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🔹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 support@pockethrms.com

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.

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

For any queries, contact support@pockethrms.com

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