🔹Define Calendar

1. How to Get Last year Leave Report?

To fetch the last year leave report, you need to follow a few steps which is as follows:

1.1 Change the Leave Year

1.2 Download the Leave Report

1.3 Reset the Current Leave Year

1.1 Change the Leave Year

Path: Cloud > Settings > Leave > Define Calendar > Edit icon of the year for which leave report will be extracted > Default Financial Year > Save

Step 1: Login to cloud portal, click on ‘Settings’ from the menu, select ‘leave’ tab and click ‘Define calendar’.

Step 2: Select the year for which the leave report is required by clicking on ‘edit icon’ on the right top corner.

Step 3: From the ‘Set default financial year’ option, select ‘Yes’ from the dropdown and click on ‘Save’.

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

1.2 Download the Leave Report

Path: Cloud > Analytics > Reports > Leave > Report Wizard > Fill in the Details> Download (PDF/Excel)

Step 1: From the cloud portal, select ‘Analytics’ from menu, and click ‘Reports’ from the sub-menu.

Step 2: Click “Leave’ tab, and select ‘Report Wizard’.

Step 3: Fill the details such as ‘Employee Code’, ‘Type of Leave’, ‘Category’, ‘Data Range’ and click on ‘Download (Pdf/Excel)’.

Click the Link below, to understand how to download report for leave

https://docs.pockethrms.com/faqs/cloud-portal/analytics/report/leave#id-8.-how-to-download-compiled-report-on-leave-balance-of-all-employees

1.3 Reset the Current Leave Year

Path: Cloud > Settings > Leave > Define Calendar > Edit icon of the year for which leave report is needed > Default Financial Year > Save

Follow the path of point no. 1.1 to reset the current leave year after extracting the last year leave report.

Note- It is mandatory that, after you finish extracting the report, go back and reset the settings to the current leave year by choosing the current financial year. If this isn’t set correctly, it could cause problems with payroll processing or accurate report generation.

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

2. How to download last year holiday list?

To download previous / last year holiday list you need to follow below steps:

Path: Log in cloud portal > go to Settings > leave > Click on define calendar > Click on Edit for the year you need to download the holiday list > mark 'Yes' for set default Financial year > Save > Go to Holiday > In right hand side click on download arrow of Holiday list.

Step 1: Log in to the cloud portal, go to ‘Settings’, select ‘Leave’, and then click on ‘Define Calendar’.

Step 2: Find the year for which you need the holiday list and click the ‘Edit’ icon.

Step 3: Mark ‘Yes’ for the ‘Set default Financial year’ option and click ‘Save’.

Step 4: Navigate to the ‘Holiday’ option, located under the ‘Leave’ tab.

Step 5: On the right-hand side of the page, click the download arrow icon to save the Holiday List.

Note- Ensure to change the default year to current year after downloading the holiday list of previous year.

Path to change the default year- Log in cloud portal > go to Settings > leave > Click on define calendar > Click on Edit for the current financial year > mark 'Yes' for set default Financial year.

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

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