# Settings

* [Organization](https://docs.pockethrms.com/faqs/cloud-portal/settings/organization)
* [HR](https://docs.pockethrms.com/faqs/cloud-portal/settings/hr)
* [Payroll](https://docs.pockethrms.com/faqs/cloud-portal/payroll)
* [Income Tax](https://docs.pockethrms.com/faqs/cloud-portal/payroll)
* [Leave](https://docs.pockethrms.com/faqs/ess-portal/leave)
* [Attendance](https://docs.pockethrms.com/faqs/cloud-portal/attendance)
* [Survey](https://docs.pockethrms.com/faqs/cloud-portal/settings/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 ](https://docs.pockethrms.com/faqs/cloud-portal/hr#id-19.-how-to-change-panel-for-the-configuration-field)if required.

For any queries, contact <support@pockethrms.com>

### 2. How to generate bulk password?

&#x20;To generate password in bulk refer the link below:

{% embed url="<https://docs.pockethrms.com/faqs/cloud-portal/settings/hr#id-31.-how-can-we-generate-bulk-password>" %}

For any queries, contact <support@pockethrms.com>&#x20;

### 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:

{% embed url="<https://docs.pockethrms.com/faqs/cloud-portal/settings/payroll/ptax-range#id-1.-how-to-add-state-in-professional-tax-ptax-list>" %}

\
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:

{% embed url="<https://docs.pockethrms.com/faqs/cloud-portal/settings/hr#id-6.-how-to-add-a-new-professional-tax-location-pf-tax-location-in-the-professional-tax-column>" %}

&#x20;For any queries, contact <support@pockethrms.com>&#x20;

### 4. How to upload documents in general POLICY?

&#x20;To upload the policy document, refer the link below:

{% embed url="<https://docs.pockethrms.com/faqs/cloud-portal/ess-settings#id-1.-how-to-add-a-new-policy-in-the-ess-portal>" %}

&#x20; For any queries, contact <support@pockethrms.com>&#x20;

### 5. How to add Maternity leaves (ML)?

Refer the link below to know the steps:

{% embed url="<https://docs.pockethrms.com/faqs/cloud-portal/settings/leave#id-23.-how-to-provide-marriage-leave-matrimony-leave-maternity-leave-and-paternity-leave>" %}

&#x20; For any queries, contact <support@pockethrms.com>&#x20;

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

&#x20;To share the employee ID credentials and share in email , kindly refer to the link below:&#x20;

{% embed url="<https://docs.pockethrms.com/faqs/cloud-portal/settings/hr#id-9.-how-to-generate-log-in-credentials-for-the-employees-and-send-it-through-email>" %}

&#x20; For any queries, contact <support@pockethrms.com> &#x20;

### 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](https://docs.pockethrms.com/product-updates/updates-2024/august-2024))
* Assign Region to the employee ([Explained in 7b](https://docs.pockethrms.com/faqs/cloud-portal/settings#id-7b-assign-the-region-to-the-employee))
* In Leave Configuration, add Holiday setting entry, Region wise ([Explained in 7c](https://docs.pockethrms.com/faqs/cloud-portal/settings#id-7c-in-leave-configuration-add-holiday-setting-entry-region-wise)).
* Add the holiday list for the region ([Explained in 7d](https://docs.pockethrms.com/faqs/cloud-portal/settings#id-7d-add-the-holiday-list-for-the-region))

### 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’**.

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/3WYipeLzk1Ej0flL7WwW/Unknown%20image" alt=""><figcaption></figcaption></figure>

**Step 2:** Select **‘Region’** from the ‘**Componen**t’ dropdown menu and click **‘Add’** to create a new, unique region for the employee. Fill the ‘**Value**’ and click on ‘**Save**’

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/KjRsx7espRvjp5EogiVh/Unknown%20image)

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/X5JU0xP56MqkIQMRmlue/Unknown%20image)

**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.

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/4pR7g4lYlWqHmm1vvfRP/Unknown%20image" alt=""><figcaption></figcaption></figure>

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

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/UISjdZSRkUQeviXwKlmi/Unknown%20image)

### 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.

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/yMKEe9hiTtrSpAJ2aOeh/Unknown%20image)

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

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/AwPDSK8ugIpAoutRfqrH/Unknown%20image)

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

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/Zm85kVK7PuW65AAGcayj/Unknown%20image" alt=""><figcaption></figcaption></figure>

**Link:**[**https://cloud.pockethrms.com/Settings/Employee/Index?module=leave\&submodule=leavefinancialsetting**](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.

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/GhZYqR2g9Ykk5BFMwSlI/Unknown%20image" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/fArFJeXbE4ZPXXMfmF5D/Unknown%20image" alt=""><figcaption></figcaption></figure>

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

![](https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/pk0Y11ItdTNi8Jxt9lMo/Unknown%20image)

***

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

<figure><img src="https://content.gitbook.com/content/-MXep_PEmh8mDPVWj49x/blobs/IKC9HQ60BKRdvOYqLWi3/Unknown%20image" alt=""><figcaption></figcaption></figure>

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