⚙️Settings

This page provides navigation to the FAQs related to the 'Settings' menu in the cloud portal

• Organization

• HR

• Payroll

• Income Tax

• Leave

• Attendance

• Survey

1. How to disable or delete fields?

The Fields under the configuration fields can’t be disabled or deleted. You can move to different panel if required.

For any queries, contact [e-mail]

2. How to generate bulk password?

To generate password in bulk refer the link below:

HR | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

3. How the PT would be deducted from employee salary?

First the PT range needs to be set in the system, refer the link below to set it:

Ptax Range | Pocket HRMSdocs.pockethrms.com

Secondly, you need to set the employee PT Location from cloud profile so that the Tax will be applicable accordingly. If you remove the PT Location the PT would not get deducted. Refer the link below:

HR | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

4. How to upload documents in general POLICY?

To upload the policy document, refer the link below:

ESS Settings | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

5. How to add Maternity leaves (ML)?

Refer the link below to know the steps:

Leave | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

6. Added a new employee but has not received the mail?

To share the employee ID credentials and share in email , kindly refer to the link below:

HR | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]

7. How to apply manual holiday of one/individual employee?

To apply holiday for single employee you need to follow steps below:

• Create new region (Explained in 7a)

• Assign Region to the employee (Explained in 7b)

• In Leave Configuration, add Holiday setting entry, Region wise (Explained in 7c).

• Add the holiday list for the region (Explained in 7d)

7a) Create a New Region

Path: Cloud login > Go to Settings > HR > Pop-up data > Select component as Region > Click on Add > Fill value > Save

Step 1: Log in to the Cloud portal, go to ‘Settings’, select ‘HR’, and then click on ‘Pop-up data’.

Step 2: Select ‘Region’ from the ‘Component’ dropdown menu and click ‘Add’ to create a new, unique region for the employee. Fill the ‘Value’ and click on ‘Save’

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=popup

7b) Assign the Region to the Employee

Path: Go to Employee profile > In profile employee details > Select the newly created Region > Save

Step 1: Navigate to the Employee’s Profile and go to ‘Profile’ tab and select ‘Employee details’ section.

Step 2: Select the newly created Region from the dropdown menu and click ‘Save’.

7c) In Leave Configuration, add Holiday setting entry, Region wise:

Path: Cloud login > Go to settings>Leave>Define Calendar>click on Edit of the current year>Set the Holiday setting entry will be Region wise>Save.

Step 1: Go back to ‘Settings’ and under the ‘Leave’ tab select ‘Define Calendar’ option.

Step 2: Click on ‘Edit’ of the current/ default year.

Step 3: Set the “holiday setting entry region wise, and click ‘Save’.

Link:https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavefinancialsetting

7d) Add the holiday list for the region:

Path: Cloud login> Settings > Leave > Holiday > Select the Region > Click on '+' > Add holiday > Save

Step 1: Log in to the 'Cloud' portal and go to 'Settings' menu.

Step 2: Under the 'Leave' tab, select 'Holiday'.

Step 3: Select the 'Region' and click on the '+' icon.

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Step 4: 'Add holiday' details as required and click 'Save'.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=holiday