🔹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 [email protected]

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 [email protected]

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 [email protected]

4. What is Self Service Role? What if My Employee Role/Designation is not Listed in the Self-service Role?

A ‘Self-Service Role’ determines the level of access an employee has to Self-Service (ESS) functionalities, based on module-specific role allocations. It is not linked to the employee’s actual job title or designation.

If your employee’s designation is not listed as a self-service role, don’t worry — you can still assign the self-service role based on the access required.

Path: Cloud> Employee profile > Profile > Self Service Role > Select self-service role options from the Drop-Down as required > Save.

Step 1: login to cloud portal, go to ‘Employee profile’ from ‘smHRt Search’ by searching the employee name or employee code.

Step 2: Select ‘Profile tab’ in employee profile, scroll down and go to ‘Self-service Role’, select self-service role options from the drop-down as required by you to assign to the employee, and click on ‘Save’.

Note: Choose the role that best matches the employee needs, regardless of their actual designation.

For any queries, contact [email protected]