🔴Import

1. How to upload leave used for all employees for a particular day?

Step 1: Log into the cloud portal, go to the ‘Leave’ menu and under the ‘Import’ submenu, click on the ‘Leave Used’ option.

Step 2: Download the ‘Sample Leave Used Import’ from the upper right-hand corner of the screen and prepare sheet to upload accordingly.

Step 3: From the respective fields ‘Select Settings’ and details such as, Starting-Ending Row, Month, Employee Code Column Name in the respective field according to the sheet you prepare.

Step 4: Map the ‘Section Name’ to the ‘Excel Column’ using the respective dropdowns from the right side of the screen.

Step 5: Once you have entered all the details in the respective fields, click on the ‘Save Settings’ button. Upload file in the ‘Import Template’ field and click on the ‘Upload File’ button and the leave details will be uploaded accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Link: https://cloud.pockethrms.com/Leave/Setting/LeaveImport?import=27

For any queries, contact [e-mail]

2. How to upload or update leave credit in bulk?

Step 1: Log into the cloud portal, go to the ‘Leave’ menu and under the ‘Import’ submenu, click on the ‘Leave Credit’ option.

Step 2: Download ‘Sample Leave Credit Import’ template from the upper right corner of the screen and prepare the sheet to be uploaded accordingly.

Step 3: Select Settings or Add New and enter details such as Starting- Ending Row and Select Leave as well as the Employee Code Column Name in the respective fields.

Step 4: Map the ‘Section Name’ to the ‘Excel Column’ according to Excel sheet to be uploaded using the respective drop down.

Step 5: Click on the ‘Save Settings’ button, upload file in the ‘Import Template’ fields and click on the ‘Upload’ button. The leave credit will be uploaded accordingly.

Note: Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Leave>Import>Leave Credit>Download Sample>Select Settings/Add New>enter details>Map Component>Save settings>Import File>Upload

Link: https://cloud.pockethrms.com/Leave/Setting/LeaveImport?import=38

For any queries, contact [e-mail]

3. How to update/import debit leave or deduct leave balance in bulk for all employees?

Step 1: Log into the cloud portal, go to the ‘Leave’ menu and under ‘Import’ submenu click on the ‘Leave Debit’ option.

Step 2: Download the ‘Sample Leave Debit Import’ from the upper right corner side of the screen and prepare the file accordingly.

Step 3: Select Setting or Add New if needed and fill in the other details in the respective fields as required.

Step 4: Map the ‘Section Name’ to the ‘Excel Column’ according to Excel file you prepared.

Step 5: Click on the ‘Save Settings’ then upload file in the ‘Import Templates’ file and click on the ‘Upload File’ button.

Note:

• Leave debited through this process will only affect the leave balance and won’t create a record of leave usage.

• Before you upload a file for import in the Pocket HRMS, you need to format the columns with a date to ‘Text to Column’ in Excel sheet.

Path: Cloud Portal > Leave > Import > Leave Debit Import > download the sample file & prepare file accordingly > Select Settings/Add New > fill in details > Map the Excel Colum with components> Save Settings > Import File > Upload

Link: https://cloud.pockethrms.com/Leave/Setting/LeaveImport?import=45

For any queries, contact [e-mail]