🙍‍♀️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]

6. How to add a new professional tax location (PF tax location) in the professional tax column?

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

Step 2: From the drop-down ‘Select Component’ as ‘Professional Tax Location’ and the Professional tax locations in the system will be visible.

To add the new professional tax location, click on the ‘+’ icon towards the upper right-hand corner of the screen, a pop-up will open.

Step 3: Enter the ‘Value’ in the professional tax location pop-up and click on the ‘Save’ button. The new professional tax location will be added.

Step 4: Now in the ‘Settings’ menu and under the ‘Payroll’ tab click on the ‘Ptax Range’ subtab. Click on the ‘Edit Icon’ for the respective location and a pop-up will open.

Step 5: Click on the ‘Add Earning Range’ button and another a pop-up will open.

Step 6: Fill in the Earning Range and the ‘Professional Tax’ amount and click on the ‘Save’ button.

Step 7: Once you have filled all the necessary information click on the save button and the Professional tax location will be added.

For any queries, contact [e-mail]

7. How to do Full and Final (FnF) email notification settings?

Step 1: Log into the cloud portal, go to the ‘Settings’ and under the ‘HR’ tab click on the ‘Exit Notification Settings’ subtab.

Step 2: Click on the ‘Reminder’ tab, on this page you will find various events for the exit process. You can add employees to be notified for the respective event from the ‘Entities’ field and also add the ’Email’ ids in the respective fields.

Similarly, you can choose to notify ‘Manager’ and ‘HRs’ by selecting the respective checkboxes and click on the ‘Save’ button and the emails will be sent accordingly.

For any queries, contact [e-mail]

8. How to lock resignation date & last working date for the employee?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and tab click on the ‘HR’ tab.

Step 2: Click on the ‘Exit Notification Settings’ subtab.

Step 3: Select the checkbox for ‘Lock Resignation Date’ and the ‘Lock Last Working Date’ options.

Step 4: Click on the ‘Save’ button and the resignation date & last working day of employee will become non-editable for employees.

Note: After the manager approves the request, it goes the HR for approval. The HR can modify the last working date based on the notice period.

For any queries, contact [e-mail]

9. How to generate login credentials for the employees & send it through email?

To generate login credentials for an employee, follow the steps below. You can also send generated passwords to employees through email.

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘HR’ tab click on the ‘Generate Password’ subtab.

Step 2: Select the ‘Category’ then select the employee from the ‘Employee Code’ field for whom you want to generate login credentials.

Step 3: If you want to overwrite the employee’s old password select ‘Yes’ for the ‘Overwrite Existing Password’ option or else select ‘No’ option. Choose from the given ‘Password Settings’ options to generate a strong password.

Step 4: Select the checkbox for the ‘Check For Send Mail’ option, if you want to send the joining credentials through email. Click on the ‘Save Settings’ button and the login credentials or password will be generated and sent to employees accordingly.

Path: Cloud Portal > Settings > HR > Generate Password > select required details > Check For Send Mail >Save Settings.

For any queries, contact [e-mail]