👨💼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.
![](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%252FCvKOOIDfHelVKQAZlFXg%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=593531f1&sv=1)
Step 2: Select the employee for whom you want to change the category.
![](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%252FDgUsCwVJ9um3wkJriZUg%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=eeb7f1c4&sv=1)
Step 3: Select the ‘Profile’ tab and scroll down to select ‘Category Transfer’ subtab.
![](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%252F5e2xp84BCeZnRAPZbXxd%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=32c4d2&sv=1)
![](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%252FKRUZOqYXgnMG8TKKy54j%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=65f9d22e&sv=1)
Step 4: Fill in the necessary details and click on the ‘Transfer’ button.
![](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%252FneL7uBR2yudF8VhRO9WP%252F4.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=db22a799&sv=1)
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.
![](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%252FfS57EnykwD9Wx1kyY0VU%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=bc54f379&sv=1)
Step 2: Select the ‘Employee’ for whom you want to change the code.
![](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%252Frr5nsT4pLLcFlB2JnZqb%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=611fa4b0&sv=1)
Step 3: Under the ‘Profile’ tab scroll down to the ‘Code Transfer’ sub-menu.
![](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%252FEi3wJinJdgHF66VmgjpC%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=7dacba6&sv=1)
Step 4: Enter ‘Employee New Code’ and click on the ‘Save’ button and the employee code will be changed.
![](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%252FiUyf3ub4bODuQ79RkgCq%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=aa38a060&sv=1)
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.
![](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%252F1pbmEfAXdvhrIcWQ3Ds4%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=18f6376f&sv=1)
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.
![](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%252FFSDyLi1RUiHGGgGAa9Jj%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=281c158d&sv=1)
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.
![](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%252FbH60jApfElfYdgQ6bevi%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=b5c1508c&sv=1)
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.
![](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%252F2qaqA6ZsGZLyZWux26uz%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=8f4aaab2&sv=1)
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.
![](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%252FlEeF1rkZll5b7tceKNff%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=7110d4f4&sv=1)
Step 2: Select the employee for whom you want to change the tax regime.
![](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%252FpSsUpganh9MfqEwWj590%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=4f471325&sv=1)
Step 3: Click on the ‘Profile’ tab, followed by ‘Employee Details’ subtab.
![](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%252FkfcXZ77edCVBoAs7Ilxw%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=6f610ef1&sv=1)
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.
![](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%252FY1HIamaEnofRCtdioHRk%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=f9b749a0&sv=1)
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.
![](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%252FiSib95SZgJ9BkMQjeCJN%252FCatranfer1.png%3Falt%3Dmedia%26token%3Dede0579d-3e03-40d3-8070-babd42fa8435&width=768&dpr=4&quality=100&sign=af422663&sv=1)
Step 2: Click on the employee name.
![](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%252FiWOZNyHRQLGvOpLXPbdi%252FCatranfer2.png%3Falt%3Dmedia%26token%3D1a69f0f2-df92-4eea-93f4-1f0a30c56948&width=768&dpr=4&quality=100&sign=afe60aca&sv=1)
Step 3: Click on the ‘Profile’ tab and the ‘Category Transfer’ subtab.
![](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%252FOGrk0cu2itgUBF3tm9LY%252FCatranfer3.png%3Falt%3Dmedia%26token%3D58f19815-cd24-4df4-bfcf-40e8cc5cf72e&width=768&dpr=4&quality=100&sign=1272fc4c&sv=1)
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.
![](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%252FEbfD3InP2zIghKBfjkUc%252FCode%2520trasfer-0.png%3Falt%3Dmedia%26token%3Df886e498-2b77-4803-bcbf-a34a7678995c&width=768&dpr=4&quality=100&sign=a278fec7&sv=1)
Step 2: Click on the ‘Employee List’ sub-menu.
![](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%252FpvLWa3NhLW1lx8OYsOAL%252FCode%2520Transfer-2.png%3Falt%3Dmedia%26token%3De2c3b1ae-580c-4de0-a3ea-a1b848a1c3e7&width=768&dpr=4&quality=100&sign=9962246&sv=1)
Step 3: Select the employee for whom you wish to transfer the code.
![](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%252FyXiQFLqsFRZSbQt830SB%252FCode%2520transfer-3.png%3Falt%3Dmedia%26token%3D81d8c2cb-8233-4d6d-9342-3afff6c69ad4&width=768&dpr=4&quality=100&sign=f5c15c61&sv=1)
Step 4: Select the ‘Profile’ tab.
![](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%252FjGCQ126HXhnXcy6fbml5%252FCode-Transfer-4.png%3Falt%3Dmedia%26token%3D93ab9910-d20e-42fe-a351-8445ac33bc4c&width=768&dpr=4&quality=100&sign=7f43b8e6&sv=1)
Step 5: Select the ‘Code Transfer’ sub-tab.
![](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%252Fl1nTPBrAVYeTWL4F308x%252FCode%2520Transfer-5.png%3Falt%3Dmedia%26token%3D401ec578-40f3-447a-b889-72a2101378ab&width=768&dpr=4&quality=100&sign=5f8d0c52&sv=1)
Step 6: Enter the new employee code in the allocated field and click on the ‘Save’ button.
![](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%252FLPpyJ03tBS4RX2Xci1y2%252FCode%2520Transfer-6.png%3Falt%3Dmedia%26token%3Dc38bd9fc-9642-43b5-a2da-d646e484fcb1&width=768&dpr=4&quality=100&sign=63c9e7c6&sv=1)
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.
![](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%252FrdITiHslxQpm6qM4A1b3%252FSelf-service%2520role%2520%281%29.png%3Falt%3Dmedia%26token%3D5280f829-f6c0-4ca6-84de-41be21fade39&width=768&dpr=4&quality=100&sign=205c3504&sv=1)
Step 2: Select the name of the employee from the list.
![](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%252FUP0EuX69rKINcgPNiMbp%252FSelf-service%2520role%2520%282%29.png%3Falt%3Dmedia%26token%3De8794018-ef6e-4db4-bd59-e8166aaa32ab&width=768&dpr=4&quality=100&sign=e71e0a9d&sv=1)
Step 3: Select the ‘Profile’ tab and then the ‘Self-service Role’ sub-tab.
![](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%252FZXjxMWScs0k32SlPRaKi%252FSelf-service%2520role%2520%283%29.png%3Falt%3Dmedia%26token%3D2a40be69-dce2-4bf8-a750-2d72511ec660&width=768&dpr=4&quality=100&sign=90b25916&sv=1)
Step 4: Select the role as required and click on the ‘Save’ button.
![](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%252FVfd0wKDJbn5q79y1KIFh%252FSelf-service%2520role%2520%284%29.png%3Falt%3Dmedia%26token%3D88867f76-a8e8-498d-bf9f-c9c7a84c183f&width=768&dpr=4&quality=100&sign=2e83a968&sv=1)
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.
![](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%252Fz7Z5ok8eXemrgJt5AOIh%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=39f71701&sv=1)
Step 2: Select the employee for whom you want to change the date of birth (DOB) and employee’s profile will open.
![](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%252F3lIRw8CTFbENb1iOIdrS%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=9676578c&sv=1)
Step 3: Under the ‘Profile’ tab, click on the ‘Basic Details’ subtab. Click on the ‘Date of Birth’ field and select the desired date.
![](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%252FKjM3LvqTWlHu2UfzeqQt%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=44dbe40b&sv=1)
Step 4: Scroll down and click on the ‘Save’ button and the date of birth (DOB) for an employee will be changed.
![](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%252FmshdZwt5PLauxZGBVNAl%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=4d6f36f2&sv=1)
For any query contact support@pockethrms.com
9. How to update Pan card number and Aadhaar card number for an employee?
Step 1: Log into the cloud portal, go to the ‘Employee Menu’ and click on the ‘Employee List’ submenu.
![](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%252FcXM5kkY6ssqMPgIEn4tZ%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=8e0182f8&sv=1)
Step 2: Select the employee for whom you want to change Pan or Aadhaar card details.
![](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%252F7lIlhSBklPKeYMR20Zm8%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=c2a65aa7&sv=1)
Step 3: Under the ‘Profile’ tab click on the ‘Employee Details’ subtab
![](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%252FRRHoMspgL7SSluOGHARZ%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=cee02fc4&sv=1)
Step 4: Find the fields ‘Pan’ and ‘Aadhaar No’ fields on the page and enter the Pan Card number and the Aadhaar card number respectively.
![](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%252FMvlncD6zQEYT7Ox9aOJ2%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=736bbd4a&sv=1)
For any queries, contact support@pockethrms.com
How to change employee’s designation?
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
![](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%252F8XHTUGjI4rZpzPYTVGQ5%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=56ea0998&sv=1)
Step 2: Select the employee from the list and that will take you to their profile.
![](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%252FRTZQPUCiVWxtpbItr3cy%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=904bb7a9&sv=1)
Step 3: Under the ‘Profile’ tab click on the ‘Basic Details’ subtab and select the required ‘Designation’ from the drop-down.
![](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%252F0UkXQfl340jIjGZ7P4U2%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=26105763&sv=1)
Step 4: Scroll-down and click on the ‘Save’ button and the designation will be saved.
![](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%252F3gGsIkOiEVlzX5kxrXZu%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=4cfe27b0&sv=1)
For any queries, contact support@pockethrms.com
How to edit an employee’s basic information?
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
![](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%252FdGOX0GFSrtkOAxOoYKiH%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=a1598f7f&sv=1)
Step 2: Select the ‘Employee’ for whom you want to change the basic details, and it will take you to their profile.
![](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%252F6gCtsRCqUYPiLrfzDmdI%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=8cdc4676&sv=1)
Step 3: Under the ‘Profile’ tab and click on the ‘Basic Details’ subtab.
![](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%252F3ffaox68EqM3nXYv7pnJ%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=4c3dc3a0&sv=1)
Step 4: Click on the respective field and make the required changes then click on the ‘Save’ button at the bottom and the changes in the employee’s basic details will be saved.
![](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%252FWZb2QYTgWTHCWcVXLdRT%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=a4df285c&sv=1)
For any queries, contact support@pockethrms.com
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