Transactions
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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.
To change the separation date of an inactive employee, you need to follow the 2 steps given below.
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.
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.
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.
Path: Cloud portal>Payroll>Transactions>Monthly Input>select details>View>Select All>Delete Selected.
If you want to change the separation date for the employee you need to follow steps below.
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.
Path: Cloud Portal>Payroll>Transaction>Separation>fill in required details>Save
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu ad under the ‘Transaction’ click on the ‘Monthly Input’ option.
Step 2: Select Category, Month, Year and click on the ‘Edit’ button. The list of employees in the selected category will appear.
Step 3: Enter required value in the respective field for the employee, under the ‘LOP Days’ or other monthly input column as required and click on the ‘Save’ button.
The monthly input will be updated accordingly.
Path: Cloud portal>Payroll >Transaction >Monthly Input>select required details>View>ddd ‘LOP Days/Other component ‘> Save
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. From the ‘Disable Selfservice Login’ dropdown select ‘Yes’ option. Fill in other necessary details as required and click on the ‘Save’ button. The employee will be not be able to log in after they are separated.
Note: If during separation the ‘Disable Selfservice Login’ is set as ‘NO’ then the employee can log in to ESS Portal.
Path: Cloud Portal > Payroll >Transaction > Separation > select employee & other details > Disable Selfservice Login-Yes > Save
For any queries, contact support@pockethrms.com
Path: Cloud Portal>Payroll>Transaction>Monthly Input>select required details>Edit>select employee for whom you want to delete monthly input>Delete Selected
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, under the ‘Transaction’ select the ‘Monthly Input’ option.
Step 2: Select the Category, Month and Year for which you want to delete the monthly input, and click on the ‘Edit’ button.
Step 3: Select the employees for whom you want to delete the monthly input and click on the ‘Delete Selected’ button and the monthly input will be deleted accordingly.
Note: You can tick ‘Select All’ checkbox to delete the monthly input for all the employees.
Path: Cloud Portal>Payroll>Transaction>Separation>select Employee and other required details>Save Link:
For any queries, contact
Path: Cloud Portal>Payroll>Transaction>Release Employee>enter details>Release Link:
Path: Cloud Portal>Payroll>Transaction>Separation>select 'Last Working Date' and other required details>Save Link:
For any queries, contact
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For any queries, contact
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