🔹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]

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

For any queries, contact [email protected]

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

For any queries, contact [email protected]

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

For any queries, contact [email protected]

6. How to enable reports 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: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation For any queries, contact [email protected]