🟡Attendance

This page provides a step by step guide for FAQs related to 'Attendance' tab in the employee profile

1. What to do if employees' attendance is not visible in the attendance report?

If you follow the path Analytics >> Reports >> Attendance, and download the report from Monthly Summary or Muster Roll Wizard. But, attendance is not reflected for a specific date or month in the employee profile. Check the below points to view employee’s attendance:

a. Check if the shift is assigned to the employee

b. Check if the Raw punch is available in the employee’s profile

a. Check if a shift is assigned to the 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 check the shift and their profile will open.

Step 3: In the cloud portal go to the employee’s profile, under the ‘Attendance’ subtab click on the ‘Shift Details’ tab to view the shift entry.

Step 4: If a shift is not assigned to the employee, you can click on the ‘Plus Icon’ towards the upper right-hand of the screen.

Step 5: Enter the ‘Shift Name’ and the ‘Date Range’ and then click on the ‘Save’ button and the shift will be added for the employee.

b. Check Raw Punch

Step 6: Again, go to the employee’s profile for whom attendance is not visible. Under the ‘Attendance’ tab click on the ‘In/Out Details’ option and click on the eye icon.

The raw punches will be visible in the pop-up.

If you see the punch data in the above step and the shift is also updated, run In/Out Import for the employee.

Step 7: To run In/Out Import, go to ‘Attendance’ menu and under ‘Utilities’ click on the ‘In/Out Import’ option.

Step 8: Enter information in the respective fields and click on the ‘Import’ button to run In Out Import for the employee.

Step 9: Once you do ‘In Out Import’, go to the employee’s profile, Under the ‘Attendance’ tab click on the ‘In/Out Details’ option and click on the eye icon and the ‘Raw Punch’ pop-up will open.

If the punch entry is visible in the pop up, then proceed to download the attendance report from the path Analytics >> Reports >> Attendance >> Monthly Summary or Muster roll wizard.

If the issue still persists you can contact the Pocket HRMS support team for further queries at [e-mail]

2. How to assign shift for any employee or new employee?

How to assign or allot shift to employees?

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

Step 2: Select the employee from the list to whom you want to assign a shift

Step 3: Under the ‘Attendance’ tab click on the ‘Shift details’ subtab and click on the ‘+’ icon that is towards the right-hand corner.

Step 4: Select the ‘Shift Name’ and the ‘Date Range’ from the respective fields and click on the ‘Save’ button.

The new shift will be added for the employee.

For any queries, contact [e-mail]

3. How to delete punch for an employee?

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

Step 2: To reach employee’s profile, select the employee from the list for whom you want to delete the punch.

Step 3: Under the ‘Attendance’ tab click on the ‘In/Out Details’ subtab, click on the ‘3 Dots’ for the respective entry and select ‘Delete’ option. The employee’s punch will be deleted.

Note: If the raw punch data exist for particular entry, it will be retrieved once you run the In-Out Import. It is advised not to run In-Out Import after deleting the punch entry.

Path: Cloud Portal > Employee > Employee list > Select the Employee > Attendance > In/out details > ‘Three Dots’ > ‘Delete’

For any queries, contact [e-mail]

4. How to check if the In/Out details are imported successfully after running the in out import?

When you run the In/Out Import it processes attendance data and the employee punches are assigned accordingly. You can check if the employee punch data is assigned accordingly in the employee’s data.

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, whose punch data you want to check.

Step 3: Once you reach the employee’s profile under the ‘Attendance’ tab click on the ‘In/Out Import’ subtab. Here you can check if the attendance is marked correctly according to the assigned shift.

Step 4: If the attendance is incorrect, click on the ‘Eye Icon’ from the upper right-hand corner of the screen.

If the raw punch data is not visible please connect to our agent on chat.

Path: Cloud Portal>Employee>Employee List>select employee>Attendance>In/Out Details

Link: https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=7387&module=SelfServiceRole&empstatus=1

For any queries, contact [e-mail]

5. How to check if the attendance is marked for the employee?

To check if the employee’s attendance is marked correctly you can

A. Check In/Out punch data & Raw Punch data

B. Check the settings for the shift assigned

A. How to check In/Out punch data & Raw Punch data 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 for whom you want to check if the attendance is marked and system will take you to their profile.

Step 3: Under the ‘Attendance’ tab and click on the ‘In/Out Details’ subtab. Here you will check if the ‘In Time’ and ‘Out Time’ of the employee is marked.

Step 4: Click on the ‘Eye Icon’ towards the upper right hand of the screen to see the raw punch data.

The Raw Punch pop up will open here you can check if the raw punch data is captured for the employee.

If you see the raw punch data you can check the shift settings next.

B. How to check the settings for the shift assigned to the employee?

Step 1: Log into the cloud portal, and under the ‘Attendance’ tab click on the ‘Shift Details’ subtab. Click on the shift assigned to employee for which you want to check the settings.

Step 2: A shift master you will check if all the settings related to the shift are correct. You can also make the required changes and click on the ‘Save’ button so the changes will be saved.

Note: If the raw punches are available and shift assigned are correct, please run the in/out process and check if the in/out details are updated as per the raw data and assigned shifts.

Path:

In/OUT & Raw punch data: Cloud portal> Employee > Employee List>select employee> Attendance> In/Out Details> ‘Eye Icon’

Shift Settings: Cloud>Settings>Attendance>Shift Details>select shift>check the settings

https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=ShiftDetails

For any queries, contact [e-mail]

6. How to edit/modify/change punch entry or in and out punch?

How to modify/change/edit employee attendance?

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 edit or modify the punch and system will take you to their profile.

Step 3: Under the ‘Attendance’ tab click on the ‘In Out Details’ subtab. Find the entry for the date you want to modify the punch, click on the respective ‘3 Dots’ and click on the ‘Modify Punch’ option.

Step 4: Select the ‘Type’ as Full day present or half day present, In and Out Dates and Times in the respective fields and click on the ‘Save’ button. The change in the punch entry will be saved.

Note: The ‘M’ on the In Out Details page beside the date indicates that the punch is modified.

Path: Cloud portal>Employee>Employee List>Attendance>In Out Details>find the entry click on ‘3 Dots’>Modify Punch>fill in required details>Save

Link: https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=764&module=SelfServiceRole&empstatus=1#

For any queries, contact [e-mail]

7. How to edit or update on duty entry from the cloud portal?

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 update OD (On Duty) and the system will take you their profile.

Step 3: Under the ‘Attendance’ tab click on the ‘In Out Details’ subtab, click on the respective ‘3 Dots’ for the entry you want to edit and click on the ‘On Duty Entry’ option.

Step 4: Enter the ‘Type’, ‘Remarks’ and In and Out times in the respective fields and click on the ‘Save’ button. The on-duty entry will be saved accordingly.

Path: Cloud Portal>Employee>Employee List>select employee>Attendance>In Out Details> click on ’3 dots’ for entry to be edited-On Duty Entry>Type>Remark>In/Out Time>Save

For any queries, contact [e-mail]

8. How to add permission entries for employee from the cloud portal?

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 check or delete permission entries.

Step 3: Under the ‘Attendance’ tab click on the ‘Permission Entry’ subtab and click on the ‘+’ icon from the upper right side of the screen.

Step 4: Entered required details in the respective fields and click on the ‘Save’ button.

Note: You can’t add permission entry for the previous month or for the days for which payroll is already processed.

Path: Cloud Portal>Employee>Employee List>Employee Profile>Leave>Permission Entry> ‘+’ icon>enter required details>Save

For any queries, contact [e-mail]

9. How to remove/delete/revoke on duty entry or requests?

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 delete on duty entry and system will take you to their profile.

Step 3: Under the ‘Attendance’ tab click on the ‘On Duty’ sub tab and the on-duty entries will appear. Click on the respective ‘Delete’ icon and the entry will be deleted.

Path: Cloud Portal>Employee>Employee List>select employee>Attendance>On Duty> entries will appear>click on the ‘Delete Icon’.

For any queries, contact [e-mail]

10. How to check, find, view employee’s daily in out details?

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 view the in and out punch details and system will take you to their profile.

Step 3: Under the ‘Attendance’ tab click on the ‘In Out Details’ subtab. The in and out details of the employee will be visible here.

Path: Cloud portal>Employee>Employee List>Attendance>In Out Details

For any queries, contact [e-mail]

11. How to add or apply work from home from the cloud or admin portal?

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 ‘Attendance’ tab click on the ‘In/Out Details’ subtab, click on the ‘3 Dots’ for the for the respective entry and click on the ‘On Duty Entry’ option.

Step 4: In the ‘Onduty Entry’ fill in the required details in the respective fields and click on the ‘Save’ button. The on duty will be added accordingly for the employee.

Path: Cloud Portal>Employee>Employee List>select employee>Attendance>In/Out Details>’3 Dots’>On Duty Entry>fill in details>Save

For any queries, contact [e-mail]

12. How to delete or remove shift for a single particular employee?

Path: Cloud Portal>Employee>Employee List>select employee>Attendance>Shift Details>Showing shift schedule for date range (select date range)>Delete Icon

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 ‘Attendance’ tab click on the ‘Shift Details’ subtab. From the ‘Showing shift schedule for date range’ field select the date range and shifts will appear.

Step 4: Click on the respective ‘Delete Icon’ for the shift you want to delete and the shift will be deleted for the employee.

For any queries, contact [e-mail]

13. How to update employee’s miss punch?

There are two ways to update employee’s miss punch from the cloud portal.

• Modify employee’s punch entry

• Add on duty for employee

For any queries, contact [e-mail]