🔸Self Service Role

1. How to select/change employee user role to other self service role such as manager, HR, admin etc.?

To give an employee manager rights you need to go to their profile first.

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

Step 2: Select the employee from the list to whom you want to change the role.

Step 3: Under the ‘Profile’ tab click on the ‘Self-service Role’ subtab. From the ‘Role’ dropdown select the required role and click on the ‘Save’ button. The new role will be assigned to the employee accordingly.

Path: Cloud Setting>Employee Profile>Profile>Self-service Role>select required Role>Save

Link: https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=7387&module=employeepunch&empstatus=1

For any queries, contact [e-mail]

2. How to add user as an admin or how to give admin role to an employee/make employee an admin?

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

Step 2: Select the employee from the list to whom you want to give admin role.

Step 3: Under the ‘Profile’ tab click on the ‘Self-service Role’ subtab. From the ‘Role’ dropdown select the ‘Admin’ role and click on the ‘Save’ button. The admin role will be assigned to the employee accordingly.

Path: Cloud Setting>Employee Profile>Profile>Self-service Role>Role-Admin>Save

Link: https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=7387&module=employeepunch&empstatus=1

For any queries, contact [e-mail]