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Questions Related to Employee

1. How to Change the Password for ESS Portal if You Forgot Password?

Step 1: Go to the ESS portal login page and click on the ‘Forgot Password' link.

Step 2: Enter the ‘Company Code’ and ‘Employee Code’ and click on the ‘Forgot Password’ button.

Step 3: The password reset email will be sent to the employee’s email id. Click on the password reset link as shown below.

Step 4: The link will redirect you to 'Change Password' page, where you can set your new password.

2. How to make TDS - Investment Declaration with Proof Entry?

Step 1: Log into the ESS portal and click on the 'Profile' menu and then, click on ‘My Tax Detail’ sub-menu.

Step 2: Click on the ‘Tax Declaration Entry’ tab. Select the ‘Click here to enter Rent paid details’ button to update the monthly amount paid as rent for House Rent allowance exemption.

Step 3: Enter the details in the pop-up window and click the ‘Save & Close' button.

Note: For Metro cities such as Mumbai, Delhi, Kolkata and Chennai, please enter the rent amount paid under the ‘Metro Rent Paid’ column. For cities other than those mentioned above, please update the details under the ‘Non-Metro Rent Amount’ column.

Step 4: Select the ‘Click here to enter Landlord details for form 12BB’ button to enter the Landlord details.

Note: If the House Rent value exceeds the amount of 1 lakh INR, it's mandatory to fill the landlord details.

Step 5: Enter the necessary details in the ‘Landlord Details’ pop-up and click on the ‘Save’ button.

Step 6: To enter details about the Interest on Housing loan, click on the ‘Click here to Enter Property Details’ button.

Step 7: Click on the ‘Save & Close' button after entering the relevant details.

Step 8: Select the ‘Click here to Enter Lender Details' button as shown below.

Step 9: Enter the relevant details and click on the ‘Save’ button.

Step 10: Click on the ‘TDS Proof Entry’ tab.

Step 11: Click on the ‘Upload’ button against the relevant expenses to upload their proof.

Step 12: Upload the relevant file for the proof and click on the 'Save' button.

Path: ESS Portal>Profile>Profile>My Tax Details>TDS Declaration>Entry

Link: https://ess.pockethrms.com/Employee/Payroll/MyTaxDetails?Menu=tdsentry

3. How to Change Password for ESS Portal?

Step 1: Log in to the ESS portal and click on the ‘User Icon’ on the top right corner of the screen and click on the ‘Change Password’ from the drop-down menu.

Step 2: Fill in the ‘Old Password’ and the ‘New Password’ in the respective fields. Confirm the new password by re-entering the new password in the ‘Confirm Password’ field and click on the ‘Change Password’ button.

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

Path: ESS Portal>Dashboard/Homepage

Link: https://ess.pockethrms.com/Home/Dashboard?Menu=DashBoard

4. How to provide access of a particular module to the employee’s in the ESS?

Step 1: Log into the cloud portal, go to the ‘ESS Settings’ menu and under the ‘Profile Info’ tab and scroll down to click on the ‘Role Allocation’ subtab.

Step 2: From the ‘Select Module’, ‘Select Role’ from the respective dropdown and click on the ‘Save’ button.

For example, We select module as ‘Expense’ and role as ‘User’.

Step 3: Check the boxes for various features for which you want to give access to the respective role and click on the save button. The access to selected module and features will be given to the employees in the particular role and it be visible to them in the ESS.

For example, We give access to Request, Claim Entry to the employees in the ‘User’ role.

Repeat the process for various roles to provide access to employees according to you company policies.

Note: Once you did provide an access, ask employees to log out and login the their ESS.

Path: Cloud portal>ESS Settings> Profile Info> Role Allocation >select module & role >Search > select checkboxes > Save.

Link: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation

For any queries, contact [e-mail]

5. How to change employee's geo location or geo fencing?

To change employee location, you need to follow 2 steps

A. Un-map employee from current location

B. Tag employee to new location

A. How to Unmap employee from the location or how to remove location tag of employee?

Step 1: Log into the cloud portal, go to the ‘ESS Settings’ and under the ‘Profile Info’ tab scroll-down to select ‘Geolocation Employee Tagging’ subtab.

Step 2: From the drop down ‘Location Names’ for which the employee is tagged and all the employees with geo-tagging for that location will appear. Deselect the checkbox for the employee whose location you want to change and click on the ‘Save’ button.

Path:

Remove Geotag: Cloud portal>ESS Settings>Location Names>deselect employee from location>Save

Link:

https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=GeoLocationEmployeeTagging

For any queries, contact [e-mail]

B. How to geo tag employee to new location or geo location?

Step 1: Log into the cloud portal, go to the ‘ESS Settings’ and under the ‘Profile Info’ tab click on the ‘Geo Location Tagging’ subtab.

Step 2: From the dropdown ‘Select Setting’ choose the new location. Select the employee for whom you want to tag to the new location and click on the ‘Save’ button.

Geo tagging/Geo location for the employee will be changed.

Note: If the required geo location is not set in the system, please add the new location under Geolocation Setting.

Path:

Give New Location: Cloud portal>ESS Settings>select new location for employee>Save

Link:

https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=GeoLocationEmployeeTagging

For any queries, contact [e-mail]

6. How to tag geo location or geo fencing to the employee?

How to add/create punch in location, attendance location, geo tagging location for employee?

You can also change the existing geo location, punch in location or attendance location for employee.

To tag geo location to employee you need to follow in 2 stages.

A. Add Geo Location

B. Tag Location to Employee

A. How to add a new geo location?

Step 1: Log into the cloud portal and go to the ‘ESS Settings’ menu. Under the ‘Profile Info’ tab click on the ‘Geolocation Setting’ subtab and click on the ‘+’ icon towards the upper right-hand corner of the screen.

Step 2: The ‘Business Unit’ are auto-fetched, enter the required details such as Radius (in meters), Location Name, Longitude, Latitude and click on the ‘Save’ button and the geo location will be added. The next you can proceed to tag the location for the employee.

Note: The minimum distance for the 'Radius (in meters)' should be 200m.

Path: Add Geo Location: Cloud Portal>ESS Settings>Profile Info>Geolocation Setting>(+ Icon)>enter details>Save

Link: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=GeoLocationSetting

B. How tag location to employee?

Step 1: Log into the cloud portal, go to the ‘ESS Settings’ and under the ‘Profile Info’ tab click on the ‘Geo Location Tagging’ subtab.

Step 2: From the dropdown ‘Select Setting’ choose the new location or add location. Select the employee for whom you want to tag to the new location and click on the ‘Save’ button.

Geo tagging/Geo location for the employee will be changed.

Path:

Geo tag employee: Cloud portal>ESS Settings>select new location for employee>Save

Link:

https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=GeoLocationEmployeeTagging

For any queries, contact [e-mail]

7. How to check employee’s permission request?

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

Step 2: Click on the ‘Manager Approval’ tab and from the ‘Module’ field select ‘Selfservice Permission From To’ option. Select the date range from the respective fields and click on the ‘Search’ button. Employee’s permission requests will appear.

Step 3: Select the radio button from the ‘Approve’ or ‘Reject’ columns for the respective requests and click on the ‘Save’ button. The request will be approved or rejected accordingly.

Path: ESS portal-Manager Credentials>Profile>Approval>Manager Approval>Module- Selfservice Permission From To>enter date range>Search>Approve/Reject>Save

Link: https://ess.pockethrms.com/Employee/Profile/EmployeeApprovals

For any queries, contact [e-mail]

8. How to check employee’s permission request as HR or admin?

or How to approve or reject employee's permission request as an HR/Admin?

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

Step 2: Click on the ‘HR Approval’ tab and from the ‘Module’ field select ‘Selfservice Permission From To’ option. Select the date range from the respective fields and click on the ‘Search’ button. Employee’s permission requests will appear.

Step 3: Select the radio button from the ‘Approve’ or ‘Reject’ columns for the respective requests and click on the ‘Save’ button. The request will be approved or rejected accordingly.

Path: ESS portal-Admin Credentials>Profile>Approval>HR Approval>Module- Selfservice Permission FromTo>enter date range>Search>Approve/Reject>Save

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

For any queries, contact [e-mail]

For any queries, connect with our agent on chat.

11. How to revoke permission/short leave/hour to hour leave?

a. Reject leave permission request

b. Revoke approved permission leave

a. How to reject permission/short leave/hour to hour leave request as manager?

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

Step 2: Click on the ‘Manager Approval’ tab and from the ‘Module’ field select ‘Selfservice Permission From To’ option. Select the date range from the respective fields and click on the ‘Search’ button. Employee’s permission requests will appear.

Step 3: Select the radio button from the ‘Reject’ columns for the respective requests and click on the ‘Save’ button. The request will be rejected.

Path: ESS Portal-Manager Credentials>Profile>Approval>Manager Approval>Module- Selfservice Permission FromTo>enter date range>Search>Reject>Save

Link: https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=764&module=leaveentry&empstatus=1

b. How to revoke or cancel permission/short leave/hour to hour leave approved by a manager?

If the Permission/short leave/hour to hour leave is approved from manager it can be revoked from the cloud portal.

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

Step 2: Select the employee for whom you want to revoke or cancel the permission request.

Step 3: Under the ‘Attendance’ tab click on the ‘Permission Entry’ subtab. Click on the ‘Delete’ button for the permission leave you want to revoke and the entry will be deleted.

Path: Cloud Portal>Employee>Employee List>select employee>Attendance>Permission Entry>select Month>Delete

Link: https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=764&module=leaveentry&empstatus=1

For any queries, contact [e-mail]

12. How to view/check and edit/change correspondence address in ESS portal?

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

Step 2: Click on the ‘Personal Details’ tab, in the field ‘Correspondence Address' field, you can view the correspondence address. You can make the required changes and click on the ‘Save’ button and the changes will be saved accordingly.

Path: EES Portal>Profile>My Profile>Personal Details>make required changes>Save

Link: https://www.figma.com/design/mSQQU8o4zS2R7dCDfR1GPu/Shital?node-id=774-9&node-type=frame&t=hAlBtgFJWjknzriX-0

For any queries, contact [e-mail]

13. How to approve/view/check team’s or employee’s hour to hour permission request or short leave request from the ESS portal?

You can approve employee’s hour to hour permission request from,

A. Manager’s ESS log in &

B. HR’s ESS log in

A. How to approve team’s or employee’s hour to hour permission request from the manager’s ESS portal?

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

Step 2: Go to the ‘Manager Approval’ tab, select ‘Module’ as ‘Selfservice Permission From To’, select Date Range and click on the ‘Search’ button. The permission entries will appear.

Step 3: Select radio button from the ‘Approve’ column for the respective entry and click on the ‘Save’ button. The hour to hour permission request will be accepted.

Path: ESS Portal manager log in>Profile>Approval>Manager Approval>Module- Selfservice Permission From To>Select Date Range>Search>Approve>Save

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

For any queries, contact [e-mail]

B. How to approve employee’s hour to hour permission request from the HR’s ESS portal?

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

Step 2: Go to the ‘HR Approval’ tab, select ‘Module’ as ‘Selfservice Permission From To’, select Date Range and click on the ‘Search’ button. The permission entries will appear.

Step 3: Select radio button from the ‘Approve’ column for the respective entry and click on the ‘Save’ button. The permission request will be approved.

Path: ESS Portal with HR log in>Profile>Approval>HR Approval>Module-Selfservice Permission From To>Select Date Range>Search>Approve/Reject>Save

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

For any queries, contact [e-mail]

14. How to view organization chart from ESS portal?

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

Step 2: Click on the ‘Organization Chart’ tab and the organization chart will be visible.

Path: ESS Log in>Profile> Organization Chart>Organization Chart(tab) For any queries, contact [e-mail]

15. How can employee upload or update their photo or image in the ESS portal as profile picture? Where can an employee upload their recent photo so it can be downloaded by HR?

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

Step 2: Go to the ‘Employee Details’ tab and click on the ‘Remove Picture’ button if you have previously have uploaded a picture and then you will ger the browse option

Step 3: Once previous photo is removed or if you have never uploaded profile photo before, click on the ‘Browse’ button and select image from your computer. The profile photo will be updated accordingly.

Path: ESS Portal>Profile>My Profile>Employee Details>Remove Picture>Browse>select photo

Link: https://ess.pockethrms.com/Employee/Profile/Index?Menu=Employeedetails

For any queries, contact [e-mail]

16. How to check and approve or reject employee earning after editing the details?

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

Step 2: Depending on your role click on the ‘Manager Approval/HR approval’ tab. Select ‘Module’ as ‘Earning Deduction’, select Date Range from the respective fields on click on the ‘Search’ button.

Step 3: Select the respective radio button from the ‘Approve’ or ‘Reject’ column as required and click on the ‘Save’ button. The employee’s earning requests will be approved or rejected accordingly.

Path: ESS Portal > Profile > Approval > Manager Approval / HR approval >Module - ‘Earning Deduction’ > select Date Range > Search > Approve/Reject > Save

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

For any queries, contact [e-mail]

17. How to approve or reject the pending requests in the new employee module?

Step 1: Log into the cloud portal with admin or manager credentials. Go to the ‘Profile’ menu and click on the Manager Approval/HR Approval submenu

Step 2: Go to the ‘Manager Approval/HR Approval’ tab, select ‘Module’ as ‘New Employee’ and Date range from the respective fields and click on the ‘Search’ button.

Step 3: Approve or reject the pending approval entries and click on the ‘Save’ button.

Path: ESS Manager/Admin>Profile>Approval>Manager Approval/HR Approval>Module-New Employee>select Date Range>Search>Approve/Reject>Save

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

For any queries, contact [e-mail]

18. How to check the employee code entries that are pending for approval?

The employee code entries that are pending for manager or HR approval are the entries in new employee module. You can check these from manager or HR credentials.

For any queries, contact [e-mail]

19. How to get employee details from the employee self-service app (ESS App)?

Step 1: Log into the ESS app, click on the ‘3 Lines menu’ icon, and under the ‘Profile’ click on the ‘My Profile’ submenu.

Step 2: Here you can find information under the ‘Employee Details’ tab. You can also click on the other tabs such as ‘Personal Details’ or ‘Additional Details’ to view respective information.

Path: ESS App> 3 Line menu> Profile > My Profile > Employee Details

For any queries, contact [e-mail]

20. How to download payslip from the ESS mobile app?

Step 1: Log into the ESS mobile app, click on the ‘3 Line’ menu at the upper-left hand side of the screen. Go to the ‘Profile’ menu and click on the ‘My Salary Details’ submenu.

Step 2: Under the ‘My PaySlip’ tab click on the respective month entry for which you want to download.

Step 3: The earning and deduction details will be visible, click on the ‘Download Icon’ towards the upper right corner of the screen and the payslip will be downloaded accordingly.

Path: Mobile App>3 line Menu>Profile>My Salary Details>My Payslip>My PaySlip>click on the respective month entry>click ‘Download Icon’

For any queries, contact [e-mail]

21. How to download payslip from the ESS portal?

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

Step 2: Go to the ‘My PaySlip’ tab and click on the respective ‘Download Icon’ for the payslip you want and it will be downloaded.

Path: ESS Portal>Profile>My Salary Details>My PaySlip>click on the respective ‘Download Icon’

Link: https://ess.pockethrms.com/Employee/Payroll/MySalaryDetails?Menu=salarysummary

For any queries, contact [e-mail]