๐ŸฆOrganization

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

1. How to delete the cloud credentials of a former employee?

Step 1: If you want to delete admin credentials for someone log into the cloud portal, go to the โ€˜Settingsโ€™ menu and under the โ€˜Organizationโ€™ tab click on the โ€˜Usersโ€™ subtab.

Step 2: Find the user for whom you want to delete the credentials. You can click on the โ€˜Delete Iconโ€™ to delete the user credentials. You can also click on the โ€˜Disable Userโ€™ button to disable the user.

For any queries, contact support@pockethrms.com

2. How to send birthday and anniversary wishes to employees?

Step 1: Log into the cloud portal, and click on the โ€˜Settingsโ€™ menu. Click on the โ€˜Organizationโ€™ tab followed by the โ€˜Notificationโ€™ subtab. Enable the โ€˜Birthday Alertโ€™ and โ€˜Anniversary Alertโ€™ option and click on the โ€˜Saveโ€™ button.

Once the option has been enabled an email will be sent to the employee on their personal email ID for respective wishes.

Step 2: If you want to send the same email to the rest of your employees to notify them about their colleagueโ€™s special day, then you can add a group email ID. For that click on the โ€˜Settingโ€™ icon towards the upper right-hand corner of the screen.

Step 3: A pop-up will open where you can add group email in the respective fields. Click on the โ€˜Saveโ€™ button and the birthday & anniversary emails will be sent to your employees accordingly.

Step 4: Pocket HRMS offers standard templates, to view those go to the โ€˜Settingsโ€™ menu and under the โ€˜HRโ€™ tab click on the โ€˜HR letterโ€™ subtab.

Step 5: You can also create a new email template by clicking on the โ€˜+โ€™ icon.

Note: If you create a new email template for a birthday or anniversary wishes, you need to follow the mandatory format. For the respective templates mandatory โ€˜name formatsโ€™ are as given below, ensure to save the template names accordingly.

  1. For Work Anniversary โ€“ WORKANNIVERSARYTEMPLATE

  2. For Birthday Alert - BDAYTEMPLATE_2

  3. For Wedding Anniversary - WORKANNIVERSARYTEMPLATE_007

If you follow the above steps and save the templates in the given format, the new email templates will be created accordingly.

For any queries, contact support@pockethrms.com

3. How to add a new company?

Step 1: Log into the cloud portal and go to the โ€˜Settingsโ€™ menu. Under the โ€˜Organizationโ€™ tab click on the โ€˜Company Profileโ€™ and click on the โ€˜+โ€™ button towards the upper left-hand side of the screen.

Step 2: A โ€˜Company Detailsโ€™ pop-up will open, fill in the required details such as name, address, state, city, pin code, and telephone. You also need to fill in the โ€˜Self Service Company Codeโ€™ and click on the โ€˜Create Companyโ€™ button. A new company will be created in the Pocket HRMS.

For any queries, contact support@pockethrms.com

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