Utilities
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Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, click on the ‘Utilities’ submenu and select the ‘Full and Final Settlement’ option.
Step 2: Select employee from the ‘Employee Code’ field and click on the ‘Delete FnF’ button.
Step 3: The system will ask for confirmation to delete the FnF, click on the ‘Ok’ button and the FnF will be deleted.
Step 1: Log into the cloud portal, go to the payroll menu and under the ‘Utilities’ submenu, click on the ‘Self Service Post’ option.
Step 2: Select the required Category, Month, Year and click on the ‘Post’ button. The payslips will be uploaded accordingly.
Path: Cloud>Payroll>Utilities>Self Service Post>Select Category>Month>Post
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu and under the ‘Utilities’ submenu click on the ‘SmHRt Payroll’ option.
Step 2: Select the ‘Month’ for which you want to delete payroll transaction and click on the ‘Delete’ button. The payroll transaction for the month will be deleted.
Note: If you have processed the payroll with income tax, then please select ‘With Income Tax Process’ checkbox while deleting the payroll.
Path: Cloud Portal>Payroll>Utilities>SmHRt Payroll>select the month>Delete
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu and under the ‘Utilities’ submenu click on the ‘Selfservice Post’ option.
Step 2: Select the ‘Category’, ‘Month’, ‘Year’ as required and click on the ‘Post’ button and the TDS-worksheet will be posted on the employee portal.
Note: If you want to post worksheet make sure that the payroll should have be run with income tax for that month.
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, and under the ‘Utilities’ click on the ‘Self Service Post’ option.
Step 2: Select the ‘Category’ and deselect the categories for whom you don’t want to release or restrict the payslip. Then select ‘Month’ and ‘Year’ from the respective fields and click on the ‘Post’ button. The payslip will be released or restricted accordingly.
Note: You can not restrict payslip for a single employee. You can create a category for the employees to whom you don’t want to provide payslip and then deselect that category while don’t the web post.
Path: Cloud Portal>Payroll>Utilities>Self Service Post>select the category as required>select other details>Post
Step 1: Log into cloud portal, go to the ‘Payroll’ menu and under the ‘Utilities’ click on the ‘Self Service Post’ option.
Step 2: Select the Category foe which you want to stop payslip release, Month and Year from the respective fields and click on the ‘Delete’ button. The payslip release for the month will be stopped.
Path: Cloud>Payroll>Utilities>Self Service Post>select required details>Delete
Link: https://cloud.pockethrms.com/payroll/transaction/webpost
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu and under the ‘Utilities’ click on the ‘Self-service Post’ option.
Step 2: Select the Category, Month and Year for which you want to delete the pay slip and click on the ‘Delete’ button. The payslip will be deleted for respective category.
Note: The salary slips or pay slip can’ t be posted, released, deleted, or removed for an individual employee, as these configurations are set Category-wise only.
Path: Cloud Portal>Payroll>Utilities>Self-service Post
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 ‘Edit’ button. Make the required changes for the respective monthly inputs. Click on the ‘Save’ button and the monthly inputs will be saved accordingly.
Path: Cloud portal>Payroll>Transactions>Monthly Input>select details>Edit>make the required changes>Save
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu, click on the ‘Utilities’ submenu and select the ‘Full and Final Settlement’ option.
Step 2: Select employee from the ‘Employee Code’ field fill in other details and click on the ‘Process FnF’ button.
Step 3: After processing payroll select all the details such as employee and apply on month again and click on the ‘Preview’ button and the report will be downloaded accordingly.
For any queries, contact support@pockethrms.com
If salary processed, salary register is updated/uploaded successfully you need to process the self-service post.
Step 1: Log into the cloud portal, go to the payroll menu and under the ‘Utilities’ submenu, click on the ‘Self Service Post’ option.
Step 2: Select the required Category, Month, Year and click on the ‘Post’ button. The payslips will be uploaded accordingly.
Path: Cloud>Payroll>Utilities>Self Service Post>Select Category>Month>Post
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu and the ‘Utilities’ click on the ‘Full and Final Settlement’ option.
Step 2: Select the ‘Employee Code’, ‘Apply on Month’, ‘Apply Year’ from the respective fields and click on the ‘Preview’ button and the FnF slip will be deleted accordingly.
Path: Cloud Portal>Payroll>Utilities>Full and Final Settlement>Employee Code>Apply on Moth, Apply Year>Preview
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu and the ‘Utilities’ click on the ‘Full and Final Settlement’ option.
Step 2: Select the ‘Employee Code’, ‘Apply on Month’, ‘Apply Year’ from the respective fields and click on the ‘Delete F&F’ button and the FnF will be deleted accordingly.
Path: Cloud Portal>Payroll>Utilities>Full and Final Settlement>Employee Code>Apply on Moth, Apply Year>Delete F&F
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu and under the ‘Utilities’ click on the ‘SmHRt payroll’ option.
Step 2: Select the ‘All Employee’ option and then select the month for which you want to delete the payroll. Click on the ‘Delete’ button and the payroll will be deleted accordingly.
Note:
You can also delete payroll for category by selecting ‘Employee Wise’ and for ‘Selective Employees’ if required.
If the payroll was processed ‘With income Tax Process’ or ‘Proof Wise’, select those options while deleting the payroll too.
Path: Payroll>Utilities>SmHRt Payroll>select employee/select category wise/select all>Month, Year> Delete
Note: To update salary slip in Pocket HRMS mobile app you need to do the self-service post from the cloud portal. The payslip will be updated in both Mobile app and the ESS poral.
Step 1: Log into the cloud portal, go to the ‘Payroll’ menu and under the utilities click on the ‘Self-service Post’ option.
Step 2: Select Category, Month and Year from the respective fields and click on the ‘Save’ button.
Path: Cloud Poral>Payroll>Utilities>Self Service Post>select required details>Post
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Path: Cloud>Payroll>Utilities>Selfservice Post>select required details>Post Link:
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Path: Payroll>Utilities>Full & Final Settlement>FnF Process>select details again>Preview Link:
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