# Repute - Smart Onboard

### Introduction

This page provides the steps to enable and disable Repute – SmartOnBoard integration with Pocket HRMS.

**Pre-requisites:**

​✔ Admin credentials

​✔ User rights

*Note - Kindly contact your Admin/HR for rights if you are not able to perform the steps below.*

&#x20;

### Steps:

**How to enable Repute – SmartOnBoard Integration:**

**Step 1:** Login into Cloud Platform with valid log in details.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FODUVOdDiry89XEHjc4QF%2FEnabling%20SmartOnBoard%20(1).png?alt=media&#x26;token=42c285d1-8f5e-4880-a193-ef2e4a02c4d8" alt=""><figcaption></figcaption></figure>

**Step 2:** Go to the ‘Pocket HRMS Marketplace' by selecting the marketplace icon at the top right corner of the page.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FezorksnsPMkjWOeLFcHB%2FEnabling%20SmartOnBoard%20(2).png?alt=media&#x26;token=625c0cab-382a-462a-bf76-8390bfe4384c" alt=""><figcaption></figcaption></figure>

**Step 3:** Select the 'Add' button next to the ‘SmartOnBoard’ option.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FWqrnefwnATiaxR7lwcfx%2FEnabling%20SmartOnBoard%20(3).png?alt=media&#x26;token=32e6063f-0e47-4a4a-96b8-57e30e0afb50" alt=""><figcaption></figcaption></figure>

**Step 4:** Click on the ‘Yes’ button on the pop-up. You will receive a notification informing that the record was saved successfully.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FnFHASUKON0AofLOEj1QZ%2FEnabling%20SmartOnBoard%20(4).png?alt=media&#x26;token=a91e849c-63d9-4545-be10-6a6b3dc12b68" alt=""><figcaption></figcaption></figure>

**Step 5:** Go to 'ESS Settings' menu and select the 'Profile Info' tab.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FGxIeZiM3CSMn2NFBZ6b2%2FEnabling%20SmartOnBoard%20(11).png?alt=media&#x26;token=05d2cce7-847d-4a28-ae79-aa6af4c128db" alt=""><figcaption></figcaption></figure>

**Step 6:** Select the 'Role Allocation' menu item.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F6EkwXCjVBR6rPYQnz4NU%2FEnabling%20SmartOnBoard%20(12).png?alt=media&#x26;token=df357baf-7b08-41b7-98cb-20f1d91bbab0" alt=""><figcaption></figcaption></figure>

**Step 7:** Select the 'My Apps' module from the 'Select Module' drop-down menu. Select the role from the 'Select Role' drop-down menu and click on the 'Search' button to give access to that particular role.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FOKpJUFmrbTvgqhPGpHou%2FEnabling%20SmartOnBoard%20(13).png?alt=media&#x26;token=dcac4a1b-aad6-48a4-ace8-b279b0eed71c" alt=""><figcaption></figcaption></figure>

**Step 8:** Check the 'Repute' option and click on the 'Save' button to save the changes.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fc3xzdkOrxLiEpk6r6Pqv%2FEnabling%20SmartOnBoard%20(14).png?alt=media&#x26;token=53dc0f2c-88af-4d20-b154-e711fd1043ae" alt=""><figcaption></figcaption></figure>

**Step 9:** Go to 'Settings' menu and select the 'Integration' tab.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FbW6qmw3fU2ypPEPgEgYT%2FEnabling%20SmartOnBoard%20(2).png?alt=media&#x26;token=770327aa-6fa7-4524-882c-5b582d42f43a" alt=""><figcaption></figcaption></figure>

**Step 10:** Select the 'Repute' menu item.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fjk7tzvpudKxC8ucIVe5Q%2FEnabling%20SmartOnBoard%20(3).png?alt=media&#x26;token=70ff9ef6-4dec-4f4b-9575-734666f2ec1f" alt=""><figcaption></figcaption></figure>

**Step 11:** Click on the 'Add' button.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FeVfpSZjB2fMpC9j4pFtN%2FEnabling%20SmartOnBoard%20(4).png?alt=media&#x26;token=30bc1b5e-7b79-4afe-b431-e53c2c5a189d" alt=""><figcaption></figcaption></figure>

**Step 12:** Enter the Employee Name whom you wish to enable the option for and select their role.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FtG65HgfHBUgK8pjONg7Z%2FEnabling%20SmartOnBoard%20(5).png?alt=media&#x26;token=bb331329-0442-4144-955f-5aa7ec400f10" alt=""><figcaption></figcaption></figure>

**Step 13:** Click on the ‘Save’ button to save the changes.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Ffb2h3Q6I610oXo5iih7O%2FEnabling%20SmartOnBoard%20(6).png?alt=media&#x26;token=10481827-1a26-4ecc-8937-e8edcdd753da" alt=""><figcaption></figcaption></figure>

**Step 14:** You will be able to view the employee name and their role under the ‘Repute’ page.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FgnWUY38Ow0iMEzHKXyLE%2FEnabling%20SmartOnBoard%20(7).png?alt=media&#x26;token=7297c1bb-8caa-45a4-8d18-44453898db3f" alt=""><figcaption></figcaption></figure>

&#x20;

**How to disable Repute – SmartOnBoard Integration:**

**Step 1:** Login into Cloud Platform with valid log in details.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FbuUnwkFx8WUdrBwCjUIc%2FDisabling%20SmartOnBoard%20(1).png?alt=media&#x26;token=fe1b15ad-7499-4f4e-8bf9-fdf766c88b4a" alt=""><figcaption></figcaption></figure>

**Step 2:** Go to the ‘Pocket HRMS Marketplace' by selecting the marketplace icon at the top right corner of the page.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F9yWdSulu4yHe4ujQDIR3%2FDisabling%20SmartOnBoard%20(2).png?alt=media&#x26;token=e2616771-227c-4e68-b674-fdef60131b3d" alt=""><figcaption></figcaption></figure>

**Step 3:** Select the 'Remove' button next to the ‘SmartOnBoard’ option.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fx7JuIa62i9fBFHKlz0V8%2FDisabling%20SmartOnBoard%20(3).png?alt=media&#x26;token=ef27434a-cb7f-4312-a4ed-dad114868582" alt=""><figcaption></figcaption></figure>

**Step 4:** Click on the ‘Yes’ button on the pop-up. You will receive a notification informing that the record was saved successfully.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fa89WyWl03TGs601Q5WKh%2FDisabling%20SmartOnBoard%20(4).png?alt=media&#x26;token=d90e787e-7f79-418f-b886-ce449a59985c" alt=""><figcaption></figcaption></figure>

**Step 5:** Go to 'Settings' menu and select the 'Integration' tab.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FqkGI9ItzktK29aafNgea%2FDisabling%20SmartOnBoard%20(2).png?alt=media&#x26;token=019a6a60-7793-4b44-9a08-9486c782e6f5" alt=""><figcaption></figcaption></figure>

**Step 6:** Select the 'Repute' menu item.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FnQsoaplcBknpK4c5AZGg%2FDisabling%20SmartOnBoard%20(3).png?alt=media&#x26;token=56cc778f-c6db-4e84-ab02-130452f56a5d" alt=""><figcaption></figcaption></figure>

**Step 7:** Click on the ‘Delete’ icon near adjacent to the employee name whose right you wish to revoke.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FpfJqXyJcnQ9s8y1xbEIk%2FDisabling%20SmartOnBoard%20(4).png?alt=media&#x26;token=2db0bc34-1f08-431b-b343-45c22d670a6d" alt=""><figcaption></figcaption></figure>

**Step 8:** Click on the ‘Ok’ button on the pop-up for confirming your disable request.

<figure><img src="https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FLjjCd2oWKAEVW3U3Mdrr%2FDisabling%20SmartOnBoard%20(5).png?alt=media&#x26;token=a57be95c-2221-407a-86cb-723f80865b0c" alt=""><figcaption></figcaption></figure>

&#x20;

***Note: If you are unable to enable or disable the Repute – SmartOnBoard integration, kindly contact us at*** [***support@pockethrms.com***](mailto:support@pockethrms.com)
