⛱️Leave

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

1. How to apply for leave through the ESS portal?

Step 1: Log into the ESS portal and click on the 'Leave’ menu and then on the ’Request’ submenu.

Step 2: Select the ‘Leave’ tab.

Step 3: Enter the relevant information in the fields and click on the ‘Add’ button. Verify the details and click on the 'Confirm Leave' button.

For any queries, contact [e-mail]

Path: ESS Portal > Leave > Request > Leave

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveRequest?Menu=leave

2. How to submit a request for attendance regularization?

Step 1: Log into the ESS portal and click on the 'Leave’ menu and then on the ’Request’ submenu.

Step 2: Click on the 'Attendance Regularization' tab and enter the range of dates and click on the 'Search' button. Click the 'Update' button against the entry you want to regularize.

Step 3: Update the time in the 'Attendance Regularization Update' pop-up window along with 'Remark' and click the 'Save' button to submit the request.

Note: If you are unable to make changes in the Leave module, kindly contact us at [e-mail]

Path : ESS Portal > Leave > Request > Attendance Regularization

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveRequest?Menu=attendanceregularization

3. How to generate geo-fencing report?

Step 1: Log into the ESS portal click on the ‘Leave’ menu and then the ‘Employee Report ’submenu.

Step 2: You have to click on the ‘More’ to reveal undisplayed tabs. Once you view additional tabs click on the ‘Punch App Location’ tab.

Step 3: Select the required date range, click on the ‘Search’ button and the results will be visible. Click on the ‘Download Excel’ button and the geo-fencing report will be downloaded.

Step 4: If you want to download geo-fencing for a single employee, use ‘Select Employee’ field to select the employee and click on the search button to view the results. Click on the download button and the geo-fencing report will be downloaded for a single employee.

For any queries, contact [e-mail]

Path: ESS Portal >Leave > Employee Report > More > Punch App Location

Link: ttps://ess.pockethrms.com/Leave/TeamReport/MyTeamLeaveReport?Menu=PunchInOutReport

4. How to a cancel leave request from the ESS mobile app?

You can cancel your previous leave application through the ESS mobile app if the payroll for that month hasn't been processed yet. Even if your leave request has been approved, you can still cancel it. Your leave balance will be restored, and the leave request will be removed.

Step 1: Log into the ESS mobile app and go to the menu. Under the ‘Leave’ menu, click on the ‘Request’ submenu.

Step 2: Go to the ‘Leave’ tab and scroll down and click on the ‘Previous Leaves’ button.

Step 3: Find the leave you want to cancel and swipe left to delete this leave request.

Step 4: A notification will appear asking for confirmation to cancel the leave. Click on ‘Ok’, and the leave will be cancelled.

Note: You cannot cancel the leave if the payroll is processed for the month.

For any queries, contact [e-mail]

Path: ESS Mobile App > Leave > Request > Leave > Previous Leaves

5. How to download the in and out attendance report with location data or location details?

Step 1: Log into the ESS portal, go to the ‘Leave’ menu and click on the ‘My Report’ submenu.

Step 2: Click on the ‘In Out Details’ tab enter the ‘Report Type’ as the ‘Detailed Report’, date range and click on the ‘Search’ button.

Step 3: The attendance data will appear and you can see the location details for punch in and punch out in the ‘Location In’ and the ‘Location Out’ column respectively.

Click on the ‘Export Excel’ button and attendance in out details along with the location details will be downloaded.

Note: In the columns ‘In Geolocation’ and ‘Out Geo location’, the location that you have geo tagged for the employee through geo tagging or geo fencing will appear.

Path: ESS Portal>Leave>My Report>IN OUT Details>Detailed Report>Date Range>Search>Export Excel

Link: https://ess.pockethrms.com/Leave/MyReport/MyLeaveReport?Menu=InOutDetails

For any queries, contact [e-mail]

6. How to check leave data or leave details?

You can check leave data from

A. ESS portal

B. Cloud portal

Follow the steps below to download leave details from the respective portal.

A. How to download my leave data from ESS portal?

Step 1: Log into the ESS portal, go to the ‘Leave’ menu and click on the ‘My Report’ submenu.

Step 2: Click on the ‘Leave Details’ tab, select required details such as Leave Status, Leave Type, From Date, To Date and click on the ‘Search’ button.

Step 3: The Leave data will appear along with details such as status, from date, to date, half/full day, number of days of leave and the leave type. You can click on the ‘Download’ button and the leave data/details report will be downloaded.

Note: You can click on the ‘Leave Balance’ tab to check your leave balance.

Path: ESS>Leave>My Report>Leave Details>select details>Search>Download

Link: https://ess.pockethrms.com/Leave/MyReport/MyLeaveReport?Menu=leavedetails

B. How to download leave data from the cloud portal?

Step 1: Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.

Step 2: Click on the ‘Leave’ tab and under the leave tab you can click on the various subtab such as, Muster Roll, Leave History, Absenteeism, Report Wizard, Leave Carry Forward Balance, Leave Encash and Leave Tracker to get required leave data.

Path: Cloud>Analytics>Report>Leave

Link: https://cloud.pockethrms.com/Reports/Report/Index?module=leave&submodule=MusterRoll

For any queries, contact [e-mail]

7. How to apply for compensatory off or comp-off?

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

Step 2: Click on the ‘Leave’ tab from the top bar, select the ‘Leave Type’ as compensatory off or Comp-off. Fill in other details such as date range, reason and more and click on the ‘ADD’ button.

The compensatory off (comp-off) leave request will be submitted.

Path: ESS>Leave>Request>Leave Type-Compensatory Off>fill in details>Add

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveRequest?Menu=leave

For any queries, contact [e-mail]

8. How to apply for the half day leave or to quest a leave for half day?

Step 1: Log into the ESS portal, select ‘Leave’ menu and then click on the ‘Request’ submenu.

Step 2: Click on the ‘Leave’ tab at the top. Select the required details in the respective fields such as type of leave, reliever employee, date range and more.

Step 3: From the dropdown field under the ‘From Date’ and ‘To Date’ fields select the option as ‘First Half Day’ or ‘Second Half Day’ as required and click on the ‘Add’ button and the half day leave will be applied accordingly.

Path: ESS portal>Leave>Request>select required the details>select First Half Day or Second Half Day>ADD

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveRequest?Menu=leave

For any queries, contact [e-mail]

9. How to find or check employee’s pending requests as manager?

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

Step 2: Click on the ‘Leave’ tab, here you will see all the pending leaves from your employees. You can select radio button from the ‘Accept’ or ‘Reject’ columns and click on the ‘Save’ button. The requests will be approved or rejected respectively.

Note: Similarly, you can click on the ‘Attendance Regularization’, ‘On Duty/Work From Home’ to view respective pending requests from the employees.

Step 3: You can enter the employee name in the ‘Search field’ at the upper right-hand corner of the screen to view pending requests from a particular employee.

Path: Manager ESS Login>Leave>Approval>Leave>you will get the details under the pending request>Approve/Reject>Save

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveApproval?Menu=leaveapprove

For any queries, contact [e-mail]

10. How to find or check employee’s pending requests as HR from ESS portal?

You can’t check employee’s pending requests from the cloud portal. You can check employee’s pending requests from the ESS portal.

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

Step 2: Click on the ‘More’ and select the ‘HR Approval’ option.

Step 3: You can select radio button from the ‘Accept’ or ‘Reject’ columns and click on the ‘Save’ button. The requests will be approved or rejected respectively.

Note 1: You can enter ‘Employee Code’ in the respective field and click on the ‘Search’ button to find the requests from a particular employee.

Note 2: You can enter ‘Manager Code’ in the respective field and click on the ‘Search’ button to find the requests that are pending for approval for a particular manager.

Note 3: You can check pending requests for Leave/On Duty/Attendance Regularisation by going to respective tabs.

Path: HR ESS Login>Leave>Approval>More>HR Approval>Approve/Reject>Save

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveApproval?Menu=AttendanceRegularizationAdmin

For any queries, contact [e-mail]

11. How to check or view employee’s leave balance as a manager?

Step 1: Log into the ESS portal with manager credentials, go to the ‘Leave’ menu and click on the ‘Employee Report’ submenu.

Step 2: Click on the leave tab and the you will view a list of your employees. Click on the ‘Check Balance’ button for the employee whose leave balance you want to check.

Step 3: A pop-up will open with details of leave for various types of leaves. You can click on the respective ‘View Used’ or ‘View Debited’ button to view the number of leaves used or debited for particular leave of an employee.

Note: You can also use the Search field at the upper corner of the screen to view leave balance of a particular employee.

Path: ESS Manager Login> Leave>Employee Report>Leave Balance>Check Balance

Link: https://ess.pockethrms.com/Leave/EmployeeReport/EmployeeLeaveReport?Menu=leavebalance

For any queries, contact [e-mail]

12. How to approve shift schedule for employee?

Step 1: Log into the ESS portal with manager credentials. Go to the ‘Leave’ menu and click on the ‘Approval’ submenu.

Step 2: Click on the ‘More’ and select the ‘Shift Approval’ option.

Step 3: Enter the ‘Employee Code’ for whom you want to approve shift and click on the ‘Search’ button. The employee’s shift request will appear.

Step 4: Select the respective checkboxes in the ‘Approve’ and ‘Cancel Shift’ columns and click on the ‘Save’ button. The shift schedule will be saved accordingly.

Path: ESS portal manager credentials>Leave>Approval>More>Shift Approval>Employee Code>Search>Approve/Cancel Shift>Save

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveApproval?Menu=ShiftApproval

For any queries, contact [e-mail]

13. How to check if manager has approved the employee’s On duty request? How to view approval status of the On duty request from the employee?

Step 1: Log into the ESS portal with HR or admin credentials. Go to the ‘Leave’ menu and click on the 'Employee Report’ submenu.

Step 2: Click on the ‘On Duty Report’ tab and from the ‘Report Type’ dropdown select the status as Approved, Pending, Rejected or all as required. Select date range and click on the ‘Search’ button, the results will appear.

Step 3: You will see the details of the On duty requests along with the ‘Status’ and ‘Manager Remark’. Click on the ‘Export Excel’ button to download the report.

Note: if you want to view requests from particular employee, select that employee from the ‘Employee Code’ field at the top of the page.

Path: Admin/HR ESS Login>Leave>Employee Report>On Duty Report>Report Type>.Date Range>Search>Export to Excel

Link: https://ess.pockethrms.com/Leave/EmployeeReport/EmployeeLeaveReport?Menu=OnDutyReport

For any queries, contact [e-mail]

14. Why am I not receiving approval e mails as a manager?

The first priority manager receives the email notification only when an employee applies for leave or requests leave.

The manager won’t get any notification when they approve the leave request.

The 2nd priority manager will get a notification when the first priority manager approves the request.

After the action of the both 1st and 2nd priority manager, whether it’s an approval or rejected, employee will get email notification along with the status of their leave.

For any queries, contact [e-mail]

15. How check mode of employee punch or IP address of punch machine and download in out punch details?

Step 1: Log into the ESS portal, go to the ‘Leave’ menu and click on the ‘Employee Report’ submenu.

Step 2: Go to ‘In Out Details’ tab, enter the date range in the respective fields and click on the ‘Search’ button.

Step 3: In the ‘In IP Address’ and ‘Out IP address’ columns you can see the IP address of the machine or mode of the employee punch attendance. You can click on the ‘Export Excel’ button to download the in out details details

Path: ESS Login>Leave>Employee Report>check details in the ‘In IP Address’ and ‘Out IP address’ columns>Export Excel Link: https://ess.pockethrms.com/Leave/EmployeeReport/EmployeeLeaveReport?Menu=InOutDetails

For any queries, contact [e-mail]

16. How to check or view approved leave report?

Step 1: Log into the ESS portal with admin or HR credentials, go to the ‘Leave’ menu and click on the ‘Employee Report’ submenu.

Step 2: Go to the ‘Leave Details’ and fill in the details such as, ‘Leave Status’ such as approved, rejected, pending or more as required. Also select Leave Type, date range and click on the ‘Search’ button. The leave entries will appear and you can click on the ‘Download Excel’ button to download the report.

Note: To download leave detail report for a particular employee, select the employee from the ‘Employee’ field.

Path: Admin/HR ESS Login>Leave>Employee Report>Leave Details>fill in details>Search>Download

Link: https://ess.pockethrms.com/Leave/EmployeeReport/EmployeeLeaveReport?Menu=leavedetails

For any queries, contact [e-mail]

17. What is permission entry or permission request or hour to hour request /entry or short leave request/entry?

The permission entry or permission request allows employees to take short leave or breaks for a few hours. It is as a short-term time off. This could be used for purposes such as attending personal appointments, running errands, or dealing with emergencies that require an employee to step out during their working hours without taking a full leave.

For any queries, contact [e-mail]

18. Why does it show that leave bucket is empty?

The ‘Leave bucket is Empty’ is likely shown because you are checking your leave balance but you have already used all your leaves. That your leave balance is exhausted.

For any queries, contact [e-mail]

19. How to apply for on duty/work from home request?

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

Step 2: Click on the ‘On Duty/Work From Home’ tab, select required details such as date range, Date Type, time, Type and remarks in the respective fields and click on the ‘Save’ button. The On Duty/Work From Home request will be sent for approval to respective manager

Path: ESS portal> Leave>Request>On Duty/Work From Home>fill in required details>Save

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveRequest?Menu=onduty

For any queries, contact [e-mail]

20. Can a manager cancel an approved leave from the ESS portal? Or can a leave request get cancelled automatically?

A manager can not cancel an approved leave and leave doesn’t get cancelled automatically.

• Employee can cancel their pending leave

• Employee can cancel their approved leave

• Approved leave can be deleted from the cloud portal

For any queries, contact [e-mail]

19. How can employee cancel/delete/remove their pending leave request (leave request not approved by manager yet)?

Or how to cancel pending leave, attendance regularization, on duty/work from home request from ESS?

Step 1: Log into the ESS portal, go to the ‘Leave’ menu and click on the ‘Request’ subtab.

Step 2: Click on the respective leave type you want to cancel such as, leave, attendance regularization, on duty/work from home and more.

Step 3: Scroll down to the ‘Previous’ leaves section. Click on the ‘Cancel’ button for the respective pending leave request. The leave request will be cancelled.

Path: ESS portal with Employee login>Leave>Request>select respective leave type tab>scroll down to previous leaves section>Cancel

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveRequest

For any queries, contact [e-mail]

For any queries, connect with our agent on chat.

20. How can employee cancel/delete/remove their approved leave (leave accepted by manager) request?

Or

how to cancel approved leave, attendance regularization, on duty/work from home request from ESS?

Step 1: Log into the cloud portal, go to the ‘Leave’ menu and click on the ‘Request’ subtab.

Step 2: Click on the respective leave type you want to cancel such as, leave, attendance regularization, on duty/work from home and more.

Step 3: Scroll down to the ‘Previous’ leaves section. Click on the ‘Cancel’ button for the respective approved leave request. The leave request will be sent to the respective manager for cancellation and once a manager approves the leave balance will be revoked accordingly.

Path: ESS portal with Employee login>Leave>Request>select respective leave type tab>scroll down to previous leaves section>Cancel

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveRequest

For any queries, contact [e-mail]

21. How to request shift change from the ESS portal as an employee? Or How can I change my shift schedule as an employee from the ESS portal?

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

Step 2: Click on the ‘Shift’ tab, fill in the details such as Month, Year, date range and select your current shift from the ‘Shift Name’ dropdown. Click on the process button and the shift schedule will appear accordingly.

Step 3: In the ‘SHIFT NAME’ column select the required shift for the respective date and click on the ‘Save’ button. The shift change request will be sent to the concerned manager.

Note:

• You can select the same date in the ‘to and from days’ if you want to request a shift change for a single day.

• As the shift change request is sent to manager for approval ensure that you have set a manager for the ‘Shift Schedule Entry’ in the employee’s approval matrix.

Path: ESS portal>Leave>Request>Shift>select details> Shift Name (Current Shift Name)>Process>select required shift for the respective date>Save

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveRequest?Menu=shift

For any queries, contact [e-mail]

22. How can manager view/check list of names of their team mates/employees/candidates/direct reports?

How to view list of employees under me as a manager?

Step 1: Log into the ESS portal, go to the ‘Leave’ menu and click on the ‘My Team Report’.

Step 2: Click on the ‘Monthly Attendance Summary’ tab.

Step 3: Scroll down and you will find the list of your team mate along with their Code and Names.

Path: ESS Portal>Leave>My Team Report>Monthly Attendance Summary>scroll down to the employee list under you.

Link: https://ess.pockethrms.com/Leave/TeamReport/MyTeamLeaveReport?Menu=monthlyattendancesummary

For any queries, contact [e-mail]

22. How to regularize attendance or modify punch details for an employee?

You can regularize attendance or modify punch details for an employee by following ways.

• Regularize from the cloud portal

• Regularize from the Employee’s ESS log in

• Regularize from the Employee’s ESS mobile app

For any queries, contact [e-mail]

23. How to regularize attendance from ESS mobile app?

Step 1: Log into the ESS app, click on the ‘3 line-menu’ icon at the top left-hand corner of the screen. Click on the ‘Leave’ menu followed by the ‘Request’ submenu.

Step 2: Click on the ‘Attendance Regularization’ tab at the top bar, click on the ‘Update’ button for the particular date for which you want to regularize your attendance.

Step 3: Here you can change/modify your In Time, Out Date, Out Time, enter the Remark and click on the ‘Save’ button and your attendance regularization request will be submitted.

Step 4: You can also use the ‘Filter’ button at the lower right-hand corner of the page select the date range.

Step 5: Enter ‘From Date’ and ‘To Date’ and click on the ‘Search’ button and you will be able to view your attendance entries for selected date range.

Path: ESS Mobile app>’3 Line menu’>Leave:>Request>attendance regularization>find the entry to be regulated>Update>fill in details>Save

For any queries, contact [e-mail]

24. How to download medical certificate or any other file attached with employee’s leave request?

You can download attached files with employee's leave application from,

• Manager ESS Log in

• HR ESS Log in

For any queries, contact [e-mail]

25. How to download the medical certificate or any file attached to the employee’s leave application as a manager?

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

Step 2: Click on the ‘Leave’ tab, here you will see all the pending leaves from your employees. From the ‘Attachment’ column you can download the medical certificate or any other file that employee attached with their leave request.

Path: ESS manager log in>Leave>Approval>Leave>Download file from the Attachment column

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveApproval?Menu=leaveapprove

For any queries, contact [e-mail]

26. How to download the medical certificate or any file attached to the employee’s leave application as an HR?

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

Step 2: Go to the ‘More’ tab and click on the ‘HR Approval’ option. All the pending leaves from employees will appear.

Step 3: You can download the medical certificate or any other file that employee attached with their leave request from the ‘Attachment’ column.

Note: To download attachment from the leave request for a particular employee or for the employee from the team of the manager select them from the ‘Employee Code’ or ‘Manager Code’ fields respectively and click on the ‘Search’ button, the leaver requests will appear accordingly.

Path: ESS HR log in>Leave>Approval>More>HR Approval>Download file from the Attachment column

Link: https://ess.pockethrms.com/Leave/Transaction/LeaveApproval?Menu=hrapproval

For any queries, contact [e-mail]

27. What is the meaning of CL-SH in annual attendance summary or what does the CL-SH stand for?

CL – stands for ‘Causal Leave’

SH – Stands for ‘Second Half’

So, the CL-SH means, that employee has taken casual leave on for the second off.

For any queries, contact [e-mail]

28. How to revoke approved leave from ESS portal?

Ask employee to cancel the approved leave, the request will be sent to Manager or the Admin/HR ESS and the manager can approve employee’s cancel leave request as well as Admin/HR can approve employee’s cancel leave request from their ESS portal.

For detailed guide you may visit the links below

• Ask employee to submit revoke request or cancel their leave from ESS desktop portal & they can also cancel leave from ESS mobile app.

• Approve leave revoke request as manager from ESS

• Approve leave revoke request as as an HR or Admin from ESS

For any queries, contact [e-mail]

29. How to delete employee selfie or photo for face recognition from ESS portal?

Step 1: Log into the ESS portal with HR or Admin credentials, go to the ‘Leave’ menu and click on the ‘Face Recognition’ submenu.

Step 2: Go to the ‘Face Deletion’ tab, then ‘Select Employee’ from the respective field and click on the ‘Delete’ button. Employee selfie will be deleted.

Path: ESS portal HR/admin credentials> Leave >Face Recognition >Face Deletion >Select Employee>Delete

Link: https://ess.pockethrms.com/Leave/EmployeeFace/FaceRecognition?Menu=SaveDocument

For any queries, contact [e-mail]

30. How to get work from home (WFH) punch or on duty record for past months for all employees?

Step 1: Log into the ESS portal with the Admin or HR portal, go to the ‘Leave’ menu and click on the ‘Employee Report’ submenu.

Step 2: Click on the ‘More’ tab and click on the ‘On Duty Report’ tab.

Step 3: Select the ‘Report Type’ (Approved/Pending/Rejected/All), Date Range (up to 31 Days) and click on the ‘Search’ button.

Step 4: Results will appear, click on the ‘Export to Excel’ button and the report will be downloaded accordingly.

Path: Log in to ESS with Admin/HR credentials> Leave > Employee Report > On Duty Report > Report Type > Date range between 31 days > Search > Export to Excel

Link: https://ess.pockethrms.com/Leave/EmployeeReport/EmployeeLeaveReport?Menu=OnDutyReport

For any queries, contact [e-mail]

31. How to download attendance report from the ESS portal?

Step 1: Log into the ESS portal, go to the leave menu and click on the ‘My Team Report’ or ‘Employee report’, depending on your role.

Step 2: Go to the ‘Monthly Attendance Summary’ tab, enter Date range in the respective fields and click on the ‘Search’ button the attendance will appear.

Step 3: Click on the ‘Export to Excel’ button and the report will be downloaded accordingly.

Path: Leave > My Team Report / Employee Report (depending on your role) > Monthly Attendance Summary > select the date range > Search > Export to Excel

Link: https://ess.pockethrms.com/Leave/EmployeeReport/EmployeeLeaveReport?Menu=monthlyattendancesummary

For any queries, contact [e-mail]