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.
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.
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.
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:
The user will be able to view and edit various employment-related details as shown in the screenshots above using this screen.
Personal Details:
Additional Details:
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:
Academic:
Joining:
Employee Documents:
Emergency:
Nominee:
Employee History:
Language:
HR Tools
This page contains information regarding the HR policies and company details.
Policies:
This page contains different HR policies of the company, which the employees can consult in case of any doubts.
General Info:
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:
This page contains the payslips for each salary cycle that you can download using the 'Download' button.
My Provident Fund Details:
This page contains all the information related to your Provident Fund.
My Tax Details
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.
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:
This page allows you to request leaves by filling in the required information and tapping on the 'Save' button.
Attendance Regularization:
This page allows you to place attendance regularization requests by selecting the button 'Update' against relevant dates.
On Duty / Work From Home:
This page allows you to place on-duty or 'work from home' requests by selecting the dates and tapping on the 'Save' button.
Permission:
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:
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:
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!
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
Last updated
