▫️Increment

1. How to upload the increment file?

Path: Cloud Portal>Payroll>Import>Increment>download sample>Category>Add/Select Settings>fill in details>Save>Import Template>Upload File

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 Increment 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.

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

For any queries, contact [email protected]