# 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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FieE1E3kv92dq0WCMWAff%2F0.png?alt=media)

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FfEqfTOuP1iFfFCjPKkpE%2F1.png?alt=media)

_**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](https://cloud.pockethrms.com/Payroll/Transaction/separationFor)

For any queries, contact [support@pockethrms.com](mailto:support@pockethrms.com)

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

### How to change or edit last working day (LWD) of 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](#id-2.1-how-to-release-the-employee-or-activate-the-employee)
2. [Separate employee or make employee inactive with the new separation date](#where-to-mention-or-enter-left-date-or-last-working-date-of-employee)

### 2.1 How to release the employee or activate the employee

### How to reactivate inactive employee?

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F365ScAHkGVpWAoC0xWmB%2F0.png?alt=media)

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FlX8N5UYKrbu3S3vZh4gN%2F1.png?alt=media)

**Path**: Cloud Portal>Payroll>Transaction>Release Employee>enter details>Release\
**Link**: [https://cloud.pockethrms.com/Payroll/Transaction/separationRelease](https://cloud.pockethrms.com/Payroll/Transaction/separationRelease)



### 2.2 How to separate employee with a new separation date?&#x20;

### &#x20;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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FuVYUnOkX3rBr16ljbvpM%2F2.png?alt=media)

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FgxZP2yg8xhezajdB1w2i%2F3.png?alt=media)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FGiuzGgUus3bz3zJzGa9S%2F4.png?alt=media)

**Path**: Cloud Portal>Payroll>Transaction>Separation>select 'Last Working Date' and other required details>Save\
**Link**: [https://cloud.pockethrms.com/Payroll/Transaction/separation](https://cloud.pockethrms.com/Payroll/Transaction/separationFor)

For any queries, contact [support@pockethrms.com](mailto:support@pockethrms.com)

### 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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FDdEHfLqAVgPrUTn1uBth%2F0.png?alt=media)

**Step 2**: Select Category and Month and click on the ‘Edit’ 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.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FoLJ00MT6jPanjNUIT8YJ%2Fedito.png?alt=media&#x26;token=2fb698dc-10a5-4b40-95a3-54868f988a6d" alt=""><figcaption></figcaption></figure>

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

You can also [edit monthly input for a single employee](https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/payroll#a.-how-to-edit-monthly-input-for-a-single-employee).

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

**Link**: [https://cloud.pockethrms.com/payroll/transaction/monthlyinput](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](https://docs.pockethrms.com/faqs/cloud-portal/exit#id-2.-how-to-re-join-an-employee-or-make-inactive-employee-active-again) for whom you want to change the separation date.
* [Separate the employee](https://docs.pockethrms.com/faqs/cloud-portal/exit#id-1.-how-to-separate-employees-from-the-system-or-make-an-employee-inactive-how-to-left-employee) again with correct information such as, last working date, resignation type and more.

For any queries, contact [support@pockethrms.com](mailto:support@pockethrms.com)

### 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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FG8AWJVautkDQR4LCfrCh%2F0.png?alt=media)

**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.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Ft2Lawbekeb1clr1ZxJFZ%2F1.png?alt=media" alt=""><figcaption></figcaption></figure>

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

* [Release the employee](https://docs.pockethrms.com/faqs/cloud-portal/exit#id-2.-how-to-re-join-an-employee-or-make-inactive-employee-active-again) for whom you want to change the separation details.
* [Separate the employee](https://docs.pockethrms.com/faqs/cloud-portal/exit#id-1.-how-to-separate-employees-from-the-system-or-make-an-employee-inactive-how-to-left-employee) again with correct details.

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

**Link**: [https://cloud.pockethrms.com/Payroll/Transaction/separation](https://cloud.pockethrms.com/Payroll/Transaction/separation)

For any queries, contact [support@pockethrms.com](mailto:support@pockethrms.com)

### 6. How to mark LOP, monthly input for all employee category wise in bulk?

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F86zxtMeHkSFVIiMcrIj4%2F0.png?alt=media)

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FFPt15w2o5hi5QowdRH7i%2F1.png?alt=media)

**Path**: Cloud portal>Payroll >Transaction >Monthly Input>select required details>View>ddd ‘LOP Days/Other component ‘> Save

**Link**: [https://cloud.pockethrms.com/payroll/transaction/monthlyinput](https://cloud.pockethrms.com/payroll/transaction/monthlyinput)

For any queries, contact [support@pockethrms.com](mailto:support@pockethrms.com)

### 7. How to disable ESS log in for employees leaving the company?

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FIP8FXdSUTG6U6Mo3XgYd%2F0.png?alt=media)

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FEVWnNucORaJahGjtLuK0%2F1.png?alt=media)

**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

**Link**: [https://cloud.pockethrms.com/Payroll/Transaction/separation](https://cloud.pockethrms.com/Payroll/Transaction/separation)

For any queries, contact support@pockethrms.com

### 8. How to remove already uploaded/imported loss of pay (LOP) or monthly input?

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FXzqgSyZuXZwBYmDcRaiF%2F0.png?alt=media)

**Step 2**: Select the Category, Month and Year for which you want to delete the monthly input, and click on the ‘Edit’ button.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FmvZlwsS9LketCSptWLYx%2FEdit%20Monthly%20input%20(4).png?alt=media&#x26;token=f29b273f-44a1-46cb-884a-2c906ea7ee38" alt=""><figcaption></figcaption></figure>

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FA5Zb5FG2bfmeivuPTxRg%2F2.png?alt=media)

**Note**: You can tick ‘Select All’ checkbox to delete the monthly input for all the employees.

**Link**: [https://cloud.pockethrms.com/payroll/transaction/monthlyinput](https://cloud.pockethrms.com/payroll/transaction/monthlyinput)

For any queries, contact [support@pockethrms.com](mailto:support@pockethrms.com)

### 9. Can we Review/Check the Separation Details of Employees Who have Left/Separated from the Organization?

Path: Cloud > Payroll > Transaction > Separation > Click on Left Employee\
A page will be displayed where all the left employee separation details will be viewed.

**Step 1**: Log in to your **Pocket HRMS Cloud Portal** with your admin credentials, From the main menu, click on **‘Payroll’,** go to **‘Transaction’ submenu and select ‘Separation’.**

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FCFpxrQfdoOJhyGui1sw1%2F0.png?alt=media" alt=""><figcaption></figcaption></figure>

**Step 2:** Scroll down and click on ‘Left Employee’.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FnWsXiNwYSBcFuyHum8rW%2F1.png?alt=media)

The 'Left Employees Report' looks like the given screenshot below:

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FnPYRij5ef0vngoGXQNiV%2F2.png?alt=media)

Link: [https://cloud.pockethrms.com/Payroll/Transaction/separation](https://cloud.pockethrms.com/Payroll/Transaction/separation)

For any queries, contact [support@pockethrms.com](mailto:support@pockethrms.com)
