💰Payroll

This page provides a step by step guide for FAQs related to 'Payroll' menu in the Cloud portal

1. How to generate a Full and Final settlement?

You can generate a Full and Final settlement for the employee after entering their separation details in the system.

Step 1: Log into the cloud portal and select the 'Payroll' menu.

Step 2: Open the 'Utilities' tab and select the 'Full and Final Settlement' sub-tab.

Step 3: Select ‘Category’ as shown below.

Step 4: Next, choose ‘Employee Code’, only separated employees will be shown here.

Step 5: Now enter the following details for a selected employee.

Step 6: You can click on the ‘Monthly Input’ button next.

Step 7: Enter the required details and then click on the ‘Process F&F’ button.

Step 8: Click 'Preview' to view the F&F Statement.

Step 9: The system will calculate the F&F and show you the details.

Note: You can generate the month-wise Final Settlement Register through a path, Analytics >Reports > Financial > Final Settlement Register.

For any queries, contact [e-mail]

2. How to post salary data in Employee Self-Service Portal?

Step 1: Log into the cloud portal and click on the 'Payroll’ menu.

Step 2: Select the ‘Utilities’ and the ‘Self Service Post’ subtab.

Step 3: Select the required categories, and click on the ‘Save’ button.

Step 4: Now, employees can view and download their Pay Slip from Employee Self-Service Portal.

Note: Repeat the above steps every salary cycle.

For any queries, contact [e-mail]

3. How to Publish/Post the Pay slip on ESS?

Step 1: Log into the Cloud portal and click on the 'Payroll' menu, and then select the ' Utilities' subtab.

Step 2: Now click on 'Self Service Post' as shown below.

Step 3: Select the necessary category from the options.

Step 4: Select the 'Month' and click on the 'Post' button.

4. How to Separate Multiple Employees?

Step 1: Log in to the cloud portal and select the ‘Payroll’ menu.

Step 2: Click on the ‘Import’ tab and select ‘Employee Separation’ from the subtabs.

Step 3: Select the setting from the drop-down. You can click on the ‘Add New’ button to create a new setting and click on the ‘Save Setting’ button.

Step 4: Fill in the required fields and upload the file for import.

Note: You can download ‘Sample Employee Separation Import’ from the upper right-hand corner.

Step 5: Map the employee information according to the file and click on the ‘Upload File’ button.

Note: If you are unable to add new policies or allocate roles, kindly contact us at [e-mail]

5. How to unlock the payroll?

Step 1: Log into the cloud portal, go to the ‘Payroll’, under the ‘Utilities’ submenu click on the ‘Paysheet Lock’ option.

Step 2: Select the ‘Month’, ‘Year’ and click on the ‘Next’ button.

Step 3: ‘Enter Administrative Password’ in the respective field, click on the ‘Release’ button and the payroll will be unlocked.

To unlock/release the payroll, you have two options: releasing all categories or specific ones.

1. To release payroll for all categories, choose the 'All Categories' option, enter the admin password, and click ‘Release’ button. This unlocks payroll for all categories at once.

1. To unlock payroll for specific categories, first select 'Particular Category'. Then, tick the boxes next to the categories you want to release. Enter the admin password and you click the ‘Release’ button next to each category individually to unlock the payroll.

Alternatively, you can use the ‘Release’ button under the password field to unlock payroll for all selected categories at once. For any queries, contact [e-mail]

6. How to lock payroll?

Step 1: Log into the cloud portal, go to the ‘Payroll’, under the ‘Utilities’ submenu click on the ‘Paysheet Lock’ option.

Step 2: Select the ‘Month’, ‘Year’ and click on the ‘Next’ button.

Step 3: To lock the payroll, you have two options: locking all categories or specific ones.

1. For locking all categories, choose the 'All Categories' option, enter the admin password, and click 'Lock'. This locks payroll for all categories at once.

1. To lock specific categories, first select 'Particular Category' radio button. Then, tick the boxes next to the categories you want to lock. Enter the admin password and you click the 'Lock' button next to each category individually to lock the payroll for respective category.

Alternatively, you can use the 'Lock' button under the password field to lock all selected categories at once.

For any queries, contact [e-mail]

7. Can I process payroll in mobile app?

Pocket HRMS currently does not offer payroll in the mobile app and payroll can only be processed through the cloud portal. While our mobile app provides a complete self-service package, the complexity and security requirements of payroll make it better suited for desktop-based platforms. Payroll involves intricate calculations, tax compliance, and integration with accounting systems which can be challenging on mobile interfaces due to screen limitations.

As we prioritize accuracy, efficiency, and security our desktop platform or cloud portal provides the precision and reliability needed for payroll operations. With our commitment to providing the highest convenience and efficiency, we can confidently say that we will be the first to introduce a secure and seamless payroll on the mobile platform in the near future.

For any queries, contact [e-mail]

8. How to Set Employee Release Date?

Step 1: Log into the cloud portal and select the 'Payroll' menu.

Step 2: Click on the ‘Transaction' tab and select ‘Release Employee’ under it.

Step 3: Enter the Employee code or name and select the employee from the drop-down menu.

Step 4: Select the ‘Release date’ and click on the 'Release' button.

For any queries, contact [e-mail]