# 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'

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYAwzXtIBYHNaxckinL%2F-MYAxN9jcF0qEDNW4JAg%2F1.png?alt=media\&token=1eae48b2-fc56-472e-a17e-9403b9d83f31)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYAwzXtIBYHNaxckinL%2F-MYAxQlPAUjX_JJuVzhT%2F2.png?alt=media\&token=ed994227-85ce-4d27-9afb-a1e478c97d23)

**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. 

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYAwzXtIBYHNaxckinL%2F-MYAxUsEC6mllyRsWmrD%2F3.png?alt=media\&token=9472ff52-0c29-4ed7-9616-aaf02d1fa96d)

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. 

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYAwzXtIBYHNaxckinL%2F-MYAxZcjuDHmyegFbiot%2F4.png?alt=media\&token=0f13fc9b-6060-4545-8d81-529e2582a9da)

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. 

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYAwzXtIBYHNaxckinL%2F-MYAxcVspjoWp_UmWvvM%2F5\(1.1\).png?alt=media\&token=5c539a43-a188-46b1-bf3f-2436b2c9e9a2)

**Step 2:** Follow Analytics > Reports

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYAwzXtIBYHNaxckinL%2F-MYAxg94mFs7lgsnYZX_%2F6\(1.2\).png?alt=media\&token=d993d0b0-8edc-4c49-9e90-e69e52930261)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYAwzXtIBYHNaxckinL%2F-MYAxkQOXf-KZbBUOBhY%2F7\(1.3\).png?alt=media\&token=09a057c1-ebfa-42e9-aa36-1089d8d8cc7d)

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

![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-MXep_PEmh8mDPVWj49x%2F-MYAwzXtIBYHNaxckinL%2F-MYAxoE-4AQ6LPS8gXMm%2F8\(1.4\).png?alt=media\&token=6a3292fa-9b94-47b9-bad4-1ca35ea92563)

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