👨‍💼Profile

This page provides a step by step guide for FAQs related to 'Profile' tab in the employee profile

1. How to change the category for an existing employee?

Step 1: Log into the ESS portal click on the ‘Employee’ menu and select the ‘Emploee List’ subtab.

Step 2: Select the employee for whom you want to change the category.

Step 3: Select the ‘Profile’ tab and scroll down to select ‘Category Transfer’ subtab.

Step 4: Fill in the necessary details and click on the ‘Transfer’ button.

For any queries, contact support@pockethrms.com

2. How to change the employee code?

Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ sub-menu.

Step 2: Select the ‘Employee’ for whom you want to change the code.

Step 3: Under the ‘Profile’ tab scroll down to the ‘Code Transfer’ sub-menu.

Step 4: Enter ‘Employee New Code’ and click on the ‘Save’ button and the employee code will be changed.

For any queries, contact support@pockethrms.com

3. How to change an employee’s date of joining?

Note: Employee’s date of joining can be only changed if there has been no activity related to the employee profile such as shift assignment, leave application, payroll and more.

Step 1: To change the employee’s data of joining log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.

Step 2: Find the name of the employee for whom you want to change the joining date. Click on the ‘3 dots’, on the employee’s card towards the right-hand side of the screen and select the ‘Edit Profile’ option.

Step 3: That will take you to the ‘Basic Details’ subtab, under the ‘Profile’ tab in the employee profile. In the ‘Date of Joining’ field and select the required date.

Step 4: Once you change the date, scroll down to the bottom of the screen and click on the ‘Save’ button and the employee’s date of joining will be changed.

For any queries, contact support@pockethrms.com

4. How to change the tax regime from new to old?

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

Step 2: Select the employee for whom you want to change the tax regime.

Step 3: Click on the ‘Profile’ tab, followed by ‘Employee Details’ subtab.

Step 4: From the ‘ITAX Regime Type’ dropdown select the ‘Old Regime’ option. Scroll down, click on the ‘Save’ button and employee’s income tax regime will be changed.

For any queries, contact support@pockethrms.com

5. How to Change Employee Category?

Step 1: Log in to the Cloud portal and select the ‘Employee’ tab and ‘Employee List’ subtab.

Step 2: Click on the employee name.

Step 3: Click on the ‘Profile’ tab and the ‘Category Transfer’ subtab.

Step 4: Fill in the necessary details and click on the ‘Transfer’ button

For any queries, contact support@pockethrms.com

6. How to Transfer Employee Code?

Step 1: Log into the cloud portal and select the 'Employee’ menu.

Step 2: Click on the ‘Employee List’ sub-menu.

Step 3: Select the employee for whom you wish to transfer the code.

Step 4: Select the ‘Profile’ tab.

Step 5: Select the ‘Code Transfer’ sub-tab.

Step 6: Enter the new employee code in the allocated field and click on the ‘Save’ button.

For any queries, contact support@pockethrms.com

7. How to Check the ‘Self-service Role’ of Employees?

Step 1: Log into the cloud portal and click on the ‘Employee' menu and select the ‘Employee List’ submenu.

Step 2: Select the name of the employee from the list.

Step 3: Select the ‘Profile’ tab and then the ‘Self-service Role’ sub-tab.

Step 4: Select the role as required and click on the ‘Save’ button.

For any queries, contact support@pockethrms.com

8. How to change date of birth (DOB) 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 change the date of birth (DOB) and employee’s profile will open.

Step 3: Under the ‘Profile’ tab, click on the ‘Basic Details’ subtab. Click on the ‘Date of Birth’ field and select the desired date.

Step 4: Scroll down and click on the ‘Save’ button and the date of birth (DOB) for an employee will be changed.

For any query contact support@pockethrms.com

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