Pocket HRMS

Category and Mandatory pop-up components

Creation of Category and mandatory pop-up components


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.


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 [email protected]