Home

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, 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.

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.