ESS Portal Manager's Guide

ESS Guide for Managers

Through approval matrix Admin can configure different managers for various modules such as leave, regularization, expense and more.

Whenever an employee submits any request the respective manger (The manager who has approval rights configured by the admin) will be notified about the same on an email as well as on their ESS. The manager can act (Approve/Reject) on these requests through

  • ESS portal

  • Email

According to the Pocket HRMS configuration the respective manager need to approve / reject the entries so the details will be updated in the system against the employee.

Notification for Approval Requests

You can view these notifications once you click on the ‘Bell’ icon at right-hand corner of the screen. Click on the notification to reach the respective approval page.

Checking for Pending Approvals

To approve a request, you need to follow the path for particular module for example,

  • On duty

Leave > Approval > Approval > On Duty

  • Attendance Regularization

Leave > Approval > Attendance Regularization

You can check on the ‘Details’ button

The manager may approve / reject multiple entries at a single go also.

Email for Approval Request

Apart from the notification in the ESS, the manager will also receive an email notification for employee’s request. So, as a manager you can approve or reject reject requests from email itself.

On the successful approval or rejection of the request the respective employee will be notified about the same on their ESS as well as via email.

Note:

In the multi-level approval, the request will go to Manger 1 and only after approval it goes to Manager 2 and so on according your configurations made by the Admin.

Checking Team’s Attendance As a manager you may check the attendance details of you team through the below path:

  1. Leave > My Team Report > Punch In Out Report

  2. Leave > My Team Report > In Out Details (Note , here the attendance data will be updated after processing of attendance)

  3. Leave > My Team Report > Monthly Attendance Summary