Pocket HRMS
FAQs
  • 🤝Getting Started
    • 👨‍🏫ESS: Beginner's Guides
      • 🤵ESS Portal: Employee's Guide
      • 👩‍💼ESS Portal: Manager's Guide
  • 📑Product Updates
    • 🟩April 2025
    • 🟩March 2025
    • 🟩February 2025
    • 🟩January 2025
    • 🟦2024 Major Highlights
    • 🟦Updates 2024
      • 🟦December 2024
      • 🟦October & November 2024
      • 🟦September 2024
      • 🟦August 2024
      • 🟦July 2024
      • 🟦June 2024
      • 🟦May 2024
      • 🟦April 2024
      • 🟦March 2024
      • 🟦February 2024
      • 🟦January 2024
    • 🟨Updates 2023
      • 🟨December 2023
      • 🟨November 2023
      • 🟨September 2023
      • 🟨August 2023
      • 🟨July 2023
      • 🟨May-June 2023
      • 🟨April 2023
      • 🟨March 2023
      • 🟨February 2023
      • 🟨January 2023
    • 🟧Updates 2022
      • 🟧December 2022
      • 🟧November 2022
      • 🟧October 2022
      • 🟧September 2022
      • 🟧August 2022
      • 🟧July 2022
      • 🟧June 2022
      • 🟧April-May 2022
      • 🟧Jan, Feb & Mar 2022
  • 🔷Module Guides
    • 🔹Transfer Module
    • 🔹Confirmation Module
  • 🔶Feature Guides
    • 🔸Data Wizard Setting Transfer
    • 🔸Tax Calculator ESS Portal
    • 🔸Payroll Maker Checker
  • 🖥️HR & Admin Portal
    • ☁️Cloud Configuration
      • 🏢Organization
        • Company Setup
          • 🔹New Company
          • 🔹Category & Pop-ups
          • 🔹Financial Year & Leave
          • 🔹SMTP Settings
          • 🔹Templates Setup
          • 🔹Email Templates
        • Users
      • 👩‍💻HR
        • 📥Transfer Setting
        • ⚙️Confirmation
        • 🚶‍♂️Employee Exit
        • 💻Asset Management
        • Password Generation
      • 👤Employee
        • 🔹On-boarding
        • 🔹Employee Document
        • 🔹New Employee
        • 🔹Employee FnF
        • 🔹Approval Matrix
        • 🔹Self Service Role
        • 🔹Assign Asset
      • 💰Payroll
        • 🔶Payroll Guide
          • 🔸Payroll with Attendance
          • 🔸smHRt Payroll
          • 🔸LOP Settings
          • 🔸Pocket HRMS Payroll Process
        • 🔶Loan Management
      • 🧾Income Tax
        • 🟩Form 24Q
        • 🟩Income Tax - New Financial Year
        • 🟩eTDS
      • 🗓️Attendance
        • Device Master
        • Auto Shift Detect
        • Auto Assign Shift Import Time
      • 📈Analytics
        • 📉Report
          • ⚪PF ECR File
          • 🔵ESI Return File
          • 🤵HR
        • 📊Dashboard Creation
      • ⛱️Leave
        • ⏹️Configurations
        • ⏹️New Leave Accounting Year
        • ⏹️Leave Credit
        • ⏹️Leave Debit
        • ⏹️Leave Opening
        • ⏹️Leave Debit Entry
      • 🎖️Performance
        • 🟢Appraisal
        • 🟢Appraisal V2
      • 👩‍🎓Learning Management
        • 🔶Learning Module
      • 👩‍🏫Recruitment Setup
      • 👨‍⚕️Health
      • 📋Survey
    • 👨‍💻ESS Configurations
      • 👨‍💼Profile Info
        • Device Lock
        • Role Allocation
      • 💵Expense
      • 🧳Travel
      • 🗣️Help Desk
        • 🔷Group Configuration
        • 🔷Adding Tags
        • 🔷Reminder Settings
  • 🤵ESS Portal
    • 👨‍💼Employee
      • 👨‍💼Profile
        • 📄TDS Entries
        • 💶My Loan Details
      • 🗓️Leave Attendance & On Duty
        • ⛱️Leave
        • 🗓️Attendance
        • 👮‍♂️On Duty
      • 💶Expense
      • ✅Confirm
      • ✈️Travel
      • 🗣️Help
      • 🎖️PMS
      • ➡️Exit
      • ⏳Timesheet
    • 👨‍💻Manager
      • 👲Profile
      • 🗓️Leave Attendance On-duty
        • ✔️Leave
        • ✔️Attendance
        • ✔️On Duty
        • ✔️Shift
      • 💴Expense Management
      • ☑️Employee Confirmation
      • ✈️Travel
      • 🎖️PMS
      • ➡️Employee Exit
      • 📋FnF Manager
      • 📈Project
    • 👩‍💼Recruiter
      • 🙋‍♂️Hire
        • Create & Publish Jobs
        • Add a Candidate
        • Hiring Stages of Candidate
        • Candidate Documentation Approval
        • Candidate Onboarding
        • Recruitment Overview
    • 🙎Admin
      • 👤Profile
      • 👲Leave
      • ✅Employee Confirmation
      • 📈Project
      • ⏳Timesheet
      • 📋FnF HR
      • ➡️Exit HR
      • 👷‍♂️Help
    • 🧑‍💼Finance
      • 💵Expense
      • ✈️Travel
    • 💇‍♂️Candidate
      • ✅Log In
      • ✅Accept/Reject Offer
      • ✅Upload Documents
  • 📱Mobile App
    • 🏠Home
    • 👨‍💼Profile
    • ⛱️Leave
      • ♦️Biometric system
      • ♦️Leave and Attendance Mobile App
    • 💵Expense
    • ⏳Timesheet
    • 👾smHRty
    • 📖Mobile App User Manual
  • ❓FAQ's
    • 👨‍💻ESS Portal
      • 👨‍💼Profile
        • 🔶Approval
        • 🔶Organization Chart
      • ⛱️Leave
        • 🔶Request
        • 🔶Report
        • 🔶Approval
      • 👤Hire
      • 👳‍♂️Confirm
      • ➡️Exit
      • Project
      • ⏰Timesheet
      • 🎯PMS
      • 🏖️Travel
      • 💳Expense
    • ☁️Cloud Portal
      • 📶Dashboard
      • 📈Analytics
        • 📉Report
          • 🔴Leave
            • 🔺Report Wizard
          • 🔴Attendance
            • 🔺Monthly Summary
            • 🔺Report Wizard
            • 🔺Muster Roll Wizard
            • 🔺On-Duty
          • 🔴HR
          • 🔴Statutory
          • 🔴Payroll
          • 🔴Income Tax
          • 🔴Financial
        • 📊Data Wizard
      • 🏖️Leave
        • 🔴Import
        • 🔴Utilities
      • 👤Employee
        • 🔶Documents
        • 🔶Employee List
          • 🔸Employee Export
          • 🟡Profile
            • 🔹Basic Details
            • 🔹Employee Document
            • 🔹Self Service Role
            • 🔹Asset Details
            • 🔹Approval Matrix
          • 🟡Salary
          • 🟡Payroll
            • 🔸Loan
          • 🟡Income Tax
          • 🟡Leave
          • 🟡Attendance
          • 🟡Approval Matrix
        • 🔶Import
      • 📄Income Tax
        • 🔶Utilities
      • 💰Payroll
        • 🔶Import
        • 🔶Transactions
        • 🔶Utilities
      • 🗓️Attendance
        • 🔶Transaction
        • 🔶Utilities
        • 🔶Import
      • ➡️Exit
      • ⚙️Settings
        • 🏦Organization
          • 🔶Company Logo
        • 🙍‍♀️HR
          • 🔹Category
          • 🔹Asset Info
          • 🔹Asset List
          • 🔹Pop Up Data
        • 💶Payroll
          • 🔹Salary Component
          • 🔹Salary Structure
          • 🔹Pay Settings
          • 🔹Payslip
        • 📃Income Tax
        • 🏖️Leave
          • 🔸Define Calendar
          • 🔸Leave Definition
          • 🔸Weekly Off
          • 🔸Leave Configuration
          • 🔸Holiday
        • 📔Attendance
          • 🔸Attendance Setting
            • 🔺Shift Schedule Multi
          • 🔸Shift Details
        • 📄Appraisal V2
        • 👤Recruitment
        • ❓Survey
        • Learning
      • ⚙️ESS Settings
        • 🔵Leave
        • 🔵HR
        • 🔵Profile Info
          • 🔹Policies
          • 🔹Profile Settings
          • 🔹HR Updation
          • 🔹Declaration Activation
          • 🔹Dashboard Setting
          • 🔹Role Allocation
          • 🔹Latest News
          • 🔹Dynamic Dashboard Setting
          • 🔹Password Reset
          • 🔹Geo Location Employee Tagging
        • 🔵Travel
        • 🔵Project
        • 🔵Helpdesk
  • 💡Tips & Tricks
    • 👾smHRty
    • 🔎smHRt searcHR
    • ⭐Favorites
  • 🔗Integrations
    • 🔗LinkedIn
    • 🔗Single Sign In Option
    • 🔗Zoom
    • 🔗Clear Tax
    • 🔗Early Salary
    • 🔗Jupiter
    • 🔗KreditBee
    • 🔗Repute - Smart Onboard
    • 🔗Repute - Work Verify
    • 🔗Talent LMS
  • 📒Blogs
    • 🟡Attendance & Late Mark Settings
    • 🟡Geo Tracking
    • 🟡Job Restriction and Job Approval
Powered by GitBook
On this page
  • How to create and edit category?
  • How to add Pop-up data?

Was this helpful?

  1. HR & Admin Portal
  2. Cloud Configuration
  3. Organization
  4. Company Setup

Category & Pop-ups

Creation of Category and mandatory pop-up components

PreviousNew CompanyNextFinancial Year & Leave

Last updated 1 year ago

Was this helpful?

This section explains how to create employee categories for the company. Different categories like interns, executives, managers, contractors, etc. help in segregating staff people and performing human resource management easily.

The page also includes steps to create pop-up components under different parameters like location, modes, department, and so on. Pop-up data helps you select the required data at the required place.

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 create and edit category?

Step 1: Go to 'Settings'

Step 2: Proceed to 'HR' column

Step 3: Select 'Category' option. Click on '+' to add a new category in HR.

New category window appears as below. Upon filling the mandatory fields, click on 'Save'.

Step 4: You can also edit and delete created categories by clicking on respective options as shown below.

How to add Pop-up data?

Step 1: Select 'Pop Up Data' in HR following the path similar to above. [Settings > HR > Pop up Data]

Select 'Component' and 'Value' to edit/ delete the previously added pop up data.

Step 2: Click on the '+' sign to add new pop-up data for any value as shown in the screenshot below.

Step 3: You can also edit and delete created pop up data by clicking on the respective options as shown below.

Note: If you are unable to create categories and pop up data, kindly contact us at

🖥️
☁️
🏢
🔹
support@pockethrms.com
✔️
✔️