🏖️Leave

1. How to credit comp off for multiple employee at the same time?

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.

For any queries, contact [e-mail]

2. What to do if the leave balance of the new joiner/employee is not updated according to the configurations?

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

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavecreditmonthly

For any queries, contact [e-mail]

3. How to download a leave balance report?

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.

Path: Cloud Portal>Analytics>Reports>Leave>Report Wizard>select details>select ‘Type of Leave Report’ as ‘Balance’>Download PDF/Excel

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=leave&submodule=ReportWizard

For any queries, contact [e-mail]