# 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**:
For any queries, contact
### 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:
For any queries, contact
### 3. Is there an option to hide the documents we upload in cloud from the employees?
In the system there is a setting of Employee Document Upload and Joining Document Details, the same can be enable or disable. Please refer the path below to know the process:
**Path:** Cloud login > ESS Setting > Profile Info > Role Allocation > Select the module and the role > Search > Unselect the ticked boxes > Save
**Step 1:** Login to cloud portal, go to ‘ESS Setting’ menu, select ‘Profile Info’ tab and scroll down to click on ‘Role Allocation’ option.
**Step 2:** Scroll up to ‘Select Module’ (The module that contains the document(s) you want to hide) and ’Select Role’ \[For the specific department employees for whom you want to disable or hide document(s)] from the drop-down. Then, click on ‘Search’.
**Step 3:** Then, ‘Unselect’ the ticked boxes by clicking on it, and click on ‘Save’.
**Note:** The deselected documents will not be visible for the set of employees or for the specific department employees you have selected above.
**Note:** You can only hide documents for all the employees belonging to a specific department, but not for individual employees.
**Link:**
For any queries, contact
### 4. How to remove salary access from the application?
To remove salary access from the app, follow the path below:
**Path:** Cloud login > ESS Settings > Profile Info > Role Allocation > Select Profile Module > Select the Role > Click on search > Unselect my salary details > Save.
**Step 1:** Login to the cloud portal, and go to the ‘ESS Setting’ menu.
**Step 2:** Under the ‘Profile info’ tab, scroll down to select ‘Role allocation’ option.
**Step 3**: Select Module as ‘Profile’, and ‘Select Role’ from the drop-down as per your requirement.
**Step 4:** Click on ‘Search’, then unselect ‘My Salary Details’ option box and click on ‘Save’.
**Path Link:**
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For any queries, contact
### 5. How to give access to employee for leave request module?
To give access to the employees for Leave module you can do it from
**Path:** Cloud login> ESS Settings > Profile Info > Role Allocation > Select module as 'Leave" > Select employee role > Search > enable request option > Save.
**Step 1**: Login to the cloud portal, go to ‘ESS Setting’ menu. Under the ‘Profile info’ tab, scroll down to select ‘Role Allocation’
**Step 2:** ‘Select Module’ as ‘Leave’, ‘Select Role’ from dropdown, as per your requirement, and click on ‘Search’.
**Step 3:** Click on ‘Search’, then enable ‘Request’ option by clicking on the box, and click on ‘Save’.
Once this setting is done employee can able to apply for leave from their ESS portal on mobile and desktop both.
**Link:**
\
For any queries, contact
### 6. How to enable reports access to manager?
To enable reports to manager, follow the path and process mentioned below:
**Path:** Cloud Login > ESS Settings > Profile Info > Role Allocation > Select module as leave (as required) > Select role as manager > click on search > click My team report > enable the reports > Save.
**Step 1:** Login to cloud portal, go to ‘ESS Setting’ menu and select ‘Profile Info’ tab.
**Step 2:** Go to ‘Role Allocation’ and ‘Select Module’ as ‘Leave’ (as required), ‘Select Role’ as ‘Manager’ and click on ‘Search’.
**Step 3:** Then select ‘My Team Report’, enable the ‘Reports’, by ticking on the box, and click on ‘Save’.
**Link:** \
For any queries, contact
### 7. How to enable regularization option for employees?
To enable the attendance regularization option follow steps below:
**Path:** log in to cloud portal > go to ESS settings > Profile info > click on Role allocation option > Select Module as leave > Select the role of employee you wish to give access > click on search > click on request Option > in sub options select check box of attendance regularization > Save.
**Step 1:** Login to the ‘cloud portal’ and go to ‘ESS settings’.
**Step 2:** Under ‘Profile info’ tab, scroll down to select ‘Role allocation’ option.
**Step 3:** Select ‘Module’ as ‘leave’, select the employee ‘Role’ you wish to give access to, and click on ‘search’.
**Step 4:** Click on the ‘Request’ option, and in the sub-options, tick the ‘Attendance regularization’ checkbox.
**Step 5:** Click on ‘Save’ to apply the changes.
**Link:**
For any queries, contact
### 8. How to check employees punch in selfies? and How to enable the fraud prediction option?
You can check the fraud punches or selfies but cannot check daily punch selfies.
To enable the fraud prediction option for a particular employee you can do it by following steps:
**Path:** Login to Cloud portal > Go to ESS settings > In Profile Info > Go to Role allocation > Select module as Leave > Select employee role > click on search > Enable the check box of fraud prediction > save
**Step 1:** Log in to the cloud portal, go to **‘ESS settings’**, then under the \*\*‘Profile Info’\*\*tab, select \*\*‘Role allocation’\*\*option.
**Step 2:** Set the **‘Module’** filter to **‘Leave’**, then select the appropriate **‘Employee role’** and Click the **‘Search’** button to load the settings for that role.
**Step 3:** Find and tick the checkbox for **‘Fraud Prediction’** and Click **‘Save’** to confirm the change.
**Link**:
### 8A. How to enable Fraud Prediction option in ESS Portal?
To check in employee ESS follow the steps as below:
**Path:** login in ESS Portal > go to leave > Fraud prediction > click on fraud prediction Dashboard > Select date range > You can download excel or mark as Fraud punch and also you can send email as warning to employee.
**Step 1:** Log in to the **ESS Portal**, go to the **‘Leave’** menu, and select the **‘Fraud prediction’** option.
**Step 2:** Click on the **‘Fraud Prediction Dashboard’** tab to view the report.
**Step 3:** Select the **‘Date range’** to filter the list of entries. You can download excel or mark as Fraud punch and also you can send email as warning to employee.
Link:
For any queries, contact
### 9. How to enable attendance regularization for the employees?
To enable the attendance regularization option follow steps below:
**Path:** log in to cloud portal > go to ESS settings > Profile info > click on Role allocation option > Select Module as leave > Select the role of employee you wish to give access > click on search > click on request Option > in sub options select check box of attendance regularization > Save.
**Step 1:** Login to the ‘cloud portal’ and go to ‘ESS settings’.
**Step 2:** Under ‘Profile info’ tab, scroll down to select ‘Role allocation’ option.
**Step 3:** Select ‘Module’ as ‘leave’, select the employee ‘Role’ you wish to give access to, and click on ‘search’.
**Step 4:** Click on the ‘Request’ option, and in the sub-options, tick the ‘Attendance regularization’ checkbox.
**Step 5:** Click on ‘Save’ to apply the changes.
**Link:**
For any queries, contact
### 10. How to give attendance rights to HR?
**Path:** Cloud login > ESS Setting > Profile Info > Role Allocation > select module > select role > search > Select options by ticking on checkboxes for various features for which you want to give access, > save
**Step 1**: Log into the cloud portal, go to the ‘ESS Settings’ menu and under the ‘Profile Info’ tab and click on the ‘Role Allocation’ subtab.
**Step 2**: From respective fields ‘Select Module’ for which you want to give access to the particular role.
**Step 3**: Then ‘Select Role’ for which you want to give access to selected module and click on the ‘Search’ button.
**Step 4**: Once you have selected the module and role click on the ‘Search’ button. The options/features for the respective module will appear.
**Step 5**: You can select options and the list of features will appear under it. Select the checkboxes for various features for which you want to give access, similarly if you want to remove access untick the respective checkboxes. Click on the ‘Save’ button and access to selected features will be allocated for the particular role.
**Example 1:**
We select the module as ‘Leave’ and role as ‘Manager’ and click on the ‘Search’ button. We select the checkbox for the ‘Approval’ and select options such as leave, OT approval, On Duty/Work From Home’ and more for which approval rights to be given to the ‘Manager Role’ and click on the ‘Save’ button.
**Example 2:**
We select the module as ‘Expense’ and the role as ‘Finance’ and click on the ‘Search’ button. Under the various fields such as approval, request, My trip and more we select the option for which you want to give right to the ‘Finance Role’ according to your company policies and click on the ‘Save’ button.
For any queries, contact
### 11. How to turn on permission for employee?
For permission select the Leave module in the Role allocation module.
**Path:** Cloud login > ESS Setting > Profile Info > Role Allocation > select module > select role > search > Select options by ticking on checkboxes for various features for which you want to give access, > save
**Step 1**: Log into the cloud portal, go to the ‘ESS Settings’ menu and under the ‘Profile Info’ tab and click on the ‘Role Allocation’ subtab.
**Step 2**: From respective fields ‘Select Module’ for which you want to give access to the particular role.
**Step 3**: Then ‘Select Role’ for which you want to give access to selected module and click on the ‘Search’ button.
**Step 4**: Once you have selected the module and role click on the ‘Search’ button. The options/features for the respective module will appear.
**Step 5**: You can select options and the list of features will appear under it. Select the checkboxes for various features for which you want to give access, similarly if you want to remove access untick the respective checkboxes. Click on the ‘Save’ button and access to selected features will be allocated for the particular role.
**Example 1:**
We select the module as ‘Leave’ and role as ‘Manager’ and click on the ‘Search’ button. We select the checkbox for the ‘Approval’ and select options such as leave, OT approval, On Duty/Work From Home’ and more for which approval rights to be given to the ‘Manager Role’ and click on the ‘Save’ button.
Example 2:
We select the module as ‘Expense’ and the role as ‘Finance’ and click on the ‘Search’ button. Under the various fields such as approval, request, My trip and more we select the option for which you want to give right to the ‘Finance Role’ according to your company policies and click on the ‘Save’ button.
For any queries, contact
### 12. How to lock Regularisation in ESS?
To lock or unable the attendance regularization in ESS, follow the steps below:
**Path:** Cloud login > ESS settings > Profile Info > Role Allocation > Select module as leave > Select role of the employee > Search > Click on request > disable the Attendance regularization option > Save.
**Step 1:** Log in to the '**Cloud**' portal and go to '**ESS settings**'.
**Step 2:** Select '**Profile Info**' and then '**Role Allocation**'.
**Step 3:** Select '**module**' as '**leave**', select the '**role of the employee**', and click '**Search**'.
**Step 4:** Click on '**request**', disable the '**Attendance regularization**' option, and click '**Save**'.
**Link:**
For any queries, contact
