Attendance
This page provides a step by step guide for FAQs related to 'Payroll' menu in the Cloud portal
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This page provides a step by step guide for FAQs related to 'Payroll' menu in the Cloud portal
Last updated
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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.
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.
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
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.
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.
Pocket HRMS doesn’t currently have an auto attendance feature. You need to use our mobile app or a biometric machine for attendance.
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.
If you are facing an issue in attendance data sync, please check and follow the factors below.
Go to the biometric server system and restart the Pocket HRMS utility by doing the double click on the Pocket Utility icon.
You get the notification informing you that ‘Attendance Schedule is Running in the Background’.
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
If an employee unable see/view/check their in out details please check the following factors
If you are unable to modify employee attendance/punch from the cloud portal or get a modification error, please check the following factors.
Check if you have selected the correct date
For any queries, contact support@pockethrms.com
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).
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.
If the attendance regularization request is not visible, check the following factors.
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.
If your daily punches are not visible in the ESS or cloud portal, please check the factors below.
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
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.
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.
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.
LD stand for Lop of Pay SH stand for Second Half
To view the attendance of the rejoined employee ensure the following factors.
There are to ways to delete the shift, you can:
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.
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Note: Before you upload a file for import in the Pocket HRMS, you need sheet.
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mapping is done for the employee
Then
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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’.
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correctly to the employee
is done properly
assigned to employee is correct
Check if are available
If the raw punches are available,
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Check if the time you enter is correct, according to the to the employee.
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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
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Note: If you want to download any attendance report please for the required date range and then download the report.
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to the employee
Ensure that the , (in case the employee is punching from the biometric machine)
and and their (for attendance through Face Recognition)
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If the week off is not assigned you can or
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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.
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You can to make required correction in the attendance entry from the cloud portal.
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To know more such abbreviation visit the .
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to employee
If punch is from
to the employee
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from their profile
Delete settings
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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.
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If the employee’s , you need to so that it gets updated in the attendance.
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