🔸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]

3. How to give ESS admin rights? How to make someone admin for ESS portal?

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 ‘Profile’ tab click on the ‘Self Service Role’ subtab. From the ‘Role’ field select ‘Admin’ option and click on the ‘Save’ button. Admin rights will be given to the employee for the ESS portal.

Note: When you change employee's self service role their ESS password will be changed. You can view their new password under Password Reset in the cloud portal.

Path: Cloud Portal>Employee>Employee List>select employee>Profile>Self Service Role>Role>Admin>Save

Link: https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=12378&module=profile&empstatus=1

For any queries, contact [e-mail]