🔴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 [email protected]
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 [email protected]
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 [email protected]
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 [email protected]
5. How to download payslip for the employee for past few months?
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 ‘Category’, ‘Month/Year’ and other options as required and click on the ‘Download’ button and the payslips of employee will be downloaded accordingly.
Note:
If you want to download payslip for a specific employee, select the employee from the ‘Employee Code’ field.
To download payslip for multiple months, repeat the process by selecting respective months.
Path: Cloud portal>Analytics>Reports>Payroll>Payslip>select in required details>Download
Link: https://cloud.pockethrms.com/Reports/Report/Index?module=payroll&submodule=payslip
For any queries, contact [email protected]
6. How to send or set payslip mail for the 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.
Step 3: Then select ‘Category’, ‘Month/Year’ and other options as required and click on the ‘Send Email’ button. The payslips will be sent to employee accordingly.
Note: To send emails to particular employee select employee from the ‘Employee Code’ field.
Path: Cloud Portal > Analytics > Reports > Payroll > Payslip > select required details > Send Email
Link: https://cloud.pockethrms.com/Reports/Report/Index?module=payroll&submodule=payslip
For any queries, contact [email protected]
7. 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 Tear Range and the Category from the respective fields and click on the ‘Select Components’ button.
Note: If you want to download 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 required salary components such as Paid Days 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 [email protected]
8. How to download financial year salary details or summary for any year, time period or past year?
Path: Analytics>Reports>Payroll>Salary Summary>enter details>Select Component>tick components & close the pop-up>View>click ‘Download Icon’
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 Tear Range and the Category from the respective fields and click on the ‘Select Components’ button.
Note: If you want to download 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 required salary components such as Paid Days 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.
Link: https://cloud.pockethrms.com/Reports/Report/Index?module=payroll&submodule=SalarySummary
For any queries, contact [email protected]
9. How to download the GL report (General Ledger report)?
How to get GL codes?
Path: Analytics>Reports>Payroll>GL Export > go to point ‘3 Export to Excel’ >Map Field > Select Year> tick Suppress Zero > 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 ‘GL Export’ subtab. Enter the Month Range and Tear Range and the Category from the respective fields and click on the ‘Select Components’ button.
Link: https://cloud.pockethrms.com/Reports/Report/Index?module=payroll&submodule=GLExport
For any queries, contact [email protected]
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