🏖️Leave

This page provides a step by step guide for FAQs related to the 'Leave' tab in the settings menu

1. How to restrict half-day leave requests?

How to remove/restrict/disable/stop/turn off/block/deactivate/disallow half day leave option settings/functionality?

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 [e-mail]

2. How to set week-off for employees manually?

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 [e-mail]

3. How to restrict leave cancellation applied in the past days or backdated days?

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 [e-mail]

4. Why certain holidays are not visible in the holiday list?

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

A. How to check holiday list?

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

B. How to check and edit restricted holiday/optional 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 [e-mail]

5. How to remove or delete leave deduction rule/setting?

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

6. How to delete the week-off settings?

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 [e-mail]

7. How to set comp off lapse date or compensatory off lapse date/limit?

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 [e-mail]

8. How to do leave deduction setting?

How to do working hours policy settings?

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 [e-mail]

9. What is the meaning of the error ‘Not Eligible to apply for Leave’ while applying for various types of leave(Earned/Paid/Casual & more)?

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.

10. How to check general Leave Configurations or leave settings?

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 [e-mail]

11. How to add or create holiday/festival leave?

To add a holiday, you need to check if the holiday is configured company wise or cost centre wise.

• Add holiday cost centre wise

• Add holiday company wise

Note: You can update holiday only for the default leave year.

r any queries, contact [e-mail]

12. How to add holiday if the leaves are configured company wise?

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 [e-mail]

13. Can state wise, company wise, category wise, location wise leave be added?

How to change/check the leave settings as company wise, category wise, location wise or more?

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 [e-mail]

14. How to activate/add option to upload attachment/files/doctor’s certificate/prescription with the leave application/request?

How to show/activate attachment option to employees for leave application/request from the ESS?

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 [e-mail]

15. How to enable or disable leave request for the month or days for which the payroll is already processed?

How to change/edit leave application setting for post/after payroll process?

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 [e-mail]

16. How to check employees working on holiday and week off?

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 [e-mail]