➡️Exit

This page provides step-by-step answers to the FAQs related to the 'Exit' menu in the ESS portal

1. How to modify the Last working date and Resignation date for an employee?

How to download documents uploaded with expense entries in the expense report?

Step 1: Log in to the ESS portal, click on the ‘Exit’ menu, and select the ‘Approval’ submenu.

Step 2: Click on the ‘HR Separation Approval Data’ tab.

Step 3: Go to the ‘Previous Records’ section, search for the employee and click on the ‘Edit’ button against the employee's name.

Step 4: Make necessary changes in the ‘Last Working Date’ and ‘Resignation Date’ and click on the ‘Update’ button to save the changes.

​Note: If you are unable to make changes related to exit, kindly contact us at [email protected]

Path: ESS Portal > Exit > Approval > HR Separation Approval Data

Link:https://ess.pockethrms.com/ExitManagement/Transaction/Approval?Menu=HRSeparationApprovalData

2. How to approve or reject the separation of employee from ESS portal as HR or admin?

Step 1: Log into the ESS portal with the HR or admin credentials, go to the ‘Exit’ module and click on the ‘Approval’ submenu.

Step 2: Go to the ‘HR Separation Approval Data’ tab, here you can view the ‘Status’ of the separation, you can also ‘Modify Last Working Date’ of the employee if required from the respective column. Click on the ‘Details’ button to get more information.

Step 3: Here you can view the separation details, update ‘Asset Details’. Select the ‘Separation Status’ and enter the ‘Remark’, ‘Choose File’ to be uploaded if required and click on the ‘Save’ button. The employee separation process will be completed accordingly.

Note: You can click on the ‘Withdraw’ button to cancel or withdraw the employee resignation.

Path: ESS Portal with HR/Admin credentials> Exit>Approval>HR Separation Approval Data> Details> Separation Status> fill in other details> Save=to approve separation or Withdraw- to reject/cancel/reject separation

Link: https://ess.pockethrms.com/ExitManagement/Transaction/Approval?Menu=HRSeparationApprovalData

For any queries, contact [email protected]

3. What does ‘Separation is Pending at HR level’ mean?

If the system notifies you that ‘Separation is Pending at HR Level’, that means the HR approval is required to complete the separation process. HR or admin need to log into their ESS portal and approve separation from the Exit module.

For any queries, contact [email protected]

4. How should manager approve or reject employee separation entry submitted from the cloud portal?

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

Step 2: Go to the ‘Manager Approval’ tab, select ‘Module’ as ‘Employee Separation’ and Date range and click on the ‘Search’ button. The separation entries will appear.

Step 3: Select the ‘Approve’ or the ‘Reject’ radio button for the respective separation entry and click on the ‘Save’ button. The entries will be approved or rejected accordingly.

Path: Employee separation Manager ESS Login>Profile>Approval>Manager Approval>Module-Employee Separation>Date Range>Search>Approve/Reject>Save

Link: https://ess.pockethrms.com/Employee/Profile/EmployeeApprovals?Menu=managerapprove

For any queries, contact [email protected]

5. How to approve a separation request that employee submitted from the ESS portal?

Step 1: Log into the ESS portal from the account of the manager assigned to employee for the self-service separation. Go to the ‘Exit’ menu and click on the ‘Approval’ submenu.

Step 2: Go to the ‘Separation Approval Data’ tab and click on the ‘View’ button for the respective separation request.

Step 3: You can view the details, edit the ‘Last Working Date’ (LWD), add ‘Manager Details’ and click on the ‘Approve’ or ‘Reject’ button as required.

Note: Once the separation request is approved or rejected it will go to HR for further approval.

Path: Self-service separation Manager ESS Login>Exit>Approval>Separation Approval Data>View>manager can edit the LWD-Remark>Approve/Reject

Link: https://ess.pockethrms.com/ExitManagement/Transaction/Approval?Menu=SeparationApprovalData

For any queries, contact [email protected]

6. How to approve or reject employee separation?

• If manager is assigned in approval manager matrix for employee separation.

• If manager is assigned in approval manager matrix for self-service separation and the employee sent resignation through ESS.

For any queries, contact [email protected]

7. Where can I Request/View the Exit Form Page from Employee ESS Login?

Path: ESS Login > Exit > Request > Employee Separation> Separation reason & status > Personal no/Email id > If Resignation letter available (attach) > Comment if any > Submit

Step 1: Login to ESS, click on ‘Exit’ from the menu and select ‘Request’.

Step 2: Select ‘Employee separation’, and fill in all the fields such as employee separation reason, status, personal number, Email ID, attached the resignation letter (if available), comment (if required), and click on ‘Submit’.

Note: The request will be sent to self-service separation manager and then to HR for Approval/Rejection.

Link: https://ess.pockethrms.com/ExitManagement/Transaction/Request?Menu=EmployeeSeparation

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

8. How to check employee expenses transactions data?

To check employee expenses transaction data kindly refer to the link beow: https://docs.pockethrms.com/faqs/ess-portal/exit#how-to-download-documents-uploaded-with-expense-entries-in-the-expense-report

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