🟡Leave
This page provides a step by step guide for FAQs related to 'Leave' tab in the employee profile
1. Why is an employee unable to apply for comp-off?
Step 1: First, you need to check if comp-off is credited to the employee. For that in the cloud portal, go to the ‘Employee’ menu and select the ‘Employee List’ submenu.
Step 2: Select the employee, who is unable to apply for comp-off and it will take you to their profile.
Step 3: Under the ‘Leave’ tab, in the ‘Leave Entry’ subtab you can check whether ‘Compensatory off’ is credited for the employee.
If compensatory off is not credited for the employee you need to credit the compensatory off to the employee for them to be able to apply for the same.
Step 4: You can go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Comp Off Credit’ subtab. Select the ‘Comp-off’ radio button, the ‘Category’ and ‘Employee Code’, then select the date range and click on the ‘View’ button.
Scroll down to the end of the category list given on the right-hand side of the screen and below it you will find the table with the eligible comp-off entries.
Step 5: Tick the respective checkboxes for the entries you want to credit the employee a comp-off. You can also use the respective ‘Day Type’ drop-down to choose if you want to credit a half-day or full-day comp off.
Step 6: Once you are done with the selections, scroll up and click on the ‘Save’ button and the employee will be able to apply for comp-off.
For any queries, contact [email protected]
2. How to change the current year’s leaves entry for the employees?
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to change the leaves.
Step 3: Go to the ‘Leave’ tab and select the ‘Leave Entry’ subtab. Click on the ‘Three Dots’ next to the leave type you want to modify or assign.
Step 4: Enter the desired values, in the ‘Leave Opening’ and the ‘Leave Credit’ field. Check the box for ‘Use credit’ to ensure that the employee’s leave credit stays updated according to the leave credit process. Click on the ‘Save’ button and the current year leaves entry for the employees will be changed.
For any queries, contact [email protected]
3. If leave credits are not automatically done, how can I manually add or credit leave for the leave credit process?
Step 1: Log into the cloud portal, go to the ‘Leave’ menu, click on the ‘Utilities’ submenu and select the ‘Leave Credit Process’ option.
Step 2: From the ‘Frequency’ dropdown, select how often you want the leaves to be credited such as, monthly, quarterly, half yearly, and yearly.
Step 3: Select the ‘Month’ and the ‘Year’ and the required ‘Category’ by selecting respective checkbox. You can also enter the desired ‘Employee Code’ in the respective field.
Step 4: From the ‘Leave Type’ drop down, select the type of leave you want to be credited/added such as, casual leave (CL), paid leave (PD), sick leave and more.
Step 5: Scroll-down to the end of the category list and click on the ‘Process’ button below and the leave credit process will be done according to your selections.
You can find the details such as, frequency, leave type, credit period (frequency) and last processed date for various past leave credit processes below the ‘Process’ button.
For any query contact [email protected]
4. How to mark LOP (Loss of Pay) for an employee?
Step 1: Log into the cloud portal go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to mark LOP.
Step 3: Go to the ‘Leave’ tab and click on the ‘+’ icon towards the upper right-hand corner of the screen.
Step 4: Select ‘LOP Days’ from the ‘Leave’ drop down. Select details such as date range and ‘Half / Full Day’ option from the respective fields and click on the ‘Save’ button. The LOP will be marked for the respective days.
Path: Cloud Portal>Employee>Employee List>select employee>Leave>’+ icon”>select leave type as LOP & other details>Save.
For any queries, contact [email protected]
5. How to apply leave for an employee as an HR or admin from the cloud portal?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to apply leave.
Step 3: Under the ‘Leave’ tab and go to the ‘Leave Entry’ subtab. Click on the ‘+’ icon towards the upper right-hand corner and a pop-up will open.
Step 4: Under the ‘Add Leave’ tab, select leave type form the ‘Leave’ field. Also enter ‘Remark’ and select date range and click on the ‘Save’ button. The Leave entry will be added for the employee.
Step 5: You can scroll down the ‘Leave Entry’ page and the leave application added will be visible.
Path: Cloud>Employee>Employee List>Select Employee>Leave>Leave Entry>Click ‘+’ Icon>Select Details>Save
For any queries, contact [email protected]
6. How to check if employee’s leave request are approved by their approver from cloud portal?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee whose leave approval you want to check and system will take you to their profile.
Step 3: Under the ‘Leave’ tab, click on the ‘Leave Entry’ subtab. Below various leave details, the list of approved leaves will appear.
Path: Cloud Portal>Employee>Employee List>Leave>Leave Entry
For any queries, contact [email protected]
7. How to give approval for employee face recognition request?
How to give selfie approval for the employee or how to approve employee's selfie/picture for face recognition attendance punch in and punch out?
Step 1: Log into the ESS portal with admin credentials, go to the ‘Leave’ menu and click on the ‘Face Recognition’ submenu.
Step 2: Click on the ‘Face Approval’ tab and employees face registration requests will appear here. Select the checkbox for the employee’s request you approve and click on the ‘Approve’ or ‘Reject’ button. The face recognition request will be accepted or rejected accordingly.
Note: You can use the search field towards upper right side of the screen to find a request from a particular employee.
Path: ESS Portal>Face Recognition>Face Approval>Approve/Reject
Link: https://ess.pockethrms.com/Leave/EmployeeFace/FaceRecognition?Menu=fApproval
For any queries, contact [email protected]
8. What does LD mean or stands for in pocket HRMS?
The ‘LD’ stands for Loss of Pay Days (LOP). That means payment for the day will be deducted.
For any queries, contact [email protected]
9. How to remove/delete/debit unwanted/extra leaves from the credited or added leaves?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee and system will take you to their profile.
Step 3: Under the ‘Leave’ tab click on the ‘Leave Entry’ subtab and click on the ‘+’ icon towards the upper right side of the screen.
Step 4: Click on the ‘Debit Leave’ tab, select ‘Leave Type’ and ‘Count’ of leave to be debited. The system will auto fetch the date rage and click on the ‘Save’ button. The leaves will be debited accordingly.
Path: Cloud Portal>Employee>Employee List>Leave>Leave Entry>Debit Leave>Leave Type>Count>select required details>Save
For any queries, contact [email protected]
10. How to remove or delete leave entry such as Loss of pay Day (LD), Paid Leave (PL), Casual Leave (CL), Compensatory Off (COFF) of the employee from the cloud portal?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to delete the leave entryss and system will take you to their profile.
Step 3: Under the ‘Leave’ tab click on the ‘Leave Entry’ subtab. Scroll down to find the leave entry you want to remove and click on the respective ‘Delete Icon’ and the leave entry will be deleted.
Path: Cloud Portal>Employee>Employee List>Leave>Leave Entry>scroll down to find the required leave entry>click on the ‘Delete Icon’
For any queries, contact [email protected]
11. How to reject/remove/remove Comp Off (Compensatory Off) or comp off entry of employee from the cloud portal or admin portal?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to delete comp off entry and system will take you to their profile.
Step 3: Under the ‘Leave’ tab click on the ‘Leave Entry’ subtab. Scroll down to ‘Leave Taken’ section. Find the comp off leave entry you want to remove and click on the respective ‘Delete Icon’ and the leave entry will be deleted.
Path: Cloud Portal>Employee>Employee List>Leave>Leave Entry>scroll down to ‘Leave Taken’ section, find the required leave entry>click on the ‘Delete Icon’
Note:
If the applied comp off is already accepted/approved by the manager, then you can directly delete it from the cloud portal.
If the comp off leave request from employee is pending from approval then it can be rejected from the manager’s of HR’s/admin’s ESS portal
For any queries, contact [email protected]
12. How to add leave opening and leave credit for a particular employee?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to add leaves and system will take you to their profile.
Step 3: Under the ‘Leave’ tab click on the ‘Leave Entry’ subtab. Click on the ‘3 Dots’ for the leave type for which you want to add leave opening and credit.
Step 4: Enter the Leave Opening and Leave Credit in the respective fields and select ‘Use Credit’ option if required. Click on the ‘Save’ button and the leave opening and credit will be saved accordingly for the employee.
Path: Cloud portal>Employee>Employee list>select Employee>Leave>Leave Entry>click ’3dots’ for respective leave type>enter details>Save
For any queries, contact [email protected]
13. How to delete leave that is already approved by the manager?
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to delete the leave entries and system will take you to their profile.
Step 3: Under the ‘Leave’ tab click on the ‘Leave Entry’ subtab. Scroll down to find the leave entry you want to remove and click on the respective ‘Delete Icon’, the leave will be deleted. The respective leave balance will be credited back to employee’s account.
Path: Cloud Portal>Employee>Employee List>Leave>Leave Entry>scroll down to find the required leave entry>click on the ‘Delete Icon’
For any queries, contact [email protected]
14. How to Edit Leaves?
To edit an employee's leave, follow the path below:
Path: Cloud> Employee > Employee List > Click on employee profile for whom you want to edit leave > Leave > Filter Icon > Date Range > Apply > scroll down to the Leave Taken section > click the Edit icon > Make the necessary changes > Save.
Step 1: Login to Cloud Portal, go to ‘Employee’ menu and select ‘Employee List’ sub-menu.
Step 2: Select the ‘Employee Profile’ by clicking on the employee name, go to ‘Leave’ section, select Click on ‘Filter icon’, select ‘Date Range’, and click ‘Apply’.
Step 3: Scroll down to the ‘Leave Taken’ section, click on ‘Edit icon’ on the right, make necessary changes and click on ‘Save’.
Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeList
For any queries, contact [email protected]
15. How to debit leave balance after processing salary for the same month?
To debit the leave individually, refer the process below:
Path: Cloud Login > smHRt Search (employee name/code) to navigate to employee profile > In employee profile go to Leave tab > click on '+' > Debit leave > Select the leave type > Date range > Save.
Step 1: Log in to the Cloud portal and use the ‘smHRt Search’ to navigate to the desired Employee Profile.
Step 2: Within the employee's cloud profile, go to the ‘Leave’ tab and Click the ‘+’ button.
Step 3: In the pop-up window, select the ‘Debit leave’ option from the menu, select the appropriate ‘Leave type’ and specify the ‘Date range’ for the debit.
Step 4: Click ‘Save’ to complete the transaction and update the employee's leave balance.
To import in bulk please refer to the link below
For any queries, contact [email protected]
16. In leave entry not receiving 3 dots?
Path: Cloud>Employee>Employee List>Select Employee>Leave>Leave Entry>Click ‘+’ Icon>Select Details>Save
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to apply leave.
Step 3: Under the ‘Leave’ tab and go to the ‘Leave Entry’ subtab. Click on the ‘+’ icon towards the upper right-hand corner and a pop-up will open.
Step 4: Under the ‘Add Leave’ tab, select leave type form the ‘Leave’ field. Also enter ‘Remark’ and select date range and click on the ‘Save’ button. The Leave entry will be added for the employee.
Step 5: You can scroll down the ‘Leave Entry’ page and the leave application added will be visible.
For any queries, contact [email protected]
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