Pocket HRMS
FAQs
  • 🤝Getting Started
    • 👨‍🏫ESS: Beginner's Guides
      • 🤵ESS Portal: Employee's Guide
      • 👩‍💼ESS Portal: Manager's Guide
  • 📑Product Updates
    • 🟩April 2025
    • 🟩March 2025
    • 🟩February 2025
    • 🟩January 2025
    • 🟦2024 Major Highlights
    • 🟦Updates 2024
      • 🟦December 2024
      • 🟦October & November 2024
      • 🟦September 2024
      • 🟦August 2024
      • 🟦July 2024
      • 🟦June 2024
      • 🟦May 2024
      • 🟦April 2024
      • 🟦March 2024
      • 🟦February 2024
      • 🟦January 2024
    • 🟨Updates 2023
      • 🟨December 2023
      • 🟨November 2023
      • 🟨September 2023
      • 🟨August 2023
      • 🟨July 2023
      • 🟨May-June 2023
      • 🟨April 2023
      • 🟨March 2023
      • 🟨February 2023
      • 🟨January 2023
    • 🟧Updates 2022
      • 🟧December 2022
      • 🟧November 2022
      • 🟧October 2022
      • 🟧September 2022
      • 🟧August 2022
      • 🟧July 2022
      • 🟧June 2022
      • 🟧April-May 2022
      • 🟧Jan, Feb & Mar 2022
  • 🔷Module Guides
    • 🔹Transfer Module
    • 🔹Confirmation Module
  • 🔶Feature Guides
    • 🔸Data Wizard Setting Transfer
    • 🔸Tax Calculator ESS Portal
    • 🔸Payroll Maker Checker
  • 🖥️HR & Admin Portal
    • ☁️Cloud Configuration
      • 🏢Organization
        • Company Setup
          • 🔹New Company
          • 🔹Category & Pop-ups
          • 🔹Financial Year & Leave
          • 🔹SMTP Settings
          • 🔹Templates Setup
          • 🔹Email Templates
        • Users
      • 👩‍💻HR
        • 📥Transfer Setting
        • ⚙️Confirmation
        • 🚶‍♂️Employee Exit
        • 💻Asset Management
        • Password Generation
      • 👤Employee
        • 🔹On-boarding
        • 🔹Employee Document
        • 🔹New Employee
        • 🔹Employee FnF
        • 🔹Approval Matrix
        • 🔹Self Service Role
        • 🔹Assign Asset
      • 💰Payroll
        • 🔶Payroll Guide
          • 🔸Payroll with Attendance
          • 🔸smHRt Payroll
          • 🔸LOP Settings
          • 🔸Pocket HRMS Payroll Process
        • 🔶Loan Management
      • 🧾Income Tax
        • 🟩Form 24Q
        • 🟩Income Tax - New Financial Year
        • 🟩eTDS
      • 🗓️Attendance
        • Device Master
        • Auto Shift Detect
        • Auto Assign Shift Import Time
      • 📈Analytics
        • 📉Report
          • ⚪PF ECR File
          • 🔵ESI Return File
          • 🤵HR
        • 📊Dashboard Creation
      • ⛱️Leave
        • ⏹️Configurations
        • ⏹️New Leave Accounting Year
        • ⏹️Leave Credit
        • ⏹️Leave Debit
        • ⏹️Leave Opening
        • ⏹️Leave Debit Entry
      • 🎖️Performance
        • 🟢Appraisal
        • 🟢Appraisal V2
      • 👩‍🎓Learning Management
        • 🔶Learning Module
      • 👩‍🏫Recruitment Setup
      • 👨‍⚕️Health
      • 📋Survey
    • 👨‍💻ESS Configurations
      • 👨‍💼Profile Info
        • Device Lock
        • Role Allocation
      • 💵Expense
      • 🧳Travel
      • 🗣️Help Desk
        • 🔷Group Configuration
        • 🔷Adding Tags
        • 🔷Reminder Settings
  • 🤵ESS Portal
    • 👨‍💼Employee
      • 👨‍💼Profile
        • 📄TDS Entries
        • 💶My Loan Details
      • 🗓️Leave Attendance & On Duty
        • ⛱️Leave
        • 🗓️Attendance
        • 👮‍♂️On Duty
      • 💶Expense
      • ✅Confirm
      • ✈️Travel
      • 🗣️Help
      • 🎖️PMS
      • ➡️Exit
      • ⏳Timesheet
    • 👨‍💻Manager
      • 👲Profile
      • 🗓️Leave Attendance On-duty
        • ✔️Leave
        • ✔️Attendance
        • ✔️On Duty
        • ✔️Shift
      • 💴Expense Management
      • ☑️Employee Confirmation
      • ✈️Travel
      • 🎖️PMS
      • ➡️Employee Exit
      • 📋FnF Manager
      • 📈Project
    • 👩‍💼Recruiter
      • 🙋‍♂️Hire
        • Create & Publish Jobs
        • Add a Candidate
        • Hiring Stages of Candidate
        • Candidate Documentation Approval
        • Candidate Onboarding
        • Recruitment Overview
    • 🙎Admin
      • 👤Profile
      • 👲Leave
      • ✅Employee Confirmation
      • 📈Project
      • ⏳Timesheet
      • 📋FnF HR
      • ➡️Exit HR
      • 👷‍♂️Help
    • 🧑‍💼Finance
      • 💵Expense
      • ✈️Travel
    • 💇‍♂️Candidate
      • ✅Log In
      • ✅Accept/Reject Offer
      • ✅Upload Documents
  • 📱Mobile App
    • 🏠Home
    • 👨‍💼Profile
    • ⛱️Leave
      • ♦️Biometric system
      • ♦️Leave and Attendance Mobile App
    • 💵Expense
    • ⏳Timesheet
    • 👾smHRty
    • 📖Mobile App User Manual
  • ❓FAQ's
    • 👨‍💻ESS Portal
      • 👨‍💼Profile
        • 🔶Approval
      • ⛱️Leave
        • 🔶Request
        • 🔶Report
        • 🔶Approval
      • 👤Hire
      • 👳‍♂️Confirm
      • ➡️Exit
      • Project
      • ⏰Timesheet
      • 🎯PMS
      • 🏖️Travel
      • 💳Expense
    • ☁️Cloud Portal
      • 📶Dashboard
      • 📈Analytics
        • 📉Report
          • 🔴Leave
            • 🔺Report Wizard
          • 🔴Attendance
            • 🔺Monthly Summary
            • 🔺Report Wizard
            • 🔺Muster Roll Wizard
          • 🔴HR
          • 🔴Statutory
          • 🔴Payroll
          • 🔴Income Tax
          • 🔴Financial
        • 📊Data Wizard
      • 🏖️Leave
        • 🔴Import
        • 🔴Utilities
      • 👤Employee
        • 🔶Documents
        • 🔶Employee List
          • 🔸Employee Export
          • 🟡Profile
            • 🔸Basic Details
            • 🔸Employee Document
            • 🔸Self Service Role
            • 🔸Asset Details
          • 🟡Salary
          • 🟡Payroll
            • 🔸Loan
          • 🟡Income Tax
          • 🟡Leave
          • 🟡Attendance
          • 🟡Approval Matrix
        • 🔶Import
      • 📄Income Tax
        • 🔶Utilities
      • 💰Payroll
        • 🔶Import
        • 🔶Transactions
        • 🔶Utilities
      • 🗓️Attendance
        • 🔶Transaction
        • 🔶Utilities
        • 🔶Import
      • ➡️Exit
      • ⚙️Settings
        • 🏦Organization
        • 🙍‍♀️HR
          • 🔹Category
          • 🔹Asset Info
          • 🔹Asset List
          • 🔹Pop Up Data
        • 💶Payroll
          • 🔹Salary Component
          • 🔹Salary Structure
          • 🔹Pay Settings
          • 🔹Payslip
        • 📃Income Tax
        • 🏖️Leave
          • 🔸Define Calendar
          • 🔸Leave Definition
          • 🔸Weekly Off
          • 🔸Leave Configuration
          • 🔸Holiday
        • 📔Attendance
          • 🔸Attendance Setting
            • 🔺Shift Schedule Multi
          • 🔸Shift Details
        • 📄Appraisal V2
        • 👤Recruitment
        • ❓Survey
      • ⚙️ESS Settings
        • 🔵Leave
        • 🔵HR
        • 🔵Profile Info
          • 🔹Policies
          • 🔹Profile Settings
          • 🔹HR Updation
          • 🔹Declaration Activation
          • 🔹Dashboard Setting
          • 🔹Role Allocation
          • 🔹Latest News
          • 🔹Dynamic Dashboard Setting
          • 🔹Password Reset
          • 🔹Geo Location Employee Tagging
        • 🔵Travel
        • 🔵Project
        • 🔵Helpdesk
  • 💡Tips & Tricks
    • 👾smHRty
    • 🔎smHRt searcHR
    • ⭐Favorites
  • 🔗Integrations
    • 🔗LinkedIn
    • 🔗Single Sign In Option
    • 🔗Zoom
    • 🔗Clear Tax
    • 🔗Early Salary
    • 🔗Jupiter
    • 🔗KreditBee
    • 🔗Repute - Smart Onboard
    • 🔗Repute - Work Verify
    • 🔗Talent LMS
  • 📒Blogs
    • 🟡Attendance & Late Mark Settings
    • 🟡Geo Tracking
    • 🟡Job Restriction and Job Approval
Powered by GitBook
On this page
  • 1. How to download PTax report?
  • 2. How to download bonus report?
  • 3. How to download Form 3A?
  • 4. How to generate or download PF (ECR New) report?
  • 5. How to download Form F for gratuity nomination report?

Was this helpful?

  1. FAQ's
  2. Cloud Portal
  3. Analytics
  4. Report

Statutory

PreviousHRNextPayroll

Last updated 1 month ago

Was this helpful?

1. How to download PTax report?

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

Step 2: Under the ‘Statutory’ tab, click on the ‘PTaxReport’ subtab. Fill in the ‘Location’, ‘Month’, ‘Year’ and select the required report type using the respective checkboxes.

Step 3: Select the ‘Payment Details’ and ‘Authorised Person’ details from the respective fields and click on the ‘Download PDF’ or ‘Download Excel’ button. The Ptax report will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>Statutory>PTaxReports>fill in required details>Download PDF/Excel

2. How to download bonus report?

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

Step 2: Under the ‘Statutory’ tab click on the ‘Bonus’ subtab. Select the date range, click on the ‘Edit’ radio button and then select the ‘Template Name’ from the respective fields.

Step 3: Select the ‘Category’ and other required details from the respective fields. Click on the ‘Download PDF’ or ‘Download Excel’ button the bonus report will be downloaded accordingly.

Note: If the Template Name is not configured or you face any issues while downloading the report, we suggest you to contact our support agent.

3. How to download Form 3A?

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

Step 2: Under the ‘Statutory’ tab, go to the ‘PF Report’ subtab an option and click on the ‘Form 3A’. Select the Category and Year Range from the respective fields and click on the ‘Download PDF’ button. The Form 3A will be downloaded accordingly.

Path: Cloud Portal>Analytics>Reports>Statutory>PF Reports>Form 3A>fill in required details>Download PDF

4. How to generate or download PF (ECR New) report?

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

Step 2: Under the ‘Statutory’ tab, go to the ‘PF Report’ subtab and click on the ‘ECR NEW’ option. Select Month, Year, Category from the respective fields and click on the ‘Generate’ button.

Step 3: The report will be generated, click on the ‘Export ECR’ or ‘Export Excel’ button as needed and you will get the report accordingly.

Path: Cloud Portal > Analytics > Reports > Statutory > PF Report > ECR NEW > enter details > Generate > Export ECR/Export Excel

5. How to download Form F for gratuity nomination report?

Path: Analytics > Report > Statutory Report > ESI Reports > Form(F)> Employee Code> Download PDF

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

Step 2: Under the ‘Statutory’ tab, go to the ‘ESI Report’ subtab and click the ‘Form F’ option.

Step 3: From the ‘Employee Code’ field select the required employee and click on the ‘Download PDF’ button. The Form F will be downloaded accordingly.

Link:

For any queries, contact

Path: Analytics>Reports>Statutory>Bonus>select date range>Edit>Template Name>select Category and other details>Download Excel/PDF Link:

For any queries, contact

Link:

For any queries, contact

Link:

For any queries, contact

Link:

For any queries, contact

❓
☁️
📈
📉
🔴
https://cloud.pockethrms.com/Reports/Report/Index?module=statutory&submodule=PTaxReport
support@pockethrms.com
https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavecreditmonthly
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=statutory&submodule=PFForm3A
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=statutory&submodule=PFECRNEW
support@pockethrms.com
https://cloud.pockethrms.com/Reports/Report/Index?module=statutory&submodule=ESIFormF
support@pockethrms.com