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.

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 [e-mail]

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, Week Off Categories, 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: Select the checkbox for ‘Insert Only’ as required 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.

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 [e-mail]