🔶Increment
1. How to apply Increment to an Employee
Overview
This section explains the standard process for applying a manual salary increment to a single employee.
Path:Cloud Portal > Employee > Employee List > Payroll > Increment > '+' Icon > Enter Details > Proceed
Step-by-Step Configuration
Step 1: Log into the cloud portal, go to the ‘Employee’ menu and select the ‘Employee List’ submenu.
Step 2: Select the employee from the list to go to their profile.
Step 3: Under the ‘Payroll’ tab, click on the ‘Increment’ subtab. Here you can see the employee’s past increment details. Click on the ‘+’ icon towards the right-hand corner of the screen to add a new increment.
Step 4: The system will fetch a value for LOP days. You need to specify the number of LOP days ‘Before’ and ‘After’ the effective date of increment. Note:
Before (LOP/PD Days): Number of paid day or loss of pay day leaves before effective date.
After (LOP/PD Days): Number of paid day or loss of pay day leaves after effective date for the effective from month.
Note: If you see and want to utilize the optional Increment Percent, Increment and Correction fields, refer to Section 3 and 4).
Step 5: In the ‘New Value’ field enter the employee’s salary after the increment and click on the ‘Save’ button. This will be considered as the Incremented Salary of the employee and saved as an increment.
2. Bulk Import for Increment
If you need to process standard manual increments for multiple employees at once, you can use the Bulk Import functionality.
Path:Cloud Portal > Payroll > Import > Increment
Step-by-Step Configuration
Step 1: Navigate to Import: Log into the cloud portal, go to the ‘Payroll’ menu, and under the ‘Import’ submenu click on the ‘Increment’ option.
Step 2: Select Category: Select the employee category from the ‘Category’ dropdown for whom the Increment is to be applied.
Step 3: Set Increment Type: Keep the Increment Type as 'Manual'. (Refer to Section 3 and 4 for Percentage-based Increment, or if you do not see this option).
Step 4: Select a template: Select a template from the ‘Select Template’ dropdown and upload the file in the ‘Import Templates’ field after completing all the next steps. You may use the 'Sample Increment Import' from the upper right-hand corner of the screen.
Step 5: Define Data Rows: Update the Starting-Ending Row on the web portal as per the Excel file you prepared. The start row will be the row from where your employee data begins, and the end row is where the data ends.
Step 6: Set Application Dates: Update the Increment Apply On Month and Increment Apply on Year.
Step 7: Map Mandatory Columns: Map the excel columns for the below fields:
Employee Code [Mandatory]
Effective Date (DD/MM/YYYY) [Mandatory]
Before Days (LOP / PD) [Optional]
After Days (LOP / PD) [Optional]
Step 8: Map Component Columns: Map the excel columns for the components mentioned on the right side of the screen according to your excel template.
Step 9: Upload File: Upload the prepared template in the 'Import Template' section. Ensure you are only uploading the 'Import File' sheet data.
Step 10: Select Sheet Name: The system will automatically fetch the 1st sheet name from the uploaded Excel file and show it in the Sheet Name section. You may update the sheet name from the dropdown if your data is located on a different sheet.
Step 11: Finalize Import: Click on the 'Upload File' button. The increments will be applied to the employees included in your prepared sheet.
3. How to apply Increment using Increment Percent?
Important Note: Contact your Pocket HRMS Consultant to know about activating this feature for your company.
Overview
The Increment Percent feature allows HR to process salary increments automatically without manually calculating and entering new values for each individual salary component. By entering a single percentage, the system automatically calculates the revised salary structure.
Additionally, this feature introduces the ability to split the total increment into two categories: Increment (performance-based) and Correction (market/industry baseline adjustments). This provides cleaner financial reporting while maintaining accurate payroll processing.
Path:Cloud Portal > Employee > Employee List > Payroll > Increment > '+' Icon > Enter Details > Proceed
⚙Step-by-Step Configuration
Step 1: Initiate the Increment Follow Steps 1 through 4 from the standard increment process (A.1) to reach the Increment details screen. Ensure the 'Apply On' month, 'Effective Date', and any necessary 'LOP Days' ('Before' and 'After') are entered.
Step 2: Apply the Increment Percent Instead of manually typing the new salary amount into the table below, locate the percentage fields in the top configuration section (next to the Year and LOP Days fields).
Enter the total percentage increase for the employee in the Increment Percent field (e.g., enter 20 for a 20% total increase).
Click the Recalculate button (located next to the Save button).
The system will then calculate the new values. It will update the New Value column for the displayed components to reflect the percentage increase. The Difference column will also automatically populate with the total increased amount. Note: Whenever you add, change, or remove the value in the Increment Percent field, you must click theRecalculate_ button to apply the updates to the grid below._
Step 3: Split into Increment and Correction (Optional but Recommended) If the total percentage increase includes both a performance bump and a market correction, you can split the values for reporting purposes. The total Net Increment processed for payroll will remain the percentage entered in Step 2.
Locate the Increment and Correction fields just below the Increment Percent field.
In the Increment field, enter the percentage that is strictly performance-based (e.g., 10).
Click the Recalculate button.
The system will calculate and populate the Correction field with the remaining percentage (e.g., if Increment Percent is 20, and Increment is 10, Correction will auto-fill as 10).
The system will also update the respective 'Increment' and 'Correction' columns in the component table below, displaying the exact monetary split for each individual component. Note: Just like in Step 2, you must click theRecalculate_ button anytime you add, change, or remove the value in the Increment field._
Step 4: Review and Manual Overrides Review the updated grid to ensure all values are accurate.
Manual Override: If you need to round a specific component to a whole number, you can manually type a new figure into that component's New Value field.
Important Rule: If you manually override a value, the system enforces a strict validation: The sum of the Increment amount and the Correction amount for that line item must exactly equal the Difference amount.
Step 5: Save Once the values are finalized and recalculated, click the Save button to process the increment.
4. Bulk Import for Percentage Increment
If you need to process percentage-based increments for multiple employees at once, you can use the Bulk Import functionality.
Path:Cloud Portal > Payroll > Import > Increment
Step 1: Navigate to Import Log into the cloud portal, go to the ‘Payroll’ menu, and under the ‘Import’ submenu click on the ‘Increment’ option.
Step 2: Select Category Select the employee category from the ‘Category’ dropdown for whom the Increment is to be applied.
Step 3: Set Increment Type Change the Increment Type to 'Percentage'. Note: If kept as 'Manual', the Bulk Increment will work as the standard import mentioned in Section A.2.
Step 4: Download the 'smHRt' Template Download the 'Sample Increment Export (with smHRt Guidelines)' from the upper right-hand corner of the screen.
Why you should always use this specific template:
Built-in Instructions: The downloaded Excel file includes a dedicated 'Guidelines' sheet that explains exactly how to fill out the required data correctly.
Real-time Error Highlighting: The 'Import File' sheet features a 'Status' column. As you enter your data, this column will instantly highlight row errors (such as mismatched percentage totals or missing mandatory fields) in red, allowing you to fix issues before uploading the file. Do not delete this Status column.
Step 5: Define Data Rows Update the Starting-Ending Row on the web portal as per the Excel file you prepared. The start row will be the row from where your employee data begins, and the end row is where the data ends.
Step 6: Set Application Dates Update the Increment Apply On Month and Increment Apply on Year.
Step 7: Auto-Mapped Columns The system will automatically map the Excel columns for this specific import type. You must use the exact headers provided in the template:
Employee Code [Mandatory]
Effective Date(DD/MM/YYYY) [Mandatory]
Before Days (LOP / PD) [Mandatory] - Enter 0 if there are no days.
After Days (LOP / PD) [Mandatory] - Enter 0 if there are no days.
Increment Percent [Mandatory]
Increment [Optional]
Correction [Optional]
Note: If you utilize the optional Increment and Correction fields, the sum of those two values must exactly equal the Increment Percent (e.g., if Increment Percent is 10, and Increment is 5, Correction must be 5).
Step 8: Upload File Upload the prepared template in the 'Import Template' section. Ensure you are only uploading the 'Import File' sheet data.
Step 9: Select Sheet Name The system will automatically fetch the 1st sheet name from the uploaded Excel file and show it in the Sheet Name section. You may update the sheet name from the dropdown if your data is located on a different sheet.
Step 10: Finalize Import Click on the 'Upload File' button. The percentage-based increments will be applied to the employees included in your prepared sheet.
5. Increment Register Report
The Increment Register report supports both standard (manual) and percentage-based increments, providing a comprehensive view of all compensation changes.
Path:Cloud > Analytics > Reports > Financial > Increment Register
Navigate to the Increment Register report and select your required parameters (like Month, Year, and Category).
By default, if the "Include Increment and Adjustment Summary" box is left unchecked, the system will generate the standard legacy report, displaying the regular increment data.
To view the detailed split for percentage-based increments, check the box labeled "Include Increment and Adjustment Summary".
Click Generate. The resulting Excel file will now include the advanced split data, displaying the Increment Percent, Increment amount, and Correction amount.
6. How to do ‘LOP Credit Days’ in monthly input?
To put ‘LOP Credit Days’ in monthly input & process arrear days accordingly follow the steps below.
Step 1: In the cloud portal click on the ‘Employee’ menu and select the ‘Employee List’.
Step 2: Select an employee for whom you want to credit LOP and their profile will open.
Step 3: Under the ‘Payroll’ tab click on the ‘Monthly Input’ subtab. Select the ‘Month’ and ‘Year’, then click on the ‘Edit’ button and more options will appear below.
Step 4: In the ‘LOP Credit Days’ field enter the required value, click on the ‘Save’ button and the arrears will be processed accordingly.
For any queries, contact [email protected]
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