🟡Employee Export

1. How to download employee skills and grade level details for all employees?

Path: Cloud Portal>Employee> Employee List>Employee Export>Master Fields>select required fields>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’, you can use the ‘search field’ at the upper right corner of the Export pop-up to find the options. Tick the checkboxes for the required options, click on the ‘Download’ button and the report will be downloaded accordingly.

Note: Ensure that the fields you want to download are already created in the master fields so you can download those details from the employee export.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#

For any queries, contact [email protected]

2. How to download report for Aadhar number?

Path: Cloud Portal>Employee> Employee List>Employee Export>Master Fields>select required Aadhar No field>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 required Aadhar Number fields 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]

3. How to get a list of employees who were in probation period?

Path: Cloud Portal > Employee > Employee List > Employee Export > select Confirmation Date > 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 the ‘Confirmation Date’ fields 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]

4. How to Download the Approval Matrix Data of Manager for Leave, On-duty, Attendance Regularisation, Expense, Travel, Confirmation, Exit, and Other Modules?

To download the approval matrix data of manager follow the process below:

Path: cloud> employee > employee list > employee export > from the side list select approval matrix > click on radio button select all > download

Step 1: Login to cloud portal with HR login credentials, go to ‘Employee’ menu and select ‘Employee List’ submenu.

Step 2: Click on ‘Employee Export’ on the top right column of the page.

Step 3: Select ‘Approval Matrix’ from the list on the side.

Step 4: Click on ‘Select All’ radio button and select ‘Download’.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#

For any queries, contact [email protected]

5. How to check the employee data after transferring the Financial year from previous year to the current year?

Transferring the financial year to the current year will not affect or modify any data entered under the fixed components. You can check downloading the CTC report from Data wizard, follow the path:

5 (a) Download the CTC Report from Data Wizard:

Path: Cloud >> Employee >> Employee List >> Employee Export >> Earning Fields >> select CTC >> Download

Step 1: Login to Cloud portal, go to ‘Employee’ in the menu, and select ‘Employee List’ from the sub-menu.

Step 2: Go to ‘Employee Export’, select on ‘Earning Fields’, tick on ‘CTC’ button and click on ‘Download’.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#