🔹Leave Definition

1. How to add a leave type for employee category?

Step 1: Log into the cloud, portal go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Leave Definition’ subtab. Click on the ‘+’ towards the upper left-hand corner of the screen.

Step 2: Enter the details such as Leave Name, Description, Opening, Leave Category and other details as required.

Step 3: Select the ‘Category’ for which you want to add this leave type and click on the ‘Save’ button.

Path: Cloud Portal > Settings > Leave > Leave Definition > click ‘+’ icon > as details as required> select Category for which you want to add the leave type > Leave

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

For any queries, contact [e-mail]

2. How to activate or enable a leave type for a particular category?

Path: Cloud Portal > Settings > Leave > Leave Definition > click ‘Edit Icon’ > tick required Category > Save

Step 1: Log into the cloud portal, go to the ‘Settings’ menu and under the ‘Leave’ tab click on the ‘Leave Definition’ subtab. Click on the ‘Edit Icon’ for the respective leave type.

Step 2: In the Leave Definition pop-up tick the checkbox of the Category for which you want to enable the concerned leave type and click on the ‘Save’ button. The leave type will be activated for the employee category accordingly.

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

For any queries, contact [e-mail]

3.How to show any leave type in employee profile cloud and ESS portal?

Path: Cloud login > Settings > Leave > Leave definition > Select leave type which you want to include by clicking on ‘Edit Icon’ > In category section tick the category of the employee for whom you want to show the leave > Save

Step 1: Login to cloud portal, go to ‘Settings’ in the menu, select ‘Leave’ tab, and click on ‘Leave Definition’.

Step 2: Click on the ‘Edit Icon’ of the leave type which you want to include.

Step 3: In category section tick the category of the employee for whom you want to show the leave. Scroll down and click ‘save’.

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

For any queries, contact [e-mail]

4. How to Check or Withdraw/Remove Leave Type?

To check or withdraw the leave type you can delete the same by following the path below:

Path: Cloud login > Settings > Leave > Leave Definition > Delete/Edit Particular Leave type

Step 1: Login to cloud portal, go to ‘Settings’ menu, and select ‘Leave’ from tab.

Step 2: Select ‘Leave Definition’ and click on ‘Edit icon’ to edit leave/Check the leave type or click on ‘Delete Icon’ to remove the leave type.

or

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

For any queries, contact [e-mail]

5. How to reset leave for all staff? How to reset leave for all employees?

To reset leave type, follow the path and process mentioned below:

Path: Cloud login > Settings > Leave > Leave Definition > Click on edit icon > edit the leave definition > Save.

Step 1: Login to cloud portal, go to ‘Settings’ menu and select ‘Leave’ tab.

Step 2: Select ‘Leave Definition’ option, and click in the ‘Edit Icon’.

Step 3: Edit or make changes in the ‘Leave definition’ as per your requirement and click on ‘Save’.

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

5a) How to edit leave configuration rule?

To know the process to edit leave configuration, click the link below:

Leave Configuration | Pocket HRMSdocs.pockethrms.com

For any queries, contact [e-mail]