๐Ÿ™โ€โ™€๏ธ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 โ€˜HRโ€™ tab and then โ€˜Pop Up Dataโ€™ as shown below.

Step 3: Enter โ€˜Designationโ€™ in the Select Category field. Previously entered data will be shown in the grid below. Now click on โ€˜+โ€™ button.

Step 4: Enter the required designation in the โ€˜Valueโ€™ field as shown below and click on โ€˜Saveโ€™.

Step 5: You will be able to see the added pop-up data in the grid now. For example, โ€˜Assistant Managerโ€™ can be seen in the below image.

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

For any queries, contact support@pockethrms.com

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 โ€˜HRโ€™ tab and the โ€˜Configuration Fieldsโ€™ subtab.

Step 3: Select the โ€˜Gradeโ€™ field.

Step 4: Now, tick the checkbox for the โ€˜Trans fieldโ€™ and click on the โ€˜Updateโ€™ button, so the changes in Grade will be reflected in payslips.

For any queries, contact support@pockethrms.com

3. How to view the Confirmation Letter?

Step 1: Go to the cloud portal and click on the โ€˜Settingsโ€™ menu.

Step 2: Click on the โ€˜HRโ€™ tab and then the โ€˜HR letterโ€™ subtab.

Step 3: Click on the โ€˜Editโ€™ button on the โ€˜Confirmation Letterโ€™ to view the letter.

For any queries, contact support@pockethrms.com

Last updated