🔹Role Allocation

1. How to disable attendance regularization in the ESS portal?

Step 1: Log into the cloud portal, go to the ‘ESS Settings’ menu and under the ‘Profile Info’ tab, click on the ‘Role Allocation’ subtab.

Step 2: ‘Select Module’ as ‘Leave’, ‘Select Role’ as ‘User’ and click on the ‘Search’ button.

Step 3: Expand the ‘Request’ option and remove the tick from ‘Attendance Regularization’ option and click on the ‘Save’ button. The attendance regularization will be disabled for the selected role.

Path: Cloud portal>ESS Settings>Profile Info>Role Allocation>Module-Leave, select desired Role>Search>expand Request>deselect-Attendance Regularization>Save

Link: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation

For any queries, contact [email protected]

2. How to Give Income Tax Access for TDS Declaration to Employee/ Employees in ESS Portal?

Path: Log into the cloud portal > ‘ESS Settings > Profile Info > Scroll down to Click on Role Allocation > Select Module as Profile from the drop down > Select the ‘Select Role > Search > Once you have selected the module and role, check the boxes for My Tax Details > Save.

Step 1: Login to cloud portal, go to ‘ESS Settings’, select ‘Profile info’ tab and scroll down to click on ‘Role Allocation’.

Step 2: ‘Select module’ as ‘Profile’ from the dropdown, ‘Select Role’ from the dropdown, and click on ‘Search’.

Step 3: Once you have selected the module and role, check the boxes for ‘My Tax Details’ and click on ‘Save’.

Link:https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation

For any queries, contact [email protected]