🔴Payroll

1. How to download payslip for the separated employee or left employee or former employee?

How to download salary slip for separated employees?

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

Step 2: Under the ‘Payroll’ tab, click on the ‘Payslip’ subtab and click on the ‘Filter Icon’ towards the upper right side of the screen.

Step 3: Select the ‘Inactive’ radio button and click on the ‘Apply’ button.

Step 4: Select ‘Category’, ‘Month/Year’ and other options as required and click on the ‘Download’ button and the payslips of inactive employee will be downloaded accordingly.

Note:

• If you want to download payslip for a specific inactive employee, select the employee from the ‘Employee Code’ field.

• If required tick the checkbox for 'Consolidated Payslip' option

Path: Cloud portal>Analytics>Reports>Payroll>Payslip>click on the ‘Filter Icon>select ’Inactive’ radio button>Apply>select in required details>Download

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

For any queries, contact [e-mail]

2. How to download payslips according to location or location-wise payslip details/data download?

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

Step 2: Under the ‘Payroll’ tab, click on the ‘Payslip’ subtab. Select the Category and other required details.

Step 3: From the ‘Group By’ dropdown, select the ‘Location Option’ and click on the ‘Download’ button. The payslips will be downloaded according to location.

Path: Analytics>Reports>Payroll>Payslip>select required details>Group by-Location>Download

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

For any queries, contact [e-mail]

3. How to download the payslip or salary slip for a single employee or particular one employee?

How to send payslip or salary slip via email to a single employee or particular one employee?

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

Step 2: Under the ‘Payroll’ tab, click on the ‘Payslip’ subtab.

Step 3: Select employee from the ‘Employee Code’ field. Then select ‘Category’, ‘Month/Year’ and other options as required and click on the ‘Download’ button. The payslips of employee will be downloaded accordingly.

Step 4: Click on the ‘Send Email’ button to send the payslip over email to employee.

Path: Cloud portal>Analytics>Reports>Payroll>Payslip>Employee Code>select required details>Download>Send Email

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

For any queries, contact [e-mail]

4. How to download report on current basic salary or other salary components 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 ‘Payroll’ tab, click on the ‘Salary Summary’ subtab. Enter the Month range and year range and the Category from the respective fields and click on the ‘Select Components’ button.

Note: If you want a report for a particular employee select them from the ‘Employee Code’ field or else leave it blank.

Step 3: Select the checkboxes for the salary components such as ‘Basic Salary’ from the pop-up and them close the pop-up window.

Step 4: Click on the view button and the results will appear. Click on the ‘Download Icon’ towards the upper right corner of the screen and the report will be downloaded accordingly.

Path: Analytics>Reports>Payroll>Salary Summary>enter details>Select Component>tick components & close the pop-up>View>click ‘Download Icon’

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

For any queries, contact [e-mail]