Appraisal Increment Flow

Appraisal Increment Flow

This automated flow ensures that hard work is rewarded accurately and on time. By linking appraisal scores directly to increment percentages, we have removed the guesswork and manual errors from your payroll cycle. Before activation, the Pocket HRMS Team sets increment rules using the Go Rule Engine.

• Decide who gets what based on department and category.

• Link appraisal scores to increment percentages.

• Choose which salary components the increment affects.

• Set a deadline after which entries are automatically confirmed if no action is taken.

How to Process the Admin Increment Flow via the ESS Portal?

Path: Login to ESS portal > PMS > Request > Admin Initiate/Approve Increment > View & Verify > Submit all.

Step 1: Log in to the ESS portal and use the menu to navigate to the 'PMS' section, and Go to 'Request’ and select the **'Admin Increment Flow'**tab.

Step 2: Review the employee list to verify their final Appraisal Scores and calculated Increment percentage, and click the ‘Submit All' button to forward these entries to the respective Department Heads.

NOTE: Once submitted, an "Auto Confirm Date" appears

Use the search filter to find any employee with a delayed appraisal and initiate their flow individually.

Path Link: https://ess.pockethrms.com/AppraisalUltimate/Transaction/AppraisalEntry?Menu=AdminInitiateIncrement

How to process the Department Head Confirmation for Employee Increments via ESS portal?

Path: Login to ESS Portal > PMS > Request > Employee Increment > Confirm All.

Step 1: Login to the ESS portal and navigate to the PMS menu, then select Request.

Step 2: Click on Employee Increment.

Step 3: View the Subordinates’ Old CTCvs. New CTC and the calculated difference, And Click ‘Confirm All’.

NOTE:

• Managers cannot change the % values; contact HR for any updates.

• Silence is consent: If no action is taken by the Auto-Confirm Date, entries are confirmed automatically.

Path Link:https://ess.pockethrms.com/AppraisalUltimate/Transaction/AppraisalEntry?Menu=EmployeeIncrement

How to process the Final Approval (Admin Approval) for employee increments via ESS portal?

Path: Login to ESS portal > PMS > Request > Admin Initiate/Approve Increment > View & Verify > Approve all.

Step 1: Login to the ESS portal, navigate to the ‘PMS’ menu, and choose ‘Request’, then click on ‘Admin Initiate/Approve Increment’.

Step 2: Review the entries marked as ‘Auto Confirmed’., and Click the ‘Approve All’ button to lock the data.

Step 3: To edit a percentage, click ‘Re-Submit’, update the value when it changes to ‘Update Increment’, and then click ‘Update Increment’ to save.

Step 4: Run the payroll process to apply and verify the increments, ensuring they are reflected correctly in all relevant payroll components (e.g., Employee ESIC, Employer PF) as per the configuration.

Path Link: https://ess.pockethrms.com/AppraisalUltimate/Transaction/AppraisalEntry?Menu=AdminInitiateIncrement

Understanding the Status: Check the Status Column to see where each entry stands:

• Yet to Initiate: Not started.

• Initiated: Sent to Department Head.

• Dept Head Confirmed / Auto Confirmed: Waiting for Admin approval.

• Re-Initiated: Updated % sent again.

• Admin Approved: Done; values in payroll.

For any queries, contact[email protected]