🙍‍♀️HR

This page provides a step by step guide for FAQs related to the 'HR' tab in the settings menu

1. How to add pop-up data?

You can add Pop up data in Pocket HRMS as per your requirement. For example, if you want to add a new Designation in Pocket HRMS, you need to follow the steps described below:

Step 1: Log into the cloud portal and click on the 'Setting' menu.

Step 2: Click the ‘HR’ tab and then ‘Pop Up Data’ as shown below.

Step 3: Enter ‘Designation’ in the Select Category field. Previously entered data will be shown in the grid below. Now click on ‘+’ button.

Step 4: Enter the required designation in the ‘Value’ field as shown below and click on ‘Save’.

Step 5: You will be able to see the added pop-up data in the grid now. For example, ‘Assistant Manager’ can be seen in the below image.

Note: You may click on the 'Edit' button to edit any existing record.

.

For any queries, contact [e-mail]

2. How to ensure 'Grade' changes after promotion reflect in the payslip?

Step 1: Log into the cloud portal and click on the 'Setting' menu.

Step 2: Select the ‘HR’ tab and the ‘Configuration Fields’ subtab.

Step 3: Select the ‘Grade’ field.

Step 4: Now, tick the checkbox for the ‘Trans field’ and click on the ‘Update’ button, so the changes in Grade will be reflected in payslips.

For any queries, contact [e-mail]

3. How to view the Confirmation Letter?

Step 1: Go to the cloud portal and click on the ‘Settings’ menu.

Step 2: Click on the ‘HR’ tab and then the ‘HR letter’ subtab.

Step 3: Click on the ‘Edit’ button on the ‘Confirmation Letter’ to view the letter.

For any queries, contact [e-mail]

4. How to add designation in the Pocket HRMS?

Step 1: Log into the cloud portal go to the ‘Settings’ menu. Under the ‘HR’ tab click on the ‘Pop-up Data’ subtab. From the ‘Select Component’ drop-down select ‘Designation’

And click on the ‘+’ button towards the upper right-hand corner.

Step 2: A pop-up will open. Enter the new designation in the ‘Value’ field and click on the ‘Save’ button.

Step 3: The new designation will be added in the Pocket HRMS

For any queries, contact [e-mail]

5. How to add a new department option in the system?

Step 1: Log into the cloud portal and click on the ‘Settings’ menu. Under the ‘HR’ tab click on the ‘Pop-up Data’ subtab.

Step 2: From the ‘Select Component’ dropdown select the ‘Department’ option. Here you will see the department options present in the system.

Step 3: Click on the ‘+’ icon towards the right-hand side of the screen to add a new department

Step 4: In the ‘Value’ field enter the name of department you want to create and click on the ‘Save’ button. The newly created department will be added.

For any queries, contact [e-mail]