Employee List
This page contains navigation FAQs for the employee profile tabs, followed by FAQs for actions on the 'Employee List' page.
Last updated
This page contains navigation FAQs for the employee profile tabs, followed by FAQs for actions on the 'Employee List' page.
Last updated
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Wizardโ on the top bar to add a single employee.
Step 3: Fill in employee details till you reach the โShift Detailsโ section.
Note: Once you fill in the details, use the โNextโ button to move to the next section in the employee wizard.
Step 4: On reaching the โShift Detailsโ section, you can add โAuto Shiftโ details such as โShift Nameโ and the โEffective Dateโ along with other details and click on the โNextโ button.
Step 5: Continue filling in the details. When you reach the last section i.e. the โSelf Service Detailsโ section, click on the โFinishโ button and auto shift will be added along with other details for the employee.
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and select โEmployee Listโ sub-menu.
Step 2: Click on the โEmployee Exportโ option from the top bar.
Step 3: From the master fields select the โPhoneโ option, click on the โDownloadโ button and contact numbers of all your employees will be downloaded.
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, click on the โEmployee' menu and select the โEmployee Listโ sub-menu.
Step 2: Select the โEmployee Exportโ menu.
Step 3: Select the โSelf-service Roleโ checkbox and click on the โDownloadโ button.
Step 1: Log in to the Cloud portal and select the โEmployeeโ tab and the โEmployee Listโ subtab.
Step 2: Click on the three dots opposite to the employee name and select โEdit Profileโ from the drop-down.
Step 3: Now you can make the necessary changes in the โEmployee Masterโ.
Step 1: Log into the cloud portal and click on the โEmployeeโ tab and select the โEmployee Listโ subtab.
Step 2: Click on the โEmployee Wizardโ at the top of the employee list.
Step 3: Fill in the โBasic Detailsโ and click on the โNextโ button to fill in additional details. A new employee gets created once you fill in basic details.
Note: Itโs essential to fill in all the mandatory fields to proceed further.
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ at the top of the employee list and a pop-up will open.
Step 3: Click on the โEmployment Historyโ from the left-hand side menu. Select the โPrevious Experienceโ, โCurrent Experienceโ and the โTotal Experienceโ options. Click on the โDownloadโ button and the employee experience report or the tenure report will be downloaded.
You can also select other fields such as โPosition Heldโ for your report.
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ from the top of the screen and a pop-up will open.
Sep 3: Click on the โMaster Fieldsโ option from the upper left-hand corner of the pop-up and select the โEmployee Codeโ and the โEmployee Nameโ options. Click on the โDownloadโ button and the employee list will be downloaded.
For any queries, connect with us at support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ at the top of the employee list and a pop-up will open.
Step 3: Click on the โEmployment Historyโ from the left-hand side menu. Select the โPrevious Experienceโ, โCurrent Experienceโ and the โTotal Experienceโ options. Click on the โDownloadโ button and the employee experience report or the tenure report will be downloaded.
You can also select other fields such as โPosition Heldโ for your report.
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Select the employee for whom you want to assign a new role or change the role or and it will take you to their profile.
Step 3: Under the โProfileโ tab click on the โSelf Service Roleโ subtab. From the โRoleโ drop-down select the desired role and click on the โSaveโ button. New role will be assigned to the employee.
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Filterโ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Select the radio button for the โInactiveโ option and click on the โApplyโ button.
Step 4: Click on the โEmployee Exportโ option towards the upper right-hand side of the screen and a pop-up will open.
Step 5: Select checkboxes for the required fields and click on the โDownloadโ button. The list of inactive employees with the selected details will be downloaded.
Path: Employee>Employee List>Employee Filter>Inactive-Apply>Employee Export>Select required options> Download.
For any queries, contact support@pockethrms.com
You can download the bulk data for employeeโs reporting manager by following the steps below.
Step 1: Log into the cloud portal, go to the โEmployeeโ and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the bar above the employee list and pop-up will open.
Step 3: Search the โReporting Managerโ field and select the checkbox for it.
Select the required format and click on the Download.
Path: Cloud portal>Employee>Employee List>Employee Export>search โReporting Managerโ select checkbox & format>Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the bar above the employee list and a pop-up will open.
Step 3:Select the โApproval Matrixโ from the left-hand side list. Select the required fields and click on the โDownloadโ button. The approval matrix report for the employees will be downloaded.
Path: Cloud>Employee>Employee List>Export Employee> Approval Matrix>select required field>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the bar above the employee list and a pop-up will open.
Step 3: Select the โMaster Fieldsโ from the left-hand side list and search โRoleโ in the โSearch Fieldโ at the upper right-hand corner of the Export pop-up. Select the checkbox for โSelfService Roleโ and click on the โDownloadโ button. The role report for the employees will be downloaded.
Path: Cloud>Employee>Employee List>Employee Export> search โRoleโ>select โSelfService Roleโ>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the bar above the employee list and a pop-up will open.
Step 3: Select the โMaster Fieldsโ from the left-hand side list of the Export pop-up. Select the radio button for โSelect allโ and click on the โDownloadโ button. The master field data report will be downloaded.
For any queries, contact support@pockethrms.com
Path: Cloud Portal>Employee>Employee List>Employee Export>โSelect Allโ>Download Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the bar above the employee list and a pop-up will open.
Step 3: Select the โMaster Fieldsโ from the left-hand side list of the Export pop-up. Search 'Itaxโ in the upper right-hand corner search field of the pop-up. Select the checkbox for the โITAX Regime Typeโ and click on the โDownloadโ button.
The ITAX Regime Type report for employees will be downloaded.
Path: Employee>Employee Export>Master Filed>Select ITAX Regime Type>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Filterโ option from the upper right-hand corner of the screen. A pop-up will open.
Step 3: Select the radio button for the โInactiveโ option from the top and scroll down to click on the โApplyโ button.
Step 4: Click on the โEmployee Exportโ option from the bar above the employee list and a pop-up will open.
Step 5: Select the โMaster Fieldsโ from the left-hand side list of the Export pop-up. Search 'Itaxโ in the upper right-hand corner search field of the pop-up. Select the checkbox for the โITAX Regime Typeโ and click on the โDownloadโ button.
The ITAX Regime Type report for all inactive employees will be downloaded.
Path: Employee>Employee Filter>Inactive>Apply>Employee Export>Master Filed>Select ITAX Regime Type>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Find the employee in the list whom you want to delete. Click on the โ3 Dotsโ towards the right-hand side on the employee card and select the โDelete Employeeโ option. The employee will be deleted from the system.
Path: Cloud Portal>Employee>Employee List> find the employee and click on the โ3 Dotsโ >Delete Employee
Note:
Employee can not be deleted from the system if any type of transaction related to the employee profile is done. These transactions include attendance, leave entry, shift details and also the process of separation.
In case you want to make an active employee inactive you can follow the Employee Separation process.
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the bar above the employee list and a pop-up will open.
Step 3: Select the โMaster Fieldsโ option from the left-hand side, search โdateโ in the Search Field at the upper left-hand corner of the pop-up. Select the checkbox for the โDate of Joiningโ option and click on the โDownloadโ button.
The date of joining details for employees will be downloaded.
Path: Cloud Portal>Employee> Employee List>Employee Export>Master Fields>search โDateโ>select Date of Joining>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Filterโ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Select the radio button for the โActiveโ option and click on the โApplyโ button. The pop-up will close.
Step 4: Click on the โEmployee Exportโ option towards the upper right-hand side of the screen and a pop-up will open.
Step 5: Select checkboxes for the required fields and click on the โDownloadโ button. The list of inactive employees with the selected details will be downloaded.
Path: Employee>Employee List>Employee Filter>Active-Apply>Employee Export>select required options> Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the bar above the employee list and pop-up will open.
Step 3: Click on the โMaster Fieldsโ from the left-hand side and from the upper right-hand side search fields, search โCategoryโ. Select checkbox for the โCategoryโ and click on the โDownloadโ button. The employee category details will be downloaded.
Path: Cloud Portal>Employee>Employee List>Employee Export>Master Fields>search category>select Category>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the bar above the employee list and pop-up will open.
Step 3: Click on the โApproval Matrixโ from the left-hand side. Select the radio button for the โSelect Allโ and click on the โDownloadโ button. The employee approval matrix details will be downloaded.
Note: The leave manager assigned to employee will approve the Punch In/out for employee.
Path: Employee>Employee List>Employee Export>Select Approval Matrix>Select All>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the top of the employee list and a pop-up will open.
Step 3: Click on the โMaster Fieldsโ from the left side and search โCategoryโ in the search field at the upper left corner of the pop-up. Select the checkbox for the โCategoryโ and click on the โDownloadโ button. Employeeโs category list will be downloaded accordingly.
Path: Cloud Portal>Employee List>Employee Export>Master Fields>search โCategoryโ>select checkbox>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the top of the employee list and a pop-up will open.
Step 3: Click on the โMaster Fieldsโ from the left side and search โemailโ in the search field at the upper left corner of the pop-up. Select the checkbox for required email option such as Email Id or Personal Email Id and click on the โDownloadโ button. Employeeโs email ids will be downloaded accordingly.
Path: Cloud Portal>Employee List>Employee Export>Master Fields>search โemailโ>select required option>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Select the employee from the list, for whom you want to update reporting manager.
Step 3: Under the โProfileโ tab click on the โEmployee Detailsโ subtab.
Step 4: Scroll down and in the โReporting Managerโ field and select the employee, for whom you want to assign as reporting manager to the employee and scroll down to the โSaveโ button.
Path: Cloud Portal >Employee >Employee List >select the employee >Profile > Employee Details > scroll down to โReporting Managerโ field>select employee to be assigned as manager>Save
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the top of the employee list and a pop-up will open.
Step 3: Click on the โMaster Fieldsโ from the left side and search โConfirmationโ in the search field at the upper left corner of the pop-up. Tick the checkbox for the Confirmation fields such as, Confirmation Data and Confirmations Period required and click on the โDownloadโ button. Employeeโs confirmation report will be downloaded accordingly.
Path: Cloud Portal>Employee List>Employee Export>Master Fields>search โConfirmationโ>select required fields>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ option from the top of the employee list and a pop-up will open.
Step 3: Click on the โMaster Fieldsโ from the left side and search โpanโ in the search field at the upper left corner of the pop-up. Tick the checkbox for the required PAN number fields and click on the โDownloadโ button. Employeeโs PAN No. report will be downloaded accordingly.
Path: Cloud Portal>Employee List>Employee Export>Master Fields>search โpanโ>select required fields>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Filterโ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Select the radio button for the โInactiveโ option and click on the โApplyโ button. The pop-up will close.
Step 4: Click on the โEmployee Exportโ option towards the upper right-hand side of the screen and a pop-up will open.
Step 5: Click on the โMaster Fieldsโ option, select checkboxes for the required fields and click on the โDownloadโ button. The selected details of inactive employees will be downloaded accordingly.
Path: Employee>Employee List>Employee Filter>Inctive-Apply>Employee Export>Master Fields>select required options> Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Click on the โMaster Fieldsโ option, from the upper right search fields to find 'UAN' field, select checkboxes for the required fields and click on the โDownloadโ button. The UAN details will be downloaded accordingly.
Path: Employee>Employee List>Employee Export>Master Fields>select required options> Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact support@pockethrms.com
Step 1: Log into cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Wizardโ option at the top of the employee list.
Step 3: Fill in the details in the respective fields and click on the โSaveโ button once you filled all the information. The new employee profile will be created.
Path: Cloud portal>Employee>Employee List>Employee Wizard>fill in details> Save
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal in your Group Company, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Exportโ at the top of the list.
Step 3: Search โroleโ in the search field at the upper-right corner of the screen. Select โSelfService Roleโ option and click on the โDownloadโ button. Here you will the total number of employee count utilized.
Note: You can also check your subscription details or license count from the cloud portal.
Path: Cloud portal (group company) >Employee >Employee List >Employee Export>search โroleโ>Tick โSelfService Roleโ>Download
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the โEmployeeโ menu and click on the โEmployee Listโ submenu.
Step 2: Click on the โEmployee Filterโ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Select the radio button for the โAllโ option and click on the โApplyโ button.
Step 4: Click on the โEmployee Exportโ option towards the upper right-hand side of the screen and a pop-up will open.
Step 5: In the โMaster Fieldsโ, tick radio button for the โSelect Allโ option and click on the โDownloadโ button. The employee data will be downloaded including data for separated employees.
Path: Employee>Employee List>Employee Filter>All-Apply>Employee Export>Select All> Download.
For any queries, contact support@pockethrms.com