🔹People Connect And Dashboard Attendance Setting

People Connect And Dashboard Attendance Setting

The People Connect & Dashboard Attendance Setting page controls two things on the ESS dashboard and mobile app — the People Connect employee directory and the Team Attendance card.

Both are set up on the same page, and each one works on its own. Turning one on or off does not affect the other.

This helps in:

• Controlling what employees see on the ESS dashboard from one page

• Showing the employee directory only to selected business units or categories

• Showing team attendance only for the teams you create

Open the Setting Page

Path: Cloud → ESS Settings → Profile Info → People Connect & Dashboard Attendance

1. Log in to the Pocket HRMS Cloud Portal and click ESS Settings on the left menu.

2. Click Profile Info.

1. Click People Connect & Dashboard Attendance.

The page opens with two sections — People Connect and Team Attendance.

People Connect Setup

This section decides who can open the People Connect directory on ESS, and which employees they can see in it.

Step 1: Turn On the People Directory

Turn on Allow Access to People Directory.

The page shows People Connect is activated on ESS when it is on, and People Connect is deactivated when it is off.

Step 2: Choose Who Can Be Seen

Under Visibility Access, choose one of the three options below.

Option	Employees that can be seen
All Employees	Every active employee in the company
Business Unit Wise	Only employees of the business units you select
Category Wise	Only employees of the categories you select

Step 2.1: All Employees

No further setup is needed. The directory shows every active employee.

Step 2.2: Business Unit Wise

a. Under Business Unit Source, choose Department, Location or Branch.

b. Under Select Business Units for People Connect, tick the units you want to include. Use Search to find a unit, or Select All and Clear All to tick or untick the whole list.

Step 2.3: Category Wise

Under Select Categories for People Connect, tick the categories you want to include.

Use Search to find a category, or Select All and Clear All to tick or untick the whole list.

Team Attendance Setup

This section decides whether the Team Attendance card appears, and which teams it covers.

Step 1: Turn On Team Attendance

Turn on Activate team attendance on ESS & Mobile app.

The page shows Team attendance is activated on ESS & Mobile app when it is on, and Team attendance is deactivated when it is off.

Important: The rest of this section stays greyed out until this is turned on.

Step 2: Create and Manage Teams

Step 2.1: Create a Team

a. Under Create Team, choose the Business Unit. You can choose only one, and every team is created from it. For example, if you choose Department, all teams are created department wise.

b. Under Business Value, tick the values you want. Use Search to find a value, or Select All and Clear All to tick or untick the whole list.

c. Click + Create. The values you ticked are added to the Created Teams list.

Important: Once teams exist, you cannot change the Business Unit. Delete all the teams first.

Step 2.2: Set the Team Attendance Options

Tick Enable team attendance to show attendance data.

Tick Enable showing punches on dashboard to show punch timings along with each employee's attendance status. When this is off, only the status is shown — Present, Absent, On Leave or On Duty — without any punch timings.

Important: If you untick Enable showing punches on dashboard and click Save, Show Punches is turned off for every team in the list. To control punch timings for one team only, use the Show Punches toggle on that team's row.

Step 2.3: Check the Created Teams List

The Created Teams list shows every team you have added.

Column	Description
Business Unit	The business unit the team is based on
Business Value	The value within that business unit
Team Attendance	Turns attendance data on or off for that team
Show Punches	Turns punch timings on or off for that team
Actions	Holds the delete icon

Step 2.4: Delete a Team

Click the delete icon in the Actions column.

The Delete Team? window opens. Click Yes, Delete to remove the team, or Cancel to keep it.

Important: After the team is deleted, the employees in it can no longer see team attendance. The action may be recorded in the audit trail.

Save the Settings

Click Save at the bottom of the page.

Important: One Save covers the whole page. Set up People Connect and Team Attendance as needed, then click Save once.

What Employees See on the ESS Dashboard

People Connect	Team Attendance	Shown on the ESS dashboard
On	Off	People Connect card only, with no attendance data
Off	On	Team Attendance card only, showing the teams you created
On	On	Both cards. Team Attendance shows the teams you created, and People Connect shows employees as per the Visibility Access option chosen.
Off	Off	Neither card is shown

Team Attendance Card

The Team Attendance card shows the team's status for the day. Last Updated shows when the data was last refreshed. Click the refresh icon to update it.

The card groups the team by status.

Status	Shows
Present	Team members who have punched in for the day
On Leave	Team members on leave for the day
On Duty	Team members marked on duty for the day
Absent	Team members marked absent for the day

Each status shows a count and a See all link. Click See all to open the full list of employees under that status.

Employees are shown as photos. If an employee has no profile image, their initials are shown instead. When there are more employees than the space allows, only the first few appear.

People Connect Card

The People Connect card gives employees access to the directory.

Click open to view it.

People Connect Directory

The directory lists the employees the user is allowed to see, based on the Visibility Access option chosen in Step 2 of the People Connect setup.

My Team

My Team shows the employees the user is allowed to see.

When Visibility Access is set to All Employees, My Team shows every active employee in the company. When it is set to Business Unit Wise or Category Wise, it shows only the employees of the selected business units or categories. Employees outside that scope are not shown at all.

Today Attendance

Filter the list by the day's attendance status — All, Present, On Leave, On Duty or Absent.

Search

Type a name, employee code or designation to find an employee.

Employee Cards

Each employee is shown as a card with the details below.

Detail	Description
Photo	The employee's profile image. If there is no image, their initials are shown instead.
Name and employee code	The employee's name and code
Attendance status	The employee's status for the day
Designation	The employee's designation
Business unit	The employee's business unit
Location	The employee's location
Category	The employee's category
Email address	The employee's email address
Punch In and Punch Out	The employee's punch timings for the day. These appear only when Enable showing punches on dashboard is on. When it is off, they are removed from the card and only the status is shown.
On Leave From	The date the leave starts. This replaces the punch timings for an employee who is on leave.

For an employee on leave, the status also shows the date the leave runs until.

Employee Details

Click View on a card to open the Employee Details window.

The window header shows the employee's photo, name, designation and employee code. Below it, the details are split into two panels.

Panel	Details shown
Work Information	Department, category, location and reporting manager
Contact Information	Work email, personal email and mobile number

Where a detail is not filled in for the employee, the window shows Not Available.

Each detail under Contact Information has a copy icon next to it. Click the icon to copy that detail, then paste it wherever you need without typing it out.

Click Close to return to the directory.

For any queries, contact [e-mail]