👤Employee

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

• How to add a new employee or what is the process of new employee addition or creation?Documents

• Employee List

• Import

1. How to transfer employee from one company to another?

You cannot directly transfer employee from one company to another. You can separate employee from their current company and then add the employee in the other company.

Note: This process may lead some data loss such as, attendance data, leave data, approval matrix data and more.

For any queries, contact [e-mail]

2. Why is employee unable to punch when the employee tagging has been already done?

If the Geo-location has been set and the employee tagging is done and employee is still unable to register his punch, you need to check the following factors.

• Correct location is added in the geo-location setting

• Employee is tagged to the geo-location

If you did the above settings please tell employee to log out and log in to the ESS portal again.

If same issue occurs again, please connect to our agent.

For any queries, contact [e-mail]

3. How to upload/updated/add/change/edit profile photo for the employees in a bulk?

The profile photo cannot be uploaded for employees in bulk. You need to add/change/edit the profile photo for the individual employee.

For any queries, contact [e-mail]

4. How to download confirmation report?

The confirmation report from

• ESS Portal
• Cloud Portal

For any queries, contact [e-mail]

5. How to add new name/new joinee/new joiner/new employee as an approver/manager/approval level in approval matrix?

How to add new name/new joinee/new joiner/new employee as manager/approver or how to give them approval rights for certain module?

In case, you want to add a new employee as a manager and give them approval rights for certain modules please ensure the factors below.

• Assign the self-service role as manager to new employee ‘A’
• Add ‘A’ as manager under approval matrix for the employee ‘B’

In other words, let’s say the ‘A’ is the newly joined employee and you want to give ‘A’ approval rights for certain modules. And also want to add ‘A’ as a manager at certain level for the pre-existing employee ‘B’.

For any queries, contact [e-mail]

6. Why is the leave debit not reflected in in employee profile in cloud or in employee ESS login?

To display the leave in the employee's attendance record, it must be added as a leave entry. The leave debit function is solely used to deduct the available leave balance from the records and it does not reflect in the employee's attendance.

For any queries, contact [e-mail]

7. How to add or create a new designation or new department?

Visit the links below to get details guide on process to add,

• New Designation
• New Department

For any queries, contact [e-mail]

8. How to add new employee’s data for in and out details?

Ensure the following factors to add new employee’s data for in and out details.

• Add employee and the employee code will be created
• Activate punch for employee if they are supposed to punch from ESS app
• Add employee to the location if required
• Assign self-service role
• Assign shift to employee
• Assign week-off to employee if your week off setting is employee wise
• If the employee is supposed to punch from biometric attendance machine, tag them to the biometric device.

Once you take care of all the above factors run in and out import. Check if attendance is visible in employee’s in/out details

For any queries, contact [e-mail]

9. How to update UAN number for employees?

You can update UAN number for both,

• Single employee &
• Multiple employees in bulk

For any queries, contact [e-mail]

10. How to download the PAN No. and gross salary for all employees?

You can download these details form employees from the cloud portal.

• Download Pan no. details from the employee export
• Download gross salary details

For any queries, contact [e-mail]

11. Where to download bank bulk file for a month?

• If you are looking for a salary register with bank details, you can download it from the data wizard
• If you need employee’s bank details you can get those from the employee export.

For any queries, contact [e-mail]

12. How to update the office work email of the employee?

There are two ways to update the work email for employees

• Update work email for a single employee
• Update work email for multiple employees

For any queries, contact [e-mail]

13. Facing issue while adding and saving employee details

If you are facing difficulties in adding a new employee please check with the below point

1) Kindly check the error or notification you are facing while adding the new employee. 2) Please check the limit of maximum licence count for your company.

If you still facing challenges while adding new employee kindly connect with our chat support team.

For any queries, contact [e-mail]

14. How to add incentives amount for the left/inactive employees?

The incentive amounts can not be added for the left/inactive employees.

For any queries, contact [e-mail]

15. What is the Process of Onboarding Employees after Creating Their IDs?

After adding/creating the employee code for onboarding the new employee follow or check below steps 1) Check if the DOJ (Date of Joining) is correct

2) Add shift for the new employee

3) If attendance is marked through the app, enable the employee's active punch button.

4) Map the employee to the device enrolment number if attendance is done through a device.

For any queries, contact [e-mail]