🔹Category

1. How to add or create a new category?

Path: Cloud portal > Settings > HR > Category > click '+' icon > fill in details > Save

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

Step 2: Click the '+' icon towards the upper right corner of the screen to create a new category.

Step 3: In the New Category pop-up, add required details such as Category, Description, Display Order in the respective fields as required and click on the ‘Save’ button. The new Category will be added accordingly.

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

For any queries, contact [email protected]

2. How to delete category?

To delete the category, please make sure the category is not assigned to any employee, and to delete the category you can follow the

Path: Login to cloud > Settings > HR > Category > in front of the category name click on the delete icon

Step 1: login to cloud portal, go to ‘Settings’ menu, and select ‘HR’ tab.

Step 2: Select ‘Category’, from the categories available, click on the ‘Delete Icon’ on the right., and click on ‘Ok’ to confirm the removal of category.