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

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

Pre-requisites:

✔️ App credentials

✔️User rights

Home Screen Layout

Profile Overview Section:

• This section provides an overview of your designation, Employee ID and designation details. Your manager details can be viewed by tapping on the ‘View Manager Details’ button.

• You will also find the ‘Punch In’ and 'Punch Out' buttons here which helps in punching your attendance for the day.

• You will also be able to find the links to your social media profiles in case you have entered the links for the same while onboarding.

Attendance Statistics Section:

This section provides various attendance related statistics such as the current day's punch in and punch out times, holidays, late marks, etc.

Salary and Expenses Section:

This section helps you view the last salary processed details as well as other information related to your salary and expenses.

Leave Statistics Section:

This section helps you with various information related to your leaves such as the number of remaining leaves as well as their types.

Miscellaneous Section:

This section provides miscellaneous information such as the upcoming holiday, the latest news from the HR desk, as well as upcoming birthdays and anniversaries.

Notifications Section:

The top right corner has 3 buttons:

• Calendar:

The calendar icon takes you directly into the monthly calendar view.

• Notification:

The notification icon provides access to the notification section which helps you view the latest notifications such as leaves approval, bulletins, etc.

• Profile:

The profile icon provides access to various profile related functions such as toggling the dark mode as well as changing the profile password.

Side Menu Layout

Profile Section:

The Profile section deals with everything related to your profile such as:

• My Profile: This page contains information regarding your personal details such as your address, education, blood type, etc.

• My Loan Details: This page contains the loan related details such as your loan amount, the amount paid, remaining balance, etc.

• Other Details: This page deals with further details which are not categorized under the 'My Profile' section.

• HR Tools: You will be able to view the various HR policies and company information here.

• My Salary Details: This page contains salary-related information such as your payslip, provident fund information, etc.

• My Tax Details: This page deals with the taxes such as income tax, TDS, etc.

Leave Section:

The Leave section contains links for leave related functions such as:

• Request: This page helps in requesting leaves, attendance regularization, on-duty, etc.

• Approval: This page provides a list of requests such as leaves, attendance regularization, on-duty, etc. from your employees which you can approve or reject.

• My Report: This menu item provides access to the ‘My Report’ screen which has various kinds of reports such as leaves, attendance regularization, on duty, etc. which are pertaining to you.

• My Team Report: This menu item provides access to your team's reports such as leaves, on-duty, punch in-out, etc.

• Employee Report: This menu item provides access to the ‘Employee Report’ screen which has a broader overview of the various teams apart from the ones specifically allotted to you.

• Face Recognition: This page helps in updating new images for the facial recognition feature to work while marking your attendance.

Expense Section:

The Expense section contains various menu items pertaining to the employee expenses such as:

• Finance Approval: This page deals with the process of approving or rejecting your employee's expense requests.

• Request: Using this page, you will be able to request a claim for any expenses incurred.

• Finance Report: You will be able to download expense reports for each transaction using this page.

• Approval: You will be able to view the approved expenses using this page.

• My Expense Report: You will be able to view your past expenses' details on this page.

• My Team Report: You will be able to view your team's past expenses' details on this page.

Timesheet Section:

The Timesheet section helps in time management of projects using the following pages:

• Request: You can create timesheet entries as well as approve or reject timesheet entries by your employees using this page.

• My Report: You will be able to access your own timesheet data using this page.

• My Team Report: You will be able to access your team's timesheet data using this page.

Note: If you face any technical issues with the app, kindly contact us at [e-mail].