Pocket HRMS Report Generation | User Guide

Pocket HRMS provides enhanced reporting tools to ensure you stay on top of your data at all times. The granular customization options add a layer of detail that helps enhance its usage and application.

You can use navigation below to navigate to guide for respective generating reports:

Introduction to HR Reports & Analytics

Pocket HRMS dashboard includes a dedicated analytics and reports'. HR reports like left employees, payroll reports, attendance reports, leave reports, etc. help you gain the right information and make informative decisions. Detailed reports on HR and employees can be accessed through the steps explained below.

How to download HR reports?

Go to 'Analytics'

Select theโ€™ Reports' option

Proceed to 'HR' column for basic employee reports. This includes parameters like separated employees in a particular month, joined employees, pending FnF, released employees, and so on.

'Statutory' column includes reports on PF, ESI, Bonus, etc. as shown in the screenshot below.

'Payroll' column under reports includes payroll summary for selected month, payslips, etc.

Next column - 'Income Tax' includes employee worksheet reports, TDS statements, Form 16, and similar reports as shown below in the screenshot.

'Leave' column includes informative reports on the muster roll, employee leave, absenteeism, and similar parameters.

'Attendance' column under reports option includes monthly attendance summary, late data, machine log data, early coming data, and similar.

Step 9: 'Financial' column under reports option includes parameters like monthly input, journal, gratuity, loan details, increment reports, and similar.

Step 10: Column 'Benefit' under report option include reports for parameters like monthly payout, ledger, claim register, and detailed monthly report.

If you are unable to download reports or analytics, kindly contact us at support@pockehrms.com

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