# 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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F8Ihi5r336hiY01sVuya4%2FConfirmation%20Admin%201.1.png?alt=media\&token=7650e1db-f84b-413a-8f0d-0f9c2d1a3fee)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FbhUcR7BsM2FpECVFpUCL%2FConfirmation%20Admin%201.2.png?alt=media\&token=eb926b2d-81ce-4ea2-bae3-f1ed847e04f8)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FillyFDTTbhdfbkodeAsM%2FConfirmation%20Admin%201.3.png?alt=media\&token=7f500a18-8db5-4902-bbc1-23076d342bcb)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FnFmChbw10dHEXhPxvnVK%2FConfirmation%20Admin%201.4.png?alt=media\&token=9ae0e70d-4c5d-4d0c-a7b5-ae34b49dcd3e)

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

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FKFw5Ss4gJaWTOFML84af%2FConfirmation%20Admin%202.1.png?alt=media\&token=c6230f1d-cccb-4324-99eb-2fadfc2ba946)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FYg35COHLKrdcE2HPs6kO%2FConfirmation%20Admin%202.2.png?alt=media\&token=86bd9025-1abe-435b-9391-6827f74d221d)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FluS39A9VdJT9VmbYg8ZC%2FConfirmation%20Admin%202.3.png?alt=media\&token=9877855b-2b14-4b10-9aef-801e3b89fcd2)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FEDmG4OebbBumI8UDl0jU%2FConfirmation%20Admin%202.4.png?alt=media\&token=2fe81d59-9653-4ad4-95ff-4fe82fba9c1c)

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

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FazkamZZJo5oTOBU2TSHN%2FConfirmation%20Admin%203.1.png?alt=media\&token=097b17f7-329b-492e-bcf5-cc3c4be28e70)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FIhEksQkZSilj1h36r8OE%2FConfirmation%20Admin%203.2.png?alt=media\&token=efa4e6ee-b30c-4851-9519-b595a20ca631)

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FCfllZoH1AvY8VtC5DVMc%2FConfirmation%20Admin%203.3.png?alt=media\&token=42ee9b63-76ea-4163-84b0-61f84e4cad5e)

**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.

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FfProurApPjNkdkN8zGh0%2FConfirmation%20Admin%203.4.png?alt=media\&token=b00e4021-9d63-4d55-989c-5091cf4db1c6)

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

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FmnwcLY93HaIMKwcvlJtA%2FConfirmation%20Admin%204.1.png?alt=media\&token=e148040a-50bf-4692-95a2-c4ed59b352ec)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FTOkBMD7ClAC4RqSfDZuK%2FConfirmation%20Admin%204.2.png?alt=media\&token=2ac24da0-5aba-47d8-a1fe-9b1b0a3483a0)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F4z8c9HxD5ONhUQsiSRgg%2FConfirmation%20Admin%204.3.png?alt=media\&token=cd98526e-7f07-4b0f-92d9-a7d606ef2968)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FkyeFq9BpY4Rl3e9RutQ7%2FConfirmation%20Admin%204.4.png?alt=media\&token=cad90133-a4cb-4d41-a248-38d7fb3b76ce)

***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)