> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/mobile-app/mobile-app-user-manual.md). # Mobile App User Manual Pocket HRMS App helps you in handling all HR duties remotely. It is a powerful mobile app capable of performing all HR functions. This section will cover an in-detail guide to the different app screens as follows * Home * Profile * Leave * smHRty **Home:** Once a user logs into the app, they are greeted by the home screen which contains the most used functions. ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F5Evcmvnq1ylzUeOVJPgJ%2F0.jpeg?alt=media) ### **Home Screen Layout** #### **Profile Overview Section** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FE5ll1JIt1SF3K2nAbeow%2F1.jpeg?alt=media) * 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** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FiC8Pe9Wc8tz7PU2KOdPr%2F2.jpeg?alt=media) 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:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FVPQyLUC8YuXHNYbjACsr%2F3.jpeg?alt=media) This section helps you view the last salary processed details as well as other information related to your salary and expenses. #### **Leave Statistics Section:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fe51MJ4ILT4a0BUCwCeIj%2F4.jpeg?alt=media) 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:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FfI4K6UMTmJiPlW2MU5SQ%2F5.jpeg?alt=media) 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: ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FQctBtdnYJOSoY52yCini%2F6.jpeg?alt=media) #### **Calendar:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FzdQ9u5g4LuvfVTPK4uQT%2F7.jpeg?alt=media) The calendar icon takes you directly into the monthly calendar view. #### **Notification:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F3UyzsovOltakNcaMI0Q8%2F8.jpeg?alt=media) The notification icon provides access to the notification section which helps you view the latest notifications such as leaves approval, bulletins, etc. #### **Profile:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FNbM0BQytFNWDdgDbjXH0%2F9.jpeg?alt=media) 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:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FMvf3sP2yTcpcWlL4BRWt%2F10.jpeg?alt=media) 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:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F4Yhc4uNQVcU5FPPvXVYi%2F11.jpeg?alt=media) 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. ### **Profile** The Profile section deals with various employee-related information. #### **Introduction** This page explains the 'Profile' section under the menu of the Pocket HRMS app. ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FKk4x55uaWMLLm9uiEUKy%2F0.jpeg?alt=media) **This page will cover an in-detail guide on the 'Profile' section as follows:** * My Profile * Other Details * HR Tools * My Salary Details * My Tax Details #### **My Profile** This page contains information regarding the employee details, which are categorized under different tabs as follows: #### **Employee Details:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FVHjd3cgU38tyzrRbA4l2%2F1.jpeg?alt=media) ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FvjVSFhlhD2gtgRlTSiss%2F2.jpeg?alt=media) ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FACYsbF1jMgV4tHxDbxk5%2F3.jpeg?alt=media) The user will be able to view and edit various employment-related details as shown in the screenshots above using this screen. #### **Personal Details:** ![https://docs.pockethrms.com/\~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep\_PEmh8mDPVWj49x%2Fuploads%2F3TakbvdmE0EC9bEzpULJ%2FMy%20Profile%20-%20Personal%20Details%202.png?alt=media\&token=188f0b73-bfd7-417f-9abf-85eb4c9b06ac](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FzYEdRqi5VlyAxUm0sKcU%2F4.png?alt=media)![https://docs.pockethrms.com/\~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep\_PEmh8mDPVWj49x%2Fuploads%2FSpEYjT0BOE1jlewv0Qh6%2FMy%20Profile%20-%20Personal%20Details%201.png?alt=media\&token=20ef48f7-70c3-429c-9029-f3060436183d](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FRiMHl0MaDDd0pUZ1ndm6%2F5.png?alt=media)The user will be able to view and update their personal details as shown in the screenshots above using this screen. #### **Additional Details:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FyG1i7CixOIqDH3FEop9a%2F6.jpeg?alt=media) ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FyNpKhPMrxxzI4u5LtAOS%2F7.jpeg?alt=media) The user will be able to view and update the additional details as shown in the screenshots above using this screen. #### **Other Details** This page contains further information regarding the employee details, which are categorized under different tabs as follows: #### **Family:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FM4gVtNHMsuRwjBra8hpy%2F8.jpeg?alt=media) ### **Academic:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F5xxXpfdjC42VypeJECKg%2F9.jpeg?alt=media) #### **Joining:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FsafrJQcQpkx7C3ubc2ud%2F10.jpeg?alt=media) #### **Employee Documents:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FZe9zV2ECscTsK7RkW9Yt%2F11.jpeg?alt=media) #### **Emergency:** ![https://docs.pockethrms.com/\~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep\_PEmh8mDPVWj49x%2Fuploads%2FNS1vrdDN5YMPGh0koZIL%2FOther%20Details%20-%20Emergency.png?alt=media\&token=4ff8be32-9675-4a46-849f-c074c47a3b0c](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FJdT5ULk36oo1wEeZBBnQ%2F12.jpeg?alt=media) #### **Nominee:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FkjbD3NTSf1i87Mnn13oh%2F13.jpeg?alt=media) #### **Employee History:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FkKAbsHfpW52wgMlgWP1V%2F14.jpeg?alt=media) #### **Language:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F6SoDUrqm3ONCJLJCm4wm%2F15.jpeg?alt=media) #### **HR Tools** This page contains information regarding the HR policies and company details. #### **Policies:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FFh5DqFKla32biHgKt0hE%2F16.png?alt=media) This page contains different HR policies of the company, which the employees can consult in case of any doubts. #### **General Info:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fu2c185rdYdAoaGPVVYMm%2F17.png?alt=media) This page contains various information pertaining to the company that the employee is working in. ### My Salary Details You will be able to download payslips and view PF details using this page. #### **My PaySlip:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FambfzyKc5lFn7Ib2nhdj%2F18.jpeg?alt=media) This page contains the payslips for each salary cycle that you can download using the 'Download' button. #### **My Provident Fund Details:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FjQEOk37N1wZfdpAf720B%2F19.jpeg?alt=media) This page contains all the information related to your Provident Fund. #### My Tax Details ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FCwclw5mRBIpPkqc4rjTG%2F20.jpeg?alt=media) You will be able to download your TDS data for each cycle using the 'Download' button on this page. ### Leave The Leave section deals with various leave-related information. #### Introduction This page explains the 'Leave' section under the menu of the Pocket HRMS app. ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F5lFItYFhTVNb3AhabmfY%2F0.jpeg?alt=media) **This page will cover an in-detail guide on the 'Leave' section as follows:** * Request * My Report #### **Request** This section enables you to place various requests, which are categorized under different tabs as follows: #### **Leave:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fo0cpI19pKZ9p1wJPIHdq%2F1.jpeg?alt=media) ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FAOVS5yBUdxLj3vLryou0%2F2.png?alt=media) This page allows you to request leaves by filling in the required information and tapping on the 'Save' button. #### **Attendance Regularization:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fjn8k1gympmNVUe8E8ADu%2F3.jpeg?alt=media) This page allows you to place attendance regularization requests by selecting the button 'Update' against relevant dates. #### **On Duty / Work From Home:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fu4bPOFNf1qev8m3OnZ9L%2F4.png?alt=media) This page allows you to place on-duty or 'work from home' requests by selecting the dates and tapping on the 'Save' button. #### **Permission:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FgA3zjnTJWojZUE1Ujxpt%2F5.png?alt=media) This page allows you to request permissions by selecting the date and hours and then tapping on the 'Save' button. #### **Permission - From Hour to Hour:** ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FtnKbEJJVTF6JFo2zIMuR%2F6.png?alt=media) This page allows you to request 'from hour to hour' permissions by selecting the date and hours and then tapping on the 'Save' button. #### **My Report** This section allows you to view the different kinds of reports as shown below: ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2Fz2jEkKJPTuGqGqNUdw35%2F7.jpeg?alt=media) The different reports available under this section are categorized under different tabs as follows: * Leave Balance * In-Out Details * Leave Details * Attendance Regularization * On Duty * Permission * Holidays * Punch In-Out Report * In Out Raw Details ### smHRty A brief description about the smart AI chatbot ‘smHRty’, the lifeline of Pocket HRMS app **Introduction** ‘smHRty’ is not a simple chatbot, but a significant part of the Pocket HRMS experience. It helps the user in all aspects of HR-related tasks due to which it has become the most used feature of the app. Employee engagement has never been easier! ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2F1fWTfIpW8PhJoehe6Hwk%2F8.jpeg?alt=media) ![](https://4282324958-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MXep_PEmh8mDPVWj49x%2Fuploads%2FuC3q9n4iwTBLSAWOfon2%2F9.jpeg?alt=media) #### **Using smHRty** * Tapping on the smHRty bot at the bottom right of the Pocket HRMS home screen will activate smHRty. * You will be able to type in your query in natural language and the bot will understand it intelligently and reply with the relevant answer. * Alternatively, you can tap on the ‘mic’ icon to speak with smHRty directly! ***Note: If you face any technical issues with the app, kindly contact us at*** [***support@pockethrms.com***](mailto:support@pockethrms.com)