🏖️Leave
This page provides a step by step guide for FAQs related to the 'Leave' tab in the settings menu
Last updated
This page provides a step by step guide for FAQs related to the 'Leave' tab in the settings menu
Last updated
Step 1: Log into the cloud portal, and go to the ‘Settings’ menu. Under the ‘Leave’ tab click on the ‘Leave Configuration’. From the ‘Leave Type’ dropdown select the leave for which you want to restrict half-day leave.
Step 2: Scroll down to the ‘No of Half-day leaves allowed in calendar year’, enter the value ‘0’ (Zero) and click on the ‘Save’ button. Once you save these settings, employees won’t be able to apply half day leave.
Path: Cloud Portal>Settings>Leave>Leave Configuration>Leave Type-select required leave type>No of Half-day leaves allowed in calendar year-enter the value ‘0’ (Zero)>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveconfiguration
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, to the ‘Settings’ menu and under the ‘Leave;’ tab click on the ‘Weekly Off’ subtab.
Step 2: Select the date range and the ‘Week Off Categories’/Employee from the respective fields. Select checkboxes for the ‘Week Days’ you want to set as ‘Week Off’ and click on the ‘Process’ button.
Note: Select the checkbox in the ‘Half Day’ column if you want to provide half day off for the respective day.
Step 3: A list of dates according to selected date range and the ‘Week Days’ will appear on the right-hand side. Select the checkboxes of dates for which you want the apply this week off settings and click on the ‘Save’ button. The week off will be set accordingly.
You can select checkboxes for the ‘Half Day’ in this section too, if required.
Note:
‘WeekOff Dates’ for which week off is already processed appear in the yellow coloured background and the week off for these days cannot be edited.
‘WeekOff Dates’ which appear with no background colour is not yet processed. You can edit the week off for these days can be processed.
Path: Cloud Portal>Settings>Leave>Weekly Off>Select Employee/Category>From Date, To Date range>Tick on the week off days>Process>select dates>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveweeklyoff
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, to the ‘Settings’ menu and under the ‘Leave’ tab, click on the ‘Leave Configuration’ subtab.
Step 2: Scroll down to the ‘Restrict leave cancellation for backdated applied days’ option and select the ‘Restrict’ option from the drop-down. Click on the ‘Save’ button and the employees will be restrict to cancel their leaves applied in the past.
Path: Cloud portal>Settings>Leave>Leave Configuration> Restrict leave cancellation for backdated applied days-Restrict>Save Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveconfiguration
For any queries, contact support@pockethrms.com
If certain holidays are not visible in the system, you need to check the following factors.
A. Holidays not properly updated according to the company policies
B. It might be a restricted holiday
To check if the holiday list in the system is updated as per the organization's holiday schedule follow the steps below.
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Holiday’ subtab.
The list of holidays will appear, and you can check here if the holidays are listed properly accordingly to the company policies. Path: Cloud Portal> Settings > Leave > Holiday
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Holiday’ subtab.
Step 2: In the list of holidays find the holiday for which you want to check or edit details, and click on the respective ‘Edit Icon’ for the respective holiday to make changes.
Step 3: In the pop-up you can view Description. In the ‘Restricted/Optional Holiday’ field if you see ‘Yes’ that means the holiday is marked as an optional Holiday.
Step 4: You can select ‘No’ from the ‘Restricted/Optional Holiday’ dropdown and click on the ‘Save’ button. The holiday well no longer be an optional or restricted holiday.
Similarly, can also select the ‘Yes’ option to mark a holiday as restricted holiday.
Note: If the above settings are correct and the holiday is still not showing in attendance reports, please contact our agent.
Path: cloud > Settings > Leave > Holiday > Edit the date > Check if "Restricted" is ticked "Yes"> you can select Yes/No as required>Save.
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=holiday
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu. Under the ‘Leave’ tab click on the ‘Attendance - Leave Deduction Setting’ subtab.
Step 2: From the ‘Field’ dropdown select the required deduction setting such as, Unpaunches, Workhours, Time Based or Invalid and the respective settings will appear.
Step 3: Select the respective ‘Delete’ button for the deduction rule/setting you want to delete and that setting will be removed.
Note: Similarly, you can click on the ‘+’ button to add deduction setting such as, Unpaunches, Workhours, Time Based or Invalid and click on the ‘Save’ button to save it. Path: Cloud>Settings>Leave>Attendance - Leave Deduction Setting>Field-Unpuches/Working Hours/Time Based/Invalid>Delete
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=TOS_LeaveDeduction
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Weekly Off’ subtab.
Step 2: Select the Date Range and the ‘Employee ID’ or ‘Category’ from the respective fields. Select the days of week (Sun, Mon, Tue, Wed, Thu, Fri, Sat) and select ‘Full Day’ or ‘Half Day’ checkbox for the weekly off setting to be deleted and click on the ‘Save’ button. The respective weekly off settings will be deleted for the employee or the category.
For Example: If you select ‘Mon’ and select checkboxes for ‘1st’ and ‘3rd’ in the ‘Full Day’ row and click on the ‘Delete’ button. For the selected category or employee on the ‘1st’ and ‘3rd’ Monday of the months will no longer be their full day weekly off.
Path: Settings>Leave>Weekly Off> Select date range, category/employee ID>select day, check box Full Day/Half Day>Delete
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveweeklyoff
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Leave Configuration’ subtab.
Step 2: Select the ‘Leave Type’ as ‘Compensatory Off’ or comp off.
Step 3: You can use Ctrl+F to search ‘Lapse’ to find the ‘Activate Elapse’ options (u,v & w) in the list. Choose required options and select the required values in the respective fields. Scroll down and click on the ‘Save’ button and the comp off will lapse accordingly.
Path: Cloud Portal >Settings>Leave>Leave Configuration>’Leave Type’- Compensatory off > Search for ‘lapse’>make required changes>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveconfiguration
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Attendance-Leave Deduction Setting’ subtab. From the ‘Field’ dropdown select required option such as unpunches, working hours, time-based or invalid.
Step 2: Fill in the details according to your company policies and click on the ‘Save’ button. The leave deductions will be applied accordingly.
Path: Cloud>Settings>Leave>Attendance - Leave Deduction Setting>Select the Type(Unpunches/Invalid/Working Hous>fill in required details as per company policies>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=TOS_LeaveDeduction
For any queries, contact support@pockethrms.com
If someone get’s an error while applying for leave, informing them that they are not eligible to apply for leave, it is due to the leave configurations set by admin or HR.
Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Leave Configurations’ subtab. Here, you can view the settings for Leave.
Path: Cloud Portal>Setting>Leave>Leave Configuration
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveconfiguration
For any queries, contact support@pockethrms.com
To add a holiday, you need to check if the holiday is configured company wise or cost centre wise.
Note: You can update holiday only for the default leave year.
r any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under ‘Leave’ tab click on the ‘Holiday’ subtab.
Step 2: The year already set as per the default leave year. Click on the ‘+’ icon towards the upper right corner of the screen.
Step 3: Select Date, Description and choose ‘Yes’ or ‘No’ for the ‘Restricted/Option Holiday’ option as required and click on the ‘Save’ button.
Note: You can update holiday only for the default leave year. Path: Cloud Portal>Settings>Leave>Holiday>click ‘+’ Icon>Select Date>Description>If want the restricted/optional holiday (Yes)/if not select(no)>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=holiday
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Define Calendar’ subtab. Click on the ‘Edit Icon’ for the default financial year.
Step 2: In the option ‘Leave Settings will be’ field you can check the option that is set currently, use the dropdown to set the required option (Company, Category, Location and more) and click on the ‘Save’ button. The leave settings will be set accordingly.
Note: We recommend that these settings should not be changed middle of the year as, the changes made can affect the leave processing function. For more information please contact our support agent.
Path: Settings>Leave>Define Calendar>Edit>(b) Holiday Settings Entry will be (Cost Centre Wise)>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavefinancialsetting
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu. Under the ‘Leave’ tab click on the ‘Leave Configuration’ subtab.
Step 2: From the Financial year date range row select the date for ‘will be effective from’ field as required.
Step 2: Scroll down and for the row ‘Attach Document Feature’ select the option ‘Required’, ‘and is it‘ ‘mandatory’ or ‘non-mandatory’ can also be selected using the respective dropdown.
Step 3: Click on the the ‘Save’ button ad the attachment option for the leave request will be activated accordingly.
Path: Cloud Portal>Settings>Leave>Leave Configuration>for the financial date range select the ‘will be effective from’-date>Attach Document Feature- Required>and is it-mandatory/non-mandatory>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveconfiguration
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu. Under the ‘Leave’ tab click on the ‘Leave Configuration’ subtab and select the ‘Leave Type’ from the dropdown.
Step 2: Scroll down to the option ‘(t) Leave -----be applied if payroll is processed’ and select the ‘Should’ from the respective dropdown to enable leave request after payroll and select the ‘Should Not’ from the respective dropdown to disable leave request after payroll
Step 3: Scroll down and click on the the ‘Save’ button and the system will enable employees to apply leave after payroll for selected leave type.
Note:
If you select ‘Should’- system will allow employees to request leave after payroll
If you select ‘Should Not’- system will not allow employees to request leave after payroll
If nothing is selected for the option- system will not allow employees to request leave after payroll
Path: Cloud Portal>Settings>Leave>Leave Configuration> ‘(t) Leave -----be applied if payroll is processed’ – Should/Should Not>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveconfiguration
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Comp Off Credit’ subtab. Select the ‘Category’, ‘Date’ range and click on the view button. List of eligible comp offs will appear below category list.
Step 3: Select the checkboxes for the ‘Comp Off’ and the ‘Day Type’ for the respective entries on required dates.
Step 4: Scroll up again, click on the ‘Save’ button and the comp offs will be credited to the employee accordingly.
Note: On this page you can view working details of employees on holidays and week-offs and allows you to select dates to provide Comp Off for those working days.
Path: Cloud>Settings> Leave>Comp-off Credit>fill in details>View>select ‘Comp Off’ checkbox>Day Type>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=compoffcredit
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Define Calendar’ subtab. Click on the ‘Edit’ icon for the default year for the for which you want to edit the settings.
Step 2: A ‘Leave Financial Year’ pop-up will open where you can change week off/holiday/leave settings also set it as company wise/category wise/cost centre wise/location wise and more as per your company policies?
Note
You will be able to view all the pending, approved, rejected leave, holiday details for the default year only
To change default leave calendar, select ‘Yes’ for ‘set default financial year’ option from the ‘Leave Financial Year’ pop-up.
If you want to transfer the calendar for the next year you can do Leave Year Transfer.
Path: Settings>Leave>Define Calendar>click on ‘Edit Icon’ make the changes as required>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavefinancialsetting#
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Leave Configuration’ subtab and select the ‘Leave Type’ for which you want to do the settings.
Step 2: Choose the required option from the respective drop downs of the
‘Leave should/should not be cancelled if the payroll is processed allow/restrict’ and
‘Restrict leave cancellation for backdated applied days’ rows.
Step 3: You can select other leave related configurations as per your company configurations and click on the ‘Save’ button. The leave configurations will be updated accordingly.
Path: Cloud portal>Settings>Leave>Leave Configuration>select Leave Type>select required options>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveconfiguration
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, and go to the ‘Settings’ menu. Under the ‘Leave’ tab click on the ‘Leave Configuration’ subtab.
Step 2: Select the ‘Leave Type’ and in the the ‘d) This leave can be carried forward upto ____ Days’ field, enter the value for maximum number of leaves to be carry forwarded. Scroll down and click on the ‘Save’ button. The leaves will be carry forwarded accordingly.
Note:
If you want to set carry forward option of multiple leave types, repeat the process by selecting various leave types.
After saving the leave carry forward settings, ensure that the pending leaves for all employees are cleared and proceed to do Leave Year Transfer.
You can explore leave related settings, here.
Path: Settings> Leave> Leave Configuration> Leave > ‘This leave can be carried forward upto (enter maximum leave days to be carry forwarded) days>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leaveconfiguration
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Setting’ menu and under the ‘Leave’ tab click on the ‘Leave Definition’ subtab. Click on the respective ‘Edit Icon’ of the leave type.
Step 2: The ‘Leave Definition’ pop-up will open. From the ‘Set Component for Leave Encashment’ field select the desired option, and click on the ‘Save’ button.
The leave encashment component for the respective leave type will be set accordingly.
Path: Cloud Portal>Settings>Leave>Leave Definition>click on the ‘Edit Icon’>for the ‘Set Component for Leave Encashment’ select required option>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavedefination#
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab, click on the ‘Leave Credit’ subtab.
Step 2: Select Category, Leave, Frequency (Monthly/Quarterly/Half Yearly), Auto credit process and other details as required and scroll down to click in the ‘Save’ button.
Path: Cloud portal>Setting>Leave>Leave Credit>select required details>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavecreditmonthly
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab, click on the ‘Leave Difinition’ subtab.
Step 2: Click on the ‘+’ icon and a pop-up window will open.
Step 3: Enter the Leave Name, Description, other details and Category as required and click on the ‘Save’ button and the leave will be created.
Note: Ensure that for the ‘Leave Opening’ field you select ‘Required’ option, so you can provide leave opening of leave credit for the employee.
Path: Cloud portal>Settings>Leave>Leave Definition>’+’ icon>enter details>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavedefination#
For any queries, contact support@pockethrms.com
Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab, click on the ‘Leave Difinition’ subtab.
Step 2: Click on the ‘Edit icon’ for the leave type you want to edit or check.
Step 3: Make required changes and ensure that for the ‘Leave Opening’ field you select ‘Required’ option, click on the ‘Save’ button and the changes will be saved accordingly.
Path: Cloud portal>Settings>Leave>Leave Definition>’Edit Icon’>Leave Opening-Required & enter other details>Save
Link: https://cloud.pockethrms.com/Settings/Employee/Index?module=leave&submodule=leavedefination#
For any queries, contact support@pockethrms.com
There are a few steps you need to take to provide a certain type of leave to the employee as listed below.
Check if the leave type already exists in the leave definition page
Create a leave type if already not added in the system
Ensure leave opening option is configures as required for the leave type
For any queries, contact support@pockethrms.com
