📃Custom Reports

How to generate Custom Reports from Pocket HRMS?

Overview

The Custom Reports feature in Pocket HRMS allows you to generate specific HR reports that assist with various workforce management tasks. Below are the reports currently available in the HR module and the purposes they serve:

1. New Joinee Report: Tracks detailed onboarding information for newly joined employees, ensuring compliance and smooth integration into the company.

2. Referral Report: Provides visibility into employee referrals and the outcomes of the referred candidates, helping to assess the effectiveness of the referral program.

3. Bad Hire Report: Identifies employees who have been separated within a short tenure, helping to track bad hires and take corrective actions.

4. LSA (Leave of Service Absence) Report: Tracks employee leave cases, focusing on tenure-based leave eligibility and absence details.

Note: More reports will be added to this section in the future to support additional HR needs.

Step 1: Navigate to the Custom Report Section

• Go to: Cloud → Analytics → Reports → HR → Custom Report

Step 2: Select the Module

• Choose HR as the module to generate reports.

Step 3: Select the Report Name

• Choose the report you want to generate. Currently available reports are:

  • New Joinee Report

  • Referral Report

  • Bad Hire Report

  • LSA (Leave of Service Absence) Report

Step 4: Select Start Date and End Date

• Pick the relevant start and end dates for the report.

Step 5: Select Employee Status

• Choose which employees to include in the report:

  • Live

  • Separate

  • All

Step 6: Generate the Report

• Click on the Download button to generate the report.

For any queries, contact [email protected]