# Configuration Fields

### 1. How to add new column/new field in master field of employee profile?

**Path:** Cloud > Settings > HR > Configuration Fields > To add click (+) > Add the field name > Label Name > Field Type (Text/Integer/Date/single) > Field Size Value > Behaviours type like Cell Type / Order No / Panel as required > tick the other filed like mandatory/trans field/filter/timeline as required > Save

**Step 1:** Login to Cloud, using your admin credentials, go to ‘Settings’ in the menu and click on ‘HR’ tab.

<figure><img src="/files/Es4jHNXXUYULJnXnRIU5" alt=""><figcaption></figcaption></figure>

**Step 2**: Select ‘Configuration Fields’, and click on ‘+ sign’ in the corner.

<figure><img src="/files/jmGfBOuQMiNowB0ti5Bv" alt=""><figcaption></figcaption></figure>

**Step 3:** Add the field name, Label Name, Field Type (Text/Integer/Date/single), Field Size Value, Behaviours type (like Cell Type / Order No / Panel) as required, tick the other filed (like mandatory/trans field/filter/timeline) as required.

![](/files/XBOhMu7GMOiuACoefXec)

**Step 4:** Click ‘Save’ after filling all details and the saved configuration field will be visible in ‘Employee Configuration’ page.

![](/files/RqwxG7wYlFhHJi8RjjRj)

![](/files/XHt6eIK5SrOUqSzPpVqE)

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

For any queries, contact <support@pockethrms.com>

### 2. How to extend the master filed spaces like IFSC, bank branch code, bank name, etc space?

**Path:** Cloud >> Settings >> HR >> Configuration field >> Press "Ctrl + F" >> search for bank/ branch code or whatever configuration you have saved >> select the edit option >> and increase the field size >> Update.

**Step 1:** Login to cloud portal, go to ‘Settings’ in the menu and select ‘HR’ tab.

<figure><img src="/files/FLnluvRwFDorTkgaPVuw" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Configuration field’, and press ‘CTRL+F’ to search ‘Bank/ Branch code’ or whatever configuration you have saved.

![](/files/kBuUfWFp7CtUQT8ASCJs)

![](/files/1NKz5E2jlizGr0paSrg5)

**Step 3:** Click on the ‘Edit Button’, increase the ‘Field Size’, and select ‘Update’.

![](/files/uHuuLNH1yArVU1woT31m)

![](/files/emt55Hxfft7XwTnXdCdX)

**Link**:<https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=customfields>

For any queries, contact <support@pockethrms.com>

### 3. How to Create Reporting Manager Field?

To create reporting manager field please follow the path below

**Path:** Cloud> Settings> HR> Configuration field> Plus icon > Fill in the ‘Field details’ (Field name, label name, field Type, field size > Fill in the ‘Behavior details’ (Cell-type: Pop-up, order, Panel: Employee {so the field will be visible in ‘Employee details’} > Click the ‘mandatory’ radio button > Save.

**Step 1:** Go to cloud portal, select ‘Settings’ menu, and click on ‘HR’ tab.

<figure><img src="/files/TZaQ8owxi5XMW3dHUSon" alt=""><figcaption></figcaption></figure>

**Step 2:** Select ‘Configuration field’, and click on ‘Plus icon’ on the right corner.

![](/files/B6rtaPaVOXpFnewj3jo1)

**Step 3:** Fill the ‘Field Details’ such as ‘Field Name’, ‘Label Name (reporting manager), ‘Filed Type’ (TEXT), and ‘Field Size’.

![](/files/jlFyNw71G67Rb5elMQ4S)

**Step 4:** Fill in the ‘Behavior’ field, such as ‘Cell Type’ as Pop-up, Order no (as per your requirement), and select ‘Panel’ as ‘Employee’ from the drop down.

(If you set the panel as ‘Employee’ then, the reporting manager field will be visible in ‘Employee detail’ field of ‘Employee profile’ under ‘Profile’ Tab).

![](/files/gWcarzW0rMlgQt6vSI8W)

**Note:** If you select the ‘Panel’ as ‘Personal’ from the drop down, then the ‘Reporting Manager’ field will be visible in the ‘Personal Detail’ field of ‘Employee profile’ under ‘Profile’ Tab.

![](/files/prXRETLtbbDc7BPVudxv)

![](/files/pURo1QbbQxeMGcJqEgUM)

**Step 5:** Click on ‘Mandatory’ button and select ‘Save’.

![](/files/KRDFqcY2WBJmjNwpm8e6)

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

For any queries, contact <support@pockethrms.com>

### 4. How to make two fields non-mandatory, {Last drawn CTC, Last take home drawn} in pocket HRMS in employee history?

To make any fields under employee details on employee profile, you can do it from the path below:<br>

**Path:** Cloud login > go to settings > HR > Configuration Field > Click on the edit icon of the field name > remove the check box of mandatory field > Save.

**Step 1:** Log in to the Cloud portal and navigate to ‘Settings’ menu![](file:///C:/Users/SHILPI~1.KAN/AppData/Local/Temp/msohtmlclip1/01/clip_image002.png)\
, Select the ‘HR’ tab, click on ‘Configuration Field’ to view the list of customizable fields.

<figure><img src="/files/LUJSXIYveYLKMlcPkuCe" alt=""><figcaption></figcaption></figure>

&#x20;**Step 2:** Locate the specific field you wish to modify and click on the ‘Edit’ icon (pencil symbol) next to the field name.

<figure><img src="/files/vYwjMh2QD3A2WLlRypJl" alt=""><figcaption></figcaption></figure>

**Step 3:** In the field settings, remove the checkmark from the ‘Mandatory field’ box. Click ‘Save’ to apply the changes.

<figure><img src="/files/Ot2qmOy14qv5kkfMDFfZ" alt=""><figcaption></figcaption></figure>

&#x20;**Link:** <https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=customfields>

&#x20;For any queries, contact <support@pockethrms.com>


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