Leave
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Step 1: Log into the cloud portal, go to the ‘Leave’ menu and click on the ‘Utilities’ submenu and select the ‘Comp off Credit’ option.
Alternatively, you can go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘CompOff Credit’ subtab.
Step 2: Select the ‘Category’, ‘Date’ range and click on the view button. List of eligible comp offs will appear below category list.
Step 3: Select the checkboxes for the ‘Comp Off’ and the ‘Day Type’ for the respective entries. You can also select the checkbox for ‘Comp Off’ column to select all the entries in the list.
Step 3: Click on the ‘Save’ button and the comp offs will be credited to the employees accordingly.
If the leave balance of the new employee is not updated according to the configurations, please check if the leave credit is updated for the employee’s probation.
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Leave Credit’ subtab.
On this page, you can check if leave credit is updated for the employee in the probation.
Step 2: Make the desired changes in the leave credit settings along with the configurations for the probation period and scroll down to click on the ‘Save’ button. The leave credit balance for the new joiner or employee will be reflected accordingly.
Path: Cloud portal>Settings>Leave>Leave Credit>make the required changes>Save
Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.
Step 2: Under the ‘Leave’ tab click on the ‘Report Wizards’ subtab and select ‘Category’.
Step 3: From the ‘Type of Leave Report’ dropdown select the leave type option such as, opening, used and click on the ‘Download PDF’ or ‘Download Excel’ button to get the leave balance report in the respective format.
Note:
If you want to download leave balance report for individual employee select them from ‘Employee Code’ field or else leave the field vacant.
You can also download various types of leaves such as opening, used, credit or all leaves in a single report using the summary option.
Path: Cloud Portal>Analytics>Reports>Leave>Report Wizard>select details>select ‘Type of Leave Report’ as ‘Balance’>Download PDF/Excel
You need to ensure 3 things to enable face recognition for employees in the ESS portal or mobile app.
Assign Self-service Role
Path: Cloud Portal>Employee>Employee List>select employee>Profile>Self Service Role>Role>Save
Allocate Role
Path: Cloud Portal>ESS Settings>Profile Info>Role Allocation>Select Module>Select Role>Search>select options and the list of features>Save
Activate punch
Path: Cloud portal>ESS Settings>Leave>Activate Punch>select employee>Save
A. Check if the Leave Opening Credit is done for the employee
B. Credit the comp off to employee
Step 2: Select ‘Category’ and ‘Leave’ as ‘Compensatory Off’ option and click on the ‘View’ button.
Step 3: Select ‘Use Credit’ checkbox for the employee to whom you want to credit comp-off and click on the ‘Save’ button.
Step 1: Log into the cloud portal, go to the ‘Leave’ menu and click on the ‘Utilities’ submenu and select the ‘Comp off Credit’ option.
Alternatively, you can go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Comp Off Credit’ subtab.
Step 2: Select the ‘Category’, ‘Date’ range and click on the view button. List of eligible comp offs will appear below category list.
Step 3: Select the checkboxes for the ‘Comp Off’ and the ‘Day Type’ for the respective entries. You can also select the checkbox for ‘Comp Off’ column to select all the entries in the list.
Step 4: Click on the ‘Save’ button and the comp offs will be credited to the employee accordingly.
Path:
Cloud Portal>Leave>Transaction>Leave Opening> Category>Leave-Compensatory Off>View>select checkbox for ‘Use Credit’>Save
Cloud>Settings> Leave>Comp-off Credit>fill in details>View>select ‘Comp Off’ checkbox>Day Type>Save
To approve a compensatory off (comp-off) leave, please ensure that the following steps are followed:
For any queries, connect with our agent on chat.
In case the manager does not get an email when an employee requests a leave, please check the following factors.
· Email ID in manager’s profile is updated
· In the employee’s profile, under the approval matrix the manager is assigned for leave module.
Once uploaded the data cannot be deleted. You can go to employee profile individually and delete the leaves credited.
If you want to add or change a festival for a particular location, check the following factors
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Define Calendar’ subtab. Click on the ‘Edit Icon’ for the default financial year.
Step 2: In the option ‘Holiday Settings Entry will be’ option is set by ‘Cost Centre’ wise, or you can use the dropdown to set it by ‘Cost Centre’ and click on the ‘Save’ button.
Path: Settings>Leave>Define Calendar>Edit>(b) Holiday Settings Entry will be (Cost Centre Wise)>Save
Step 1: Log in to cloud portal, go to the ‘Settings’ menu and under the ‘HR’ tab, click on the ‘Pop Up Data’ subtab.
Step 2: ‘Select Component’ as ‘Cost Centre’ and the list of all the added cost centre or locations will appear.
Path: Cloud portal>Settings>HR>Pop Up Data>Select Component-Cost Centre
Step 1: Log into cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to check or change if the cost centre is updated and system will take you to their profile.
Step 3: Under the ‘Profile’ tab click on the ‘Basic Detail’ subtab. Find the ‘Cost Centre’ field you can edit the location as required and click on the ‘Save’ button. The cost centre location will be saved for the employee.
Path: Cloud portal>Employee>Employee Profile>Profile>Basic Detail>select required location in the ‘Cost Centre’ field>Save
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under ‘Leave’ tab click on the ‘Holiday’ subtab.
Step 2: Select the ‘Cost Centre’ from the drop down and click on the ‘+’ icon towards the upper right corner of the screen.
Step 3: Select Date, Description and choose ‘Yes’ or ‘No’ for the ‘Restricted/Option Holiday’ option as required and click on the ‘Save’ button.
Note: You can update holiday only for the default financial year. Path: Cloud Portal>> Settings >>Leave>>Holiday>select Cost Centre>click ‘+’ Icon>Select Date>Description>If want the restricted/optional holiday (Yes)/if not select(no)>Save
To update the holidays for any year you need to follow the steps below.
The holidays can only be updated for the default year. So, you need to set the year for which you want to add holiday as a default year
Note:
Ensure that the payroll for all the months of previous year are successfully processed
The intimation mail keeps the concerned person informed about any requests for permission/leave/On duty/regularization by the employees. You can add an email ID on which the notifications will be sent.
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and click on the ‘Employee List’ submenu.
Step 2: Select the employee for whom you want to cancel the leave and system will take you to their profile.
Step 3: Under the ‘Leave’ tab click on the ‘Leave Entries’ subtab.
Step 4: Scroll down to the list of leave entries and click on the ‘Delete Icon’ for the respective leave entry. The leave will be cancelled and the leave balance will be revoked accordingly.
Path: Cloud Portal>Employee>Employee List>Leave>Leave Entries>scroll down to leave entries>click on the ‘Delete Icon’ for the respective leave entry
General leave settings from cloud portal
Path: Cloud>Leave>Import, Transaction, Utilities
General leave settings in cloud portal
Path: Cloud>Settings>Leave
3) Leave settings for ESS from cloud portal
Path: Cloud Portal>ESS Settings>Leave
4) Leave menu from ESS portal
Path: ESS Portal>Leave Menu
Here you can request leave, check previous leaves & check leave report.
In the attendance report various abbreviations are used to indicate the data fetched by the system according to the leave and attendance configurations.
The terms, abbreviations stand for are as given below.
F - Full day Present
P – Present
A - Absent
R – Regularized Entry
O – On Duty
I – Invalid Punch
H - Holiday
W – Week Off
PL- Paid Leave
LD - Loss of Pay Day
FH-PL - First Half with Paid Leave
SH-LD - Second Half with Loss Of Pay Day
To delete any leave type (earned, casual, sick, or optional), follow the steps below: 1) Delete the Leave Definition:
2) Delete the Leave Configuration: Step 1: Log into the cloud portal, and go to the ‘Settings’ menu. Under the ‘Leave’ tab click on the ‘Leave Configuration’. From the ‘Leave Type’ dropdown select the leave you want to delete.
Step 2: Scroll down and click on the ‘Delete’ button, the settings will be deleted.
Note: Ensure there are no leave openings or leave credits available for the leave type. If any leave opening or credit exists, we recommend connecting with our agent for assistance.
Leave Credit refers to the process where leave days are added to an employee's leave balance. It typically happens either during the start of the financial year or on a pro-rata basis (where leave is credited based on the duration of employment in the year).
Leave Opening is the carryover balance of unused leave from the previous financial year. If the system is configured to allow carryover, this balance will be credited to the employee's leave balance for the new financial year.
The ‘reliever’ is the employee who temporarily takes over responsibilities of the person who is going on the leave.
Note:
Once a leave request is rejected by the manager, it can not be approved again. Please ask employee to request the leave again and then approve the newly created leave request.
The leave opening is the initial leave balance given to the employee during the implementation process, based on the manual calculations shared by the organization.
Initial Leave Allocation
Leave opening ensures that employee starts the year with the defined leave balance. This setting aligns with the organizational policies and guidelines.
Carry-Forward Leave Management:
Leave Opening is also used to transfer unused leave balances from the previous year to the new year for the configured leave type. This ensures employees retain their unused leave entitlements without any loss.
Annual Leave Granting Options:
If yearly leave is to be credited in bulk, it can be done either through: -Leave Opening (as a one-time allocation) -Leave Credits (for periodic additions throughout the year)
Mandatory vs. Non-Mandatory Leave Opening
By understanding and utilizing the Leave Opening feature effectively, organizations can streamline leave management, maintain policy compliance, and ensure transparency for employees.
Through their cloud log in. the admin can delete the leave that is approved by manager. Once the leave entry is deleted the respective leave balance will be revoked (credited back to the employee).
Follow the steps below to reject, revoke or cancel the approved leave.
If you uploaded the leave opening/leave used/leave credit but it’s not getting updated, please ensure the below points.
Note: Once you made the required changes you can reupload the data only for the employee you got error for if the rest of the data is correctly uploaded
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1) Check if the employee has
2) Please check if the for the employee set with self-service role
3) Please if the for the employee under ESS Settings
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Step 1: Log into the cloud portal, go to the ‘Leave’ menu and under the ‘Transaction’ submenu, click on the ‘Leave Opening’ option.
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1) Check the to employee to approve leave
2) Check manager assigned as manager
3) Check the manager to approve leave
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· The are enabled
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in the system
To add holidays for the upcoming year, you must follow the process.
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and might nbe similar but they stad for diffferent things.
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2) Revoke approved leave as an employee, from the app & from the log in
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To get the current leave details of all employees you can download the for all employees.
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You can do for various leave types.
- For leave types requiring Leave Opening, employees can only apply for leave against the available balance. This ensures strict compliance with defined policies. - For leave types not requiring Leave Opening, such as LOP (Loss of Pay), employees can apply for leave multiple times, regardless of the balance. page > click on edit icon for leave types
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To add new year in ‘Define Calendar’ page, you have to perform process.
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Ask employee to submit revoke request from or portal.
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If employee are not able to apply for any leave type kindly check once the particular to understand if there are any restrictions.
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Download and c and rectify it.
in the leave definition.
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