🟡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#
For any queries, contact [email protected]
6. How to find employee list with branch?
To check or download the employee list with other details refer the path mentioned below:
Path: Cloud login > Employee > Employee List > Employee export > Tick the Branch button > Download.
Step 1: Login to cloud portal, go to “employee’ menu and select ‘Employee List’ sub-menu
Step 2: Click on ‘Employee Export’
Step 3: Select ‘Branch’ in master fields page and click on ‘Download’.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
7. How to check employee’s education?
There are 2 ways to check the employee’s education. Both the path and process are mentioned below:
a) Check in Employee Export
b) Check in Employee Profile
7 (a) Check via Employee Export
To check the employee’s education via employee export, follow the path below:
Path: Cloud Login > Employee > Employee List > Click on Employee Export > Master fields > In Search bar write for Education > enable check box > Download
Step 1: Login to cloud portal, under the ‘Employee’ menu, select ‘Employee List’ sub-menu.
Step 2: Click the ‘Employee Export’ option.
Step 3: Select ‘Master Fields’ option and in the search bar, write ‘Education’ (the education field will be visible in master data field only if it is created). Tick on ‘Education’ checkbox to enable it.
Step 4: Click on ‘Download’.
The employee’s education details will be downloaded in the Excel format in your system.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
7 (b) Check via Employee Profile
The 2nd path and process to check employee’s education is through employee profile:
Path: Login to cloud portal > smHRt Search > Employee profile > Profile > Education /Qualification/Academic Details
Step 1: Login to cloud portal, go to smHRt search bar and fill the employee name/code, then click on the required name of the employee whose education details you want to view.
Step 2: Then under the ‘Profile’ tab, select Education /Qualification/Academic Details whichever is available.
Note: Education Details, Qualification Details or Academic details all are same- Only the names vary as per the name given while creating the field. You can find either of the names in your system.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
8. How to create the ESIC and PF register?
To create ESIC and PF Register report refer the path below:
Path: Cloud login > Employee > Employee List > Employee Export > Deduction Fields > Select check box of EPF & ESIC > Click on Download
Step 1: Login to the cloud portal, go to ‘Employee’ menu, and select ‘Employee List’ sub-menu.
Step 2: Select ‘Employee Export’.
Step 3: Click on ‘Deduction Fields’, > Select check box of EPF & ESIC and click on ‘Download’.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
9. How to know that particular manager has how many total reportees?
To check the list of reportees as per manager, refer the process below:
Path: Cloud login > Employee > Employee List > Employee Export > In Master Field > Search for Reporting Manager > Select the check box > Download.
Step 1: Log in to the Cloud portal, go to the ‘Employee’ menu, and select ‘Employee List’ sub-menu.
Step 2: Click on the ‘Employee Export’
Step 3: Click ‘Master Field’ option, then search for ‘Reporting Manager’ and Tick the corresponding checkbox to add it to the report. Click on ‘Download’.
Note: Open the downloaded report to view the customized employee list which will have detail of assigned manager to each employee. You can count from there that how many reportees are there under any particular manager.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
10. How to get data 5-year-old employees?
To check data of employee experience, refer the path and process mentioned below:
Path: Cloud login > Employee>Employee list>Employee Export>go to Employment history>Enable check box of experience>Download.
Step 1: Log in to the Cloud portal, go to the ‘Employee’ menu, and select ‘Employee List’.
Step 2: Click on the ‘Employee Export’ option.
Step 3: In the export settings window, navigate to the ‘Employment history’ tab.
Step 4: Enable the checkbox for the ‘experience’ (Total experience, previous experience, or current experience) field to include this data in the export and click the ‘Download’.
Note- You can tick other options such as last CTC drawn, position held, etc as well if you want it in your report.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
11. How to take date of joining for all employees with name and designation?
To download the employee DOJ, Name, Designation or all employee master filed details you can do it from the path below:
Path: Cloud Portal > Employee > Employee list > Employee Export > Master Field > Search for field in search box > Select the check box of required data fields > Download
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. Then, tick the checkboxes for the ‘Designation’ fields and click on the ‘Download’ button. The Designation details will be downloaded accordingly.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList#
For any queries, contact [email protected]
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