🔴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.

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.

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

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

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 for leave

type you want to process.

For any queries, contact [e-mail]

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.

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.

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 [e-mail]