🔶Users

1. How to Give Access of Employee Wizard?

To grant access of Employee Wizard to the user follow the path below:

Path: Cloud portal > Settings > Organization > Users > Add a new user by clicking on plus icon if required, or click on View User Rights > Then, select the appropriate category and menus e.g.: Analytics > Analytics > Data Wizard, and continue assigning the necessary access as needed > Save.

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

Step 2: Click on ‘Users’ and Add a new user (if required) by clicking on the ‘Plus icon’ on the right or click on ‘view user rights’ for existing users.

Step 3: Select the appropriate ‘Category’ and ‘Menus’ and click on ‘Save’.

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

For any queries, contact [email protected]

2. How to edit earning details?

To edit the payroll or earning details, you need to create a user first.

2.1 How to Create an User?

Path: Cloud login > Setting > Organization > Users > Click on '+' icon > Fill details > Create User.,

Step 1: Login to cloud portal, Select the ‘Setting’ menu, and click on ‘Organization’ tab.

Step 2: Then select ‘Users’ from the list and click on the ‘Plus (+) Icon’ on the right corner.

Step 3: Then Fill in the details, such as ‘Name’, ‘Email ID’, ‘Password’, ‘Confirm Password’, ‘Company Name’. Then click on ‘Create User’ button.

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

Once user is created, follow the path below to edit the User:

2.2 How to edit user?

Path: In the User page, click on view user rights of the user created above > select category > select menus as payroll (enable check box which you want to provide the access in cloud portal) > Save.

Step 1: In the user page (Path: cloud > settings > organization > users), click on the view user rights of the user created above.

Step 2: Select ‘Category’, select Menus as ‘Payroll’ by ticking check box which you want to provide the access in cloud portal and click on ‘Save’.

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

For any queries, contact [email protected]

3. How to enable monthly input option? Or please enable the monthly input option?

To enable Monthly Input option for a cloud user, you need to follow below steps: Path: Login Admin cloud portal > Go to Settings > Organisation > Users > Click on View User Rights > Payroll > Transaction > Enable Monthly Input > Save

Step 1: Log in to the cloud portal, go to ‘Settings’ menu, select ‘Organisation’ tab, and then click on ‘Users’.

Step 2: Locate the desired user from the list and click on ‘View User Rights’ for that specific user.

Step 3: In the user rights menu, Tick the ‘Payroll’ section, then click on ‘Payroll’, you will get further submenus, and then tick ‘Transaction’ sub-menu from it.

Step 4: Click on transaction submenu, to get further sub-menus, from which tick the checkbox of ‘Monthly Input’ to enable it and Click ‘Save’.