🔹Pop Up Data

1. How to add a dropdown for a new ESI location in the employee profile?

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘HR’ tab, click on the ‘Pop-up Data’ subtab.

Step 2: Select Component as ‘ESI Location’ option. Click on the ‘+’ icon, towards the upper right side of the screen.

Step 3: Enter the new location in the ‘Value’ field and click on the ‘Save’ button. A new location will be added accordingly.

Path: Cloud Portal>Settings>HR>Pop Up Data>Select Component-ESI Location>click ‘+’ icon>Vale>Save

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

For any queries, contact [email protected]

2. How to add a leave category?

Path: Cloud Portal > Settings > HR > Pop Up Data>Select Component > Leave Category > click ‘+’ icon>Value - leave category name >Save

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the HR’ tab, click on the ‘Pop-up Data’ subtab.

Step 2: Add the name for the new leave category in the ‘Value’ field and click on the ‘Save’ button. The new leave category will be added accordingly.

Note: You need to create Leave Category master field first so you can create a new leave category.

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

For any queries, contact [email protected]

3. How to add 'NA' as a PT Location Value?

Path: Cloud> Settings > HR > Pop Up data> Select Component > Prof Tax Location / PT Location / Professional Tax Location> Click on the (+) icon enter value NA

Step 1: Login to cloud portal, go to ‘Settings’ menu, select ‘HR’ tab, and click on ‘Pop up data’.

Step 2: Select ‘Component’ as ‘Prof tax Location/PT Location/Professional Tax Location (which ever name is saved in your system out of these)’, from the dropdown, and click on the ‘+ icon’.

Step 3: After clicking on the plus icon, enter the ‘value’ as ‘NA’, and click on ‘Save’.

After saving the changes, NA as PT location value will be added in the location list. Link https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=popup

For any queries, contact mail to: [email protected]

4. How to Create Weekly Off Category?

To add a Weekly Off category, please follow the steps below: Path: Log in to the Admin Cloud portal > Settings > HR > Pop-up Data > Select the component as Weekly Off Type > Click on the Add icon > Enter the name of the Weekly Off > Click Save to complete the process.

Step 1: Login to Cloud Portal, go to ‘Settings’ in the menu, and select ‘HR’ from tab.

Step 2: Click on ‘Pop-up data’, and select the ‘Component’ as ‘Weekly Off Categories’ from the dropdown.

Step 3: Click on the ‘Plus icon, on the right corner, In the ‘Value’ section enter the name of the weekly off you want to set, and select ‘Save’ to complete the process.

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

For any queries, contact [email protected]

5. How to create the new business value or unit?

To create new Business Unit, you can do it from the steps below:

Path: Log in to cloud portal > Go to Settings > HR > Pop up details > Select component as Business Unit > Click on '+' button in right side > Write the Value > save.

Step 1: Log in to the cloud portal, go to ‘Settings’ menu, under the ‘HR’ tab, select ‘Pop up details’ option.

Step 2: Select ‘Business Unit’ from the component dropdown menu, and Click the ‘+ icon’ on the right side to add a new entry.

Step 3: In the field provided, write the ‘Value’ or name of the new Business Unit. Then click ‘Save’ to add the new unit to the system.

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

For any queries, contact [email protected]

6. How to delete designation?

To delete the designation from the system you can do it from the path below:

Path: Log in to cloud > Settings > HR > Pop up Data > Select component as designation > From the Delete icon of the designation will be deleted from the system.

Step 1: Log in to the Cloud portal, go to ‘Settings’ menu, select ‘HR’ tab, and then click on ‘Pop up Data’.

Step 2: From the component dropdown menu, select ‘Designation’ to view the list of existing designations

Step 3: Click the ‘Delete’ icon corresponding to that designation to permanently remove it from the system.

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

For any queries, contact [email protected]

7. How to generate a grade?

To generate the grade, you can add the grades in the pop-up data,

Path: Cloud Login > Settings > HR > Pop-up Data > Select component as Grade > Click on '+' > mention the grade > Save. (You can mention the new grade in employee Profile).

Step 1: Log in to the Cloud portal, go to ‘Settings’, select ‘HR’, and then click on ‘Pop-up Data’.

Step 2: From the ‘Component’ dropdown menu, select ‘Grade’ to view the list of existing grades.

Step 3: Click the ‘+’ button to add a new grade.

Step 4: In the ‘Value’ field, mention the new grade you wish to create and Click ‘Save’. The new grade is now available and can be assigned to employees in their respective profiles.

Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=popup To upload grades in bulk for employees please refer to the link below: https://docs.pockethrms.com/faqs/cloud-portal/employee/import#id-36.-how-to-bulk-import-reporting-managers-department-division-sub-department-grade

For any queries, contact [email protected]