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 import ‘In and Out’ details for an employee?
  • 2. All employees registered their punches every day but system shows unswiped
  • 3. How to upload attendance in bulk?
  • 4. How to mark auto attendance for one person?
  • 5. What are the After Days (LOP/PD) and Before Days (LOP/PD) in the increment Import or Increment Employee Input?
  • 6. What to do if I am facing punch data or attendance data sync issue in cloud portal?
  • How to relaunch Pocket utility in server?
  • 7. Facing some issues related to in out details?
  • 8. How to approve device (mobile phone for punch) request?
  • 9. Why is employee unable see/view/check their in out details?
  • 10. We are unable to modify/edit employee attendance/punch from the cloud portal or getting an error while modifying the attendance?
  • 11. Why am I unable to apply for on duty? I am facing some issue while applying for on duty.
  • 12. How to change, edit or modify the time/timing in the in out data?
  • 13. Attendance regularization request does not show (not visible)?
  • 14. What does it mean, when it shows invalid, unpunch or unswiped?
  • 15. What to do if the daily punch is not visible in the ESS portal or cloud portal?
  • 16. Why is week off not visible in the attendance?
  • 17. How to enable and disable the mail trigger for employee’s invalid punches such as unpunches or unswiped punch?
  • 18. How to apply on-duty for half-day (1st Half or 2nd Half) if attendance (punches) for the day are available.
  • 19. How to add half-day on duty for the employee from the cloud portal, when at least a single punch is available for a day.
  • 20. What does LD and SH mean?
  • 21. Unable to view attendance for the employee who rejoined or activated?
  • How to view attendance of the employee who was previous inactive and now rejoined or activated?
  • 22. How to delete or remove shift?
  • 23. How to activate the selfie attendance (face recognition) with geo tagging (location)?
  • 24. How to update employee’s raw punch data in the attendance?

Was this helpful?

  1. FAQ's
  2. Cloud Portal

Attendance

This page provides a step by step guide for FAQs related to 'Payroll' menu in the Cloud portal

PreviousUtilitiesNextTransaction

Last updated 28 days ago

Was this helpful?

1. How to import ‘In and Out’ details for an employee?

Step 1: Log into the cloud portal and click on the ‘Attendance’ menu.

Step 2: Select the ‘Utilities’ tab and then the ‘In Out Import’ subtab.

Step 3: ‘Select the Employee’ you want to change shift for as well as the date range. Choose the necessary options and click on ‘Import’. The Shift changes will be reflected in employees in the ‘In and Out Core Details’ in the ESS.

2. All employees registered their punches every day but system shows unswiped

Step 1: Ensure that the shift is assigned to the employees. To assign a shift to your employees log into the cloud portal and go to the ‘Attendance’ menu. Under the ‘Import’ submenu click on the ‘Shift Schedule Import’ option.

Step 2: You can download the ‘Sample Shiftschedule Import’ template from the upper right-hand corner of the screen and prepare the Excel sheet accordingly.

Step 3: From the dropdown ‘Select Setting’ choose the desired option. Upload the Excel sheet in the ‘Import Templates’ field. Enter the number for ‘Starting - Ending Row’ and the ‘Employee Code Column Name’ in the respective fields.

The ‘Sheet Name’ will be auto-populated; if there are multiple sheets, you can select those from the dropdown.

Step 4: Map the ‘Component Names’ to the ‘Excel Columns’ according to the Excel sheet using respective dropdowns.

Step 5: Click the ‘Save Settings’ button so the settings will be saved and then click on the ‘Upload File’ button.

Step 6: Next, go to the ‘Attendance’ menu, under the ‘Utilities’ submenu click on the ‘IN Out Import’ option.

Step 7: Select categories, you can use the ‘Select All’ radio button to select all your employees. Select ‘Date Range’, tick boxes for required options and click on the ‘Import’ button. The shift will be assigned to the employees and the employee punches will be visible.

3. How to upload attendance in bulk?

Below you will find the directions for bulk attendance upload if one or both punches are missing.

Case A: If both swipes are missing

Case B: If one swipe is missing

Case A If Both Swipes Are Missing

Step 1: Log into the cloud portal, go to the ‘Attendance’ menu and under the ‘Import’ click on the ‘Unpunches Import’ option.

Step 2: You can download the ‘Sample Un punches Import’ template from the upper right-hand corner of the screen and prepare the Excel sheet accordingly.

Step 3: From the dropdown ‘Select Setting’ choose the desired option and ‘Import Templates’ in the respective field. Enter the ‘Starting - Ending Row’ and the ‘Employee Code Column Name’ in the respective fields.

The ‘Sheet Name’ will be auto-populated; if there are multiple sheets, you can select those from the dropdown.

Step 4: Map the ‘Component Names’ to the ‘Columns’ according to the Excel using respective dropdowns.

Step 5: Select the checkbox for ‘Overwrite’ if you want to replace existing punch data with new punch data. Click the ‘Save Settings’ button followed by the ‘Upload File’ button and the bulk attendance will be imported.

Case B: If One Swipe is Missing

Step 1: Log into the cloud portal, go to the ‘Attendance’ and under the ‘Import’ click on the ‘Invalid Punches Import’.

Step 2: Download the ‘Sample Invalid Punches Import’ template from the upper right-hand corner of the screen and fill in the details to prepare the Excel sheet to be uploaded accordingly.

Step 3: Use the ‘Select Settings’ drop-down to choose a required option, ‘Import Template’ in the respective field. Enter the ‘Starting-Ending Row’ according to your Excel file.

The ‘Sheet Name’ will be auto-populated; if there are multiple sheets, you can select those from the dropdown.

Step 4: Map the ‘Components’ according to the ‘Columns’ in the Excel sheet.

Step 5: As one punch is missing, it is mandatory to select the checkbox for ‘Over Write’ to replace existing punch data with new punch data and then click the ‘Save Settings’ button. Click on the ‘Upload File’ button and the attendance in bulk will be imported.

4. How to mark auto attendance for one person?

Pocket HRMS doesn’t currently have an auto attendance feature. You need to use our mobile app or a biometric machine for attendance.

5. What are the After Days (LOP/PD) and Before Days (LOP/PD) in the increment Import or Increment Employee Input?

In Increment Import or Increment Employee Input the meaning of the terms is as given below. ‘Before Days (LOP/PD)’ represents leave period paid/LOP before the increment effective date. ‘After Days (LOP/PD)’ represents the leave period paid/LOP after the increment effective date. These inputs help to calculate the arrear amount based on the increment effective date.

6. What to do if I am facing punch data or attendance data sync issue in cloud portal?

How to relaunch Pocket utility in server?

If you are facing an issue in attendance data sync, please check and follow the factors below.

  1. Go to the biometric server system and restart the Pocket HRMS utility by doing the double click on the Pocket Utility icon.

  1. You get the notification informing you that ‘Attendance Schedule is Running in the Background’.

7. Facing some issues related to in out details?

To update in out details, follow the steps below,

  • If the raw punches are not available check the utility under your biometric server is working

  • Run in out import

8. How to approve device (mobile phone for punch) request?

9. Why is employee unable see/view/check their in out details?

If an employee unable see/view/check their in out details please check the following factors

10. We are unable to modify/edit employee attendance/punch from the cloud portal or getting an error while modifying the attendance?

If you are unable to modify employee attendance/punch from the cloud portal or get a modification error, please check the following factors.

  1. Check if you have selected the correct date

For any queries, contact support@pockethrms.com

11. Why am I unable to apply for on duty? I am facing some issue while applying for on duty.

If you are facing some issue while applying for on duty you need to check the following factors.

  • Ensure that the time you are entering is in alignment with current shift times assigned to you (the employee who is trying to apply on duty).

12. How to change, edit or modify the time/timing in the in out data?

Kindly connect with our live chat agent to change the In/Out import time data as only Pocket HRMS Internal has the access and rights for the task.

13. Attendance regularization request does not show (not visible)?

If the attendance regularization request is not visible, check the following factors.

14. What does it mean, when it shows invalid, unpunch or unswiped?

The Unpunch or unswiped occurs when both the In and Out punches are missing. Invalid punch occur when either the In punch or the Out punch is missing.

15. What to do if the daily punch is not visible in the ESS portal or cloud portal?

If your daily punches are not visible in the ESS or cloud portal, please check the factors below.

16. Why is week off not visible in the attendance?

If a week off is not visible in the attendance check the following factors.

  • Make sure that week off is assigned for the respective employee, category or location.

For any queries, contact support@pockethrms.com

17. How to enable and disable the mail trigger for employee’s invalid punches such as unpunches or unswiped punch?

If you want to enable or disable the mail trigger for employee’s invalid punches such as unpunches or unswiped punch, please contact our support person.

18. How to apply on-duty for half-day (1st Half or 2nd Half) if attendance (punches) for the day are available.

If the employee has recorded even a single punch (punch in, punch out or both) for the day, the system assumes that the employee has worked for the that shift and restrict them from requesting on duty.

19. How to add half-day on duty for the employee from the cloud portal, when at least a single punch is available for a day.

You can’t add on duty for the employee if their attendance (punch) is recorded for the day. As the system consider that employee has worked that shift and prevents you from marking on-duty for them in their profile.

20. What does LD and SH mean?

LD stand for Lop of Pay SH stand for Second Half

21. Unable to view attendance for the employee who rejoined or activated?

How to view attendance of the employee who was previous inactive and now rejoined or activated?

To view the attendance of the rejoined employee ensure the following factors.

22. How to delete or remove shift?

There are to ways to delete the shift, you can:

23. How to activate the selfie attendance (face recognition) with geo tagging (location)?

24. How to update employee’s raw punch data in the attendance?

Note: Before you upload a file for import in the Pocket HRMS, you need sheet.

Note: Before you upload a file for import in the Pocket HRMS, you need sheet.

For any queries, contact

Note: Before you upload a file for import in the Pocket HRMS, you need sheet.

For any queries, contact

For any queries, contact

For any queries, contact

mapping is done for the employee

Then

For any queries, contact

Check if is available from employee profile or machine log data

Check if attendance device.

If the issue still persists please connect with out agent. For any queries, contact

There is no approval flow for the device lock. You can for the employee and you will receive an email notification informing you that the ‘Unique Device ID removed Successfully’.

For any queries, contact

correctly to the employee

is done properly

assigned to employee is correct

Check if are available

If the raw punches are available,

For any queries, contact

Check if the time you enter is correct, according to the to the employee.

For any queries, contact

For any queries, contact

is set as per the employee’s self-service role

assigned to employee

correctly to the employee

Request attendance or according to the assigned shift

For any queries, contact

Note: If you want to download any attendance report please for the required date range and then download the report.

For any queries, contact

to the employee

Ensure that the , (in case the employee is punching from the biometric machine)

and and their (for attendance through Face Recognition)

For any queries, contact

If the week off is not assigned you can or

For any queries, contact

That means employee cannot request on duty for either 1st or 2nd half for the day, if they have punched in for that shift at least once. We suggest that employee should from the ESS.

eries, contact

You can to make required correction in the attendance entry from the cloud portal.

For any queries, contact

To know more such abbreviation visit the .

For any queries, contact

to employee

If punch is from

to the employee

For any queries, contact

from their profile

Delete settings

For any queries, contact

To activate selfie with geo location, kindly follow the steps below. 1) 2) If you want to , so you can track their location wherever they visits. .

3) After activating punch with selfie if want to tag any employee in a location which is set in geo location so that the employee can punch in and out in the same location. Note: The employee can’t be selected in geo tracking and geo location at the same time.

or any queries, contact

If the employee’s , you need to so that it gets updated in the attendance.

For any queries, contact

❓
☁️
🗓️
to format the columns with a date to ‘Text to Column’ in Excel
to format the columns with a date to ‘Text to Column’ in Excel
support@pockethrms.com
to format the columns with a date to ‘Text to Column’ in Excel
support@pockethrms.com
support@pockethrms.com
support@pockethrms.com
Biometric integration
run In-out import
support@pockethrms.com
raw punch data
employee is mapped biometric
support@pockethrms.com
reset device
support@pockethrms.com
Shift is assigned
Role allocation
Self-service role
raw punches
run in out import
support@pockethrms.com
shift assigned
support@pockethrms.com
support@pockethrms.com
Role allocation
Self-service role
Shift is assigned
regularization from ESS portal
Mobile
support@pockethrms.com
run in/out import
support@pockethrms.com
Check if shift is assigned correctly assigned
employee is mapped for the biometric device
support@pockethrms.com
import week off in bulk
assign the week off manually
support@pockethrms.com
request regularization
support@pockethrms.com
manually modify the attendance
support@pockethrms.com
link
support@pockethrms.com
Shift is assigned
biometric machine, map the employee
Assign week off
support@pockethrms.com
shift for from the attendance
support@pockethrms.com
Activate punch with selfie tagging
add the employee for geo tracking
Activate geo tracking settings to set auto punch out
add that employee in geo location
support@pockethrms.com
raw punch data is visible in employee’s profile
run in-out import
support@pockethrms.com
Transactions
Utilities
Import
employee have uploaded their selfie
selfie is approved
Selfie attendance is active
Delete the shift for a single employee