🔹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.

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

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.

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

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

For any queries, contact [email protected]

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.

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

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

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

For any queries, contact [email protected]