> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/employee-filter.md).

# 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**.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FrqTggD3FWhRw5bp8gtZt%2F0.png?alt=media" alt=""><figcaption></figcaption></figure>

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FFSiEbD8LJn8fVGGZV5VN%2F1.png?alt=media)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FIYtzpdpojVV68NvbByD3%2F2.png?alt=media)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fa18mCOXopc1PY9Vu1i17%2F3.png?alt=media)

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FLsH43tzqMqXJspCZBtWu%2F4.png?alt=media)

**Link**: <https://cloud.pockethrms.com/Employee/Employee/EmployeeList#>

For any queries, contact <support@pockethrms.com>

### 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.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FoCZgPe1lBtjgA4PpqAF1%2F0.png?alt=media" alt=""><figcaption></figcaption></figure>

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FJm9P1WBE3BQwjnveIXga%2F1.png?alt=media)

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FxAy2jpdP40TSrrP7iAul%2F2.png?alt=media)

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

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FhDaQIUf6oX39lwOVy0Aa%2F3.png?alt=media" alt=""><figcaption></figcaption></figure>

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F6nF487clSQJ4kGGe5rSo%2F4.png?alt=media)

**Link:** <https://cloud.pockethrms.com/Employee/Employee/EmployeeList#>

For any queries, contact <support@pockethrms.com>

### 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.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FmbPxyry1NlldoziFBPJV%252F0.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ab5c74b7&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 2**: Click on the ‘Employee Filter’ from the upper right-hand side of the screen and a pop-up will open.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBoBtYxXTKrPXQbaQq2DR%252F1.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=3e487cb5&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 3**: Select the radio button for the ‘All’ option and click on the ‘Apply’ button.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTW5DMo3lvOua9RtF3tEq%252F2.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=c3499d37&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 4**: Click on the ‘Employee Export’ option towards the upper right-hand side of the screen and a pop-up will open.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9lvlIh3o6pHyzoSofvyE%252F3.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=2c21854a&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FS5k4z0TeHdTFiI3dkqMF%252F4.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=4ce503d1&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Note**: The details will be downloaded with the respective employee code and employee names.

For any queries, contact <support@pockethrms.com>

### 4. Approval matrix

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

**Step 1:** Go to 'Employee'

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB0PAkuPlmEgmzE2Al%252F-MYB1BDewj_Fc_VNV6-Z%252F1%2520%281%29.png%3Falt%3Dmedia%26token%3Da9110216-602c-484d-aacc-10519cdb7573&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ced298b7&#x26;sv=2" alt=""><figcaption></figcaption></figure>

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

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

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB0PAkuPlmEgmzE2Al%252F-MYB1ExVYY7JZumvoNXs%252F1%282%29%2520%281%29.png%3Falt%3Dmedia%26token%3Dadea157d-d3a0-44f9-a7f9-aadd2643daa8&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=311986cc&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB0PAkuPlmEgmzE2Al%252F-MYB1IIhyeaHU18zJOnN%252F3.png%3Falt%3Dmedia%26token%3Db4054494-7653-4397-89f5-fc997f4fe3c7&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=a3789b91&#x26;sv=2" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB0PAkuPlmEgmzE2Al%252F-MYB1LoErn46TarPIbWe%252F4.png%3Falt%3Dmedia%26token%3D43923ef5-5d60-4496-9d8f-501923cea47c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7474baf7&#x26;sv=2" alt=""><figcaption></figcaption></figure>

***Note:** If you are unable to configure approval matrix, kindly contact us at* [*support@pockethrms.co*](mailto:support@pockethrms.com)*m*
