↘️Import

This page provides a step by step guide for FAQs related to employee import

1. How to change income tax regime for multiple employees (ITAX Regime change in bulk)?

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

Step 2: From the ‘Select Employee Template’ dropdown, select ‘Employee Amendment Import’ option.

Step 3: You need to download ‘Sample Employee Master Import’ from the upper right-hand side of the screen to prepare your Excel sheet for the upload accordingly.

Step 4: Click on the ‘Employee Master’ from the right-hand side of the screen Scroll down the ‘Employee Master’ section to select ‘ITAX Regime Type’ option.

Once you select the ‘ITAX Regime Type’ option it will be visible in the Component section.

Step 4: Fill in the required fields, upload Excel sheet in the ‘Import Template’ section and map the components according to the Excel sheet. Click on the ‘Save Settings’ button and the income tax regime for the employee will be changed.

For any queries, contact [e-mail]

2. How to do New Employee Import from Excel?

Create an Excel file with new employee details to import it into Pocket HRMS. The following are the mandatory fields for New Employee creation:

A. Employee Code

B. First Name

C. Last Name

D. Gender

E. Category

F. Prof. Tax Location

G. Date of Birth

H. Date of Joining

I. ESI Location

J. Metro / Non-Metro (TDS)

K. ESI Dispensary

Step 1: Log into the cloud portal and click on the 'Employee' menu and select the ‘Import’ sub-menu.

Step 2: Select the ‘Employee Master Import’ under the drop-down menu titled ‘Select Import Template’.

Step 3: Select the ‘Category’ as shown below.

Step 4: Click on the ‘Employee Master’ tree from the upper right-hand corner and select the fields you want to add.

Step 5: Map the field name to the corresponding column in the Excel file.

Step 6: Click on the ‘Add New’ button and enter the ‘Setting Name’ and then click on the ‘Add’ button to accept the settings.

You may click on the ‘Save Settings’ button towards the bottom of the page to save the settings as a template for future usage.

Step 7: Upload the file in the ‘Import Templates’ field and enter the ‘Starting-Ending Row’ values.

Step 8: Enter the necessary details in respective fields and click on the ‘Upload File’ button to upload the file.

Note:

• All the text columns in the Excel sheet should be formatted to the right data type for a smooth import process.

• You may download the sample import file from the link shown below to format the Excel file accordingly.

For any queries, contact [e-mail]

3. How to do Approval Matrix Import from Excel?

Step 1: Log into the cloud portal and click on the 'Employee' menu and select the ‘Import’ sub-menu.

Step 2: Select the ‘Approval Matrix Manager Import’ under the drop-down menu titled ‘Select Import Template’.

Step 3: Select the ‘Category’ as shown below.

Step 4: Click on the ‘Add New’ button and enter the ‘Setting Name’ and then click on the ‘Add’ button.

Step 5: Select 'Starting-Ending Rows' to define the data range to be imported from the Excel sheet.

Step 6: On the left side of the screen, you can Map the Component name to the corresponding column in the Excel sheet and click on the ‘Save Setting’ button.

Step 7: Click on the ‘Import Templates’ section to upload the file.

Note: The file has to be in the .xlsx format to be uploaded.

Step 8: Select the ‘Starting-Ending Row’ from which data has to be uploaded and click on the ‘Upload File’ button.

Note: You may download the sample import file from the link in the upper right-hand corner of the screen to format your Excel file accordingly.

For any queries, contact [e-mail]

4. How to add Multiple New Employees?

Step 1: Select the ‘Employee’ tab and select the ‘ Import’ Subtab.

Step 2: You can download ‘Sample Excel File’ from the upper right-hand corner of the page.

Step 3: Select ‘Employee Master Import’ from the dropdown for the ‘Select Import Template’ on the upper left corner of the page.

Step 4: Select ‘Category’ from the drop-down menu.

Step 5: Setting allows you to save fixed settings that you can utilize in the future.

For example: to create a new ‘Staff’ setting,

Click on the ‘Add New’ button, enter the setting name as ‘Staff’, and click on the ‘Add’ button.

Step 6: Upload your Excel file in .xlsx format and fill out the details according to the uploaded excel file.

• Starting – Ending Row: Enter the row numbers where the actual data begins and ends, respectively.

• Sheet Name – this is the name of the sheet with the employee data.

• Employee Code and Employee Name – Enter the columns in the Excel sheet containing Employee code and Employee Name.

• Allow Duplicate fields – Checking any allow duplicate field will allow duplication of the respective data while importing.

Note: if the fields are unchecked, you can download a detailed error report if there is any duplication in the database.

Step 7: Similarly, we will fill out the remaining fields by referring to the sample excel file. This powerful

the tool will let you import any level of detailed employee information.

•’ Delete’ any data component, easily.

• ‘Add’ any data component by selecting from the list on the left side.

Step 8: Click on ‘Save Settings’, and you will get a notification indicating that the settings are being saved successfully.

Step 9: Select the Category you wish to add. We will select ‘Staff’ (Category) and ‘Staff’ (Setting Name).

Now the entire settings will be preloaded. Now select Excel File and Sheet name and click on the ‘Upload File’ button.

Note:

1. On successful upload, you will get a confirmation message, and Pocket HRMS will add the employees in the background while you focus on executing other important HR tasks.

2. If an error occurs, then Pocket HRMS will download an error with details.

For any queries, contact [e-mail]

5. How to add a manager in the approval matrix?

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

Step 2: From the ‘Select Import Template’ drop-down, located at the upper left-hand corner of the screen select the ‘Approval Matrix Manager Import’ option.

Step 3: Download the ‘Sample Approval Matrix Manager Import’ file from the upper right-hand corner of the screen and prepare a file to upload accordingly.

Step 4: Then ‘Select Category’ and the ‘Setting Name’ from the respective fields and upload the file you prepared in the ‘Import Template’ field. The ‘Sheet Name’ will be auto-populated once you upload the file.

Step 5: Enter the values for ‘Starting – Ending Row’ and select the ‘Employee Code Column Name’ in the respective fields. If you select the check box for the ‘Overwrite Previous Manager’ option it will delete all the previous managers present in the system.

Step 6: Map the ‘Component’ to the ‘Excel Column’ in the Excel sheet.

For example, if the ‘Leader Code’ is in column ‘D’ of the Excel sheet, select ‘D’ from the respective drop-down.

Step 7: Click on the ‘Save Settings’ button and then click on the ‘Upload File’ button and the managers will be added in the approval matrix.

For any queries, contact [e-mail]

6. How to import or add holiday list?

Step 1: Log into the cloud portal, go to the ‘Attendance’ menu and click on the ‘Import’ submenu and then select ‘Holiday Upload’ option.

Step 2: Download the ‘Sample Holiday Import’ file from the upper right-hand corner of the leave import page and prepare file for the upload accordingly.

Step 3: ‘Select Settings’ from the respective drop-down. Select ‘Starting - Ending Row’ as well as the ‘From Date’ & ‘To Date’ from the respective fields and upload the file you prepared in the ‘Import Template’ field.

Once you upload the sheet the system will fetch the file name in the ‘Sheet Name’ filed.

Step 4: Map the ‘Section Name’ to the ‘Excel Column’ according to the Excel file.

Step 5: Select checkbox fir the ‘Insert Only’ if required. Click on the ‘Save Settings’ button and then click on the ‘Upload’ button. The Holiday list will be uploaded.

For any queries, contact [e-mail]