Settings

Questions Related to Settings

Introduction

This page provides step-by-step answers to the FAQs related to the 'Setting' module.

Pre-requisites:

​✔ Admin credentials

​✔ User rights

Note - Kindly contact your Admin/HR for rights if you are not able to perform the steps below.

FAQs

1. How to add pop-up data?

You can add Pop up data in Pocket HRMS as per your requirement. For example, if you want to add a new Designation in Pocket HRMS, you need to follow the steps described below:

Step 1: Log into the cloud portal and click on the 'Setting' menu.

Step 2: Click the ‘HR’ tab and then ‘Pop Up Data’ as shown below.

Step 3: Enter ‘Designation’ in the Select Category field. Previously entered data will be shown in the grid below. Now click on ‘+’ button.

Step 4: Enter the required designation in the ‘Value’ field as shown below and click on ‘Save’.

Step 5: You will be able to see the added pop-up data in the grid now. For example, ‘Assistant Manager’ can be seen in the below image.

Note: You may click on the 'Edit' button to edit any existing record.

2. How to ensure 'Grade' changes after promotion reflect in the payslip?

Step 1: Log into the cloud portal and click on the 'Setting' menu.

Step 2: Select the ‘HR’ tab and the ‘Configuration Fields’ subtab.

Step 3: Select the ‘Grade’ field.

Step 4: Now, tick the checkbox for the ‘Trans field’ and click on the ‘Update’ button, so the changes in Grade will be reflected in payslips.

3. How to activate the ‘Work Sheet Annexure’?

Step 1: Log into the cloud portal and click on the 'Setting' menu and click on the ‘Income Tax’ tab.

Step 2: Select ‘Tax Settings and then click on ‘Projection’ and click on the check box for ‘Worksheet Annexure Required’ as shown below.

4. How to Create Employee Survey?

Step 1: Log into the cloud portal and click on the 'Setting' menu.

Step 2: Click on the ‘Survey’ tab and then on the subtab ‘Survey ‘ as shown below.

Step 3: Click on the ‘+’ icon on the upper right side of the screen.

Step 4: Fill in the necessary fields and click the ‘Update’ Button.

Step 5: Now, you can find the survey you created under the ‘Survey’ tab. Click on the ‘three-dot menu’ and select the options as displayed below.

Step 6: Employees will get the ‘pop-up’ in their ESS portal once it’s live.

5. How to view the Confirmation Letter?

Step 1: Go to the cloud portal and click on the ‘Settings’ menu.

Step 2: Click on the ‘HR’ tab and then the ‘HR letter’ subtab.

Step 3: Click on the ‘Edit’ button on the ‘Confirmation Letter’ to view the letter.

6. How to download Confirmation Letter?

Step 1: Go to the cloud portal, click on the ‘Employee’ menu, and select the ‘Document’ submenu.

Step 2: Select the desired categories.

Step 3: Select ‘Confirmation Letter’ from the ‘Select Template’ drop-down menu and click on the ‘Download’ button.

Step 4: Click the ‘OK’ button for the file download pop-up.

Step 5: Click on the 'Bell' icon to check the processing status for the confirmation letter.

Step 6: Once the file is prepared, you can download it from the ‘Download HR Letter’ section.

7. How to map employee code and biometric data through manual entry?

Step 1: Log in to the Cloud portal and select the ‘Settings’.

Step 2: Under the ‘Attendance’ tab, select the ‘Employee Mapping’ Subtab.

Step 3: Select the device from the drop-down menu.

Step 4: Click on the ‘Unmapped’, update and click the ‘Save’ button.

8. How to reset the password for the cloud portal?

Step 1: Log in to the cloud portal with the administrator’s user id and password.

Step 2: Click on the username at the top right corner of the screen and select the ‘User Profile’ from the drop-down menu.

Step 3: Enter the new email id in the ‘Reset Password Email’ field and click on the save button.

8. How do open gratuity settings?

Step 1: Log in to the cloud portal and click on the ‘Setting’ menu.

Step 2: Click on the payroll tab from the top row.

Step 3: Select ‘Pay Setting’ from the right-hand side menu and click on ‘Gratuity’ from the submenu.

Step 4: Fill in the details in the fields and click on the ‘Save’ button.

Note: If you are unable to make the necessary changes in settings, kindly contact us at support@pockethrms.com

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