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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 at[email protected]
Path: ESS Portal>Dashboard/Homepage
Link: https://ess.pockethrms.com/Home/Dashboard?Menu=DashBoard
4. 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 [email protected]
5. 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 [email protected]
For any queries, connect with our agent on chat.
6. 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 [email protected]
7. 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
For any queries, contact [email protected]
8. 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 &
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 [email protected]
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 [email protected]
9. 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 [email protected]
10. 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 [email protected]
11. 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 [email protected]
12. How to approve or reject the pending requests in the new employee module?
Step 1: Log into the ESS 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 [email protected]
13. 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 [email protected]
14. 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 [email protected]
15. 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 [email protected]
16. 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 [email protected]
17. When will OT show or will be reflected?
OT will be reflected once you save the OT entry multi >>process time consolidation then the OT hours will show in the In/out details of the attendance >> payroll posting >>process the payroll. The OT will show in the salary details.
Also, if the approval matrix is been set for OT approvals, then it can be approved by the respective manager and it will be considered while processing the salary as per the configurations.
For any queries, contact [email protected]
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