# Confirmation

Confirmation is a configuration-based module in Pocket HRMS. The workflow of this module is based on the Master settings.

The Admin needs to configure the Master settings which includes the following:

* Confirmation Module
* Approval Matrix
* Dynamic Form

#### Pre-requisites:

✔ Admin credentials

✔ User rights

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

### **How to configure the Confirmation Module?**

#### **Step 1**: Go to Settings > HR.

![](/files/ec904vOUx6c3S6w9U8aU)

**Step 2:** Select the ‘Confirmation Module’ tab.

![](/files/1rruffwe4vzHRl7PJ6c6)

**Step 3:** Select the correct options as required.

![](/files/6qJMW1FGaA4bMdehhpXx)

**Step 4:** Click on the ‘Save’ button to save the configuration.

![](/files/9RCwGrMmuc4z1taoktbj)

### **How to configure the Approval Matrix (for 1 Employee)?**

**Step 1:** Go to Employee > Employee List.

![](/files/g3mBKdUBweam763zpSRs)

**Step 2:** Select an Employee from the Employee List.

![](/files/T0pm8MDCXS8fr3lmZV2y)

**Step 3:** Select the ‘Approval Matrix’ tab and select the ‘+’ icon to proceed.

![](/files/wTt3kwPQ664fhnAdAVBB)

**Step 4:** Enter the required information and select the ‘Save’ button to save the details.

![](/files/WpbaePLza2gx6hqMXpSZ)

### **How to configure the Approval Matrix (for All Employees)?**

**Step 1:** Go to Employee > Import.

![](/files/qXuxmM4jkE6gitxFqUwc)

**Step 2:** Select the option ‘Approval Matrix Manager Import’ under the drop-down menu titled ‘Select Import Template’.

![](/files/WwwcqNEY0n2sKS3xKlQP)

**Step 3:** Enter the relevant details in this page and click on the ‘Save Settings’ button if you wish to save the Excel file configuration.

![](/files/3nT83r4vBaQMHJz9HA5l)

**Step 4:** Drag and drop the Excel file in the ‘.xlsx’ format inside the designated area and click on the ‘Upload File’ button to upload the Excel file.

![](/files/QyvUK1LKdOKdaCuolnMa)

### **How to configure the Confirmation Dynamic Form?**

**Step 1**: Go to Settings > HR.

![](/files/KogBvnOdCADzXm9vHjfK)

**Step 2:** Select the ‘Field Creation’ tab.

![](/files/T88XULuLktk87YHw1GVq)

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

![](/files/tAynycKIMtgnP7AwmnRt)

**Step 4:** Enter the required information and click on the ‘Create’ button to enter the details.

![](/files/96Pe41lZF1TePvovDcIv)

***Note:***

* *Based on the settings configured here, the Confirmation Form in the manager’s ESS portal will change.*
* *The Confirmation Module is based on the confirmation date of the employee. Hence, the Admin or HR needs to update the probation period for all employees in the Employee Master.*

*If you are unable to perform the configuration, kindly contact us at* [*support@pockethrms.com*](mailto:support@pockethrms.com)


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