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Once a user logs into the app, they are greeted by the home screen which contains the most used functions.

Introduction

This page explains the various buttons and their functions visible on the home screen of the Pocket HRMS app.

Pre-requisites:

App credentials

User rights

Home Screen Layout

Profile Overview Section:

  • This section provides an overview of your designation and supervisor details. The manager details can be viewed by tapping on ‘View Manager’ link.

  • You will also find the ‘Punch’ button here which helps in punching in your attendance for the day.

  • Right below it, you will be able to find the details of the last salary credited by tapping on the ‘Salary’ button.

  • To the right of it, you also have the ‘Leaves’ button, which provides the number of remaining leaves right at the home screen. Clicking on it will reveal further details about your leaves.

Commonly-used Features Section:

  • YTD Tax: This section provides access to TDS Worksheet which can also be downloaded month-wise.

  • Invalid Punches: This section helps you choose a specific calendar duration and view the details of invalid attendance punches and make necessary corrections, which can be approved by your supervisor later on.

  • Un Punches: This section helps you choose a specific calendar duration and view the details of attendance un-punches.

  • Pending On-duty: This section helps you choose a specific calendar month and view the details of on-duty entries as well as their status.

  • Pending Leaves: This section helps you view the number of leaves taken as well as their approval status. You will also be able to delete any pending leaves for approval using this section.

  • Loan Info: This section provides details about the deductions in monthly salary based on the loans taken, if any.

  • In/Out: This section helps you choose a specific calendar duration and view the details of ins and outs performed during that period.

  • Holiday: This section provides a list of holidays for the current year.

  • LOP: This section helps you choose a specific calendar duration and view the details of the loss of pay leaves during that period.

  • Last Increment: This section helps view the last salary appraisal details.

  • Tomorrow’s Shift: This button enables a pop-up that provides the timing of the next day’s shift.

  • Late Marks: This section helps you choose a specific calendar duration and view the details of late marks accumulated during that period.

Latest News Section:

  • This section provides the latest updates which HR has shared with everyone in the organization.

Events and Notifications Section:

The top right corner has 2 buttons:

  • Tapping on the 'birthday cake' icon helps you view the list of employees celebrating birthdays and anniversaries on that day as well as wish them directly.

  • Tapping on the 'bell' icon provides access to the notification section which helps you view the latest notifications such as leaves approval, bulletins, etc.

Side Menu Layout

Personal Information Section:

  • Pay Info: This menu item contains various information related to the salary such as salary information, PF information, Loan information, etc.

  • Entries: This menu item provides access to the TDS Worksheet information.

  • Timesheet: This menu item provides access to Timesheet Entry Data, Timesheet Report, Timesheet Approval Data as well as Timesheet Summary.

Leave Tracking Section:

  • Transaction: This menu item provides access to the leave transaction page which has the following functions:

    • Leave Request: This section helps in requesting leaves

    • Unapproved Leave: This section provides a list of your leaves pending approval from your supervisor.

    • Approve Leave: This section provides a list of leave requests from your employees which you can approve or reject.

    • My Approved List: This section provides a list of leave requests which has been approved by you.

    • Approve Punch Manager: This section provides a list of attendance punch requests from your employees that you can approve or reject.

    • Permission – From Hour to Hour: This section helps you create custom shifts that can be approved by your supervisor.

    • On-Duty: This section helps you request for on-duty entries which can be approved by your supervisor.

    • On-Duty Manager Approve: This section helps you approve or reject requests for on-duty entry from your employees.

    • Attendance Regularization: This section helps you with the regularization of your attendance which has been approved by your supervisor.

    • Regularization Manager Approve: This section helps you in accepting or rejecting attendance regularization of your employees.

  • My Report: This menu item provides access to the ‘My Report’ screen which has the following functions:

    • Leave Balance: This section provides category wise leave balance details.

    • Approved List: This section provides a list of your approved leaves.

    • Rejected List: This section provides a list of your rejected leaves.

    • Holiday List: This section provides a list of holidays for the current year.

    • Cancellation History: This section provides a list of cancelled leaves.

    • Pending History: This section provides a list of your pending leaves.

    • Leave History: This section provides the leave history.

    • Punch In-Out Report: This section provides categorized punch-in and punch-out details for a specific duration that you set.

    • In Out Details: This section provides your punch-in and punch-out details for a specific duration that you set.

    • In Our Raw Details: This section provides your raw punch-in and punch-out details from the hardware for a specific duration that you set.

    • Permission: This section helps you view custom shifts that have been approved by your supervisor or pending with them.

    • Attendance Regularization: This section helps you view the attendance regularization report.

  • User Report: This menu item provides access to the ‘User Report’ screen which has the following functions:

    • Leave Balance: This section provides category wise leave balance details.

    • Approved List: This section provides a list of leaves approved by you.

    • Rejected List: This section provides a list of leaves rejected by you.

    • Pending History: This section provides a list of leaves pending for approval by you.

    • Leave History: This section provides a history of leaves for every employee you manage.

    • Punch In-Out Report: This section provides the punch-in and punch-out report for every employee you manage.

    • Manager In-Out Details: This section provides the punch-in and punch-out report for every manager you manage (Available for HR Managers only).

    • Matrix Approval Data: This section provides the details of the matrix approval data.

  • Employee Report: This menu item provides access to the ‘Employee Report’ screen which has the following functions:

    • All Pending History: This section lists all the pending leaves from your subordinates.

    • Leave History: This section lists the leave history of your subordinates.

    • Punch In-Out Report: This section lists the punch-in and punch-out details of any specific employee for the specified duration.

    • Admin – In Out Details: This section lists the final punch-in and punch-out details of any specific employee for the specified duration.

    • Matrix Approval Data: This section provides the details of the matrix approval data of your subordinates.

Expense Section:

  • Transaction: This menu item provides access to the ‘Expense’ screen which has the following functions:

    • Claim Entry: This section helps you in creating a new claim entry .

    • My Claim Report: This section helps you in viewing your existing claim reports status-wise.

    • Manager Approval: This section helps you in viewing your employee’s claim. You can also approve or reject them here.

    • Close Claim Entry: This section helps you in closing expense claim entries.

    • Manager Report: This section helps you view all expense entries by any specific employee .

    • Finance Report: This section provides you with the finance report for the specified duration.

Switch to Dark:

This menu item helps you in switching the app to the dark mode and back to light mode.

Change Password:

This menu item helps you in changing the password of your account.

Logout:

This menu item helps you log out from the current account.

Note: If you face any technical issues with the app, kindly contact us at [email protected]