🔸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]