📜Employee List

This page contains navigation FAQs for the employee profile tabs, followed by FAQs for actions on the 'Employee List' page.

FAQs for Employee List page

1. How to assign auto-shift while adding a new employee?

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

Step 2: Click on the ‘Employee Wizard’ on the top bar to add a single employee.

Step 3: Fill in employee details till you reach the ‘Shift Details’ section.

Note: Once you fill in the details, use the ‘Next’ button to move to the next section in the employee wizard.

Step 4: On reaching the ‘Shift Details’ section, you can add ‘Auto Shift’ details such as ‘Shift Name’ and the ‘Effective Date’ along with other details and click on the ‘Next’ button.

Step 5: Continue filling in the details. When you reach the last section i.e. the ‘Self Service Details’ section, click on the ‘Finish’ button and auto shift will be added along with other details for the employee.

For any queries, contact support@pockethrms.com

2. How to download contact numbers of all the employees?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and select ‘Employee List’ sub-menu.

Step 2: Click on the ‘Employee Export’ option from the top bar.

Step 3: From the master fields select the ‘Phone’ option, click on the ‘Download’ button and contact numbers of all your employees will be downloaded.

For any queries, contact support@pockethrms.com

3. How to Export the ‘Self-service Role’ of Employees?

Step 1: Log into the cloud portal, click on the ‘Employee' menu and select the ‘Employee List’ sub-menu.

Step 2: Select the ‘Employee Export’ menu.

Step 3: Select the ‘Self-service Role’ checkbox and click on the ‘Download’ button.

4. How to Modify Employee Data?

Step 1: Log in to the Cloud portal and select the ‘Employee’ tab and the ‘Employee List’ subtab.

Step 2: Click on the three dots opposite to the employee name and select ‘Edit Profile’ from the drop-down.

Step 3: Now you can make the necessary changes in the ‘Employee Master’.

5. How to add individual employees manually?

Step 1: Log into the cloud portal and click on the ‘Employee’ tab and select the ‘Employee List’ subtab.

Step 2: Click on the ‘Employee Wizard’ at the top of the employee list.

Step 3: Fill in the ‘Basic Details’ and click on the ‘Next’ button to fill in additional details. A new employee gets created once you fill in basic details.

Note: It’s essential to fill in all the mandatory fields to proceed further.

For any queries, contact support@pockethrms.com

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