Transactions

1. How to separate/remove/offboard employee or make an active employee or candidate inactive?

Step 1: For employee separation log into the cloud portal, go to the ‘Payroll’ menu. Click on the ‘Transaction’ submenu and select the ‘Separation’ option.

Step 2: Select the employee to who you want to make inactivate or separate. Select other necessary details as required and click on the ‘Save’ button. The employee will be separated.

Note: You may proceed with the Full and Final Settlement after completing these steps.

Path: Cloud Portal>Payroll>Transaction>Separation>select Employee and other required details>Save Link: https://cloud.pockethrms.com/Payroll/Transaction/separation

For any queries, contact [e-mail]

2. How to update the last working day of the inactive employee?

To change the separation date of an inactive employee, you need to follow the 2 steps given below.

1. Release the employee or activate the employee

2. Separate employee or make employee inactive with the new separation date

2.1 How to release the employee or activate the employee

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, click on the ‘Transaction’ submenu and select the ‘Release Employee’ option.

Step 2: On the separation release page you need to select the name of separated employee from the ‘Employee’ field. The system will fetch information such as the type of separation, the reason for separation and the separation date.

Step 3: Enter the re-joining date in the ‘Release Date’ field and click on the ‘Release’ button and the employee will be re-joined.

Path: Cloud Portal>Payroll>Transaction>Release Employee>enter details>Release Link: https://cloud.pockethrms.com/Payroll/Transaction/separationRelease

2.2 How to separate employee with a new separation date? or

Where to mention or enter left date or last working date of employee?

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

Step 2: On the separation page, enter the new separation date for the employee in the ‘Last Working Day’ field. Also, fill in the other required details in the respective fields.

Step 3: Once you fill in all the necessary details click on the ‘Save’ button and the employee’s separation date will be changed.

Path: Cloud Portal>Payroll>Transaction>Separation>select 'Last Working Date' and other required details>Save Link: https://cloud.pockethrms.com/Payroll/Transaction/separation

For any queries, contact [e-mail]

3. How to delete monthly input for all employees?

Step 1: Log into the cloud portal, go to the ‘Payroll’ menu and under the ‘Transaction’ click on the ‘Monthly Input’ option.

Step 2: Select Category and Month and click on the ‘View’ button. Select the checkbox for ‘Select All’ option and click on the ‘Delete Selected’ button and the monthly inputs for all employees will be deleted.

Note: You can also select individual monthly input entries from the ‘Active’ column.

You can also edit monthly input for a single employee.

Path: Cloud portal>Payroll>Transactions>Monthly Input>select details>View>Select All>Delete Selected.

Link: https://cloud.pockethrms.com/payroll/transaction/monthlyinput

4. How to delete/change/edit or remove the separation date of an employee?

If you want to change the separation date for the employee you need to follow steps below.

• Release the employee for whom you want to change the separation date.

• Separate the employee again with correct information such as, last working date, resignation type and more.

For any queries, contact [e-mail]

5. How to update details for exit employee related to separation such as Type, Last Working Date, Resignation Date, Separation Reason, whether to Disable Self-service Login and whether to activate FNF?

Step 1: For employee separation log into the cloud portal, go to the ‘Payroll’ menu. Click on the ‘Transaction’ submenu and select the ‘Separation’ option.

Step 2: Select the Employee to who you want to separate. Fill in details Related to separation such as Type, Last Working Date, Resignation Date, Separation Reason, whether to Disable Self-service Login and whether to activate FNF.

Step 3: Once you fill in all the detail click on the ‘Save’ button and the employee separation details will be updated accordingly.

Note: If you want to change the details for already separated employee you need to follow steps below.

• Release the employee for whom you want to change the separation details.

• Separate the employee again with correct details.

Path: Cloud Portal>Payroll>Transaction>Separation>fill in required details>Save

Link: https://cloud.pockethrms.com/Payroll/Transaction/separation

For any queries, contact [e-mail]