# Configurations

This page will help you configure leaves and transactions for accurate attendance management at the organization. 

Also, you will learn how to generate/ download employee leave reports for payroll and HR. Given below are steps for the subject.

#### Pre-requisites:

:heavy\_check\_mark: Admin credentials

:heavy\_check\_mark:User rights

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

### **How to configure leaves and holidays?**

**Step 1:** Go to 'Leave'

![](/files/-MYAxN9jcF0qEDNW4JAg)

**Step 2:** Select 'Transaction' > 'Leave Entry/ Debit'. Now enter the employee code or name you want to view the details of. 

![](/files/-MYAxQlPAUjX_JJuVzhT)

**Step 3:** After the employee profile appears, proceed to the 'Leave' column. Here you can add or debit leaves by clicking on the '+' button as shown in the screenshot below. 

![](/files/-MYAxUsEC6mllyRsWmrD)

Here you can also view their leave calendar, weekly offs, and holiday list in a click.

**Step 4:** Proceed to the 'Attendance' column for the configuration of employee attendance and shift details. To create a new shift for the employee, click on the '+' button as shown in the screenshot below. 

![](/files/-MYAxZcjuDHmyegFbiot)

From here, you can change and create new shifts, view their IN/OUT details, on duty, etc. 

**How to download report:**

**Step 1**: Click on the star mark on the dashboard, as shown in the screenshot below. 

![](/files/-MYAxcVspjoWp_UmWvvM)

**Step 2:** Follow Analytics > Reports

![](/files/-MYAxg94mFs7lgsnYZX_)

**Step 3:** Proceed to the 'Leave' column and select the required parameter you need the report of. 

![](/files/-MYAxkQOXf-KZbBUOBhY)

**Step 4:** Proceed to the 'Attendance' column and likewise select the required parameter for the report. 

![](/files/-MYAxoE-4AQ6LPS8gXMm)

***Note: If you are unable to configure leaves or generate attendance reports, kindly contact us at*** [***support@pockethrms.com***](mailto:support@pockethrms.com) 


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