# Utilities

### 1. How to process leave encashment?

**Step 1**: Log into the cloud portal. Go to the ‘Leave’ menu and under the ‘Utilities’ submenu, click on the ‘Leave Encash Process’ option.

![](/files/McrZu6KJAoRB2LRWtMcm)

**Step 2**: ‘Select Leave’, ‘Month’, ‘Year’, ‘Category’ and click on the ‘Process’ button. List of employees and their leave balance will appear below the category list.

If you want to process leave encash for a particular employee select them from ‘Employee Code’ field or otherwise leave it vacant.

![](/files/WR2MmYsJEkaBH8sary3E)

**Step 3**: In the column ‘Leave Encash’ column enter required value in the respective fields for the employee.

![](/files/ZfrOYhiV9IgVZlXuN3wg)

**Step 4**: Scroll-up and click on the ‘Post’ button and the leave encash will be processed accordingly.

![](/files/sZbhaGQaqXmTo3DiLC2w)

**Path**: Clod Portal>Leave > Utilities > Leave Encash Process > Select Leave > Select Month > Category > Process > enter value in the ‘Leave Encash’ column > Post

**Link**: <https://cloud.pockethrms.com/Leave/transaction/LeaveEncashProcess>

\
**Note**:\
Before processing the above path make sure the settings available with below point

* Salary component for leave encash is available (category wise).\
  Monthly Input is available for the leave encash days.
* If salary component is not added or the monthly input is not available, please contact our agent on chat.
* Under the leave definition check if[ leave encash component is set](https://docs.pockethrms.com/faqs/cloud-portal/leave/pages/D65lXY6b2anO2A6ruVO0#id-19.-how-to-set-for-component-for-leave-encash-any-leave-type) for leave

type you want to process.

For any queries, contact <support@pockethrms.com>

### 2. How to set up monthly leave credit process in bulk for all employees?

**Step 1**: Log into the cloud portal and go to the ‘Leave’ menu and under the ‘Utilities’ submenu and select the ‘Leave Credit Process’ option.

![](/files/ZXWIvFXQsH6lcOaS6TmT)

**Step 2**: Select Category, Frequency as monthly, Leave Type and other required details and click on the ‘Process’ button. The leave credit process will be done accordingly.

![](/files/CIGrFgUcC4WdHXZ9N9dy)

**Path**: Cloud Portal>Leave>Utilities>Leave Credit Process>Category>Frequency-Monthly>select other required details>Process

**Link**: <https://cloud.pockethrms.com/Leave/transaction/LeaveCreditMonthlyProcess>

For any queries, contact <support@pockethrms.com>

### 3. How to process sandwich leave?

Note- Please sure before processing sandwich leave policy, you have [run the time consolidation.](https://docs.pockethrms.com/faqs/cloud-portal/attendance/transaction#id-4.-how-to-do-time-consolidation-process-in-pocket-hrms-cloud-portal)

**Step 1**: Log into the cloud portal, go to the ‘Leave’ menu and under the ‘Utilities’ click on the ‘Sandwich Leave Process’ option

![](/files/6FzETKyOO1HoD2mjvr23)

**Step 2**: Enter the ‘Employee Code’, ‘Date Range’ and click on the ‘Process’ button and the sandwich leave will be processed accordingly.

<figure><img src="/files/ZLdJ9bWSixavWQs7HFNY" alt=""><figcaption></figcaption></figure>

**Path**: Cloud Portal > Leave > Utilities > Sandwich Leave Process > Employee Code > Date Range > Process

**Link**: <https://cloud.pockethrms.com/Leave/Setting/SandwichLeaveProcess>

For any queries, contact <support@pockethrms.com>

### 4. How to verify leave credit?

To verify whether the leave credit process has been completed for a specific month, please follow the path below:

**Path:** Cloud > Leave > Utilities > Leave Credit Process > At the bottom of the process page, you can view the status of the leave credit process for the selected month.

**Step 1:** Login to cloud portal, go to ‘Leave’ menu and select ‘Utilities’ from the sub-menu.

<figure><img src="/files/9q3Rt2FTKfoO7QlODcT0" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Leave Credit Process’, scroll down at the bottom of the process page, you can view the status of the leave credit process for the selected month.

<figure><img src="/files/MyZ4a7HGlQ9SUMFfxTjE" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/MpLmicpyYPjtfwV2TmFj" alt=""><figcaption></figcaption></figure>

[Kindly review the leave credit settings,](https://docs.pockethrms.com/faqs/cloud-portal/settings/leave/leave-credit#id-1.-how-to-review-leave-settings) after following the step above.

**Link:**<https://cloud.pockethrms.com/Leave/transaction/LeaveCreditMonthlyProcess>

For any queries, contact <support@pockethrms.com>


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