> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow.md).
# Employee Access Workflow
### Employee Access Workflow
**The "Employee Access" module in Pocket HRMS transforms the HRMS from just a data storage system into an active platform that manages IT resource access and provisioning for employees.**
Employee Access Module in **Pocket HRMS** helps your organization:
* Automatically provide IT assets to employees (Laptop, Email ID, VPN etc.)
* Modify access when employees are promoted or transferred
* Revoke access when employees resign or exit
Instead of manually informing IT team through emails or calls, the system will:
* Raise request
* Get approvals
* Notify IT team
* Maintain records of issued assets
All within Pocket HRMS itself.
### Configuration of Employee Access in Cloud Portal
**Path:** Cloud > ESS Settings > Profile Info > Employee Access control > Fill in details such as Enabled/disable Employee Access Form, Create or Edit Access form by clicking on Form Master > Click on Add to Add Access Form Scenarios/Triggers > Save
**Step 1:** Log in to the **Cloud portal**, navigate to the **‘ESS Settings’** module from the main menu and Select the **‘Profile Info’** tab.
**Step 2:** Then click on **‘Employee Access Control’**.
**Step 3:** Toggle the settings to **Enable** or **Disable** the Employee Access Form as needed.
**Step 4:** Click on **‘Form Master’** to create a new access form or edit an existing one.
**Step 5:** Click the **‘Add’** button to set up specific **Access Form Scenarios/Triggers** (e.g., triggering an approval workflow when an employee updates their address).
**Step 6:** Click **‘Save’** to apply your new configurations.
**Link:**[**https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile\&submodule=EmployeeAccessControl**](https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile\&submodule=EmployeeAccessControl)
### Manager’s Role Allocation for Employee Access
### Manager’s Role: Cloud Portal
**Path**: Cloud login > ESS Settings > Profile info > Role Allocation > Module (Profile), Role (Manager) > Search > Enable Employee access by ticking on the same > Save.
**Step 1:** Log in to the **Cloud portal**.
**Step 2:** Navigate to the **‘ESS Settings’** module from the main menu. Select the **‘Profile Info’** tab, then click on **‘Role Allocation’**.
**Step 3:** From the dropdown, select **‘Profile’** from the Module dropdown and **‘Manager’** from the Role dropdown. Click **‘Search’** to pull up the specific permission settings for that role and module.
**Step 4:** Locate the **‘Employee access’** setting in the generated list and enable it by ticking the corresponding checkbox.
**Step 5:** Click **‘Save’** to apply the new permissions to all users with the Manager role.
**Link:**
### Manager’s Role: ESS Portal
**Path:** ESS > Profile > Employee Access > Manager
**Step 1:** Log in to the **ESS portal** using your manager credentials.
**Step 2:** Navigate to the **‘Profile’** module from the main menu. Select the **‘Employee Access’** section.
**Step 3:** Click on the **‘Manager’** tab or view. This will display the list of employees reporting to you and the specific profile information you are authorized to access or edit.
**Link**:
### IT Personnel Role Allocation for Employee Access
### IT Role: Cloud Portal
Path: **Path**: Cloud login > ESS Settings > Profile info > Role Allocation > Module (Profile), Role (IT) > Search > Enable Employee access by ticking on the same > Save.
**Step 1:** Log in to the **Cloud portal**.
**Step 2:** Navigate to the **‘ESS Settings’** module from the main menu. Select the **‘Profile Info’** tab, then click on **‘Role Allocation’**.
**Step 3:** From the dropdown, select **‘Profile’** from the Module dropdown and **‘IT’** from the Role dropdown. Click **‘Search’** to pull up the specific permission settings for that role and module.
**Step 4:** Locate the **‘Employee access’** setting in the generated list and enable it by ticking the corresponding checkbox.
**Step 5:** Click **‘Save’** to apply the new permissions to all users with the Manager role.
**Link:**
### IT Personnel’s Role: ESS Portal
**Path:** ESS > Profile > Employee Access > IT
**Step 1:** Log in to the **ESS portal** using your manager credentials.
**Step 2:** Navigate to the **‘Profile’** module from the main menu. Select the **‘Employee Access’** section.
**Step 3:** Click on the **‘IT’** tab.
**Link**:
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