🟡Employee Filter

1. How to export all the active and inactive employee data?

To export active and inactive employee data you can follow below path:

Path: Login to cloud portal > Go to employee > Employee List > Employee Filter > Select employee status as All > Click on Apply > Go to Employee Export > Select Master field data field as required > Click on Download.

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

Step 2: Click on ‘Employee Filter’ to view the filtering options.

Step 3: Select ‘Employee Status’ as ‘All’ by clicking on the all button. Then, scroll down to click on ‘Apply’.

Step 4: Click on the ‘Employee Export’ button.

Step 5: In the export window, go to the ‘Master field’ section and select the data fields you require in the report. Click ‘Download’ to save the file.

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

For any queries, contact [email protected]

2. How to get left employee’s department and designation?

To check the left employee Department and Designation kindly follow the steps below:

Path: Cloud login > Go to Employee > Employee List > Employee Filter > Select employee status as left > Apply > go to Employee export > In master field search for department > enable the check box > select Designation > enable the check box> Download

Step 1: Log in to the Cloud portal, go to the ‘Employee’ menu, and select ‘Employee List’ submenu.

Step 2: Click on ‘Employee Filter’, select the employee status as ‘inactive’, and click ‘Apply’.

Step 3: Click on the ‘Employee Export’ button to open the export settings.

Step 4: In the ‘Master field’ section, tick the ‘department’ Next, select ‘Designation’ and enable its checkbox to also include it in the report and click ‘Download’ to save the filtered and customized employee list.

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

For any queries, contact [email protected]

3.How to fetch report of employee data?

Path: Employee>Employee List>Employee Filter>All-Apply>Employee Export>Select All> 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 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.

For any queries, contact [email protected]

4. Approval matrix

4a. How to view or add approver for an employee?

Step 1: Go to 'Employee'

Step 2: Follow 'Employee' > 'Employee List'

Step 3: Select your employee by clicking on their profile or 'Employee Filter' as shown below.

Step 4: After an employee profile appears, proceed to the 'Approval Matrix' option. Here you can see previously configured approvers. To add a new approver, click on '+' button as shown in the screenshot below.

Step 5: Fill in the details in the box below and click on 'Save'.

Note: If you are unable to configure approval matrix, kindly contact us at [email protected]m