🔶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.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

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.

• Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

For any queries, contact [email protected]

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.

Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

For any queries, contact [email protected]

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.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

For any queries, contact [email protected]

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.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

For any queries, contact [email protected]

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.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

For any queries, contact [email protected]

6. How to add reporting manager for the employee?

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’ field select the ‘Employee Amendment Import’ option. Download the ‘Sample Employee Amendment Import’ file to prepare the file to be uploaded accordingly.

Step 3: ‘Select Category’ and the ‘Setting Name’. If you don’t have an existing setting create new settings. To create new settings, click on the ‘Add New’ button, enter ‘Setting Name’ and click on the ‘Add’ Button

Step 4: Enter values for the ‘Starting – Ending Row’, ‘Employee Code Column Name’ and also select the checkboxes for the options as required.

Step 6: Click on the ‘Employee Master’ folder from the upper right-hand corner of the screen and select the ‘Reporting Manager’ field. Map the fields to the column of the excel sheet using the respective dropdown.

Step 7: Click on the ‘Save Settings’ button and settings will be saved accordingly.

Step 8: Upload the file in the ‘Import Templates’ field.

Step 9: The system will fetch the ‘Sheet Name’ automatically. Click on the ‘Upload File’ button. The reporting manager details will be uploaded accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Employee>Import> Select Import Template 'Employee Amendment Import>Select Category>Create/Add Setting name>add required details>select fields from Employee Master>map the field with excel column>enter details >Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#

For any queries, contact [email protected]

7. How to change manager in bulk or how to upload manager details in bulk?

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

Step 2: From the ‘Select Template’ dropdown select ‘Approval Matrix Manager Import’ option. Click on the ‘Download Icon’ to download the sample Excel sheet from the upper right-hand corner of the screen and prepare a sheet to be uploaded accordingly.

Step 3: Select the details such as Category, Settings Name and fill in Starting-Ending Row, Employee Code Column Name according to the Excel file you prepared to upload.

Step 4: Map the Components to the Excel Column using the respective dropdowns according to the file to be uploaded.

Step 5: Once you fill in all the details, click on the ‘Save Settings’ button and Upload the file in the ‘Import Templates’ field. Click on the ‘Upload File’ button and mangers will be uploaded in bulk.

Note:

You need to select the ‘Overwrite Previous Manager’ if you want to delete all the previously added manager and replace it with newly uploaded details.

Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal > Employee > Import>Select Approval Matrix Manager Import from dropdown > Fill in the details required> Save Settings> Import Template >Upload File.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#

For any queries, contact support@pockethrms

8. How to upload salary data or how to import earning data in bulk? or How to do employee amendment import?

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the Employee Earning, Employee Master and Employee Deduction folder to add respective Component's field options.

Here we click on the ‘Employee Earning’ folder from the right-hand side of the screen, and scroll down to find & select required options. The added options will be visible in the Component section.

Step 6: Map the ‘Components’ to the ‘Excel Column’ according to the Excel sheet you prepared to be upload using the respective dropdowns.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload the Excel sheet in the ‘Import Template’ field, click on the ‘Upload File’ button and the earning details will be uploaded or employee amendment import will be done accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Add/Select Setting name>select required details according to file to be uploaded>Employee Earning/Deduction/Master>add the component>map components Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

9. How to upload reporting manager data in bulk?

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

Step 2: Select Import Template as ‘Employee Amendment Import’ and download the ‘Sample Employee Amendment Import’ file to prepare the Excel sheet to be uploaded accordingly.

Step 3: Select Category and Setting Name or Add New setting. Also select Starting-Ending Row and Employee Code Column name according to the file prepared to be uploaded.

Step 4: From the right side of the screen, click on the ‘Employee Master’ folder.

Step 5: Scroll down to click on the ‘Reporting Manager’ option and it will be added under the 'Component’' section.

Step 6: Map the ‘Component’ to the ‘Excel Column’ using the respective dropdown.

Step 7: One you selected all the required details click on the ‘Save Settings’ button. Upload file in the ‘Import Template’ field and click on the ‘Upload File’ button.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal> Employee>Import>Employee Amendment Import>Download Template>Employee Master>add Reporting Manager>fill in required details and map the components according to excel sheet>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#

For any queries, contact [email protected]

10. How to upload UAN number (UAN No.) in bulk?

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’ dropdown, select ‘Employee Amendment Import’ option.

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

Step 4: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Master’ folder from the right-hand side of the screen, and scroll down to find & select ‘UAN NUMBER’ options. It will be visible in the Component section.

Step 6: Map the UAN number ‘Components’ to the ‘Excel Column’ according to the Excel sheet you prepared to be upload using the respective dropdowns.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field, click on the ‘Upload File’ button and UAN Number details will be uploaded accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Add/Select Setting name>select required details according to file to be uploaded>Employee Master>add the UAN Number>map components Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

11. How to upload/import birthdate or date of birth (DOB) data in bulk?

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

Step 2: Select Import Template as ‘Employee Amendment Import’ and download the ‘Sample Employee Amendment Import’ file to prepare the Excel sheet to be uploaded accordingly.

Step 3: Select Category and Setting Name or Add New setting. Also select Starting-Ending Row and Employee Code Column name according to the file prepared to be uploaded.

Step 4: From the right side of the screen, click on the ‘Employee Master’ folder.

Step 5: Scroll down to click on the ‘Date of Birth’ option and it will be added under the 'Component’ section.

Step 6: Map the Component, ‘Date of Birth’ to the ‘Excel Column’ using the respective dropdown.

Step 7: One you selected all the required details click on the ‘Save Settings’ button. upload file in the ‘Import Template’ field and click on the ‘Upload File’ button.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal> Employee>Import>Employee Amendment Import>Download Template>Employee Master>add Date of Birth>fill in required details and map the components according to excel sheet>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#

For any queries, contact [email protected]

12. How to update salary by bulk or how to upload salary data in bulk?

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Earning’ and ‘Employee Deductions’ folder from the right-hand side of the screen, and scroll down to find & select required options. The added options will be visible in the Component section.

Step 6: Map the ‘Components’ to the ‘Excel Column’ according to the Excel sheet you prepared to be upload using the respective dropdowns.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field, click on the ‘Upload File’ button and salary details will be updated in bulk.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Add/Select Setting name>select required details according to file to be uploaded>Employee Earning/Deductions-add the component>map components Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

13. How to upload/import new joinee/new joiner/new employees in bulk?

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

Step 2: Select Import Template as ‘Employee Master Import’ and download the ‘Sample Employee Master Import’ file to prepare the Excel sheet to be uploaded accordingly.

Step 3: Select ‘Category’ and ‘Setting’ or Add New setting as required. Also fill in other details in the respective fields according to the file prepared to be uploaded.

Step 4: Map the ‘Component’ to the ‘Excel Column’ using the respective dropdown.

Step 5: One you selected all the required details click on the ‘Save Settings’ button. Upload file in the ‘Import Template’ field and click on the ‘Upload File’ button.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal> Employee>Import> Employee Master Import>Download Template>prepare sheet to be uploaded accordingly>Employee Master>fill in required details>map the components according to excel sheet>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

14. How to upload bulk pop-up data or how to import bulk pop-up data?

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

Step 2: Select Import Template as ‘PopUpData Import’ and download the ‘Sample ‘PopUpData Import’ file to prepare the Excel sheet to be uploaded accordingly.

Step 3: Select ‘Setting Name’ or Add New setting as required. Also fill ‘Starting – Ending Row’ in the respective fields according to the file prepared to be uploaded.

Step 4: Map the ‘Component’ to the ‘Excel Column’ using the respective dropdown.

Step 5: One you selected all the required details click on the ‘Save Settings’ button. Upload file in the ‘Import Template’ field and click on the ‘Upload File’ button. The pop-up data will be uploaded accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal> Employee>Import> PopUpData Import>Download Template>prepare sheet to be uploaded accordingly>Setting Name>fill in required details>map the components according to excel sheet>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#

For any queries, contact [email protected]

15. How to upload or import employee details in bulk?

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

Step 2: Select Import Template as ‘Employee Amendment Import’ and download the ‘Sample Employee Amendment Import’ file to prepare the Excel sheet to be uploaded accordingly.

Step 3: Select Category and Setting Name or Add New setting. Also select Starting-Ending Row and Employee Code Column name according to the file prepared to be uploaded.

Step 4: From the right side of the screen, click on the ‘Employee Master’ folder.

Step 5: Scroll down to click on the ‘Date of Birth’ option and it will be added under the 'Component’ section. Map the Components Birth’ to the ‘Excel Column’ using the respective dropdown.

Step 6:: Fill in other required details click on the ‘Save Settings’ button. upload file in the ‘Import Template’ field and click on the ‘Upload File’ button. Employee details will be uploaded accordingly.

Path: Cloud Portal> Employee>Import>Employee Amendment Import>Download Template>Employee Master>select required fields and map the components according to excel sheet> fill in required details>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#

For any queries, contact [email protected]

16. How to change the approval matrix for all employees?

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

Step 2: ‘Select Import Template’ as ‘Approval Matrix Manager Import’ and from the upper right side of the screen click on the ‘Sample Approval Matrix Manager Import’. Then prepare the file to be uploaded accordingly.

Step 3: Select ‘Setting Name’ or Add New and fill in the other details in the respective fields.

Step 4: Map the ‘Components’ to the ‘Excel Column’ according to the Excel sheet to be uploaded, using the respective dropdowns.

Step 5: ‘Save Settings’, upload file in the ‘Import Template’ field and click on the ‘Upload File’ button. Approval matrix for the employees will be changed accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Employee>Import>Select Import Template - Approval Matrix Manager Import>download sample>Select Settings/Add New>Map Component>Save Settings>Import File>Upload

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

17. How to import self service role for all employees?

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

Step 2: Select Import Template as ‘SelfService Role Import’ and download the ‘Sample SelfService Role Import’ file to prepare the Excel sheet to be uploaded accordingly.

Step 3: ‘Select Setting’ or Add New setting as required. Also fill in other details in the respective fields according to the file prepared to be uploaded.

Step 4: Map the ‘Component’ to the ‘Excel Column’ using the respective dropdown.

Step 5: One you selected all the required details click on the ‘Save Settings’ button. Upload file in the ‘Import Template’ field and click on the ‘Upload File’ button.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal> Employee>Import> SelfService Role Import >Download Template>prepare sheet to be uploaded accordingly>Select Settings>fill in required details>map the components according to excel sheet>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

18. How to update, upload, import the bulk employee personal, basic files, data or sheet?

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Earning’, ‘Employee Master’ or ‘Employee Deduction’ folder from the right-hand side of the screen, and scroll down to find & select required options. The added options will be visible in the Component section.

Step 6: Map the ‘Components’ to the ‘Excel Column’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field and the ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and employee details will be uploaded accordingly.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Add/Select Setting name>select required details according to file to be uploaded>Employee Master/Earning/Deduction>add the required component>map Components to Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

19. How to add, update or upload CTC in bulk?

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Earning’ and ‘Employee Deductions’ folder from the right-hand side of the screen, and scroll down to find & select required options. The added options will be visible in the Component section.

Step 6: Map the ‘Components’ to the ‘Excel Column’ according to the Excel sheet you prepared to be upload using the respective dropdowns.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field, click on the ‘Upload File’ button and salary details will be updated in bulk.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Add/Select Setting name>select required details according to file to be uploaded>Employee Earning/Deductions-add the component>map components Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

20. How to upload or import designation and department for all employees in bulk?

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

Step 2: You need to download ‘Sample Employee Ammendment Import’ from the upper right-hand side of the screen to prepare your Excel sheet for the upload accordingly.

Step 3: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 4: Click on the ‘Employee Earning’, ‘Employee Master’ or ‘Employee Deduction’ folder from the right-hand side of the screen, and scroll down to find & select ‘Designation’ and ‘Department’ options. The added options will be visible in the Component section.

Step 5: Map the ‘Components’ to the ‘Excel Column’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 6: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field and the ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and employee details will be uploaded accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Add/Select Setting name>select required details according to file to be uploaded>Employee Master/Earning/Deduction>add the required component>map Components to Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

21. How to add or update bank details such as branch name account number and more by uploading in bulk for all employees?

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Master’ folder from the right-hand side of the screen, and scroll down to find & select required bank related and other options. The added options will be visible in the Component section.

Step 6: Map the ‘Components’ to the ‘Excel Column’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field and the ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and employee details will be uploaded accordingly.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Select Categy>Add/Select Setting name>select required details according to file to be uploaded>Employee Master>add the required component>map Components to Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

22. How to update the office work email for all employee in bulk?

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Master’ folder from the right-hand side of the screen, and scroll down to find & select required email field option.

Step 6: Map the ‘Components’ to the ‘Excel Column’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field and the ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and employee details will be uploaded accordingly.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Select Category>Add/Select Setting name>select required details according to file to be uploaded>Employee Master>add the work email component>map Components to Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

23. How to upload asset details in bulk?

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

Step 2: From the ‘Select Import Template’ select ‘Asset Detail Import’ and download ‘Sample Asset Details Import’ from the upper right-hand side of the screen to prepare your Excel sheet for the upload accordingly.

Step 3: Select Category, Setting, Starting-Ending Row, Employee Code and Employee First Name Column Name from the respective fields according to Excel sheet to be uploaded.

Step 4: Map the ‘Component Name’ to the ‘Excel Column Name’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 5: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field and the ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and employee details will be uploaded accordingly.

Note:

• Add starting and ending row according to the data filled in the sheet. Do not include the heading row.

For example, if headings are in the row 1 and data starts in row 2 and ends in 10, mention 2-10

• Check that the Sheet Name fetched by the system to ensure that the correct sheet is uploaded.

Path: Cloud Portal>Employee>Import>Select Import Template-Asset Detail Import

>Download Sample>Select Category>Add/Select Setting name>select required details according to file to be uploaded>map Components to Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

24. How to update/import ESIC OR ESI Number (ESI No.) for all employee in bulk?

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Master’ folder from the right-hand side of the screen, and scroll down to find & select ESIC or ESI No. field. You can add other fields if required.

Step 6: Map the ‘Components’ to the ‘Excel Column’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field. The ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and employee details will be uploaded accordingly.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Select Category>Add/Select Setting name>fill in required details according to file to be uploaded>Employee Master>add ESIC/ESI No.>map Components to Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

25. How to import PF tag? How to add PF tags in bulk for all employees?

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row (excluding heading rows) and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Deduction’ folder from the right-hand side of the screen, and scroll down to find & select ‘PF Tag’. You can add other fields if required.

Step 6: Map the ‘Components’ to the ‘Excel Column’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field. The ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and the PF tag details will be uploaded accordingly.

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Select Category>Add/Select Setting name>fill in required details according to file to be uploaded>Employee Deductions>add PF Tag>map Components to Excel column>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

26. How to import employee’s emergency contact in bulk?

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Select Category>Add/Select Setting name>fill in required details according to file to be uploaded>Employee Master>add Emergency Contact field>map Components to Excel column>Save Settings>Import Template>Upload File

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row (excluding heading rows) and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Master’ folder from the right-hand side of the screen, and scroll down to find & select Emergency Contact number option. You can add other fields if required.

Step 6: Map the ‘Components’ to the ‘Excel Column’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field. The ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and the emergency contact details will be uploaded accordingly.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

27. How to upload salary or update details in bulk?

Path: Cloud Portal>Employee>Import>Employee Amendment Import>Download Sample>Add/Select Setting name>select required details according to file to be uploaded>Employee Earning/Deductions-add the component>map components Excel column>Save Settings>Import Template>Upload File

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row and the Employee Code Column Name from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Earning’ and ‘Employee Deductions’ folder from the right-hand side of the screen, and scroll down to find & select required options. The added options will be visible in the Component section.

Step 6: Map the ‘Components’ to the ‘Excel Column’ according to the Excel sheet you prepared to be upload using the respective dropdowns.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field, click on the ‘Upload File’ button and salary details will be updated in bulk.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

28. How to import ESI tag?

How to add ESI tags in bulk for all employees?

Path: Cloud Portal>Employee>Import> Select Import Template-Employee Amendment Import>Download Sample>Select Category>Add/Select Setting name>fill in required details according to file to be uploaded>Employee Deductions>add ESI Tag>map Components to Excel column>Save Settings>Import Template>Upload File

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row (excluding heading rows) and the Employee Code Column Name in the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Deduction’ folder from the right-hand side of the screen, and scroll down to find & select ‘ESI Tag’ field. You can add other fields if required.

Step 6: Map the ‘Components’ to the ‘Excel Column’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 7: Once you select required options, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field. The ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and the ESI tag details will be uploaded accordingly.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

29. How to Assign or Replace Managers for Employees in Bulk Using the Import/Upload Option in the Approval Matrix?

Path: Cloud> Employee > Import > Select from drop down Approval Matrix Manager Import > Download Sample File > Select/Add Setting > To Add, Click Add New (Name the setting) Click on Add > save settings (If after saving new settings, the upload file button is active then proceed with the further steps and if not activated then refresh page and select the newly added setting again) > Mention Starting and Ending row as per the excel data > Map the employee code and self-service component with excel column from drop down > Save Settings > Import File > Upload File

Step 1: Login to Cloud portal, go to ‘Employee’ menu, and select ‘Import’ from the sub menu.

Step 2: Select from dropdown- ‘Approval Matrix Manager Import’ from ‘Select Import Templet’, and download ‘Sample Approval Matrix Manager Import’ file from the right.

Note- You can find the downloaded Excel file in your system's Downloads folder.

Step 3: Make necessary changes in the ‘Excel’ such as adding employees by mapping their details in the Excel.

Note: Manager Approval Setup Instructions

1. To give approval rights to a manager for a specific module, enter "Yes" in the "Approval Must" column for each module and corresponding manager.

• If "Yes" is not selected, the manager will not have approval rights for that module.

1. Setting Approval Priority

• Priority 1: Assigns the manager as the primary approver (first in line) for the module.

• Priority 2: Use this to assign a secondary approver for the same module with a different manager code.

Step 4: Select ‘Category’ from dropdown.

Step 5: Select Setting Name or Add New and click ‘Save Settings’:

• To select settings, select the options from dropdown of ‘Setting Name’.

  
• To add new settings, click on ‘Add New’, put the ‘Setting name’ and click on ‘Add’. Click ‘Save settings’ after adding the setting name.

Note- when you select the ‘Setting Name’ from Dropdown option, you don’t need to ‘Save Settings’, However, when you add new ‘setting Name’, you are required to click ‘save settings’ to save the new adjustments made.

Note: If after adding ‘Add new’ setting name, and saving the new input by clicking ‘save settings’, the ‘Upload file button is not activated then you need to refresh the page and select the newly added setting again.

. If after saving new settings, the upload file button is available then proceed with the further steps.

Step 6: Fill in the other details such as:

• Starting Ending row- This includes the rows numbers in which the employee/employees) details are added in the Excel file)

• Employee code- The Excel sheet column in which the Employee code is added. Example- column ‘A’ in the above excel.

• Component- select the dropdown option to map the respective Excel column details from the downloaded Excel sheet.

and click on ‘Save settings’ after adding all details from the Excel.

Note- It is essential to click on ‘Save Settings’ before uploading file to save the changes made as per the excel sheet. If you omit the step of saving the settings, then the changes made will not be saved and system will show the old data.

Step 7: Click on ‘Import Templates’ to import the Excel file in which changes are made and select ‘Upload File’.

Note:

1. Replacing an Existing Manager

• To replace an existing manager, check the "Overwrite Previous Manager" option.

• This will replace the currently assigned manager for that module with the newly uploaded manager.

1. Important Condition for Replacement

• Before replacing a manager, ensure that the current manager has completed all pending approval/rejection actions for the module.

• If there are any pending actions, the system will not allow the replacement.

Link- https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#

For any queries, contact [email protected]

30. Why is Setting/Select Template Drop-down Menu/Details not Visible While Importing Data for Attendance, Manager, Leave, etc?

If the Settings option doesn't show in the drop-down, it means no setting has been created yet. You need to create one before uploading the file.

To add new settings, click on ‘Add New’, put the ‘Setting name’ and click on ‘Add’. Click ‘Save settings’ after adding the setting name.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

31. How to Add PT Tag in Bulk?

Path- Cloud Portal>Employee>Import>Select Import Template > Employee Amendment Import>Download Sample>Select Category>Add/Select Setting name>fill in required details according to file to be uploaded (Starting-ending row, Employee code, Employee name)>Employee deduction>add PT Tag>map Components to Excel column from the excel sheet downloaded from ‘download sample’>Save Settings>Import Template> Upload File

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

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

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

Step 4: Select Category, Setting Name, Starting-Ending Row (excluding heading rows) and the ‘Employee Code’ and ‘Employee First Name’ from the respective fields according to Excel sheet to be uploaded.

Step 5: Click on the ‘Employee Deductions’ folder from the right-hand side of the screen, and scroll down to find & select ‘PT Tag’. You can add other fields if required.

Step 6: Map the ‘Components’ to the ‘Excel Column’ using the respective dropdowns according to the Excel sheet you prepared to upload.

Step 7: Once you select required details, click on the ‘Save Settings’ buttons. Upload Excel sheet in the ‘Import Template’ field. The ‘Sheet Name’ will be auto fetched. Click on the ‘Upload File’ button and the PT tag details will be uploaded accordingly.

Link: : https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1

For any queries, contact [email protected]

32. How to Change Manager Approval Matrix for all Employees?

To change the approval matrix for all employees, please follow these steps:

Path: Cloud> Employee> Import> Select ‘Import Template’ as ‘Approval Matrix Manager Import’ > click on the ‘Sample Approval Matrix Manager Import’ to prepare the file accordingly > Select ‘Setting Name’ or Add New and fill in the other details in the respective fields > Map the ‘Components’ to the ‘Excel Column’ according to the Excel sheet to be uploaded, using the respective dropdowns > Save Settings > upload the file in the ‘Import Template’ field > Upload File.

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

Step 2: Select ‘Import Template’ as ‘Approval Matrix Manager Import’ from the drop-down and click on the ‘Sample Approval Matrix Manager Import’ to prepare the file accordingly.

Step 3: Select ‘Setting Name’ or Add New and fill in the other details in the respective fields.

Step 4: Map the ‘Components’ to the ‘Excel Column’ according to the Excel sheet (you downloaded from ‘sample approval matrix manager import’ and made changes) using the respective dropdowns.

Step 5: Click on ‘Save Settings’, then upload the file in the ‘Import Template’ field, and click on the ‘Upload File’ button. The approval matrix for the employees will be changed accordingly.

Note: Click on overwrite the current manager to replace the manager to new managers make sure all the pending request for the modules of employee to change manager have been overwritten, else the manager will not change

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=34

For any queries, contact [email protected]