👳‍♂️Confirm

1. How to download confirmation report from the ESS portal to check pending confirmation?

Step 1: Log into the ESS portal with HR/Admin credentials, go to the ‘Confirm’ menu and click on the ‘HR Approval’ submenu.

Step 2: Go to the ‘Employee Confirmation Pending’ tab and click on the ‘Export to Excel’ button and the confirmation report will be downloaded with pending confirmation.

Path: ESS HR/Admin log in>Confirm>HR Approval> Employee Confirmation Pending>Export to Excel

Link: https://ess.pockethrms.com/Confirmation/Transaction/ConfirmationHRApproval?Menu=EmployeeConfirmationPending

For any queries, contact [email protected]

2. How to transfer employee from probation to staff or how to confirm an employee?

Step 1: Log into the ESS, go to the ‘Confirm’ menu and click on the ‘Approval’ submenu.

Step 2: Under the ‘Manager Approval’ tab, list of pending confirmation approval will appear, click on the ‘Manager Status’ button for the respective entry.

Step 3: From the ‘Final Recommendation’ drop down select the ‘Confirm’ option. Enter ‘Remark’ and click on the ‘Submit’ button. The employee status will be saved accordingly.

Note: Based on the approval matrix the confirmation request will go to the level 3 (L2) manager or HR for approval.

Path: ESS Manager log in > Confirm > Approval > Manager Approval > Manager Status > Final Recommendation – Confirm > Submit Link: https://ess.pockethrms.com/Confirmation/Transaction/ConfirmationApproval?Menu=ManagerApproval

For any queries, contact [email protected]

2. What is the meaning of ‘Custom Form Required’ in the confirmation module?

Pocket HRMS, the Confirmation Module allows for the creation of custom forms that managers can fill out while confirming an employee. Selecting ‘Yes’ option for the ‘Custom Form Required’ fields enables organizations to define specific fields, questions, or rating criteria to assess an employee’s performance before confirmation.

For any queries, contact [email protected]

3. Can employee get notification through direct email about their confirmation?

The notification will be shown to employee for below instances in their ESS Log. Also mail will be sent on the email id added in their profile, informing them about the same.

• When the manager approves or rejects the employee’s confirmation

• After manager approves or rejects, employee will be notified when HR approves or rejects the employee’s confirmation.

For any queries, contact [email protected]

4. How to approve employee probation confirmation as an HR?

Path: ESS Portal > Confirm > HR Approval > HR Approval > Manager Status> Final Recommendation (confirm/Probation extended/probation rejected) > Remark > Submit Step 1: Log into the ESS portal, go to the ‘Confirm’ menu and click on the ‘HR Approval’ submenu.

Step 2: Go to the ‘HR Approval’ tab and click on the ‘Manager Status’ button for the respective confirmation entry.

Step 3: Select the ‘Final Recommendation’ from the drop down (confirm/Probation extended/probation rejected), enter remark if required and click on the ‘Submit’ button. The employee confirmation will be recorded accordingly.

Note: Below the ‘Submit’ button you can view the Remark and Recommendation by the manager along with the manager’s name.

Link: https://ess.pockethrms.com/Confirmation/Transaction/ConfirmationHRApproval?Menu=HRApproval

For any queries, contact [email protected]

5. How to mark the end of probation?

Mark the end of probation by confirming or rejecting the employee in the Confirm module.

5a) ESS Portal (Manager Flow):

Path: ESS Login > Go to Confirm > Approval > Manager Approval.Open the employee entry via Manager Status, select Final Recommendation = Confirm or Reject, add remarks if required, and click Submit.

Step 1: Log in to the ESS portal. Navigate to the ‘Confirm’ module, select ‘Approval’ and then click on ‘Manager Approval’.

Step 2: Open the specific employee entry via the ‘Manager Status’ view.

Step 3: In the detailed view, locate the ‘Final Recommendation’ field, Select either ‘Confirm’ or ‘Reject’ based on your assessment,

Step 4: Enter any necessary remarks in the provided field and Click ‘Submit’ to finalize the recommendation.

Note: The system notifies the employee about the status change.

Link: https://ess.pockethrms.com/Confirmation/Transaction/ConfirmationApproval?Menu=ManagerApproval

5b) ESS Portal (HR/Admin Flow):

Path: ESS admin portal login > Go to Confirm > HR Approval.Open the employee entry via Manager Status, select Final Recommendation = Confirm or Reject, and click Submit.

Step 1: Log in to the ESS Admin portal.

Step 2: Navigate to the ‘Confirm’ module and select ‘HR Approval’.

Step 3: Click on ‘HR Approval’ tab, Open the specific employee entry by clicking on the link within the ‘Manager Status’ column (or the action button next to the status).

Step 4: In the approval window, locate the ‘Final Recommendation’ field. Select ‘Confirm’ or ‘Reject’ to finalize the decision

Step 5: Click the ‘Submit’ button to save the HR approval status.

Note: If additional evaluation time is required, probation can be Extended, which keeps the probation active and does not conclude it.

Link:https://ess.pockethrms.com/Confirmation/Transaction/ConfirmationHRApproval?Menu=HRApproval

For any queries, contact [email protected]