Project

1. How to view project’s timeline and status from the ESS portal?

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

Step 2: Click on the ‘Project’ tab from the top bar. On this page you will view various project and check their respective status in the ‘Status’ column.

Step 3: Select the project from the ‘Name’ name drop down and click on the ‘Search’ button to get results to view the project.

Step 4: You can also select the ‘Status’ from the status drop down and click on the ‘Search’ button to view all the projects at that status.

Step 5: Select the ‘Name’ and ‘Status’ for the project and click on the ‘Export to Excel’ button and the respective report will be downloaded.

For any queries, contact [email protected]

Path: ESS Portal > Project > Project Master > Project

Link:https://ess.pockethrms.com/ProjectManagement/Transaction/ProjectMaster?Menu=ProjectMaster

2. How to check or view project name and project description?

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

Step 2: Click on the ‘Project’ tab and a list of projects will appear. In the ‘Project Name’ column, if you hover over the ‘i Icon’ the project description will appear along with the project name.

Path: ESS Portal>Project Master>Project> hover over the ‘i’ Icon in the Project Name column.

Link: https://ess.pockethrms.com/ProjectManagement/Transaction/ProjectMaster?Menu=ProjectMaster

For any queries, contact [email protected]

3. How to download project wise project timesheet for all employees?

Prerequisite

You need admin access to download ‘Employee Timesheet Report’.

Step 1: Log into the ESS portal with an admin access. Go to the ‘Project’ menu and click on the ‘Employee Report’ submenu.

Step 2: Click on the ‘Timesheet Report’ tab. Enter the details such as date range, Project, Task, Project Code, Client Name, ‘Status’ as ‘All’ and click on the ‘Download Excel’ button. Then download timesheet report from the download history.

Note:

1. If you want to download the employee timesheet report for individual employee, select them from the ‘Employee Name’ field.

2. If you want to download the employee timesheet report for all employees and all the projects, only select the Date Range & Status and leave all the other fields blank.

3. If you want to download Project wise the employee timesheet report, select Date Range and Project Name only (You can also select multiple project names) and leave the other fields blank.

4. If you want to download Employee wise the employee timesheet report, select Date Range and Employee Name only (You can also select multiple employee names) and leave the other fields blank.

Path: ESS portal (Admin Access)>Project>Employee Report>Timesheet Report>Download Excel

Link: https://ess.pockethrms.com/ProjectManagement/Transaction/EmployeeTimesheetReportNew?Menu=EmployeeTimesheetReport

For any queries, contact [email protected]

4. How to check status of the project module entries approved by the manager?

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

Step 2: Go to the ‘Timesheet Admin Approval’ tab, select the ‘Employee’ & ‘Date Range’ from the respective fields and click on the ‘Search’ button.

Step 3: Scroll down to the ‘Previous Entries (Approver)’ section and under the ‘Status’ column you can view whether the respective entry is approved by the manager yet or not.

Path: Log in to ESS portal with Admin/HR credentials>Project>Approval>Timesheet Admin Approval>enter details>Search>scroll down to ‘Previous Entries (Approver)’ section-check Status

Link: https://ess.pockethrms.com/ProjectManagement/Transaction/ProjectManagementApproval?Menu=TimesheetAdminApproval

For any queries, contact [email protected]

5. How to change project owner, project head or leader name in project module?

Path: ESS Portal> Project >Project Master > Project > click ‘Edit’ button> click ‘Edit Icon’ > Project Lead>Update

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

Step 2: Go to the ‘Project’ tab and click on the ‘Edit’ button for the project you want to change the leader.

Step 3: Project details will appear, click on the ‘Edit’ Icon at the top of the screen.

Step 4: Select the ‘Project Lead’ as required and click on the ‘Update’ button. The project lead will be changed accordingly.

Link: https://ess.pockethrms.com/ProjectManagement/Transaction/ProjectMaster?Menu=ProjectMaster

For any queries, contact [email protected]