloud.pockethrms.com/Reports/Report/Index?module=leave&submodule=ReportWizard

For any queries, contact [e-mail]

8. How to download compiled report on leave balance of all employees?

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 types in and click on the ‘Download PDF’ or ‘Download Excel’ button. 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

For any queries, contact [e-mail]

9. How to check pending leaves of separated, inactive 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’ & select ‘Type of Leave Report’ as ‘Balance’.

Step 3: Enter ‘Order No’ and other required details in the respective fields. Click on the Download PDF or Download Excel button and the leave report will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>Leave>Report Wizard>Type of Leave Report-Balance>select ‘Left’ checkbox> Fill in required details>Download PDF/Excel

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

For any queries, contact [e-mail]

10. How to get leave statement or leave report of individual/ single 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 employee from the ‘Employee Code’ field, ‘Type of Leave Report’ and other required details in the respective fields.

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

Note: Select the radio button for ‘Left’ if you want the report for a separated employee.

Path: Cloud Portal>Analytics>Reports>Leave>Report Wizard>Employee Code>Type of Leave Report> Fill in required details>Download PDF/Excel

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

For any queries, contact [e-mail]

11. How to download bulk leave 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 ‘Report Wizards’ subtab and select ‘Category’.

Step 3: From the ‘Type of Leave Report’ dropdown select the leave type option such as, opening, or used. Click on the ‘Download PDF’ or ‘Download Excel’ button and the bulk leave report will be downloaded for all employees accordingly.

Note:

• If you want to download leave balance report for individual employee select them from ‘Employee Code’ field or else leave the field vacant.

• You can also download various types of leaves such as opening, used, credit or all leaves in a single report using the summary option.

Path: Cloud Portal>Analytics>Reports>Leave>Report Wizard>select details>select ‘Type of Leave Report’ >Download PDF/Excel

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

For any queries, contact [e-mail]

12. How to fetch leave details for all employees of particular month?

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

Step 2: Under the ‘Leave’ tab click on the ‘Leave History’ subtab. Select the ‘Category’ and ‘Date Range’ in the respective fields.

Step 3: From the ‘Employee Code’ field select the employee for whom you want to download the leave report. Select the ‘Employee Status’ and click on the ‘Download Excel’ button. The leave report for the employee will be downloaded for the duration you selected.

Path: Cloud Portal > Analytics > Leave > Reports > Leave > Leave History > fill in Date Range and other details > Download Excel

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

For any queries, contact [e-mail]