Pocket HRMS
FAQs
  • 🤝Getting Started
    • 👨‍🏫ESS: Beginner's Guides
      • 🤵ESS Portal: Employee's Guide
      • 👩‍💼ESS Portal: Manager's Guide
  • 📑Product Updates
    • 🟩April 2025
    • 🟩March 2025
    • 🟩February 2025
    • 🟩January 2025
    • 🟦2024 Major Highlights
    • 🟦Updates 2024
      • 🟦December 2024
      • 🟦October & November 2024
      • 🟦September 2024
      • 🟦August 2024
      • 🟦July 2024
      • 🟦June 2024
      • 🟦May 2024
      • 🟦April 2024
      • 🟦March 2024
      • 🟦February 2024
      • 🟦January 2024
    • 🟨Updates 2023
      • 🟨December 2023
      • 🟨November 2023
      • 🟨September 2023
      • 🟨August 2023
      • 🟨July 2023
      • 🟨May-June 2023
      • 🟨April 2023
      • 🟨March 2023
      • 🟨February 2023
      • 🟨January 2023
    • 🟧Updates 2022
      • 🟧December 2022
      • 🟧November 2022
      • 🟧October 2022
      • 🟧September 2022
      • 🟧August 2022
      • 🟧July 2022
      • 🟧June 2022
      • 🟧April-May 2022
      • 🟧Jan, Feb & Mar 2022
  • 🔷Module Guides
    • 🔹Transfer Module
    • 🔹Confirmation Module
  • 🔶Feature Guides
    • 🔸Data Wizard Setting Transfer
    • 🔸Tax Calculator ESS Portal
    • 🔸Payroll Maker Checker
  • 🖥️HR & Admin Portal
    • ☁️Cloud Configuration
      • 🏢Organization
        • Company Setup
          • 🔹New Company
          • 🔹Category & Pop-ups
          • 🔹Financial Year & Leave
          • 🔹SMTP Settings
          • 🔹Templates Setup
          • 🔹Email Templates
        • Users
      • 👩‍💻HR
        • 📥Transfer Setting
        • ⚙️Confirmation
        • 🚶‍♂️Employee Exit
        • 💻Asset Management
        • Password Generation
      • 👤Employee
        • 🔹On-boarding
        • 🔹Employee Document
        • 🔹New Employee
        • 🔹Employee FnF
        • 🔹Approval Matrix
        • 🔹Self Service Role
        • 🔹Assign Asset
      • 💰Payroll
        • 🔶Payroll Guide
          • 🔸Payroll with Attendance
          • 🔸smHRt Payroll
          • 🔸LOP Settings
          • 🔸Pocket HRMS Payroll Process
        • 🔶Loan Management
      • 🧾Income Tax
        • 🟩Form 24Q
        • 🟩Income Tax - New Financial Year
        • 🟩eTDS
      • 🗓️Attendance
        • Device Master
        • Auto Shift Detect
        • Auto Assign Shift Import Time
      • 📈Analytics
        • 📉Report
          • ⚪PF ECR File
          • 🔵ESI Return File
          • 🤵HR
        • 📊Dashboard Creation
      • ⛱️Leave
        • ⏹️Configurations
        • ⏹️New Leave Accounting Year
        • ⏹️Leave Credit
        • ⏹️Leave Debit
        • ⏹️Leave Opening
        • ⏹️Leave Debit Entry
      • 🎖️Performance
        • 🟢Appraisal
        • 🟢Appraisal V2
      • 👩‍🎓Learning Management
        • 🔶Learning Module
      • 👩‍🏫Recruitment Setup
      • 👨‍⚕️Health
      • 📋Survey
    • 👨‍💻ESS Configurations
      • 👨‍💼Profile Info
        • Device Lock
        • Role Allocation
      • 💵Expense
      • 🧳Travel
      • 🗣️Help Desk
        • 🔷Group Configuration
        • 🔷Adding Tags
        • 🔷Reminder Settings
  • 🤵ESS Portal
    • 👨‍💼Employee
      • 👨‍💼Profile
        • 📄TDS Entries
        • 💶My Loan Details
      • 🗓️Leave Attendance & On Duty
        • ⛱️Leave
        • 🗓️Attendance
        • 👮‍♂️On Duty
      • 💶Expense
      • ✅Confirm
      • ✈️Travel
      • 🗣️Help
      • 🎖️PMS
      • ➡️Exit
      • ⏳Timesheet
    • 👨‍💻Manager
      • 👲Profile
      • 🗓️Leave Attendance On-duty
        • ✔️Leave
        • ✔️Attendance
        • ✔️On Duty
        • ✔️Shift
      • 💴Expense Management
      • ☑️Employee Confirmation
      • ✈️Travel
      • 🎖️PMS
      • ➡️Employee Exit
      • 📋FnF Manager
      • 📈Project
    • 👩‍💼Recruiter
      • 🙋‍♂️Hire
        • Create & Publish Jobs
        • Add a Candidate
        • Hiring Stages of Candidate
        • Candidate Documentation Approval
        • Candidate Onboarding
        • Recruitment Overview
    • 🙎Admin
      • 👤Profile
      • 👲Leave
      • ✅Employee Confirmation
      • 📈Project
      • ⏳Timesheet
      • 📋FnF HR
      • ➡️Exit HR
      • 👷‍♂️Help
    • 🧑‍💼Finance
      • 💵Expense
      • ✈️Travel
    • 💇‍♂️Candidate
      • ✅Log In
      • ✅Accept/Reject Offer
      • ✅Upload Documents
  • 📱Mobile App
    • 🏠Home
    • 👨‍💼Profile
    • ⛱️Leave
      • ♦️Biometric system
      • ♦️Leave and Attendance Mobile App
    • 💵Expense
    • ⏳Timesheet
    • 👾smHRty
    • 📖Mobile App User Manual
  • ❓FAQ's
    • 👨‍💻ESS Portal
      • 👨‍💼Profile
        • 🔶Approval
      • ⛱️Leave
        • 🔶Request
        • 🔶Report
        • 🔶Approval
      • 👤Hire
      • 👳‍♂️Confirm
      • ➡️Exit
      • Project
      • ⏰Timesheet
      • 🎯PMS
      • 🏖️Travel
      • 💳Expense
    • ☁️Cloud Portal
      • 📶Dashboard
      • 📈Analytics
        • 📉Report
          • 🔴Leave
            • 🔺Report Wizard
          • 🔴Attendance
            • 🔺Monthly Summary
            • 🔺Report Wizard
            • 🔺Muster Roll Wizard
          • 🔴HR
          • 🔴Statutory
          • 🔴Payroll
          • 🔴Income Tax
          • 🔴Financial
        • 📊Data Wizard
      • 🏖️Leave
        • 🔴Import
        • 🔴Utilities
      • 👤Employee
        • 🔶Documents
        • 🔶Employee List
          • 🔸Employee Export
          • 🟡Profile
            • 🔸Basic Details
            • 🔸Employee Document
            • 🔸Self Service Role
            • 🔸Asset Details
          • 🟡Salary
          • 🟡Payroll
            • 🔸Loan
          • 🟡Income Tax
          • 🟡Leave
          • 🟡Attendance
          • 🟡Approval Matrix
        • 🔶Import
      • 📄Income Tax
        • 🔶Utilities
      • 💰Payroll
        • 🔶Import
        • 🔶Transactions
        • 🔶Utilities
      • 🗓️Attendance
        • 🔶Transaction
        • 🔶Utilities
        • 🔶Import
      • ➡️Exit
      • ⚙️Settings
        • 🏦Organization
        • 🙍‍♀️HR
          • 🔹Category
          • 🔹Asset Info
          • 🔹Asset List
          • 🔹Pop Up Data
        • 💶Payroll
          • 🔹Salary Component
          • 🔹Salary Structure
          • 🔹Pay Settings
          • 🔹Payslip
        • 📃Income Tax
        • 🏖️Leave
          • 🔸Define Calendar
          • 🔸Leave Definition
          • 🔸Weekly Off
          • 🔸Leave Configuration
          • 🔸Holiday
        • 📔Attendance
          • 🔸Attendance Setting
            • 🔺Shift Schedule Multi
          • 🔸Shift Details
        • 📄Appraisal V2
        • 👤Recruitment
        • ❓Survey
      • ⚙️ESS Settings
        • 🔵Leave
        • 🔵HR
        • 🔵Profile Info
          • 🔹Policies
          • 🔹Profile Settings
          • 🔹HR Updation
          • 🔹Declaration Activation
          • 🔹Dashboard Setting
          • 🔹Role Allocation
          • 🔹Latest News
          • 🔹Dynamic Dashboard Setting
          • 🔹Password Reset
          • 🔹Geo Location Employee Tagging
        • 🔵Travel
        • 🔵Project
        • 🔵Helpdesk
  • 💡Tips & Tricks
    • 👾smHRty
    • 🔎smHRt searcHR
    • ⭐Favorites
  • 🔗Integrations
    • 🔗LinkedIn
    • 🔗Single Sign In Option
    • 🔗Zoom
    • 🔗Clear Tax
    • 🔗Early Salary
    • 🔗Jupiter
    • 🔗KreditBee
    • 🔗Repute - Smart Onboard
    • 🔗Repute - Work Verify
    • 🔗Talent LMS
  • 📒Blogs
    • 🟡Attendance & Late Mark Settings
    • 🟡Geo Tracking
    • 🟡Job Restriction and Job Approval
Powered by GitBook
On this page
  • 1. Employee Joining Insights
  • 2. Viewing Increment Records Easily
  • 3. Personalise Ticket’s Priority and Status
  • 4. Convenient Bulk Asset Mapping
  • 5. Enhanced Assets History
  • 6. Easy Asset Insights
  • 7. Simplified Filters
  • 8. Effortless Approval Management
  • 9. Travel Module in Mobile APP
  • 10. Improved Ticket Management with Sorting
  • 11. Transparent Managerial Insights
  • 12. Simplified Talent Management

Was this helpful?

  1. Product Updates
  2. Updates 2023

April 2023

PreviousMay-June 2023NextMarch 2023

Last updated 12 months ago

Was this helpful?

Pocket HRMS Product Update April 2023

Pocket HRMS has always been committed to consistent improvement. This April we present you our latest updates that will improve your user experience further.

1. Employee Joining Insights

The month-wise joining chart in Pocket HRMS provides a visual representation of the number of new employees who joined the organization every month in graphical format.

Makes it easier for HR to grasp information and asset trends quicker so they can take suitable action. For example, they might discover that certain months consistently have higher turnover rates, prompting a closer look at onboarding or retention strategies.

2. Viewing Increment Records Easily

These new fields allow HR to easily view details related to the last incremented date, the month in which the last increment occurred, and the effective date of the increment. This improved visibility helps HR professionals stay up-to-date with critical employee compensation data.

The 'Increment Register' feature allows HR to download all incremented data in a structured format saving time and effort.

3. Personalise Ticket’s Priority and Status

When the ticket is created, the user is redirected to the ticket information page as shown below. On this page, the user can change the priority and status of the ticket according to their requirement. The user can see the agent assigned to the ticket. The user and agent can also communicate with each other regarding the issue.

  • Coming back to the My Ticket List page, the open tab shows the list of all the tickets raised by the employee. The status will be shown as either open, in progress or reopen. Similarly, the closed tab shows the list of tickets having the status as resolved and closed.

  • The user can also filter the tickets using the filter option and get the data according to their requirements such as Ticket ID, Title, Status, Priority, and Tag Name.

4. Convenient Bulk Asset Mapping

The bulk asset mapping feature in Pocket HRMS allows users to map multiple assets to multiple employees. This feature is designed to save time and effort by avoiding the need to map assets to each employee separately. It's a powerful tool for HR professionals, allowing them to efficiently manage assets and streamline their workflows.

Note: If it is available, it will fill all the fields automatically. If you have multiple devices in the same category you can select the asset name to write a note for it and click on the ‘Save’ button.

5. Enhanced Assets History

We added new functionality in the employee module in which users would see ‘Assets History’. HR will have better visibility into the history of assets assigned to employees. This enhanced tracking helps in preventing asset misplacement or loss.

6. Easy Asset Insights

In this enhancement, the user would be able to view the “Assets Report” in the ESS portal. They will be able to view the current assets and history of assets in the “My Assets” tab. The feature makes it convenient for them to access information reducing the need for employees to contact HR or other departments for asset-related inquiries.

7. Simplified Filters

With the Generic Filter options, HR can easily narrow down the list of employees based on various criteria such as Employee Status, Department, Designation, and more. This simplifies the payroll posting process, making it quicker and more efficient. HR staff can easily select and process payroll for specific groups of employees, saving time in payroll preparation.

8. Effortless Approval Management

As a view-only Manager in the appraisal, the user should be able to Review the Appraisal form and Approve/Reject it, so that the appraisal is finalised.

  • Review Appraisal Settings should be enabled for a review process.

  • Approval/ Reject will not impact the current appraisal process as it is for review purposes only.

  • Review Approve and reject can only be done after the appraisal process is completed or else the system will give validation.

  • The status of the review whether Approve/Reject including remarks will be displayed in the Admin Detailed Report.

  • The remark option is optional for both approval and rejection

Appraisal Entries of the employees’ active stage will be displayed on the Employee Appraisal Page.

9. Travel Module in Mobile APP

The travel module in the mobile ESS app allows employees to create travel requests, get them approved, and track travel details like ‘Travel from’, ‘Travel to’, the Purpose of travel, Departure date, Arrival date, Accommodation expenses, Miscellaneous expenses, Other details and more.

This streamlines the entire process and also removes manual paperwork ensuring data accuracy and reducing the risk of financial discrepancies. That results in quicker decision making keeping everyone informed and maintaining transparency.

10. Improved Ticket Management with Sorting

The group manager can download the reports of all the tickets received in the group and can also download the reports for all the unassigned tickets by going to the ‘Unassigned Ticket Report’ tab and then applying the required filters. This makes it easier for them to efficiently manage and track the progress of tickets related to their team or department.

11. Transparent Managerial Insights

With our new update in the Confirmation Module, when the 1st level manager confirms an employee, their review, recommendation, and date are visible to the 2nd level manager which streamlines the confirmation process.

12. Simplified Talent Management

The skill repository serves as a centralized database for storing information about the skills of employees. This makes it easy for HR managers and other relevant stakeholders to access and update skill-related information in one place

In Pocket HRMS, the skill repository is likely to be a centralized database that stores information about the skills of employees for example HTML, and CSS. The repository may include details such as the employee’s skills. HR managers can use this information to create personalized development plans for each employee and identify skill gaps and areas for improvement.

There are multiple beneficial features as described below.

• Set skills in the job title.

• Name the Skill Set

• User will get to set skill for the job as shown below.

• User can find the details of the particular Skill Set by clicking the eye icon.

• Managers can approve data with the skill set

· After creating a job, the user will also receive an e-mail

· After clicking on Rate, A skill option, the user can rate a candidate as shown screenshot below.

· On the Career page, the user will get the all job details with the Skill Description.

· User can also track the activity record of the candidate in the candidate Timeline

· The candidate’s skill details will reflect on a particular employee profile after onboarding.

📑
🟨
🟨
Page cover image