🔶Import

1. How to import monthly input attendance data for employees in bulk?

How to upload attendance in bulk (for all employees) for salary or payroll?

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, and under the ‘Import’ submenu select the ‘Monthly Input’ option.

Step 2: Download the ‘Sample Monthly Input Import’ from the upper right-hand corner of the screen.

Step 3: Select the required details such as setting, category, and import month.

Step 4: Click on the ‘Employee Earnings’ folder from the right-hand side of the screen and add required components such as ‘WEEK OFF’ days or ‘LOP days’ as required. You can also click on the ‘Employee Deductions’ to add the deduction components.

Step 5: Map the components using dropdowns to the respective Excel column. Click on the ‘Delete’ button to remove unnecessary components.

Step 6: Ensure to fill in the correct values in all the required fields and click on the ‘Save Settings’ button.

Step 7: Upload the Excel file you prepared in the ‘Import Templates’ fields and then click on the ‘Upload File’ button. The monthly input will be imported in bulk 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: Cloud portal > Payroll > Import > Monthly input > fill in required details > Save Settings > Upload File.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeExcelImport?import=11

For any queries, contact [email protected]

2. How to separate employees in bulk or how to deactivate multiple employees at once?

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

Step 2: Download the ‘Sample Employee Separation Import’ file from the upper right-hand corner of the screen and prepare the Excel sheet to be uploaded accordingly.

Step 3: ‘Select Settings’ and enter the details such as the ‘Starting-Ending Row’ and the ‘Employee Code Column Name’ in the respective fields.

Step 4: Map the ‘Component Name’ to ‘Excel Column Name’ according to the file you prepared using the respective dropdowns.

Step 5: Once you fill in all the details according to the prepared sheet click on the ‘Save Settings’ button. Upload the Excel file in the ‘Import Template’ field, the system will auto-fetch the ‘Sheet Name’ in the respective fields. Click on the ‘Upload File’ button and the employees will be released accordingly.

Note:

The employees that you separate or deactivate will be removed as manager for all their sub-ordinates.

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>Payroll>Import>Employee Separation>Download Sample File>Select/Create settings> Fill in details>map components to excel columns>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeExcelImport?import=13

For any queries, contact [email protected]

3. How to upload salary register or past data?

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

Step 2: Download the ‘Sample Past Data Import’ from the upper right-hand corner of the screen and prepare an Excel file to be uploaded accordingly.

Step 3: Select Category and Setting or add new setting if required. Fill in the Starting-Ending Row, Import Month, Import Year, Employee Code Column Name and Employee Name Column Name in the respective fields according to the Excel sheet you prepared.

Step 4: Map the ‘Component’ to the ‘Excel Column’ according to the file to be uploaded,

Step 5: Once you fill in all the necessary details click on the ‘Save Settings’ button. Upload the file in the ‘Import Templates’ button and click on the ‘Upload File’ button. The salary registers of past months or the payroll past data will be updated 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: Cloud>Payroll>Import>Past Data>download sample>Select Category>Add/Select Settings>fill in details>Save>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeExcelImport?import=22

For any queries, contact [email protected]

4. How to upload increment in bulk? How to upload increment for all or multiple employees?

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

Step 2: Download the ‘Sample Incremet Import’ from the upper right-hand corner of the screen and prepare an Excel file to be uploaded accordingly.

Step 3: Select Category, Select Setting or add new setting if required. Fill in the Starting-Ending Row, Increment Apply On Month, Increment Apply On Year, Effective Date Column Name and Before Days (LOP/PD) Column, After Days (LOP/PD) Column Name in the respective fields according to the Excel sheet you prepared.

Step 4: Map the ‘Component’ to the ‘Excel Column’ according to the file to be uploaded.

Step 5: Once you fill in all the necessary details click on the ‘Save Settings’ button. Upload the file in the ‘Import Templates’ button and click on the ‘Upload File’ button. The increment details will be imported 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: Cloud Portal>Payroll>Import>Increment>download sample>Category>Add/Select Settings>fill in details>Save>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeExcelImport?import=21

For any queries, contact [email protected]

5. How to add incentive in bulk? How to update or upload incentive for all employees?

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, and under the ‘Import’ submenu select the ‘Monthly Input’ option.

Step 2: Download the ‘Sample Monthly Input Import’ from the upper right-hand corner of the screen.

Step 3: Select Category, Settings and other required details in the respective fields according to the Excel Sheet you prepared to be uploaded.

Step 4: Map the ‘Component’ to the ‘Excel Column’ according to the file to be uploaded.

Step 5: Once you fill in all the necessary details click on the ‘Save Settings’ button. Upload the file in the ‘Import Templates’ field and click on the ‘Upload File’ button. The incentive details will be imported accordingly.

Note:

Ensure that the incentive component is created and then follow the above path to add it in bulk.

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>Payroll>Import>Monthly Input>Download Sample File>Select Settings> fill in details>map components to excel columns>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeExcelImport?import=13

For any queries, contact [email protected]

6. How to upload/update bulk exit data or separation details?

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

Step 2: Download the ‘Sample Employee Separation Import’ file from the upper right-hand corner of the screen and prepare the Excel sheet to be uploaded accordingly.

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

Step 4: Map the ‘Component Name’ to ‘Excel Column Name’ according to the file you prepared using the respective dropdowns.

Step 5: Once you fill in all the details according to the prepared sheet click on the ‘Save Settings’ button. Upload the file in the ‘Import Template’ field, the system will auto-fetch the ‘Sheet Name’ in the respective fields. Click on the ‘Upload File’ button and the employees will be released accordingly.

Note: While entering the starting ending row skip the rows with the headings. If headings are in 1st row and data start from 2nd row, enter the starting row as 2.

Path: Cloud>Payroll>Import>Employee Separation>Download Sample >Select Settings> fill in details>map components to excel columns>Save Settings>Import Template>Upload File

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeExcelImport?import=13

For any queries, contact [email protected]

7. How to upload attendance to process the payroll for a month?

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, and under the ‘Import’ submenu select the ‘Monthly Input’ option.

Step 2: Download the ‘Sample Monthly Input Import’ from the upper right-hand corner of the screen and prepare the Excel sheet to be uploaded accordingly.

Step 3: Select Setting, Category, and Import Month & Year. Also the other required details such as ‘Starting – Ending Row’ and Employee Code Column name according to the sheet to be uploaded.

Step 4: Click on the ‘Employee Earnings’ folder from the right-hand side of the screen and add required components such as ‘WEEK OFF’ days or ‘LOP days’ as required. You can also click on the ‘Employee Deductions’ to add the deduction components.

Step 5: Map the components using dropdowns to the respective Excel column. Click on the ‘Delete’ button to remove unnecessary components.

Step 6: Ensure to fill in the correct values in all the required fields and click on the ‘Save Settings’ button.

Step 7: Upload the Excel file you prepared in the ‘Import Templates’ fields and then click on the ‘Upload File’ button. The monthly input will be imported accordingly.

Path: Cloud portal > Payroll > Import > Monthly input > fill in required details > Save Settings > Upload File.

Link: https://cloud.pockethrms.com/Employee/Employee/EmployeeExcelImport?import=11

For any queries, contact [email protected]

8. How to check ‘Loan Code’ or field name for the loan import?

Path: Cloud portal > Settings > Payroll > Salary Component > Deduction > search the loan component > click respective ‘Edit Icon’ > Field Name

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Payroll’ tab click on the ‘Payroll Component’ subtab.

Step 2: Click on the ‘Deduction’ find the required loan component in the list, click the respective ‘3 Dots’ and select the ‘Edit’ option.

Step 3: A pop-up will open you ca see the Loan Code in the ‘Field Name’ field.

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

For any queries, contact [email protected]

9. What is the ‘Loan Code’ on the loan import screen?

The ‘Loan Code’ is a field name of the loan component to be added in the Excel sheet during the loan import/upload process.

For example, the Field Name for the concerned Loan is ‘PSLN’ then you need to enter ‘PSLN’ in the Loan Code column of the Excel sheet to be uploaded.

Note: If the component is an interest then kindly calculate the per month instalment amount as per the interest added.

For any queries, contact [email protected]