🔶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 [email protected]
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.
Note: The details will be downloaded with the respective employee code and employee names.
For any queries, contact [email protected]
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.
Note: The details will be downloaded with the respective employee code and employee names.
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?
Path: Cloud login > employee > Employee List > Employee Wizard > Fill in all details and click next > Finish.
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 [email protected]
6. How to download tenure report for employees?
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 Export’ at the top of the employee list and a pop-up will open.
Step 3: Click on the ‘Employment History’ from the left-hand side menu. Select the ‘Previous Experience’, ‘Current Experience’ and the ‘Total Experience’ options. Click on the ‘Download’ button and the employee experience report or the tenure report will be downloaded.
You can also select other fields such as ‘Position Held’ for your report.
Note: The details will be downloaded with the respective employee code and employee names.
For any queries, contact [email protected]
7. How to extract the employee list?
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 Export’ from the top of the screen and a pop-up will open.
Sep 3: Click on the ‘Master Fields’ option from the upper left-hand corner of the pop-up and select the ‘Employee Code’ and the ‘Employee Name’ options. Click on the ‘Download’ button and the employee list will be downloaded.
Note: The details will be downloaded with the respective employee code and employee names.
For any queries, connect with us at [email protected]
8. How to download tenure report for employees?
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 Export’ at the top of the employee list and a pop-up will open.
Step 3: Click on the ‘Employment History’ from the left-hand side menu. Select the ‘Previous Experience’, ‘Current Experience’ and the ‘Total Experience’ options. Click on the ‘Download’ button and the employee experience report or the tenure report will be downloaded.
You can also select other fields such as ‘Position Held’ for your report.
Note: The details will be downloaded with the respective employee code and employee names.
For any queries, contact [email protected]
9. How to assign a new role or change the role for an employee?
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ 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 ‘Profile’ tab click on the ‘Self Service Role’ subtab. From the ‘Role’ drop-down select the desired role and click on the ‘Save’ button. New role will be assigned to the employee.
For any queries, contact [email protected]
10. How to download a list of inactive employees?
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 Filter’ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Select the radio button for the ‘Inactive’ option and click on the ‘Apply’ button.
Step 4: Click on the ‘Employee Export’ 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 ‘Download’ button. The list of inactive employees with the selected details will be downloaded.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Employee>Employee List>Employee Filter>Inactive-Apply>Employee Export>Select required options> Download.
For any queries, contact [email protected]
11. How to download Excel sheet for multiple reporting managers data?
You can download the bulk data for employee’s reporting manager by following the steps below.
Step 1: Log into the cloud portal, go to the ‘Employee’ and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and pop-up will open.
Step 3: Search the ‘Reporting Manager’ 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 ‘Reporting Manager’ select checkbox & format>Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
12 How to download approval matrix of all employees?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and a pop-up will open.
Step 3:Select the ‘Approval Matrix’ from the left-hand side list. Select the required fields and click on the ‘Download’ 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 [email protected]
13 How to download role report?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and a pop-up will open.
Step 3: Select the ‘Master Fields’ from the left-hand side list and search ‘Role’ in the ‘Search Field’ at the upper right-hand corner of the Export pop-up. Select the checkbox for ‘SelfService Role’ and click on the ‘Download’ button. The role report for the employees will be downloaded.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Cloud>Employee>Employee List>Employee Export> search ‘Role’>select ’SelfService Role’>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
14. How to download master data?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and a pop-up will open.
Step 3: Select the ‘Master Fields’ from the left-hand side list of the Export pop-up. Select the radio button for ‘Select all’ and click on the ‘Download’ button. The master field data report will be downloaded.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Cloud Portal>Employee>Employee List>Employee Export>’Select All’>Download Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
15. How to download the ITax regime report for employees?
How to download list of employees who opted for new regime & old regime?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and a pop-up will open.
Step 3: Select the ‘Master Fields’ from the left-hand side list of the Export pop-up. Search 'Itax’ in the upper right-hand corner search field of the pop-up. Select the checkbox for the ‘ITAX Regime Type’ and click on the ‘Download’ button.
The ITAX Regime Type report for employees will be downloaded.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Employee>Employee Export>Master Filed>Select ITAX Regime Type>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
16. How to download the ITax regime report for Inactive employees or former employees?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Filter’ option from the upper right-hand corner of the screen. A pop-up will open.
Step 3: Select the radio button for the ‘Inactive’ option from the top and scroll down to click on the ‘Apply’ button.
Step 4: Click on the ‘Employee Export’ option from the bar above the employee list and a pop-up will open.
Step 5: Select the ‘Master Fields’ from the left-hand side list of the Export pop-up. Search 'Itax’ in the upper right-hand corner search field of the pop-up. Select the checkbox for the ‘ITAX Regime Type’ and click on the ‘Download’ button.
The ITAX Regime Type report for all inactive employees will be downloaded.
Note: The details will be downloaded with the respective employee code and employee names.
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 [email protected]
17. How to delete an employee ?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Find the employee in the list whom you want to delete. Click on the ‘3 Dots’ towards the right-hand side on the employee card and select the ‘Delete Employee’ option. The employee will be deleted from the system.
Path: Cloud Portal>Employee>Employee List> find the employee and click on the ‘3 Dots’ >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 [email protected]
18. How to download date of joining details for employees?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and a pop-up will open.
Step 3: Select the ‘Master Fields’ option from the left-hand side, search ‘date’ in the Search Field at the upper left-hand corner of the pop-up. Select the checkbox for the ‘Date of Joining’ option and click on the ‘Download’ button.
The date of joining details for employees will be downloaded.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Cloud Portal>Employee> Employee List>Employee Export>Master Fields>search ’Date’>select Date of Joining>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
19. How to download a list of active employees?
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 Filter’ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Select the radio button for the ‘Active’ option and click on the ‘Apply’ button. The pop-up will close.
Step 4: Click on the ‘Employee Export’ 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 ‘Download’ button. The list of inactive employees with the selected details will be downloaded.
Note: The details will be downloaded with the respective employee code and employee names.
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 [email protected]
20. How to download employee category report or employee category details?
Step 1: Log into the cloud portal, go to the ‘Employee’ and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and pop-up will open.
Step 3: Click on the ‘Master Fields’ from the left-hand side and from the upper right-hand side search fields, search ‘Category’. Select checkbox for the ‘Category’ and click on the ‘Download’ button. The employee category details will be downloaded.
Note: The details will be downloaded with the respective employee code and employee names.
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 [email protected]
21. How to check approval manager for leave module or punch in/out of all employees?
Step 1: Log into the cloud portal, go to the ‘Employee’ and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and pop-up will open.
Step 3: Click on the ‘Approval Matrix’ from the left-hand side. Select the radio button for the ‘Select All’ and click on the ‘Download’ button. The employee approval matrix details will be downloaded.
Note:
The leave manager assigned to employee will approve the Punch In/out for employee.
The details will be downloaded with the respective employee code and employee names.
Path: Employee>Employee List>Employee Export>Select Approval Matrix>Select All>Download Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
22. How to export or download category list of all employees?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the top of the employee list and a pop-up will open.
Step 3: Click on the ‘Master Fields’ from the left side and search ‘Category’ in the search field at the upper left corner of the pop-up. Select the checkbox for the ‘Category’ and click on the ‘Download’ button. Employee’s category list will be downloaded accordingly.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Cloud Portal>Employee List>Employee Export>Master Fields>search ‘Category’>select checkbox>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
23. How to download email ids of all employees (personal email ids or official email ids)?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the top of the employee list and a pop-up will open.
Step 3: Click on the ‘Master Fields’ from the left side and search ‘email’ 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 ‘Download’ button. Employee’s email ids will be downloaded accordingly.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Cloud Portal>Employee List>Employee Export>Master Fields>search ‘email’>select required option>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
24. How to update or change or edit a reporting manager for an employee?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee from the list, for whom you want to update reporting manager.
Step 3: Under the ‘Profile’ tab click on the ‘Employee Details’ subtab.
Step 4: Scroll down and in the ‘Reporting Manager’ field and select the employee, for whom you want to assign as reporting manager to the employee and scroll down to the ‘Save’ button.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Cloud Portal >Employee >Employee List >select the employee >Profile > Employee Details > scroll down to ‘Reporting Manager’ field>select employee to be assigned as manager>Save
For any queries, contact [email protected]
25. How to download confirmation report with confirmation Data and confirmations period as required from the cloud portal?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the top of the employee list and a pop-up will open.
Step 3: Click on the ‘Master Fields’ from the left side and search ‘Confirmation’ 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 ‘Download’ button. Employee’s confirmation report will be downloaded accordingly.
Path: Cloud Portal>Employee List>Employee Export>Master Fields>search ‘Confirmation’>select required fields>Download
Note: The details will be downloaded with the respective employee code and employee names.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
26. How to get/download/extract Pan number (PAN no.) report? How to download PAN/GIR NO. (TDS) report for all employees?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the top of the employee list and a pop-up will open.
Step 3: Click on the ‘Master Fields’ from the left side and search ‘pan’ 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 ‘Download’ button. Employee’s PAN No. report will be downloaded accordingly.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Cloud Portal>Employee List>Employee Export>Master Fields>search ‘pan’>select required fields>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
27. How to download master detail/UAN/PF/contact No any details required for left/separated/inactive employees?
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 Filter’ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Select the radio button for the ‘Inactive’ option and click on the ‘Apply’ button. The pop-up will close.
Step 4: Click on the ‘Employee Export’ option towards the upper right-hand side of the screen and a pop-up will open.
Step 5: Click on the ‘Master Fields’ option, select checkboxes for the required fields and click on the ‘Download’ button. The selected details of inactive employees will be downloaded accordingly.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Employee>Employee List>Employee Filter>Inctive-Apply>Employee Export>Master Fields>select required options> Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
28. How to download UAN report?
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 Export’ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Click on the ‘Master Fields’ option, from the upper right search fields to find 'UAN' field, select checkboxes for the required fields and click on the ‘Download’ button. The UAN details will be downloaded accordingly.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Employee>Employee List>Employee Export>Master Fields>select required options> Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
28. How to add or update new employee?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Wizard’ option at the top of the employee list.
Step 3: Fill in the details in the respective fields and click on the ‘Save’ button once you filled all the information. The new employee profile will be created.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Cloud portal>Employee>Employee List>Employee Wizard>fill in details> Save
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
29. How to check how much of the employee self-service portal count is utilized?
Step 1: Log into the cloud portal in your Group Company, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ at the top of the list.
Step 3: Search ‘role’ in the search field at the upper-right corner of the screen. Select ‘SelfService Role’ option and click on the ‘Download’ 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 ‘role’>Tick ‘SelfService Role’>Download
For any queries, contact [email protected]
30. How to download all employee data including separated employees?
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 Filter’ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Select the radio button for the ‘All’ option and click on the ‘Apply’ button.
Step 4: Click on the ‘Employee Export’ option towards the upper right-hand side of the screen and a pop-up will open.
Step 5: In the ‘Master Fields’, tick radio button for the ‘Select All’ option and click on the ‘Download’ button. The employee data will be downloaded including data for separated employees.
Note: The details will be downloaded with the respective employee code and employee names.
Path: Employee>Employee List>Employee Filter>All-Apply>Employee Export>Select All> Download.
For any queries, contact [email protected]
32. How to download designation details report with employee code and name?
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 Export’ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Click on the ‘Master Fields’ option, search ‘Designation’ in the search fields at the upper right corner of the pop-up.
Step 4: Select checkboxes for the ‘Designation’ fields and click on the ‘Download’ button. The Designation details will be downloaded accordingly.
Note: The details will be downloaded with the respective employee names and employee codes.
Path: Employee>Employee List>Employee Export>Master Fields>select required options> Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
31. How to download bank details report with employee code and name?
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 Export’ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Click on the ‘Master Fields’ option, search ‘bank’ in the search fields at the upper right corner of the pop-up.
Step 4: Select checkboxes for the required bank related fields and click on the ‘Download’ button. The bank details will be downloaded accordingly.
Note: The details will be downloaded with the respective employee names and employee codes.
Path: Employee>Employee List>Employee Export>Master Fields>search ‘bank’ >select required options> Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
32. How to view or download report on which tax regime is in use for the employees?
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 Export’ from the upper right-hand side of the screen and a pop-up will open.
Step 3: Search ‘Regime’ in the search fields at the upper right corner of the pop-up. Select checkboxes for ‘ITAX Regime Type’ fields and click on the ‘Download’ button. The income tax regime details for all employees will be downloaded accordingly.
Note: The details will be downloaded with the respective employee names and employee codes.
Path: Employee>Employee List>Employee Export>search ‘regime’ > select ‘ITAX Regime Type’ > Download.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
33. How to download/fetch/check date of joining for active employees?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and a pop-up will open.
Step 3: Search ‘date’ in the Search Field at the upper left-hand corner of the pop-up. Tick the checkbox for the ‘Date of Joining’ option and click on the ‘Download’ button. The date of joining for active employees will be downloaded.
Path: Cloud Portal>Employee> Employee List>Employee Export>search ’Date’>select Date of Joining>Download
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
34. How to update the office work email of a single employee?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee and system will take you to their profile.
Step 3: Under the ‘Profile’ tab click on the Basic Details, Employee Details or Personal Details based on your company’s configuration. Find the Work Email fields, make the required details and click on the ‘Save’ button. The work email will be changed with the employee accordingly.
Path: Cloud > Employee > Employee List > select employee > Profile > Basic/Employee/Personal Details >search the work email field > make changes > Save
For any queries, contact [email protected]
35. How to download report on male or female (gender) employee count in the departments of company?
Path: Cloud Portal>Employee> Employee List>Employee Export>Master Fields>select Department and Gender>Download
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Click on the ‘Employee Export’ option from the bar above the employee list and a pop-up will open.
Step 3: In the ‘Master Fields’ find and tick the checkboxes for the ‘Department’ and ‘Gender’ options and click on the ‘Download’ button. The report will be downloaded accordingly.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
36. What does the 'Date Range - Apply' refer to in the In-Out Details employee section in cloud?
The "Apply Date Range" option in the In-Out Details filter allows you to view attendance records for any desired past date range.
To check In/Out details for past dates, please follow the docs link:
For any queries, contact [email protected]
37. How to View Past In/Out Details Using Date Range Filter from cloud
Path: Cloud>Navigate to Employee > Employee List > Select the desired Employee > Go to the Attendance section > Click on In/Out Details > Use the Filter option > Select the required Date Range > Click Apply
Step 1: Login to cloud portal, go to ‘Employee’ menu, and select ‘Employee List’ sub-menu.
Step 2: Click on the required ‘Employee Profile’ for whom you want to view the in/out details, go to ‘Attendance section’, select on ‘In/out details’ and click the ‘Filter icon’, on the right corner.
Step 3: Select the required ‘Date Range’, and click ‘Apply’. Once applied, the In/Out details for the selected date range will be displayed.
Link- https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
38. Why are the assigned shifts not appearing correctly on the Shift Schedule page, and how can I verify if they were applied successfully?
If the selected date range is not appearing correctly on the Shift Schedule page after assigning a shift, you can verify whether the shifts were applied properly by checking the employee's In/Out Details Apply Filter.
Click the link below to check the employee’s In/Out Details Apply Filter.
Note: If the shifts appear correctly within the selected date range, it confirms that the shifts were successfully assigned as per the chosen schedule.
For any queries, contact [email protected]
39. How to Delete Monthly Input for Single Employee?
Path: Cloud portal > Employee > Employee List > Select the employee for whom you want to delete monthly input > Payroll> Monthly Input > Select the Month and Year and click on the ‘Delete’ button
Step 1: Start by logging in to your Pocket HRMS Cloud Portal using your administrator or HR credentials, click on ‘Employee’ menu, and select ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to delete the monthly input by clicking on the employee name.
Step 3: Go to ‘Payroll’ tab, select ‘Monthly Input’, select the ‘Month and Year’ and click on the ‘Delete’ button.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
40. Why While Changing/Transferring the Category of an Employee, the Monthly Input Shows Already Available?
while changing/transferring the category by selecting month if you find that the monthly input for that month already saved kindly delete the monthly input for that month for that employee and then transfer that employee category. Link to delete monthly input for single employee
For any queries, contact [email protected]
41. How to Add Manager for Travel/Reimbursement Claim in the Cloud for approval in ESS Portal?
To add manager for travel/reimbursement claim in ESS cloud, follow the path and process below:
Path: Cloud > employee > employee list > select employee > approval matrix > click (+) add the manager code/name > add priority (for single approval manager set priority 1 and for 2nd approval manager add the priority 2) > select ‘approval must’ as yes > select module travel (this will enable the approval rights for travel and reimbursement request both > save.
Step 1: Login to cloud portal, go to ‘Employee’ menu, and select ‘Employee List’ from the sub-menu
Step 2: Select the employee profile and click on ‘Approval Matrix’ tab.
Step 3: Click on the ‘Plus Icon’ on the right corner, and add the manager code/name in the ‘Select Manager’ field.
Step 4: Add priority (for single approval manager set priority 1 and for 2nd approval manager, add priority 2).
Step 5: Select ‘Approval Must’ field as ‘Yes’, select module ‘Travel’ (this will enable the approval rights for travel and reimbursement request both) and click on ‘save’.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
42. How to Add Leave for Employees in Pocket HRMS for Any Leave Type?
You can manage leave in two ways:
· Add extra leave balance to the employee's profile.
· Add taken leave directly in the employee's profile.
42 a) How to add taken leave details in employee profile –
42 b) How to add the leave balance in the employee profile –
Path: Cloud > employee > employee list > select employee > Leave > click on 3 dots edit to add the additional balance > you can add the balance in credit > save
Step 1: Go to cloud portal, select ‘Employee’ menu, and click on ‘Employee List’ submenu.
Step 2: Select the ‘Employee’ for whom you want to add leave balance.
Step 3: Select ‘Leave’ from tab, click on the ‘3 dots’ of the leave type in which you want to add extra leaves.
Step 4: Add balance in ‘Leave Credit’ and click on ‘Save’.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
43. How to download the profile photo of an active/inactive employee from cloud portal?
For Active employees:
Path: cloud login > employee > employee list > right click on the photo from listed employee > click save image as > select the folder in your system > save
Step 1: Login to cloud portal, go to ‘Employee’ menu, and select ‘Employee list’
Step 2: Right Click on the photo of the listed employees and click ‘Save image as.
Step 3: Select your drive and folder in which you want to save the photo and click ‘Save’.
For inactive employees:
Path: cloud login > employee > employee list > Statistics > Select filter inactive and apply and follow the same path mentioned above > right click on the photo from listed employee > click save image as > select the folder in your system > save
Step 1: Login to cloud portal, go to ‘Employee’ menu, and select ‘Employee list’
Step 2: Select ‘Statistics’ dropdown from the side and set it to ‘Inactive employees. It will then view the list of inactive employees.
Step 3: Right Click on the photo of the listed employees, click ‘Save image as’ and select your drive and folder in which you want to save the photo and click ‘Save’.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList For any queries, contact [email protected]
44. How to delete/reverse/revert the increment of an employee?
If payroll has already been processed for the month and you do not want the increment to be considered in that payroll, you must first delete the payroll for the respective employee for that month. Only after deleting the payroll can you proceed to remove the increment entry. Please refer the link below to know the process to delete payroll for an single employee. https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/payroll#id-7.-how-to-delete-payroll-for-a-single-employee
44 a) To Delete the Increment Entry follow the process below:
Path: Cloud > Employee > Employee List > Select Employee Profile > Navigate to Payroll > Increment > Locate the specific increment entry and click on the Delete icon > ok.
Step 1: Login to cloud portal, go to ‘Employee’ in the menu and select ‘Employee List’ from the sub-menu.
Step 2: Select the ‘Employee Profile’ for whom you want to delete the increment.
Step 3: Go to ‘Payroll’ tab and select ‘Increment’.
Step 4: Select the increment entry and click on the ‘Delete icon. Click on ‘Ok’ to confirm deleting the increment entry.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
45. How to Change the Employee’s Year of Joining?
To change an employee’s year of joining, please follow these steps mentioned in the link below:
Please note that the employee’s date of joining can only be changed if there has been no activity related to the employee profile such as shift assignment, leave application, payroll, and more. If there has been some activity and you still need to change the DOJ, please contact our agent. For any queries, contact [email protected]
46. Where to see templates that are sent to employee?
You can view the templates shared with the employee by following the steps below: Path: Log in to Cloud portal > Employee > Employee List > Click on the name of the employee (as per requirement) > Profile > Employee Document > Download Icon (From here, you can download the letter that was shared or upload a specific letter to the employee’s profile).
Step 1: Login to cloud portal, go to ‘Employee’ menu, select ‘Employee List’ from the sub-menu.
Step 2: Click on the employee name for whom you want to see the template, and go to the profile of the employee.
Step 3: Select ‘Profile’ from tab, and go to ‘Employee Document.
Step 4: Click on the ‘Download Icon’ on the right corner to download all the templates sent to the employee.
Note- Click on the ‘Download Icon’ of any specific template, if you want to check any specific template.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
47. How can I pull a report showing Manager Approving Matrix Level 1 and 2?
To download approval matrix report, refer to the link below:
For any queries, contact [email protected]
48. How to delete approval matrix?
Refer the link below to know the process to delete approval matrix of any category.
For any queries, contact [email protected]
49. How to separate current experience alone? Or How to check current experience, previous experience and total experience in bulk?
In the employee profile, the ‘Current Experience’ and ‘Total Experience’ of the employee is reflected. On clicking on the ‘i icon’ on the right, you can also view the previous experience of the employee that was mentioned during the onboarding process.
49 A. How to check current experience, previous experience and total experience in bulk?
To check employees current experience, previous experience and total experience in bulk you can download report by following the path below:
Path: Login cloud > Employee > Employee List > Employee Export > In Employment History > Select check box of Current experience, Previous experience, Total experience > Download.
Step 1: Login to cloud portal, go to ‘Employee’ menu and select ‘Employee List’ sub-menu.
Step 2: Then select ‘employee export’ on the top.
Step 3: Go to ‘Employment History’ field and from their tick check box of Current experience, Previous experience, Total experience and click on ‘Download’.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
50. What is Priority1 & Priority2 in approval matrix of timesheet?
The priority 1 and Priority 2 of the approval matrix is based on your managerial structure and you can decide the priorities to set the approval flow.
Refer the link below for clarity:
For any queries, contact [email protected]
51. How to Change self service role??
To give an employee manager rights you need to go to their profile first.
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee from the list to whom you want to change the role.
Step 3: Under the ‘Profile’ tab click on the ‘Self-service Role’ subtab. From the ‘Role’ dropdown select the required role and click on the ‘Save’ button. The new role will be assigned to the employee accordingly.
Path: Cloud Setting>Employee Profile>Profile>Self-service Role>select required Role>Save
For any queries, contact [email protected]
52. How to add approval matrix to one of the employees?
Path: Cloud Portal>Employee>Employee List>select employee>Approval Matrix>click on ‘+’ icon>select manager, modules & fill in the details required>Save
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to assign manager and system will take you to their profile.
Step 3: Under the ‘Approval Matrix’ tab, in the ‘Manager Details’ subtab, click on the ‘+’ icon from the upper right-hand corner of the screen.
Step 4: Enter the manager name in the ‘Select Manager’ field, select the checkboxes for the modules for which you want to provide approval rights.
Step 5: Also select appropriate options for fields such as, ‘Priority’, ‘View Only’, ‘Approval Must’ and ‘Approval Cancel Rights’ and click on the ‘Save’ button. The manager will be assigned to the employee accordingly.
Link: https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=9149&module=profile&empstatus=1
For any queries, contact [email protected]
53. Is there any option to stop payroll process for an employee without separating?
Path: Cloud Portal>Employee>Employee List>select employee>Payroll>Stop Payment>click on ‘+ Icon’>fill in details>Save.
Step 1: Log into the cloud portal, go to ‘Employee’ menu and select the ‘Employee List’ submenu.
Step 2: Select the employee and the system will take you to their profile.
Step 3: Click on the ‘Payroll’ tab, followed by ‘Stop Payment’ subtab. Click on the ‘+’ Icon towards the upper right corner of the screen.
Step 4: Fill in the required details in the respective fields of the ‘Stop Payment’ pop-up and click on the ‘Save’ button. The employee’s payment will be stopped accordingly.
For any queries, contact [email protected]
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