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]

3. How to upload date 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.

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 [e-mail]

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.

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 [e-mail]

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.

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 [e-mail]

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.

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 [e-mail]

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.

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 [e-mail]

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.

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 [e-mail]