🔶Documents

This page provides a step by step guide for FAQs related to employee documents

1. How to add CC or BCC while sending an appointment letter?

Step 1: Log into the cloud portal click on the ‘Employee’ menu and select the ‘Documents’ submenu.

Step 2: Select the ‘Live’ or the ‘All’ radio button as per the requirement and then select the required ‘Category’.

Step 3: Scroll down and ‘Select Template’ for an appointment letter and also ‘Select Employee’ from the respective dropdown. Next, click on the ‘CC’ and ‘BCC’ options as required and the fields will appear.

Step 4: Enter the ‘CC Email ids’ & ‘BCC Email ids’ in the respective fields and click on the ‘Send Mail’ button. The appointment letter will be sent to the selected employee and to the email IDs in the CC and BCC accordingly.

For any queries, contact [e-mail]

2. How to download confirmation letter?

Step 1: Go to the cloud portal, click on the ‘Employee’ menu, and select the ‘Document’ submenu.

Step 2: Select the desired categories.

Step 3: Select ‘Confirmation Letter’ from the ‘Select Template’ drop-down menu and click on the ‘Download’ button.

Step 4: Click the ‘OK’ button for the file download pop-up.

Step 5: Click on the 'Bell' icon to check the processing status for the confirmation letter.

Step 6: Once the file is prepared, you can download it from the ‘Download HR Letter’ section.

For any queries, contact [e-mail]

3. How to download HR letter or template?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Documents’ submenu.

Step 2: Select ‘Category’ and ‘Select Template’ that you want to download and click on the ‘Download’ button. The HR letter will be downloaded accordingly.

Path: Cloud Portal>Employee>Documents>Select Template and Category>Download

Link: https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate

For any queries, contact [e-mail]

4. How to download or share appointment letter with employee? How to send appointment letter in email?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Documents’ submenu.

Step 2: Select ‘Category’, ‘Select Template’, ‘Select Employee’ from the respective fields. You can click on the CC, BCC and add email ids.

Step 3: Click on the ‘Send Mail’ button to send and the appointment letter will be sent to employee over the email. You can also and click on the ‘Download’ button.

Path: Cloud Portal>Employee>Documents> Category>Select Template>Select Employee>Send Mail>Download

Link: https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate

For any queries, contact [e-mail]

5. How to send employees document by email?

Path: Cloud Portal > Employee > Document > Select Employee Code > Select Template > Edit Letter (if needed) > Send Email

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Documents’ submenu.

Step 2: Select employee status, Category, Template and Employee from the respective fields as required.

Step 3: You can edit the email below if needed and click on the ‘Send Mail’ button and the email will be sent accordingly.

Note: You can go to employee’s profile to check employee documents.

Link: https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate

For any queries, contact [e-mail]

6. How to upload employee document (increment letter, promotion letter)?

Path: Cloud Portal > Employee > Document > select employee status (live/ left/ all) > Category > Select Template > Select Employee > add CC & BCC > make required changes > Send Email/Download

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Document’ submenu.

Step 2: Select employee status (live/ left/ all) and Category. Select Template, Select Employee, you can click on the CC & BCC to add respective email ids. Click on the ‘Send Mail’ or ‘Download’ button.

Note:

• If you click the ‘Send Mail’ button, and the document will be sent to employee via email.

• If you click on the ‘Download’ button the same document will also be saved in the employee’s profile.

Link: https://cloud.pockethrms.com/Payroll/HRLetter/ViewTemplate

For any queries, contact [e-mail]