📶Dashboard

This page provides navigation to the FAQs related to the 'Dashboard' menu in the Cloud portal

1. How to reset the password of the cloud portal?

Step 1: Log in to the cloud portal, click on the ‘User’ at the top right-hand corner of the screen and select the ‘Change Password’ option from the dropdown.

Step 2: Enter your ‘Current password’, then enter ‘New Password’ and then ‘Confirm new password’ and click on the ‘Change password’ button. The password for the Admin login will be changed.

For any queries, contact [email protected]

2. Where I can get active employee count?

When you log into the cloud portal it takes you to the dashboard. You can get an active employee count on the dashboard. You can find the ‘Active Employees’ card as shown in the screenshot.

You can go to the ‘Analytics’ menu and select ‘Dashboard’ submenu. Alternatively, you can also click on the company logo at the upper-left-hand corner of the screen to reach the dashboard.

For any queries, contact [email protected]

3. How to see the downloaded reports?

Step 1: Log into the cloud portal and click on the ‘Bell Icon’ from the upper right-hand corner of the screen. Click on the notification or ‘View All’ and it will take you to the Activity page.

Step 2: You can view the download history along with the other activity history. Go to the notification/download entry and click on the ‘Download’ and the report or file will be downloaded again.

Path: Cloud portal>Bell Icon>View All>History>find the report>Click on Download.

Link: https://cloud.pockethrms.com/Admin/Company/Activity

For any queries, contact [email protected]

4. What if you reached maximum user license limit or unable to add more users or employee in the system.

If you are unable add more employees or user it is likely due to you have reached the maximum user license limit.

How to check user license limit?

Step 1: Log into the cloud portal, click on the ‘i Icon’ towards the upper right-hand side of the screen and the ‘Employee Count’ in the license along with the ‘End Date’ of the license will be visible.

Step 2: You can also check the ‘Active Employee’ count on the screen. This is the user license count you are using for the company you logged in for.

Step 3: Contact us to increase your user license count.

Note:

Log into the cloud portal, with the administrator credentials and check the Active Employee count for the group company if you have multiple companies.
You can check create a group company to get the entire user license count for ‘Active Employee’ count at a same place.
You can also log into the cloud portal for individual companies and add the active employees to get the final used user license count.

Path: Log into cloud portal for the group company with administrator credentials>click on the ‘i icon’.

For any queries, contact [email protected]

5. How to check/view/know subscription details or license information such as end date and employee count?

Step 1: Log into the cloud portal and click on the ‘i’ Icon, towards the upper right corner of the screen.

You will be able to view information such as, License End Date & License Total Employee Count

Path: Cloud portal>’i’ Icon

Link: https://cloud.pockethrms.com/Identity/Home/Dashboard

For any queries, contact [email protected]

6. How to download the error file? or How to know more about the error?

Path: Cloud Portal > Bell Icon > View All > click ‘Filter Icon’ > select ‘Error’ radio button > Filter > find error entry > click the error > Error File/ Message/ Report > Download

Step 1: Log into the cloud portal, click on the ‘Bell Icon’ at the upper right corner of the screen. Then click the ‘View all’ link at the bottom of the notifications.

Step 2: On the Activity page you click on the ‘Filter Icon’ at the upper right corner of the screen.

Step 3: Click the ‘Error’ radio button, select ‘Time Span’ and Page Name as required and click on the ‘Filter’ button.

Step 4: For the required entry, click on the ‘error’. Under the ‘Error File / Message / Report’ click on the ‘Download’ and the error file will be downloaded.