Approval

How To Approve Employee Confirmations As A Manager In Pocket HRMS 2.0 Mobile App?

Path: Login to mobile app of Pocket HRMS 2.0> click on 3 horizontal lines (hamburger menu) > Confirmation > Approval.

Step 1: Open the Pocket HRMS mobile app, then tap the hamburger menu (three horizontal lines) at the top left corner.

Step 2: Scroll down and tap 'Confirmation', then tap 'Approval'.

Step 3: You will see a list of your team members pending confirmation. Each entry shows:

• Employee name and code - who needs your review

• Joining date - when they started

• Confirmation end date - when probation ends

• Status - shows "Pending"

Click on 'TAKE ACTION' on an employee to review their confirmation.

Step 4: On the Confirmation Review screen, review the employee's:

• Name, employee code, date of joining

• Category, department, and confirmation date

Step 5: Make your decision by tapping one of three buttons:

• APPROVE (green) - confirm as permanent if employee performed well

• EXTEND (orange) - extend probation if you need more assessment time

• REJECT (red) - reject if employee doesn't meet expectations

  • ⚠️ Important: Make sure you've discussed this with HR before rejecting

Step 6: Scroll down and add your remarks (optional but recommended):

• Write your feedback or evaluation notes

• You can write up to 500 characters

• 💡 Tip: Write constructive feedback — the employee may see these remarks

Step 7: Tap 'SUBMIT' to send your decision to HR for final approval.

What happens if the manager extends?

• The probation period is extended (e.g., 1 month)

• After the extension expires, the confirmation request comes back to the manager for another review

• The manager will need to review again and make a final decision (APPROVE, EXTEND again, or REJECT)

• Each time the manager extends, a new review cycle begins

After the manager submits:

• If APPROVE or REJECT is selected, the decision goes to HR for final review (if HR approval is required)

• If EXTEND is selected, the confirmation request will reappear after the extension period ends

• The employee is not confirmed yet unless HR approves

• Check status by tapping the eye icon to see the Approval Journey

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