🔶Import

1. How to input/upload the employee's in & out data punch data?

Step 1: Log into the cloud portal, go to the ‘Attendance’ menu and under the ‘Import’ submenu 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 to be uploaded accordingly.

Step 3: ‘Select Settings’ from the dropdown or click on the ‘Add New’ button to create new settings. Enter the ‘Setting Name’ and click on the ‘Add’ button.

Step 4: Enter values for the ‘Starting – Ending Row’ and ‘Employee Code Column Name’ as required.

Step 5: Map the fields to the columns in the excel sheet using the respective dropdowns.

Step 6: Click on the ‘Save Settings’ button and the setting will be saved accordingly.

Refresh the page.

Step 7: Upload the file in the ‘Import Template’ field and click on the ‘Upload File’ and the employee in out data will be uploaded.

Note:

Check the box for ‘Over Write’ option if you want to overwrite the existing data.

Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Attendance>Import>Unpunches Import>Download Sample Import file >Select/Add Settings> enter details>map components>Save Settings>Import Templates>Upload File

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=30#

For any queries, contact [email protected]

2. How to import or upload week-off details?

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

Step 2: Download the ‘Sample Week Off Import’ file from the upper right-hand corner of the screen and prepare the Excel sheet accordingly.

Step 2: ‘Select Settings’ and fill in the details such as, Starting-Ending Row, From Date and To Date in the respective fields.

Step 3: Map the Section Name components to the Excel Column according to the sheet you prepared to upload.

Step 4: Unselect the check box of 'Insert without replacement' to remove old weekly off and upload updated weekly off and click on the ‘Save Settings’ button.

Note: If the settings are employee wise, the employee codes should be in the ‘Column A’ of the Excel sheet.

Step 5: Upload the file in the ‘Import Template’ field and click on the ‘Upload’ button. The weekly off details will be uploaded.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Attendance>Import>Weekly Off Import>enter details>map components to Excel column>Save Settings>Import Template>Upload

Link: https://cloud.pockethrms.com/Leave/Setting/LeaveImport?import=41

For any queries, contact [email protected]

3. How to upload date wise attendance?

How to upload or import and mark the month wise attendance?

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

Step 2: Download the ‘Sample Un punches Import’ template from the upper right-hand corner of the screen and prepare the Excel sheet to be uploaded accordingly.

Step 3: From the dropdown ‘Select Setting’ or add setting if required. Fill in the ‘Starting-Ending Row’ and the ‘Employee Code Column Name’ according to the prepared Excel sheet.

Step 4: Map the ‘Component Name’ to the ‘Excel Column’ using respective dropdowns according to the sheet prepared.

Step 5: Once you fill in all the details click on the ‘Save Settings’ button. Upload the Excel file in the ‘Import Templates’ field and click on the ‘Upload File’ button. The un-punches date-wise attendance will be uploaded accordingly.

Note: Select the ‘Over Write’ checkbox if you want to replace the existing attendance data.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud>Attendance>Import>Unpunches Import>prepare file & fill in details>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=30

For any queries, contact [email protected]

4. How to map employees in bulk or how to map multiple employees?

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

Step 2: Download the ‘Sample Employee Mapping Import’ option from the upper right-hand corner of the screen and prepare a file to be uploaded accordingly.

Step 3: ‘Select Setting’ or add new and fill in details such as ‘Starting-Ending Row’ and ‘Employee Code Column Name’ according to the sheet you prepared.

Step 4: Map the ‘Component Name’ to the prepared ‘Excel Column’ using the respective drop-down.

Step 5: Once you fill in all the necessary details, click on the ‘Save Settings’ button. Upload file in the 'Import Template’ and click on the ‘Upload File’ button. The file will be uploaded and employees will be mapped accordingly.

Note:

You can select the checkbox for the ‘Update Past Logs’ if required.

Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud portal>Attendance>Import>Employee Mapping Import>fill in the required details>Upload.

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=51

For any queries, contact [email protected]

5. How to mark onduty in bulk? How to upload onduty details in bulk?

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

Step 2: From the ‘Excel Import Template’ select ‘On Duty Import’ option and download the ‘Sample On Duty Import’ template from the upper right-hand corner of the screen & prepare the Excel sheet to be uploaded accordingly.

Step 3: From the dropdown ‘Select Setting’ or add setting if required. Fill in the ‘Starting-Ending Row’ and the ‘Employee Code Column Name’ according to the prepared Excel sheet.

Step 4: Map the ‘Component Name’ to the ‘Excel Column’ using respective dropdowns according to the sheet prepared.

Step 5: Once you fill in all the details click on the ‘Save Settings’ button. Upload the Excel file in the ‘Import Templates’ field and click on the ‘Upload File’ button. The onduty details will be uploaded accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Attendance>Import>Onduty>Excel Import Template-On Duty Import>download sample>map components>Save Setting>Import File>Upload

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=30

For any queries, contact [email protected]

6. How to upload/import roster in the cloud portal?

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

Step 2: Download the ‘Sample Employee Roster Import’ template from the upper right-hand corner of the screen and prepare the sheet to upload accordingly.

Step 3: ‘Select Setting’ or add new, then select ‘Starting Ending Row’ and ‘Employee Code Column Name’ from the respective fields.

Step 4: Map the ‘Component Name’ to the ‘Excel Column’ according to the sheet to be uploaded, select ‘Roster Name’ and choose the Single, Weekly, Monthly or Yearly option from the respective fields.

Step 5: Save settings, Import Template from the respective field and click on the ‘Upload File’ button. The roster will be imported accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Attendance>Import>Roster Import>download sample>fil in details>Map the components to excel columns>select other required details>Save Setting>Import File>Upload File

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=50#

For any queries, contact [email protected]

7. How to how to upload or import shift for all employees? How to assign shift to all employees?

Step 1: Log into the cloud portal, go to the ‘Attendance’ menu, click on the ‘Import’ submenu and select the ‘Shift Schedule Import’ option.

Step 2: Download the ‘Sample Shift Schedule Import’ template from the upper right-hand corner of the screen and prepare the sheet to upload accordingly.

Step 3: ‘Select Setting’ or new, select ‘Starting Ending Row’ and ‘Employee Code Column Name’ from the respective fields.

Step 4: Map the ‘Component Name’ to the ‘Excel Column’ according to the sheet to be uploaded.

Step 5: ‘Save Settings’, ‘Import Template’ in the respective field and click on the ‘Upload File’ button. The shifts will be imported accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Attendance>Import>Shift Schedule Import>download sample>fil in details>Map the components to excel columns>select other required details>Save Setting>Import File>Upload File

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=29#

For any queries, contact [email protected]

8. How to upload or import machine log?

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

Step 2: Download the ‘Sample Machine Log Import’ template from the upper right-hand corner of the screen and prepare the sheet to upload accordingly.

Step 3: ‘Select Setting’ or new, and ‘Starting - Ending Row’ from the respective fields.

Step 4: Map the ‘Component Name’ to the ‘Excel Column’ according to the sheet to be uploaded.

Step 5: ‘Save Settings’, upload the file in the ‘Import Template’ field and click on the ‘Upload File’ button. The machine log will be uploaded accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Attendance>Import>Machine Log Import>download sample>fil in details>Map the components to excel columns>select other required details>Save Setting>Import File>Upload File

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=32#

For any queries, contact [email protected]

9. How to apply or import auto shift for all employees?

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

Step 2: From the upper right corner of the screen download the ‘Sample Autoshift Import’ option and prepare the file to be uploaded accordingly.

Step 3: Select Settings or Add New, and fill in details such as Starting-Ending Row, Employee Code Column Name according to the Excel file you prepared to upload.

Step 4: Map the Components to the Excel Column using the respective dropdowns according to the file to be uploaded.

Step 5: Once you fill in all the details, click on the ‘Save Settings’ button and Upload the file in the ‘Import Templates’ field. Click on the ‘Upload File’ button and auto shifts will be uploaded for all employees.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal > Employee > Import>Auto Shift Import> download Sample Auto Shift Import>Select Settings/Add New> Fill in the details required> map the components to Excel columns> Save Settings> Import Template >Upload File.

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=36#

For any queries, contact [email protected]

10. How to upload week off (week end) for all employees?

Step 1: Log into the cloud portal, go to the ‘Attendance’ menu, and under the ‘Utilities’ click on the ‘Week Off Upload’ option.

Step 2: From the upper right corner of the screen download the ‘Sample Week Off Import’ and prepare a sheet to be uploaded accordingly.

Step 3: Select settings or add new and fill in other required details in the respective fields.

Step 4: Map the components to the ‘Excel Column’ using the respective dropdowns according to sheet you prepared.

Step 5: Once you fill in all the details, click on the ‘Save Settings’ button. Upload the file in the 'Import Template' button and click on the ‘Upload File’ button. The week off details for the employees will be uploaded accordingly.

Note:

Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.
If the settings are employee-wise then the employee code should be in column 'A' in Excel.

Path: Attendance > Import > Week Off Upload > Select Setting/Add New > Map Components > Save Settings > Import > Upload

Link: https://cloud.pockethrms.com/Leave/Setting/LeaveImport?import=41

For any queries, contact [email protected]

11. How to how to upload/import and assign shift for all employees for a particular date range or month?

Step 1: Log into the cloud portal, go to the ‘Attendance’ menu, click on the ‘Import’ submenu and select the ‘Shift Schedule Import’ option.

Step 2: Download the ‘Sample Shift Schedule Import’ template from the upper right-hand corner of the screen and prepare the sheet to upload accordingly.

Step 3: ‘Select Setting’ or new, select ‘Starting Ending Row’ and ‘Employee Code Column Name’ from the respective fields.

Step 4: Map the ‘Component Name’ to the ‘Excel Column’ according to the sheet to be uploaded.

Step 5: ‘Save Settings’, ‘Import Template’ in the respective field and click on the ‘Upload File’ button. The shifts will be imported accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Attendance>Import>Shift Schedule Import>download sample>fil in details>Map the components to excel columns>select other required details>Save Setting>Import File>Upload File

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=29#

For any queries, contact [email protected]

12. How to upload/update shift or flexi shift for all employee in bulk?

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

Step 2: From the upper right corner of the screen download the ‘Sample Autoshift Import’ option and prepare the file to be uploaded accordingly.

Step 3: Select Settings or Add New, and fill in details such as Starting-Ending Row, Employee Code Column Name according to the Excel file you prepared to upload.

Step 4: Map the Components to the Excel Column using the respective dropdowns according to the file to be uploaded.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=36#

For any queries, contact [email protected]

13. How to do shift multi detail import?

You can import shift details of two types:

· Multi Shift Import

· Shift Schedule Import

For any queries, contact [email protected]

14. How to assign shift to employees within a leave financial year?

Path: Cloud Portal>Attendance>Import>Shift Schedule Import>download sample>fil in details>Map the components to excel columns>select other required details>Save Setting>Import File>Upload File

Step 1: Log into the cloud portal, go to the ‘Attendance’ menu, click on the ‘Import’ submenu and select the ‘Shift Schedule Import’ option.

Step 2: Download the ‘Sample Shift Schedule Import’ template from the upper right-hand corner of the screen and prepare the sheet to upload accordingly.

Step 3: ‘Select Setting’ or new, select ‘Starting Ending Row’ and ‘Employee Code Column Name’ from the respective fields.

Step 4: Map the ‘Component Name’ to the ‘Excel Column’ according to the sheet to be uploaded.

Step 5: ‘Save Settings’, ‘Import Template’ in the respective field and click on the ‘Upload File’ button. The shifts will be imported accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Link: https://cloud.pockethrms.com/Attendance/Settings/AttendanceImport?import=29#

For any queries, contact [email protected]

15. How to upload or update attendance for bulk attendance regularization?

Path: Cloud Portal > Attendance > Import > Invalid Punches Import > download sample>fil in details > map the components to excel columns > select other required details > Save Setting > Import File > Upload File

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. 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.

Step 6: Click the ‘Save Settings’ button. Upload file in the ‘Import Template’ field click on the ‘Upload File’ button and the attendance data will be imported.