# Table of Contents - [Getting Started | Pocket HRMS](#getting-started-pocket-hrms) - [ESS: Beginner's Guides | Pocket HRMS](#ess-beginner-s-guides-pocket-hrms) - [ESS Portal: Manager's Guide | Pocket HRMS](#ess-portal-manager-s-guide-pocket-hrms) - [ESS Portal: Employee's Guide | Pocket HRMS](#ess-portal-employee-s-guide-pocket-hrms) - [Updates 2024 | Pocket HRMS](#updates-2024-pocket-hrms) - [Product Updates | Pocket HRMS](#product-updates-pocket-hrms) - [September 2022 | Pocket HRMS](#september-2022-pocket-hrms) - [August 2022 | Pocket HRMS](#august-2022-pocket-hrms) - [2024 Major Highlights | Pocket HRMS](#2024-major-highlights-pocket-hrms) - [January 2023 | Pocket HRMS](#january-2023-pocket-hrms) - [February 2024 | Pocket HRMS](#february-2024-pocket-hrms) - [March 2024 | Pocket HRMS](#march-2024-pocket-hrms) - [December 2025 | Pocket HRMS](#december-2025-pocket-hrms) - [Updates 2022 | Pocket HRMS](#updates-2022-pocket-hrms) - [Updates 2025 | Pocket HRMS](#updates-2025-pocket-hrms) - [May 2024 | Pocket HRMS](#may-2024-pocket-hrms) - [December 2022 | Pocket HRMS](#december-2022-pocket-hrms) - [November 2022 | Pocket HRMS](#november-2022-pocket-hrms) - [July 2024 | Pocket HRMS](#july-2024-pocket-hrms) - [October 2022 | Pocket HRMS](#october-2022-pocket-hrms) - [April 2024 | Pocket HRMS](#april-2024-pocket-hrms) - [2025 Major Product Highlights | Pocket HRMS](#2025-major-product-highlights-pocket-hrms) - [Updates 2023 | Pocket HRMS](#updates-2023-pocket-hrms) - [September 2024 | Pocket HRMS](#september-2024-pocket-hrms) - [July 2025 | Pocket HRMS](#july-2025-pocket-hrms) - [November 2023 | Pocket HRMS](#november-2023-pocket-hrms) - [March 2023 | Pocket HRMS](#march-2023-pocket-hrms) - [Feature Guides | Pocket HRMS](#feature-guides-pocket-hrms) - [Updates 2026 | Pocket HRMS](#updates-2026-pocket-hrms) - [February 2023 | Pocket HRMS](#february-2023-pocket-hrms) - [May-June 2023 | Pocket HRMS](#may-june-2023-pocket-hrms) - [Module Guides | Pocket HRMS](#module-guides-pocket-hrms) - [August 2023 | Pocket HRMS](#august-2023-pocket-hrms) - [Jan, Feb & Mar 2022 | Pocket HRMS](#jan-feb-mar-2022-pocket-hrms) - [January 2024 | Pocket HRMS](#january-2024-pocket-hrms) - [June 2022 | Pocket HRMS](#june-2022-pocket-hrms) - [August 2024 | Pocket HRMS](#august-2024-pocket-hrms) - [June 2024 | Pocket HRMS](#june-2024-pocket-hrms) - [November 2025 | Pocket HRMS](#november-2025-pocket-hrms) - [July 2022 | Pocket HRMS](#july-2022-pocket-hrms) - [April-May 2022 | Pocket HRMS](#april-may-2022-pocket-hrms) - [December 2024 | Pocket HRMS](#december-2024-pocket-hrms) - [E Posh | Pocket HRMS](#e-posh-pocket-hrms) - [Company Setup | Pocket HRMS](#company-setup-pocket-hrms) - [August 2025 | Pocket HRMS](#august-2025-pocket-hrms) - [Transfer Setting | Pocket HRMS](#transfer-setting-pocket-hrms) - [On-boarding | Pocket HRMS](#on-boarding-pocket-hrms) - [Tax Calculator ESS Portal | Pocket HRMS](#tax-calculator-ess-portal-pocket-hrms) - [HR & Admin Portal | Pocket HRMS](#hr-admin-portal-pocket-hrms) - [July 2023 | Pocket HRMS](#july-2023-pocket-hrms) - [September 2023 | Pocket HRMS](#september-2023-pocket-hrms) - [December 2023 | Pocket HRMS](#december-2023-pocket-hrms) - [January 2025 | Pocket HRMS](#january-2025-pocket-hrms) - [Cloud Configuration | Pocket HRMS](#cloud-configuration-pocket-hrms) - [June 2025 | Pocket HRMS](#june-2025-pocket-hrms) - [Auto Assign Shift Import Time | Pocket HRMS](#auto-assign-shift-import-time-pocket-hrms) - [Performance | Pocket HRMS](#performance-pocket-hrms) - [Custom Reports | Pocket HRMS](#custom-reports-pocket-hrms) - [Payroll | Pocket HRMS](#payroll-pocket-hrms) - [Data Wizard Setting Transfer | Pocket HRMS](#data-wizard-setting-transfer-pocket-hrms) - [February 2026 | Pocket HRMS](#february-2026-pocket-hrms) - [New Employee | Pocket HRMS](#new-employee-pocket-hrms) - [October & November 2024 | Pocket HRMS](#october-november-2024-pocket-hrms) - [Payroll Maker Checker | Pocket HRMS](#payroll-maker-checker-pocket-hrms) - [Appraisal V2 | Pocket HRMS](#appraisal-v2-pocket-hrms) - [Payroll Guide | Pocket HRMS](#payroll-guide-pocket-hrms) - [SMTP Settings | Pocket HRMS](#smtp-settings-pocket-hrms) - [Payroll | Pocket HRMS](#payroll-pocket-hrms) - [Setting | Pocket HRMS](#setting-pocket-hrms) - [April 2025 | Pocket HRMS](#april-2025-pocket-hrms) - [smHRt Payroll | Pocket HRMS](#smhrt-payroll-pocket-hrms) - [Employee | Pocket HRMS](#employee-pocket-hrms) - [ESS Setting | Pocket HRMS](#ess-setting-pocket-hrms) - [May 2025 | Pocket HRMS](#may-2025-pocket-hrms) - [October 2025 | Pocket HRMS](#october-2025-pocket-hrms) - [Recruitment Setup | Pocket HRMS](#recruitment-setup-pocket-hrms) - [Device Lock | Pocket HRMS](#device-lock-pocket-hrms) - [Self Service Role | Pocket HRMS](#self-service-role-pocket-hrms) - [Analytics | Pocket HRMS](#analytics-pocket-hrms) - [Employee Access Workflow | Pocket HRMS](#employee-access-workflow-pocket-hrms) - [Income Tax | Pocket HRMS](#income-tax-pocket-hrms) - [Pocket HRMS Payroll Process | Pocket HRMS](#pocket-hrms-payroll-process-pocket-hrms) - [Leave Attendance On-duty | Pocket HRMS](#leave-attendance-on-duty-pocket-hrms) - [New Company | Pocket HRMS](#new-company-pocket-hrms) - [HR | Pocket HRMS](#hr-pocket-hrms) - [Loan Management | Pocket HRMS](#loan-management-pocket-hrms) - [Timesheet | Pocket HRMS](#timesheet-pocket-hrms) - [Exit HR | Pocket HRMS](#exit-hr-pocket-hrms) - [Asset Management | Pocket HRMS](#asset-management-pocket-hrms) - [Organization | Pocket HRMS](#organization-pocket-hrms) - [March 2025 | Pocket HRMS](#march-2025-pocket-hrms) - [Currency Option | Pocket HRMS](#currency-option-pocket-hrms) - [January 2026 | Pocket HRMS](#january-2026-pocket-hrms) - [Income Tax | Pocket HRMS](#income-tax-pocket-hrms) - [April 2023 | Pocket HRMS](#april-2023-pocket-hrms) - [Accept/Reject Offer | Pocket HRMS](#accept-reject-offer-pocket-hrms) - [Face Recognition | Pocket HRMS](#face-recognition-pocket-hrms) - [Hire | Pocket HRMS](#hire-pocket-hrms) - [Group Configuration | Pocket HRMS](#group-configuration-pocket-hrms) - [ESS Configurations | Pocket HRMS](#ess-configurations-pocket-hrms) - [Travel | Pocket HRMS](#travel-pocket-hrms) - [On duty | Pocket HRMS](#on-duty-pocket-hrms) - [Leave | Pocket HRMS](#leave-pocket-hrms) - [Create & Publish Jobs | Pocket HRMS](#create-publish-jobs-pocket-hrms) - [Employee FnF | Pocket HRMS](#employee-fnf-pocket-hrms) - [Leave Opening | Pocket HRMS](#leave-opening-pocket-hrms) - [Password Generation | Pocket HRMS](#password-generation-pocket-hrms) - [Health | Pocket HRMS](#health-pocket-hrms) - [Profile Info | Pocket HRMS](#profile-info-pocket-hrms) - [Biometric system | Pocket HRMS](#biometric-system-pocket-hrms) - [Pocket HRMS 2.0 Mobile App | Pocket HRMS](#pocket-hrms-2-0-mobile-app-pocket-hrms) - [Employee | Pocket HRMS](#employee-pocket-hrms) - [Leave Details | Pocket HRMS](#leave-details-pocket-hrms) - [FnF HR | Pocket HRMS](#fnf-hr-pocket-hrms) - [Leave | Pocket HRMS](#leave-pocket-hrms) - [Email Templates | Pocket HRMS](#email-templates-pocket-hrms) - [Expense | Pocket HRMS](#expense-pocket-hrms) - [Profile | Pocket HRMS](#profile-pocket-hrms) - [Bulk Category Transfer | Pocket HRMS](#bulk-category-transfer-pocket-hrms) - [Income Tax - New Financial Year | Pocket HRMS](#income-tax-new-financial-year-pocket-hrms) - [Attendance | Pocket HRMS](#attendance-pocket-hrms) - [Candidate Onboarding | Pocket HRMS](#candidate-onboarding-pocket-hrms) - [Employee Document | Pocket HRMS](#employee-document-pocket-hrms) - [Attendance | Pocket HRMS](#attendance-pocket-hrms) - [February 2025 | Pocket HRMS](#february-2025-pocket-hrms) - [In Out Raw Details | Pocket HRMS](#in-out-raw-details-pocket-hrms) - [Role Allocation | Pocket HRMS](#role-allocation-pocket-hrms) - [Leave Credit | Pocket HRMS](#leave-credit-pocket-hrms) - [Learning Management | Pocket HRMS](#learning-management-pocket-hrms) - [Leave | Pocket HRMS](#leave-pocket-hrms) - [Profile | Pocket HRMS](#profile-pocket-hrms) - [Adding Tags | Pocket HRMS](#adding-tags-pocket-hrms) --- # Getting Started | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoGKMsPBXU74hxlmjew7q%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%2828%29.png%3Falt%3Dmedia%26token%3D5676e432-694f-4e19-92c8-8c07ffe792ea&width=1248&dpr=3&quality=100&sign=dbd3a6d2&sv=2) Pocket HRMS is a new-age HR solution with ease of access and extensive features. Its intuitive features give you the advantage of simplifying your daily HR activities while keeping the fun alive. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FdaHT31vH2JLNz6sgYde7%252FHRMS-Software-banner.jpg%3Falt%3Dmedia%26token%3D56355375-a4ed-4d02-a99c-ab4e884be39c&width=768&dpr=3&quality=100&sign=7eeb4877&sv=2) Pocket HRMS is a fully scalable HR software, which aims to bring about a change in the working dynamics of the HR department. Our HRMS Solution takes HR steps ahead by introducing revolutionary features like automated [ChatBotarrow-up-right](https://www.pockethrms.com/hr-chatbot) , interactive dashboards, mobility, customizable modules, etc. Real-time updates and automated report generation are a few things that HR experts crave. These features help them make better decisions and curb errors. Cloud-supportive Pocket HRMS is the perfect pick-me-up [HRMS software for businessesarrow-up-right](https://www.pockethrms.com/hr-management-software) of all sizes and verticals. [NextESS: Beginner's Guideschevron-right](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides) Last updated 3 months ago Was this helpful? Was this helpful? --- # ESS: Beginner's Guides | Pocket HRMS [šŸ¤µESS Portal: Employee's Guidechevron-right](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide) [šŸ‘©ā€šŸ’¼ESS Portal: Manager's Guidechevron-right](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-managers-guide) [PreviousGetting Startedchevron-left](https://docs.pockethrms.com/) [NextESS Portal: Employee's Guidechevron-right](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide) Last updated 11 months ago Was this helpful? Was this helpful? --- # ESS Portal: Manager's Guide | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6VZNF1d0lnvlmxDyUyC1%252FManager%25E2%2580%2599s%2520Guide.png%3Falt%3Dmedia%26token%3Dd537a3d1-8c2a-4c28-ac30-6c0157b352ae&width=1248&dpr=3&quality=100&sign=3db32c8d&sv=2) ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-managers-guide#ess-guide-for-managers) 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. ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-managers-guide#notification-for-approval-requests) Notification for Approval Requests Once an employee submits any request their respective manager will receive notification about it in their ESS portal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fi2zH5cg7EYFmUPYch5kq%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2596b329&sv=2) You can view these notifications once you click on the ā€˜Bellā€™ 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 ā€˜Detailsā€™ button ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4yuE27MrewKsLhzJVHVz%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=42977f01&sv=2) The manager may approve / reject multiple entries at a single go also. ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-managers-guide#email-for-approval-request) Email for Approval Request Apart from the notification in the ESS, the manager will also receive an email notification for employeeā€™s request. So, as a manager you can approve or reject reject requests from email itself. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7SHzrmjQ9psErSiwc3yW%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8ccf8025&sv=2) 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 Teamā€™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 [PreviousESS Portal: Employee's Guidechevron-left](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide) [NextProduct Updateschevron-right](https://docs.pockethrms.com/product-updates) Last updated 1 year ago Was this helpful? * [ESS Guide for Managers](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-managers-guide#ess-guide-for-managers) * [Notification for Approval Requests](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-managers-guide#notification-for-approval-requests) * [Email for Approval Request](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-managers-guide#email-for-approval-request) Was this helpful? --- # ESS Portal: Employee's Guide | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkIOa67zdplJ2cXcfEebU%252FEmployee%25E2%2580%2599s%2520Guide.png%3Falt%3Dmedia%26token%3Dfe9f9f32-72ec-41ef-904c-77c1a6b582d8&width=1248&dpr=3&quality=100&sign=80ad2d64&sv=2) Pocket HRMS Employee Self-service Portal allows employees to take care of their day-to-day tasks such as applying for a leave, downloading salary slips and submitting with ease. Employees seamlessly enter and edit their personal details according to the rights provided by the Administrator. This guide will walk you through the steps you need to follow for various tasks. ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-log-in-to-the-ess-portal) How to log in to the ESS portal? Go to [ess.pockethrms.comarrow-up-right](https://ess.pockethrms.com/) and enter the ā€˜Company Codeā€™, ā€˜Employee Codeā€™ and ā€˜Passwordā€™ that you received from you via email. Once you click on the ā€˜Sign Inā€™ button, it will take you to the ESS dashboard Screen. You should start by creating a new password. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCh1Tj8gg9z3zoXMuhC6P%252F1.png%3Falt%3Dmedia%26token%3D880d2ad4-0c75-4f14-9aa3-d7450df33023&width=768&dpr=3&quality=100&sign=e6767508&sv=2) ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-reset-password) How to Reset Password? Go to the upper right-hand corner of the screen and click on the ā€˜Profile Iconā€™ as shown below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fd57L5wESkiSvKw8StSQf%252F2.png%3Falt%3Dmedia%26token%3D047abceb-dcee-4f4e-8f8a-aeeeda9f3e91&width=768&dpr=3&quality=100&sign=bbcdd67a&sv=2) Here you need to click on the change password menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FelVPicbcZXugfDy0eGvF%252FFrame%25201%2520%2833%29.png%3Falt%3Dmedia%26token%3D48354c48-158e-4ba8-beaa-e3ad8d016db3&width=768&dpr=3&quality=100&sign=21dfdb4c&sv=2) That will take you to the password reset screen. Enter ā€˜Old Passwordā€™ and ā€˜New Passwordā€™ in the respective fields. Ensure that the password you enter in the ā€˜New Passwordā€™ and ā€˜Confirm Passwordā€™ fields are the same. Click on the ā€˜Change Passwordā€™ button to set the new password. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFFb82ZwkEZ6L9KKr1XMX%252F4.png%3Falt%3Dmedia%26token%3D341013ba-5168-45ae-bc6f-cd457e86072e&width=768&dpr=3&quality=100&sign=9efbb0&sv=2) ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-use-ess-dashboard) How to use ESS Dashboard? Once you login to the ESS portal it will take you to the ā€˜Dashboardā€™. The intuitive Dashboard is designed to provide employees with quick access to essential information. This single screen allows you to perform multiple activities through this easy-to-understand single screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvJwXlvimqtmjyRSsi6sa%252F5.png%3Falt%3Dmedia%26token%3D811bde32-645a-48b6-804a-9a2ba1d6f7f8&width=768&dpr=3&quality=100&sign=2e0cceff&sv=2) The evident card at the top of the screen will show you your name. Employee code as well as designation you are working at. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzDq7wRy8A2jdhWMdwxAr%252F6.png%3Falt%3Dmedia%26token%3D8afbfb4a-352e-4892-b4cd-dc90d022c4ab&width=768&dpr=3&quality=100&sign=ffe9d6e7&sv=2) Click on the ā€˜View Manager Detailsā€™ buttons to view your approval managerā€™s name for respective processes such as ā€˜Leaveā€™ or ā€˜Expenseā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FD03CKHmMpkYtEsAzaQR1%252F7.png%3Falt%3Dmedia%26token%3D4ab6ddb3-ad95-444a-bc9c-42de3e2225ab&width=768&dpr=3&quality=100&sign=35dea0a5&sv=2) In the ā€˜Attendance Statisticsā€™ section, you will get easy-to-grasp data about your attendance. Starting with your Punch entries for the present day the top section also shows the shift schedule for the next day that way you get timely reminders and plan accordingly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FeQvgGszXsquDpJCgQmqp%252F8.png%3Falt%3Dmedia%26token%3Da82a4e49-720b-453d-a766-8b6abef28006&width=768&dpr=3&quality=100&sign=56ff6a17&sv=2) You can click on the ā€˜Holiday this Yearā€™ to view details about the same. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBgogb7TuTq5V5xTjxyMk%252F9.png%3Falt%3Dmedia%26token%3D2202b0e2-0ae8-4af4-863b-c607993348c4&width=768&dpr=3&quality=100&sign=4f68b47&sv=2) Similarly, you can view respective details when you click on the other tabs in the section such as late marks and unpunches. We also have dedicated sections for news as well as upcoming birthdays and anniversaries in the company so you can stay informed. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FrpOCmnW3Fj7KbxzkgRM7%252F10.png%3Falt%3Dmedia%26token%3De1a11570-1d36-43af-8b00-a49188025303&width=768&dpr=3&quality=100&sign=d3fc441a&sv=2) The graphical representation of the leaves you utilize helps you to easily grasp the information. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXNxm3bJ5eTJb5j4R5beb%252F11.png%3Falt%3Dmedia%26token%3Dfafcb2a2-bcad-49e6-884c-b57c656b8a84&width=768&dpr=3&quality=100&sign=18effc97&sv=2) You can click on the ā€˜Last Salary Processedā€™ to download your pay slip. Similarly, the section gives you tac details, the last increment date as well as used leaves and leave balance. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCbT1tsWllQYz5MW94Qol%252F12.png%3Falt%3Dmedia%26token%3D447976aa-2571-4fad-86cc-472fe7ec6941&width=768&dpr=3&quality=100&sign=377e7314&sv=2) ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#id-4xtv78n3tj3b) How to view employment details? Go to the ā€˜Profileā€™ menu and select ā€˜My Profileā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7W3auwiX74KZPxEK8dTv%252FHow%2520to%2520view%2520employment%2520details1.png%3Falt%3Dmedia%26token%3D3743bc77-8fc2-46ac-b71f-354a76defb53&width=768&dpr=3&quality=100&sign=875bf497&sv=2) Go to the ā€˜Employee Detailsā€™ tab to view your profile, where you can view your personal information such as name, date of birth, date of joining, PF account number and more. You can also access the ā€˜Personal Detailsā€™ and ā€˜Additional Detailsā€™ tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUDuQkZdjgY5rkTfuXUQc%252FHow%2520to%2520view%2520employment%2520details%25202.png%3Falt%3Dmedia%26token%3D9e8cd054-6e31-4439-83b0-8b116b665c25&width=768&dpr=3&quality=100&sign=5addde3d&sv=2) Under the ā€˜Other Detailsā€™ you can able to update or view Family, Academic, joining documents, nominee details, employee history, Language details and Training details based on the rights given to you. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAzowksNXbI5DJ0oTCS6a%252FHow%2520to%2520view%2520employment%2520details%25203.png%3Falt%3Dmedia%26token%3D175458de-1146-43e5-8168-6412c7bd3a7b&width=768&dpr=3&quality=100&sign=a080eb67&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7Akrl3Mej5OomZKxQgOZ%252F15.png%3Falt%3Dmedia%26token%3D5f6d2f62-3562-4827-9476-2a64f8a53e63&width=768&dpr=3&quality=100&sign=6e5488d9&sv=2) To access HR-related information, go to the ā€˜HR Toolsā€™ submenu under the ā€˜Profileā€™ menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2YPcx5n88FdEvvjvHLp7%252F16.1.png%3Falt%3Dmedia%26token%3D8606bd4d-0842-4ca8-8c4a-0fa1249f2a4e&width=768&dpr=3&quality=100&sign=9c3d9f23&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgbPj8Uea4pc8HtBS6xdU%252F16.png%3Falt%3Dmedia%26token%3Dbdfccde1-3632-49a7-af3c-6c1a46004bf5&width=768&dpr=3&quality=100&sign=7d2d13af&sv=2) * Contact Info: Contact information of the HR and administrator can be seen here * Policies: Company policies which are shared by the HR team can be downloaded from this option * General Info: General Information about the company can be downloaded through this option To access details related to their salary go to the ā€˜My Salary Detailsā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwG68w7ECwcFHvingSvbE%252F17.1.png%3Falt%3Dmedia%26token%3Db2201fb8-3f64-430b-8a44-fba7a8f5ffae&width=768&dpr=3&quality=100&sign=2b2a631e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVG4UCWaEFZCyCJgpS78z%252F17.png%3Falt%3Dmedia%26token%3Deacb0112-a9f0-412e-951c-5487cbafeece&width=768&dpr=3&quality=100&sign=c9bbb2ee&sv=2) * My Pay slip: You may download your Pay slip from this option * My Provident Fund Details: You may check your PF details from this option You can access your tax-related details by going to the ā€˜My Tax Detailsā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJgqYZW82Ne6oGxGXVJMW%252F18.1.png%3Falt%3Dmedia%26token%3Dc5692d74-8434-4f12-a027-4a3953f5f7f8&width=768&dpr=3&quality=100&sign=54e4abac&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAGu517SOQ2lC9dneiymS%252F18.png%3Falt%3Dmedia%26token%3D81eab8fc-9bdf-4632-b099-f847cc5c41dc&width=768&dpr=3&quality=100&sign=b61dbe29&sv=2) * Work Sheet ā€“ TDS: You may download your Income Tax worksheet through this option * TDS Declaration Entry: You may enter your TDS declaration entries through this option * TDS ā€“ Proof Entry: You may enter your TDS declaration entries through this option * Tax Calculation: You can able to calculate your annual tax using this option * Form 16: You can able to download your form 16 using this option You also get easy access to your loan information under ā€˜My Loan Detailsā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbrCvNFBEutJXJduVpTUr%252F19.1.png%3Falt%3Dmedia%26token%3De4d6c3e7-f6c2-4a11-8313-afa6beb27ce1&width=768&dpr=3&quality=100&sign=629fc01e&sv=2) * My Loan Details: You can able to see your loan details using this option * Loan Request: You can make a loan request using this option if applicable ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9CS336BgLD7KKwEwMkoM%252F19.png%3Falt%3Dmedia%26token%3Dd82d7cad-7c76-4186-aa1b-d9ebdb26b845&width=768&dpr=3&quality=100&sign=ddc9541c&sv=2) ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-apply-for-leave) How to apply for leave? From the left-hand side menu bar click on the ā€˜Leaveā€™ menu followed by the ā€˜Requestā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJp1MR2ksZDclfPC7Q0G3%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6dbc7b83&sv=2) Click on the ā€˜Leaveā€™ tab and, ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJnFch6fOUYS7MdYTTqD1%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=423492bc&sv=2) select ā€˜Type of Leaveā€™ from the drop-down. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGgtrbqpz0P4zad6WQiBT%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9c1f1b58&sv=2) Once you select the ā€˜Type of Leaveā€™ the respective leave balance will be displayed in red colour. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2NX5Td6QCaXH4fjig6Dn%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3c38025a&sv=2) Select ā€˜Reliever - Employee Nameā€™ who is going to take care of your work responsibilities while you are on leave. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FS0czIpPGARoBhIx8wpAt%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=df6dbdd0&sv=2) Select the duration of your leave. Choose whether it is a full day or half day from the drop-down options for both ā€˜From Dateā€™ and ā€˜To Dateā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEhffejhY4eGavjIuhoaQ%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d4326b4f&sv=2) Fill in the other essential information such as ā€˜Reasonā€™ for the leave, whether you are going to ā€˜Leave Stationā€™, as well as ā€˜Vacation Addressā€™ and ā€˜Contact Numberā€™ in the respective fields. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9QilBwDlRQX3ENIzTmOJ%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8e7d4c3f&sv=2) Once you click on the ā€˜Addā€™ button you will see the summary for your leave request. You can click on the ā€˜Deleteā€™ icon if there are any mistakes and you want to create a new request. Click on the ā€˜Confirm Leaveā€™ button to submit the leave request. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FerA5kGPB5yhe7cICuf0A%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d0a2c3ea&sv=2) You can see your leave request under the ā€˜Previous Leavesā€™ section along with the ā€˜Statusā€™. You can also delete your leave application by clicking on the ā€˜Cancelā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOXFC7VuWEIVH4Zrazyjo%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=71ddb7ab&sv=2) Once the manager approves your leave you will be notified about the same by an email as well as mobile notification for Pocket HRMS app. ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#hlk160441358) How to RequestOn-duty or Work from Home? Click on the ā€˜Leaveā€™ menu from the sidebar followed by ā€˜Requestā€™ sub-menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0uLRzH9MPM4mq8paPmKm%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=82eaa026&sv=2) Click on the ā€˜On-duty or Work from Homeā€™ tab and select the ā€˜Start Dateā€™ & ā€˜End Dateā€™ in the respective fields. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fn0WLNC7rmIsZGWHLxOct%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7f999d96&sv=2) Select the ā€˜Day Typeā€™ from the drop-down. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLB4lgn8mmdXUvf7ODzZF%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=716a0f09&sv=2) Enter ā€˜In Timeā€™ and ā€˜Out Timeā€™ according to 24-hour format. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fx2JRm43oz1wt7TSwJzuC%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=33951182&sv=2) Choose your ā€˜Remarkā€™ and click on the ā€˜Saveā€™ button to submit your request. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRLaVOJ5GOYK3NzsLj3yz%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b5fd3540&sv=2) The request will go to your Manager for approval. The respective and you will get an email and app notification after the approval. ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#hlk160459094) How to regularize your attendance? Select ā€˜Leaveā€™ from the left-hand sidebar followed by the ā€˜Requestā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzRFMdEaaNbHh3Xzycybh%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a4bf046b&sv=2) Go to ā€˜Attendance Regularizationā€™ tab. Select the ā€˜From Dateā€™, ā€˜To Dateā€™ and click on the ā€˜Searchā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0TlSOuXUnfKD3Y9GQQUO%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fa2af547&sv=2) In the search results, you will be able to see your in and out items along with status and remarks for your previous attendance regularization request. You can also choose to ā€˜Re-Updteā€™ your request. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fz7pxdiRkgNNugnIq9k33%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=bca8889b&sv=2) Click on the ā€˜Updateā€™ button for the entry you want to regularize. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fra7FQrLDtGUkcaQ1L24l%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c7107b6a&sv=2) Modify the ā€˜In Timeā€™ or ā€˜Out Timeā€™, add ā€˜Remarkā€™ and click on the ā€˜Saveā€™ button to submit your attendance regularization request. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FyfKs1dM8PZfoJ5CZaIqO%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e71e0f51&sv=2) Once the manager approves your request you will be notified about the same by email as well as mobile notification for Pocket HRMS app. ### [hashtag](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-upload-pictures-for-face-recognition) How to upload pictures for face recognition? Select ā€˜Leaveā€™ from the left-hand sidebar followed by the ā€˜Face Recognitionā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXuAKY9npR80Y6z99Zqih%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3afe8716&sv=2) Go to the ā€˜Face Recognitionā€™ tab. Click on the 3 boxes individually one-by-one to upload your high-resolution pictures with clear background and click on the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fc58OS9YSzf4CYJIfKODE%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=41a01f42&sv=2) After you click on the ā€˜Saveā€™ button your pictures will be sent to HR for approval and the ā€˜Face Recognitionā€™ feature will be activated for attendance once HR approves your pictures. For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#7a090f0a0a15080e3a0a1519111f0e1208170954191517) [PreviousESS: Beginner's Guideschevron-left](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides) [NextESS Portal: Manager's Guidechevron-right](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-managers-guide) Last updated 3 months ago Was this helpful? * [How to log in to the ESS portal?](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-log-in-to-the-ess-portal) * [How to Reset Password?](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-reset-password) * [How to use ESS Dashboard?](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-use-ess-dashboard) * [How to view employment details?](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#id-4xtv78n3tj3b) * [How to apply for leave?](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-apply-for-leave) * [How to RequestOn-duty or Work from Home?](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#hlk160441358) * [How to regularize your attendance?](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#hlk160459094) * [How to upload pictures for face recognition?](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-employees-guide#how-to-upload-pictures-for-face-recognition) Was this helpful? --- # Updates 2024 | Pocket HRMS [šŸ”µ2024 Major Highlightschevron-right](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights) [šŸŸ¦December 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/december-2024) [šŸŸ¦October & November 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024) [šŸŸ¦September 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/september-2024) [šŸŸ¦August 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/august-2024) [šŸŸ¦July 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/july-2024) [šŸŸ¦June 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/june-2024) [šŸŸ¦May 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/may-2024) [šŸŸ¦April 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/april-2024) [šŸŸ¦March 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/march-2024) [šŸŸ¦February 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/february-2024) [šŸŸ¦January 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/january-2024) [PreviousProduct Updateschevron-left](https://docs.pockethrms.com/product-updates) [Next2024 Major Highlightschevron-right](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights) Was this helpful? Was this helpful? --- # Product Updates | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3MEYVkTqwwkrHZe0Xnxo%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%2824%29.png%3Falt%3Dmedia%26token%3Dc87453ac-aaef-4caa-af49-e58c2b589bac&width=1248&dpr=3&quality=100&sign=efd957ff&sv=2) Pocket HRMS is committed to providing the best tools and features to our customers for effective employee management. We understand the dynamic nature and growing needs of the HR industry. That inspires us to continuously improve our product for a better user experience. Pocket HRMS software is designed to empower the human resource department for better productivity. We believe HR is crucial for the growth of any organization and should spend their time in strategic planning. So, we constantly work towards streamlining administration and automating processes. Every month we incorporate several exciting features to provide you with a better user experience. With every software update, you will get a more intuitive and user-friendly interface, making navigation and task execution smoother than ever. Stay tuned to know how can our product updates benefit you. * [April 2025](https://docs.pockethrms.com/product-updates/updates-2025/april-2025) * [March 2025](https://docs.pockethrms.com/product-updates/updates-2025/march-2025) * [February 2025](https://docs.pockethrms.com/product-updates/updates-2025/february-2025) * [January 2025](https://docs.pockethrms.com/product-updates/updates-2025/january-2025) * [2024 Major Highlights](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights) [PreviousESS Portal: Manager's Guidechevron-left](https://docs.pockethrms.com/introduction-pockethrms-help-document/ess-beginners-guides/ess-portal-managers-guide) [NextUpdates 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024) Last updated 10 months ago Was this helpful? Was this helpful? --- # September 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FpZ74Abpai22wEqfaxueR%252FSeptember%25202022.png%3Falt%3Dmedia%26token%3Db3f2aaed-9fa7-445e-acb4-5445e3c00e65&width=1248&dpr=3&quality=100&sign=c80e696f&sv=2) Pocket HRMS continuously strives to improve the end-user experience, and in this pursuit, we have made further enhancements to your beloved HRMS software. In this update, we present the brand-new training dashboard, which will provide an overview of employee training. We have also optimized the roster management system for a smoother roster setup. Finally, our users can enjoy the added usability of Single Sign On (SSO), which helps improve the login experience. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/september-2022#all-inclusive-training-dashboard) All-Inclusive Training Dashboard Introducing our groundbreaking feature, the 'Training Dashboard' in our HRMS software! Now, employees can effortlessly access a comprehensive overview of their training activities in one streamlined interface. It consists of vital information such as: * Assigned training sessions * Training Schedule * Completion status * Certifications Achieved * Monthly Training Report and more. This dashboard helps in boosting productivity and empowering employees. It ensures seamless training management, enhancing both individual and organizational growth. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FfpxHX3R7m9FBHkbxwVOT%252FAll-Inclusive%2520Training%2520Dashboard.png%3Falt%3Dmedia%26token%3D14639a0f-cfbc-43b8-8ffb-b1eac6d6b524&width=768&dpr=3&quality=100&sign=27da0afe&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoBCecmJYWXhl6UkRLabu%252FAll-Inclusive%2520Training%2520Dashboard1.png%3Falt%3Dmedia%26token%3D6ddcf7b9-d467-4015-946b-d94d44dfc157&width=768&dpr=3&quality=100&sign=afc4ed6d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/september-2022#revolutionize-work-schedules-instantly) Revolutionize Work Schedules Instantly Now you will get an advanced Roster Management System with this cutting-edge feature, managers can effortlessly apply complete rosters for their teams, streamlining the scheduling process. Meanwhile, our Admin/HR users gain the power to apply new rosters for all employees, accommodating various shifts and even managing week offs seamlessly. This functionality ensures optimal workforce organization, reducing managerial workload and enhancing overall productivity. Experience hassle-free scheduling and empower your team with our HRMS software. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHQv7ycvW2owm7RP8aiik%252FRevolutionize%2520Work%2520Schedules%2520Instantly.png%3Falt%3Dmedia%26token%3D8abafbf7-4c5e-4535-a736-c8d87565e191&width=768&dpr=3&quality=100&sign=9a8ed393&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqU1fbNkPOaAiUC8YqTws%252FRevolutionize%2520Work%2520Schedules%2520Instantly1.png%3Falt%3Dmedia%26token%3Dd2d9d0d9-dbcd-4615-b15c-dc9b53dfa929&width=768&dpr=3&quality=100&sign=12377928&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/september-2022#simple-access-with-enhanced-security) Simple Access with Enhanced Security With this update, we are introducing our seamless Single Sign-On (SSO) feature powered by Microsoft Account integration. With just one click, employees can enjoy password-less sign-ins, streamlining their access to our HRMS platform effortlessly. By granting initial access to their Microsoft Account, employees ensure a hassle-free login experience every time. This not only enhances security but also boosts productivity, eliminating the need to remember complex passwords. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ff2aocwTVDZPXPgEOYPcK%252FSimple%2520Access%2520with%2520Enhanced%2520Security.png%3Falt%3Dmedia%26token%3D96c6cabe-9b1a-44c4-b2ec-6f229ae0e502&width=768&dpr=3&quality=100&sign=cba50801&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3WcJJRXtdocA1KTUHaaV%252FSimple%2520Access%2520with%2520Enhanced%2520Security1.jpg%3Falt%3Dmedia%26token%3Dbe01d07d-b2b1-4970-88a5-b6b6ca450d7e&width=768&dpr=3&quality=100&sign=b2823668&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#b5c6c0c5c5dac7c1f5c5dad6ded0c1ddc7d8c69bd6dad8) [PreviousOctober 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022/october-2022) [NextAugust 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022/august-2022) Last updated 1 year ago Was this helpful? * [All-Inclusive Training Dashboard](https://docs.pockethrms.com/product-updates/updates-2022/september-2022#all-inclusive-training-dashboard) * [Revolutionize Work Schedules Instantly](https://docs.pockethrms.com/product-updates/updates-2022/september-2022#revolutionize-work-schedules-instantly) * [Simple Access with Enhanced Security](https://docs.pockethrms.com/product-updates/updates-2022/september-2022#simple-access-with-enhanced-security) Was this helpful? --- # August 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFNZGyHdO1MpJ9PpY3tyu%252FAugust%25202022.png%3Falt%3Dmedia%26token%3D97963a1c-8f96-4480-bf1b-13909e1d25e2&width=1248&dpr=3&quality=100&sign=8cde53e4&sv=2) [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#august-2022) August 2022 ------------------------------------------------------------------------------------------------------------ The Pocket HRMS team is always passionate about upgrading the user experience and providing more significant help for our clients. In our pursuit of excellence, we are introducing a few enhancements. Here is an overview of all the major and minor enhancements made in August 2022 ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#custom-display-of-appraisal-total-ratings) Custom Display of Appraisal Total Ratings With our new update Admins and HR professionals can now effortlessly enable ratings to be displayed on both employees' and managers' screens. This innovation promotes transparency and empowers employees by allowing them to view the ratings of their appraisals firsthand. It fosters open communication and clarity, ensuring a transparent and accountable work environment for everyone involved. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKKr9psIPbwHXPtcbTXpV%252FCustom%2520Display%2520of%2520Appraisal%2520Total%2520Ratings.png%3Falt%3Dmedia%26token%3D34b2a416-f919-432b-b570-693c2c308f8d&width=768&dpr=3&quality=100&sign=8ef73fdc&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3lGmwhKd1J0WjCgsA19d%252FCustom%2520Display%2520of%2520Appraisal%2520Total%2520Ratings%25201.png%3Falt%3Dmedia%26token%3D4f1c10cc-3ecd-4bad-8202-ca3f9bfe8a10&width=768&dpr=3&quality=100&sign=e225f84&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#download-employee-appraisals-effortlessly) Download Employee Appraisals Effortlessly Empower your managers with the seamless downloading of appraisal reports in Excel sheets and PDF format. This functionality streamlines the evaluation process, offering managers detailed insights into employee performance, including their remarks, Custom KPI Fields, and Parameters. By providing comprehensive data in accessible formats, managers can make informed decisions swiftly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJCY2SI7DUCSQct1WTJ6b%252FDownload%2520Employee%2520Appraisals%2520Effortlessly.png%3Falt%3Dmedia%26token%3D1c37b505-7711-4304-aa04-75050b3afd77&width=768&dpr=3&quality=100&sign=15f8b54&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4EFPLFc3oQ2fMy18Fxgp%252FDownload%2520Employee%2520Appraisals%2520Effortlessly1.png%3Falt%3Dmedia%26token%3Df036b24b-62f1-4f01-87c3-d565dcf212e2&width=768&dpr=3&quality=100&sign=32ba2f1d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#configurable-pay-scales-for-efficient-payroll) Configurable Pay Scales for Efficient Payroll Pocket HRMS now offer slab-wise Pay Scales Configuration. With this, Admin and HR teams have seamless control over employee salaries. Define and adjust pay scales effortlessly, ensuring fair compensation across the board. Instantly update salaries based on predefined increments and PayScale structures. Plus, set effective dates for changes, ensuring accuracy and transparency. This feature streamlines payroll processes making your HR tasks smoother and more efficient. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5jsvpwuhfK759lVcjYBS%252FConfigurable%2520Pay%2520Scales%2520for%2520Efficient%2520Payroll.png%3Falt%3Dmedia%26token%3D64fbdce8-e4a7-4eb6-a27d-2702ebaae048&width=768&dpr=3&quality=100&sign=2046697&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#teams-tds-simple-view-for-managers) Teamā€™s TDS Simple View for Managers Experience seamless document management with our cutting-edge software. Now, employees, HR professionals, admins, and managers can effortlessly view uploaded files and documents directly on the TDS proof entry page within the Employee Self-Service (ESS) Portal. This streamlined feature ensures quick access to essential information, enabling efficient tax compliance and payroll processing while saving valuable time. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMHU7D3EA0rV3Qrk0jqEI%252FSimple%2520Team%25E2%2580%2599s%2520TDS%2520View%2520for%2520Managers.png%3Falt%3Dmedia%26token%3D4359ded2-2552-4cdb-a876-53c8bb9498cf&width=768&dpr=3&quality=100&sign=2c0c0db8&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#a6d5d3d6d6c9d4d2e6d6c9c5cdc3d2ced4cbd588c5c9cb) [PreviousSeptember 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022/september-2022) [NextJuly 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022/july-2022) Last updated 1 year ago Was this helpful? * [August 2022](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#august-2022) * [Custom Display of Appraisal Total Ratings](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#custom-display-of-appraisal-total-ratings) * [Download Employee Appraisals Effortlessly](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#download-employee-appraisals-effortlessly) * [Configurable Pay Scales for Efficient Payroll](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#configurable-pay-scales-for-efficient-payroll) * [Teamā€™s TDS Simple View for Managers](https://docs.pockethrms.com/product-updates/updates-2022/august-2022#teams-tds-simple-view-for-managers) Was this helpful? --- # 2024 Major Highlights | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fc8LRP1tlS2He0K3mM47f%252FHighlights%25202024%2520%281%29.png%3Falt%3Dmedia%26token%3D6c61a1f7-9f27-422c-a363-2222ec944c92&width=1248&dpr=3&quality=100&sign=e59c9fe9&sv=2) We are thrilled to present our most remarkable updates, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the year 2024, here are some of the most remarkable enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#lop-deduction-in-sandwich-rule) Leave ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#lop-deduction-in-sandwich-rule-1) LOP Deduction in Sandwich Rule The sandwich leave setting now includes LOP leave within the leave deduction options. You can select the LOP leaves with ease from the dropdown and improve leave management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkE6ClZo5pTLh0qsZEECq%252F10.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=e29b26fb&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#effortless-bulk-lop-credit-entry) Effortless Bulk LOP Credit Entry Now you can do bulk LOP credit input, making it easier than ever to manage Loss of Pay. No more manual entry for each employee - simply enter credits in bulk for multiple employees at once. This saves time, improves efficiency, and enhances workflow management. As an HR professional or organization, you'll enjoy smoother processes and increased productivity. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOpTivOf1M8dfZQaP7QBz%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=2df6b1f0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#customize-week-off-scheduling) Customize Week-Off Scheduling The week-off setting is now more flexible than ever before. Now you have more control and select whether the 1st, 2nd, 3rd, 4th, or 5th occurrence of a day (like Sunday) should be your week-off for a certain date range. Once you save the settings, your choices will be clearly shown on the screen for easy reference and full transparency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FObdBVUvzuFVqTkkbsVlU%252F9.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=e09e0364&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#comp-off-leave-now-with-a-deadline) Comp Off Leave, Now with a Deadline! Admins can now restrict employees from applying for Comp Off leave after a specific timeframe from the Comp Off date. That ensures policy compliance and prevents misuse of leave. **For example,** If the Comp Off date is 13th September and the limit is 30 days, leave can only be applied between 13th September and 12th October. Requests outside this range will be denied. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYoeevjpquw73IBoxqMqx%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=f242cfa3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#improved-monitoring-with-geolocation) Attendance ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#improved-monitoring-with-geolocation-1) Improved Monitoring with Geolocation The ā€˜In Out Detailā€™ report now features two new columns, 'IN geolocation' and 'OUT geolocation,'. These columns show where employees enter and exit specified areas, aiding in tracking their movements. This enhancement offers a detailed overview of employee activities based on geolocation data, enhancing monitoring. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fq6Zy4NlCY9lXV8rq7cOz%252F8.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=9255b146&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#late-mark-deductions-with-customizable-settings) Late Mark Deductions with Customizable Settings We've upgraded the late mark customization to now include deductions for late days, which are determined by shift settings and prioritize different types of leave. Admin/HR can now save specific settings for various shifts, enabling them to prioritize the deduction of certain types of leave before others. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FX8RG0tGw6ZnxJLhNdxjp%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=b29aa050&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#priority-based-time-range-leave-deductions) Priority-Based Time Range Leave Deductions Pocket HRMS offers flexible settings of leave deductions based on employees' attendance punch times. You can do the following customizations with ease. * Define auto deduction criteria for individual shifts * Set multiple time ranges of deductions for each shift * Set priorities with multiple leave types for deductions for each time range * Delete settings for individual time ranges without disturbing other settings * Delete all the custom settings for the particular shift when you no longer need it These settings provide better control and efficiency for attendance and leave management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTg2twgCOAORbMJnekdM9%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=d77e23ff&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FH6NsC9ZtlovGXC86VTO3%252Fimage.png%3Falt%3Dmedia%26token%3D22311af0-b88d-4676-883a-1476dcdefdd2&width=768&dpr=3&quality=100&sign=46ac2cb5&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#optimized-sandwich-leave-rule-based-on-leave-taken) Optimized Sandwich Leave Rule Based on Leave Taken Sandwich Leave deductions now follow the order in which employees apply for them and not the predefined order. If an employee lacks the balance for a particular leave type, Loss of Pay (LOP) will be applied. **Example**, * Employee requests 'Paid Leave' for Friday and 'Sick Leave' for Monday. * Resulting leave pattern: Paid Leave, Week off, Week off, Sick Leave. **Scenarios**: * **If the remaining Paid Leave balance is 2 or more** - Both week off are deducted as Paid Leave. * **If the remaining Paid Leave balance is 1** -First week off as Paid Leave; the system checks Sick Leave for the second week off. * **If there is no remaining Sick Leave balance** - The second week off will be considered LOP. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYJKTrKLrDxr1Wp6AIjKk%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=12a668b9&sv=2) [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#employee) Employee ---------------------------------------------------------------------------------------------------------------- [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#streamline-employee-access) Streamline Employee Access ---------------------------------------------------------------------------------------------------------------------------------------------------- We have introduced a new module named Employee Access. Here, the managers have been given an option to raise requests on behalf of their subordinates to grant or revoke access on various events like New Joining, Promotion, Separation, etc. Access forms can be created in Form Master and the requests can be raised by Managers in ESS and approved by the IT Team. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRcRk96ha5yma9Gfgqx7F%252FFrame%252097.png%3Falt%3Dmedia%26token%3D7616ad13-e800-47a5-857c-b7c8fac9aa48&width=768&dpr=3&quality=100&sign=67608cab&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#integrated-training-period-with-confirmation-module) PMS ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#bell-curve-flexibility-tailor-your-appraisal-process) Bell Curve Flexibility: Tailor Your Appraisal Process The Appraisal module has been enhanced to provide greater flexibility and configuration options for the Bell Curve functionality. **Rating Type Configuration** Users can select ā€˜Scaleā€™ with a default range of 1-5 or ā€˜Weightageā€™ which displays the Grade % as the rating type for appraisals. **Define Bell Curve Screen** The graph dynamically updates based on the first three values entered. Users can display either Rating Scale or Grade % in the first column. Strict validation ensures the first three values are in ascending order, with the total Expected % equaling 100%. **Rating Normalization Screen** The Rating Normalization screen will now adapt its columns based on the selected rating type (Scale or Grade %). Normalization calculations align with the chosen configuration. An additional "Count to be Normalized" column provides further insights. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fin6KgDeTsSzOjjbN4FEa%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=a4ac1b41&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fi1bR1lkBrgFNoEL6FDFV%252F4.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=6585e134&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FR5QqnSuAMKJetd2lZPvY%252F5.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=54ef3dcc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#integrated-training-period-with-confirmation-module-1) Confirmation ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#integrated-training-period-with-confirmation-module-2) Integrated Training Period with Confirmation Module Our new training period configurations allow you flexibility to add training period before probation and ensures that employee receives adequate training with better user experience. * To set a training period by defining the ā€˜End Dateā€™ as the ā€˜Joining Dateā€™ is considered as the start date. * Probation begins right after the training period ends. * Extend the training by adding more days. * Both the employee and manager will be notified of the new end date. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FI4ZBG1ty0Oecu4Bpo1Pv%252F9.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=d1b8f1a4&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#exit) Exit ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#optimized-employee-separation) Optimized Employee Separation Pocket HRMS will block the separation if the employee has any pending requests for Leaves, On-Duty, Regularizations, Expenses, Reimbursements, or Loans. The system will display the 10 most recent pending requests in each category and also provide you with an option to download an Excel report. That makes the process of reviewing pending requests and taking the necessary steps to proceed with the separation, quick and effortless. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCA24qWdLl3M5XYa1fYDs%252F5.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=7fd13126&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fd0JMcRjGb4Ovqt6pjOHF%252F7.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=8eb533a2&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#streamline-resignation-requests-with-mobile-app) **Streamline Resignation Requests with Mobile App** Experience the seamless exit process from the mobile app. Employees can now submit their resignation requests directly from their mobile apps. Managers and Department Heads can approve or reject these requests right from their phones as well. This feature is available on both Android and iOS, and it works just like it does on the web. Providing consistent & uniform experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FaPY7G0bzgL4wlSQCnCZP%252F8.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=9423b24f&sv=2)![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYKOTkmT0IsKy9afyMX8C%252F9.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=cefaa8a2&sv=2)![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRnfIHKkjT3pQ6XZtVWbR%252F10.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=1dafcc7e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#customizable-job-offer-approval-flow) Recruitment ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#customizable-job-offer-approval-flow-1) Customizable Job Offer Approval Flow Weā€™ve created a flexible approval process for job offers. The system allows two options: * Serial Approval: Both the Job Offer Approval Manager and Department Head approve the offer one after the other. * Single Approval: Either the Job Offer Approval Manager or Department Head can approve the offer on their own. With customizable approval settings, multiple managers or department heads can be included. Each approver can: * Approve the offer as is. * Reject the offer. * Modify details like the offer letter, salary, or validity before approving. The final approver can send the offer directly to the candidate, without needing further input from the recruiter. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMqmSJm97MkhUbxHk4QLu%252F6.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=386ba5f0&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEjZo0Ik9LaQm7V5uJyY9%252F7.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=ab111ca2&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWCfu7HJNNiuJOTTSq1yQ%252Fimage.png%3Falt%3Dmedia%26token%3D0967c50a-fff8-4de2-8c32-d464375bfeae&width=768&dpr=3&quality=100&sign=469565a0&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVdw4c3cumXEqV7Kem0xO%252F9.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=58c6f8cb&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#flexible-header-footer-options-for-recruitment-pdfs) Flexible Header/Footer Options for Recruitment PDFs Weā€™ve introduced a new Header/Footer feature for Recruitment Email and CTC Templates, allowing users to choose how to display headers and footers in generated PDFs: * **No Header/Footer**: PDFs will be created without any headers or footers. * **System-Generated Header/Footer**: Automatically includes a header with the company logo and name, and a footer with the company name and address. * **Custom Header/Footer**: Users can upload their own header and footer images to be included in the PDFs. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvLq08KCySe8WYm0uqvTR%252F15.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=e6443e0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#e-posh) e-Posh ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#e-posh-empowering-action-against-harassment) e-POSH: Empowering Action Against Harassment The e-POSH (Prevention of Sexual Harassment) module is now available on web and mobile. It allows female employees to report sexual harassment incidents at the workplace, either for themselves or co-workers, with an option to keep their identity anonymous. A Complaint Committee can be set up, including a Committee Head and members, who can monitor and take necessary actions through the ESS portal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWKgWZwvYwLhW9XaRwNE2%252F7.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=cfb2b8b8&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXUwLvHi8nuA6ETCqMFlp%252F9.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=ad2eff73&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHvnmgDgnhz6B7szSp4TS%252F10.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=2e2b1ec1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#ui-ux-improvements) UI/UX Improvements ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#all-new-dashboard-for-easy-access-to-work-essentials) All New Dashboard for Easy Access to Work Essentials Weā€™ve created a new, all-in-one employee dashboard that gives a clear view of everything important. Employees can easily check their profile details, shift schedules, upcoming events, leave history, monthly attendance, and company news. With a fresh, easy-to-use design, weā€™ve also made it simpler for employees to apply for leave, view salary details, and connect with their managers. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPCzsYbpkWeJuchrb3hSo%252F11.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=eefa1b4&sv=2) For any queries, contact [\[emailĀ protected\]](https://docs.pockethrms.com/cdn-cgi/l/email-protection) [PreviousUpdates 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024) [NextDecember 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/december-2024) Last updated 1 year ago Was this helpful? * [Leave](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#lop-deduction-in-sandwich-rule) * [LOP Deduction in Sandwich Rule](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#lop-deduction-in-sandwich-rule-1) * [Effortless Bulk LOP Credit Entry](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#effortless-bulk-lop-credit-entry) * [Customize Week-Off Scheduling](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#customize-week-off-scheduling) * [Comp Off Leave, Now with a Deadline!](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#comp-off-leave-now-with-a-deadline) * [Attendance](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#improved-monitoring-with-geolocation) * [Improved Monitoring with Geolocation](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#improved-monitoring-with-geolocation-1) * [Late Mark Deductions with Customizable Settings](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#late-mark-deductions-with-customizable-settings) * [Priority-Based Time Range Leave Deductions](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#priority-based-time-range-leave-deductions) * [Optimized Sandwich Leave Rule Based on Leave Taken](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#optimized-sandwich-leave-rule-based-on-leave-taken) * [Employee](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#employee) * [Streamline Employee Access](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#streamline-employee-access) * [PMS](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#integrated-training-period-with-confirmation-module) * [Bell Curve Flexibility: Tailor Your Appraisal Process](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#bell-curve-flexibility-tailor-your-appraisal-process) * [Confirmation](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#integrated-training-period-with-confirmation-module-1) * [Integrated Training Period with Confirmation Module](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#integrated-training-period-with-confirmation-module-2) * [Exit](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#exit) * [Optimized Employee Separation](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#optimized-employee-separation) * [Streamline Resignation Requests with Mobile App](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#streamline-resignation-requests-with-mobile-app) * [Recruitment](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#customizable-job-offer-approval-flow) * [Customizable Job Offer Approval Flow](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#customizable-job-offer-approval-flow-1) * [Flexible Header/Footer Options for Recruitment PDFs](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#flexible-header-footer-options-for-recruitment-pdfs) * [e-Posh](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#e-posh) * [e-POSH: Empowering Action Against Harassment](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#e-posh-empowering-action-against-harassment) * [UI/UX Improvements](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#ui-ux-improvements) * [All New Dashboard for Easy Access to Work Essentials](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights#all-new-dashboard-for-easy-access-to-work-essentials) Was this helpful? --- # January 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9Y7NMO4FlOuR4pNNZSVz%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%287%29.png%3Falt%3Dmedia%26token%3D0a158c9c-66c9-4022-be9a-1a0f99d070e3&width=1248&dpr=3&quality=100&sign=7b2c4a0a&sv=2) Introducing our latest HRMS software upgrades tailored to enhance workplace efficiency. Experience seamless attendance tracking streamline hiring access real-time attendance tracking and regularization requests. Elevate support with the revamped 'Help Desk,' ensuring swift issue resolution and superior user satisfaction. For the month of January, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#single-punch-shift-attendance) Single Punch Shift Attendance The feature offers a flexible and efficient way for employees to record their attendance. The HRMS software allows the HR manager or administrator to enable the 'Single Punch' feature for multiple employees or specific categories of employees. Once enabled, employees can punch their attendance at any time between their designated 'in' and 'out' timings. The system automatically assigns shifts to employees based on their recorded punch time. This ensures accurate tracking of working hours and adherence to the assigned schedules. That accommodates flexible work hours, remote work, or staggered shifts, catering to the modern workforce's needs and reducing administrative burden with automation. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBnHUedb1Quz4LGyY6uyS%252FPicture1.png%3Falt%3Dmedia%26token%3D721363aa-b2b3-4be7-8103-27ea4949f2c2&width=768&dpr=3&quality=100&sign=825ea2d0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#id-2.-bulk-admin-ratings-for-hassle-free-stage-settings) 2\. Bulk Admin Ratings for Hassle-Free Stage Settings Introducing our latest software update, designed to empower HR managers. With the new 'Bulk Admin Ratings' feature, you can now effortlessly upload large volumes of 'Admin Ratings' at once, simplifying the importing process stage-wise. It saves valuable time and effort by uploading multiple Admin Ratings in one go, eliminating manual entry hassles. Minimize data entry errors, ensuring accurate and reliable stage-wise settings for a seamless workflow. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FmXXPEKVPbDUCbhD0mLkE%252FPicture2.png%3Falt%3Dmedia%26token%3D35bcd1c9-ac95-430e-bfdd-6ff49f039995&width=768&dpr=3&quality=100&sign=828e1473&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#id-3.-streamline-hiring-with-external-invites) 3\. Streamline Hiring with External Invites Recruiters can now effortlessly invite external interviewers by simply entering their email IDs into the system. HR teams can extend invites to candidates without the hassle of juggling multiple platforms. That helps to simplify your recruitment process and elevate your HR capabilities. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fd4WMQPoVdOc8YUPo0gk2%252FPicture3.png%3Falt%3Dmedia%26token%3D91c6863e-055c-472d-8e3d-02d4cbd3075d&width=768&dpr=3&quality=100&sign=18e2a56&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#id-4.-effortless-time-tracking-with-mobile-app) 4\. Effortless Time Tracking with Mobile App The enhanced 'My Calendar' feature on the ESS mobile App. Now, employees can effortlessly track in and out timings, monitor completion of total work hours, and instantly identify invalid attendance punchesā€”all in one place. The app also prompts employees to apply for regularization directly from 'My Calendar,' simplifying the entire process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fi7EdJpVy1wZaYFaqqv9V%252FPicture4.png%3Falt%3Dmedia%26token%3D479bdcbb-7333-470b-a3b5-3c06010af522&width=768&dpr=3&quality=100&sign=15c6b217&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#id-5.-discover-the-enhanced-help-desk-experience) 5\. Discover the Enhanced Help Desk Experience We're thrilled to introduce the revamped 'Help Desk' features with sleek and modern UI tailored for an unmatched user experience. This means streamlined issue resolution, faster ticket handling, and an intuitive interface that enhances productivity. With our enhanced Help Desk, your team can provide swift, accurate assistance, ensuring employee satisfaction and smooth operations. **My Tickets:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1tW0j1hZbHgo2cA4yzpc%252FPicture5.jpg%3Falt%3Dmedia%26token%3Db2fd15b3-3c07-4818-9aad-f181037ac43b&width=768&dpr=3&quality=100&sign=192d4262&sv=2) **My Reports:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEpSFhjpmJOMsplI86yYS%252FPicture6.jpg%3Falt%3Dmedia%26token%3Dc026fc16-5325-4b3e-8b9d-a500b9550707&width=768&dpr=3&quality=100&sign=bfb3313d&sv=2) **Agent Tickets:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FsE9s0VGeVfQ1dgYIqoDS%252FPicture7.jpg%3Falt%3Dmedia%26token%3D716379b4-9cb6-46a0-a303-0654e04e501e&width=768&dpr=3&quality=100&sign=923bb005&sv=2) **Agent Reports** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXJnl1e4P5qzraQi0HR66%252FPicture8.jpg%3Falt%3Dmedia%26token%3Daa0b7c01-af5d-41e8-8b40-2aec401a6d80&width=768&dpr=3&quality=100&sign=708f416e&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#6b181e1b1b04191f2b1b0408000e1f0319061845080406) [PreviousFebruary 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/february-2023) [NextUpdates 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022) Last updated 1 year ago Was this helpful? * [Single Punch Shift Attendance](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#single-punch-shift-attendance) * [2\. Bulk Admin Ratings for Hassle-Free Stage Settings](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#id-2.-bulk-admin-ratings-for-hassle-free-stage-settings) * [3\. Streamline Hiring with External Invites](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#id-3.-streamline-hiring-with-external-invites) * [4\. Effortless Time Tracking with Mobile App](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#id-4.-effortless-time-tracking-with-mobile-app) * [5\. Discover the Enhanced Help Desk Experience](https://docs.pockethrms.com/product-updates/updates-2023/january-2023#id-5.-discover-the-enhanced-help-desk-experience) Was this helpful? --- # February 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5RnXm1DB0NDQVXpmyTgE%252F4.png%3Falt%3Dmedia%26token%3Dcfd62496-7ea6-47b2-a305-918ec06d4cde&width=1248&dpr=3&quality=100&sign=e39cf144&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#effortless-bulk-lop-credit-entry) Effortless Bulk LOP Credit Entry Now you can do bulk LOP credit input, making it easier than ever to manage Loss of Pay. No more manual entry for each employee - simply enter credits in bulk for multiple employees at once. This saves time, improves efficiency, and enhances workflow management. As an HR professional or organization, you'll enjoy smoother processes and increased productivity. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOpTivOf1M8dfZQaP7QBz%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2df6b1f0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#efficiency-upgrade-detailed-leave-balance-view) Efficiency Upgrade: Detailed Leave Balance View Now, users can select the 'Summary' checkbox in the Leave Tracker report to access a more detailed view. This includes additional columns like 'Credit' and 'Debit,' alongside existing ones such as 'Opening,' 'Used,' and 'Balance.' This enhancement offers a comprehensive overview of leave balances and transactions, enabling informed decision-making for better leave management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAzavVQ6GjVLunWzEUjk8%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4565f87f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqqHQNlF1VZ8IGp3P8QCw%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c45d7869&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#flexible-requirements-for-leave-attachments) Flexible Requirements for Leave Attachments Pocket HRMS enables you to set attachment mandatory for the leaves exceeding specified number of days based on a certain group of dates, such as retirement or confirmation. This feature offers flexibility and control in managing attachment requirements for different leave types, ensuring compliance and proper documentation making leave management hassle-free. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3mogJfWz1jUBOBCaHXoN%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2cea8791&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#streamlined-multi-company-ess-access) Streamlined Multi-Company ESS Access Our HRMS now allows users to access and perform actions across multiple companies. With defined roles or groups, users can view data, make changes, or initiate transactions across entities. This enhancement ensures efficient operations and data security, enabling seamless management across multiple company contexts. It gives you streamlined processes and improved data segregation, enhancing overall productivity. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvRtGdZPiMYMtVdg8h9oP%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1227e365&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#hlk160701859) Geolocation with Easy Access & Tagging You will get easier access to geolocation data with a global search option. Employee tagging within locations is also simplified with a dedicated search feature, displaying the count of tagged employees. This enhancement streamlines location management, making it easier to track and manage personnel across different locations. Providing improved accessibility and efficiency in geolocation settings for smoother HR operations. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FjdzMvb5pmZ1VrxDOQqQO%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=562f4647&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6EVaJUXLbJUhmtRA0Fbd%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=461b4f11&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#geolocation-integration-enhanced-reporting) Geolocation Integration: Enhanced Reporting Now, geolocation fields are included in the data export wizard, covering aspects like name, radius, longitude, and latitude. This enhancement empowers users to include location-specific data in their reports, aiding analysis and interpretation. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8ktLJypgMboLzv4toQHn%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8fa3e19&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#improved-monitoring-with-geolocation) Improved Monitoring with Geolocation The ā€˜In Out Detailā€™ report now features two new columns, 'IN geolocation' and 'OUT geolocation,'. These columns show where employees enter and exit specified areas, aiding in tracking their movements. This enhancement offers a detailed overview of employee activities based on geolocation data, enhancing monitoring. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fq6Zy4NlCY9lXV8rq7cOz%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9255b146&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#accountability-in-attendance-with-ip-address) Accountability in Attendance with IP Address Pocket HRMS now records employees' IP addresses when they punch in and out, included in both individual and team reports. This enables managers and administrators to review attendance records thoroughly, ensuring greater oversight and accountability within the organization. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4gguLQlja8A72ES0nvzD%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b5585c75&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#improved-collaboration-in-offer-management) Improved Collaboration in Offer Management Recruiters can include managers in CC while sending offers to candidates. This keeps managers informed about offers sent out, streamlining communication, collaboration and transparency in the offer process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FX7ADnKGHowlFu5voork8%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=eab3d5e1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#flexible-job-approval-settings) Flexible Job Approval Settings Pocket HRMS offers three enhanced flexibility in job approval workflows, ensuring efficient management of job creation and modification requests. 1. **Approval Required** All new job creation and modifications will need approval from assigned job manager. If a job manager is not assigned, job creation or modification will not be allowed. 1. **Approval Not Required** All new job creation/modification requests will be directly approved by the system, irrespective of whether a job manager is assigned. 1. **As per the assigned Job Manager** All new job creation/modification requests will be sent for approval to the assigned job manager. If no job manager is assigned, requests will be directly approved by the system ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGh0M59NBW4Lp5kipgUrM%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=361705ee&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fj0gL12aFOHIkap0QMO39%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2eb93168&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#effortless-module-selection-across-companies) Effortless Module Selection Across Companies We provide you 'Select/Deselect All' option for module selection in Cross-Company Manager. Modules not applicable will be automatically deselected and disabled. This streamlines module management, ensuring only relevant options are available, saving time and improving user experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8a28A2kotp2QgWpnRTYL%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1926150f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#improved-oversight-for-job-requisition-approval) Improved Oversight for Job Requisition Approval Our HRMS now allows Super Admins to approve or reject Job Requisition requests directly. A new screen named 'Job Admin Approval' displays all pending requests for quick review and action. Notifications inform employees of approval or rejection by the admin. This increases oversight, and ensures efficient management of job requisitions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FM9Kp4CVOpuEiY6NFIaHI%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ea3604aa&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#efficient-onboarding-approval-across-companies) Efficient Onboarding: Approval Across Companies Now new hires can be approved across different company entities. This simplifies the approval process, enabling administrators to review and approve new employee requests efficiently, regardless of their organizational affiliation. Ensuring efficient new hire onboarding, regardless of their specific company or department within the organization. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWmAPmEc0Oc7PtonLcu7p%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=438a80ba&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#enhanced-flexibility-in-expense-details) Enhanced Flexibility in Expense Details Users now are allowed to edit expense modes and purposes, offering greater flexibility and accuracy in expense management. This enhancement simplifies the process, enabling users to make necessary adjustments as needed, improving overall control and accuracy in expense tracking. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F71kHmjOfDoRaqrp8qE3V%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=af88668d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMYIpyOc5bIclHNlckkID%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c81e16a8&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#aedddbdedec1dcdaeedec1cdc5cbdac6dcc3dd80cdc1c3) [PreviousMarch 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/march-2024) [NextJanuary 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/january-2024) Last updated 1 year ago Was this helpful? * [Effortless Bulk LOP Credit Entry](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#effortless-bulk-lop-credit-entry) * [Efficiency Upgrade: Detailed Leave Balance View](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#efficiency-upgrade-detailed-leave-balance-view) * [Flexible Requirements for Leave Attachments](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#flexible-requirements-for-leave-attachments) * [Streamlined Multi-Company ESS Access](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#streamlined-multi-company-ess-access) * [Geolocation with Easy Access & Tagging](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#hlk160701859) * [Geolocation Integration: Enhanced Reporting](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#geolocation-integration-enhanced-reporting) * [Improved Monitoring with Geolocation](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#improved-monitoring-with-geolocation) * [Accountability in Attendance with IP Address](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#accountability-in-attendance-with-ip-address) * [Improved Collaboration in Offer Management](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#improved-collaboration-in-offer-management) * [Flexible Job Approval Settings](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#flexible-job-approval-settings) * [Effortless Module Selection Across Companies](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#effortless-module-selection-across-companies) * [Improved Oversight for Job Requisition Approval](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#improved-oversight-for-job-requisition-approval) * [Efficient Onboarding: Approval Across Companies](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#efficient-onboarding-approval-across-companies) * [Enhanced Flexibility in Expense Details](https://docs.pockethrms.com/product-updates/updates-2024/february-2024#enhanced-flexibility-in-expense-details) Was this helpful? --- # March 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGGNvHjpKxYmwsDj5Lt3i%252F3.png%3Falt%3Dmedia%26token%3D7ccab0a2-9454-47f5-a61a-b77b86c6b5ac&width=1248&dpr=3&quality=100&sign=ad94e9aa&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#late-mark-deductions-with-customizable-settings) Late Mark Deductions with Customizable Settings We've upgraded the late mark customization to now include deductions for late days, which are determined by shift settings and prioritize different types of leave. Admin/HR can now save specific settings for various shifts, enabling them to prioritize the deduction of certain types of leave before others. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FX8RG0tGw6ZnxJLhNdxjp%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b29aa050&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#shift-permissions-set-once-apply-everywhere) Shift Permissions: Set Once, Apply Everywhere We've simplified permission settings for employees working different shifts. Now, you can set permissions once for an employee to apply across all their shifts. For example, if an employee is allowed 2 hours monthly for both Morning and Evening shifts, the system ensures this limit isn't exceeded even if he requests different hours for each shift. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbsC0fHufKUUyJGl9IhOB%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f16d809f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#streamlined-punch-out-automation) Streamlined Punch-Out Automation If the shift setting is 'Current In-Tomorrow Out' and there's no punch-out recorded, perhaps due to reasons like a holiday, a day off, an unassigned shift, or a modified punch, activating this setting will make the system automatically fill in the punch-out time when the 'In-Out Import' operation is carried out. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FrrWIII0VxIlkP7rIUPTd%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c2a687a8&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fqjhj9MGleJS9pejssdCn%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a705c03b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#enhanced-travel-alerts-with-instant-updates) Enhanced Travel Alerts with Instant Updates We've introduced a new email template and app notifications for our travel modules. The template makes it easy to communicate travel plans and updates clearly, while app notifications provide instant alerts for any changes to the itinerary. These improvements simplify our processes, increase efficiency, and enhance the overall user experience within our organization. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvfGEHV5yPeCPCfVZILke%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6b4254cf&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fann4CBoRq6ld7VSFglxb%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=632df40f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#simplify-pending-employee-confirmations) Simplify: Pending Employee Confirmations The ā€˜Employee Confirmation Pendingā€™ tab shows tasks awaiting employee feedback for approval or rejection, while the ā€˜Action Pendingā€™ column indicates how long the task has been awaiting confirmation when the manager extends the confirmation period, streamlining communication and ensuring timely task completion. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAvXn7B7lds23ZUN6u57j%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=acdd5f48&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#approval-menu-boosts-mobile-app-convenience) Approval Menu Boosts Mobile App Convenience In the mobile app an Approval menu is added to the Profile section, matching the web ESS functionality. This update allows for Shift and Permission approvals. It streamlines mobile experience with essential approval features. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FxVJMylRo8f0Fnqnr8KnT%252F10.png%3Falt%3Dmedia&width=300&dpr=3&quality=100&sign=67645539&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FyJ3GzuQUphKXvzczprWg%252F11.png%3Falt%3Dmedia&width=300&dpr=3&quality=100&sign=a590c0f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoJFg9XOpjfTth7IUBMuO%252F12.png%3Falt%3Dmedia&width=300&dpr=3&quality=100&sign=66768612&sv=2) * **Permission Approval ā€“ Hourly based** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBRUsfLkqZUsYpddfRTq1%252F13.png%3Falt%3Dmedia&width=300&dpr=3&quality=100&sign=f81d0d5c&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvSiFLNyJGo1UZ4zErAAH%252F14.png%3Falt%3Dmedia&width=300&dpr=3&quality=100&sign=a63bfbbc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#simplified-employee-task-breakdown) Simplified Employee Task Breakdown The Task-Based Employee Work Hour Report offers a comprehensive breakdown of individual work. It includes essential information such as employee names, task/project details, dates and total hours worked per task. That helps managers in resource optimization, project tracking, and productivity enhancement while promoting transparency, accountability, and compliance with labor regulations. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FT8zsHIIcWvpf6UtPjWg2%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2535c36f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4bSF4UdDasHU21LW8qRP%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=38de37ee&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#enhanced-training-insights) Enhanced Training Insights The learning reports now provide detailed breakdown, including pre-test and post-test percentages, and success statuses for the both. This thorough report offers clear insights into learners' progress and performance, enabling more accurate assessment of training effectiveness and individual proficiency. Administrators can use these added metrics to make informed decisions, optimizing learning outcomes and customizing future training programs. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkkV2O8tKtuQpNUqbcRar%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e7d7785f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FH0b26duH3beJAlCGeXhO%252F18.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f0b7bae4&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#clear-company-hierarchy-chart) Clear Company Hierarchy Chart Our system's organization chart visually displays the company's hierarchy, detailing departments and job titles for each employee; users can easily access comprehensive information on any individual, fostering clear communication and collaboration across the organization. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMkKB5GoeEa91hTE1lZkJ%252F19.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c6787053&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#cross-company-employee-separation) Cross Company Employee Separation Employee separation platform now incorporates a Cross-Company feature, enabling managers to approve requests from employees in different departments or subsidiaries, streamlining coordination and decision-making across the organization. With this feature integrated into employee profiles, ensures secure management of cross-company operations. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FV8nA4Vt53fw7U6ZPe5jw%252F20.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8896edd6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#clear-reimbursement-insights) Clear Reimbursement Insights Before, rejected reimbursement reports didn't show up in travel reports, but now users can see reimbursement details regardless of rejection, enhancing transparency and facilitating better tracking and management of travel expenses. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVpspE7EegPlWu3kmjV68%252F21.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c8f705d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#simplify-candidate-management-prioritize-and-exclude) Simplify Candidate Management: Prioritize & Exclude Our upgraded recruitment module now allows recruiters to blacklist or whitelist candidates, streamlining candidate management. Blacklisting bars undesirable candidates from future consideration, while whitelisting prioritizes preferred candidates, optimizing recruitment efficiency by focusing on the most suitable candidates for available positions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F32CHOy3HehbEWKUG2At7%252F22.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6d563fca&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#job-insights-made-easy) Job Insights Made Easy We've introduced a new 'Job Report' within the Hire Module of ESS, offering Admins, HR, and Recruiters comprehensive insights into company job listings. With the ability to download the report based on selected filters, users can efficiently gather and analyze job-related data. ā€¢ Job Code ā€¢ Job Title ā€¢ Hiring Manager ā€¢ Added By ā€¢ Department Name ā€¢ No of Positions ā€¢ Requisition Date ā€¢ Published Date ā€¢ Closure Date ā€¢ Job Status ā€¢ Position Type ā€¢ Job Type ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FrhIPHwq4k7l41sVkLUaj%252F23.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3dd9ccd2&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#enhanced-reapplication-management) Enhanced Reapplication Management A new feature allows companies to control how often candidates can reapply for a position, preventing the reuse of Mobile, Email ID, and Aadhar ID by default across all jobs. Admin/HR can set waiting periods of 30, 60, or 90 days, or customize the duration before reapplication is allowed, either for specific jobs or all. The system ensures candidates fill in required parameters to prevent skipping, notifies them of waiting periods, and prompts updates if duplicate profiles are detected after the waiting period. This feature ensures fair and efficient candidate management, preventing spam and encouraging updated candidate information. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#streamlined-job-modifications-approval) Streamlined Job Modifications Approval Admins now have the ability to directly approve or reject Job Modifications, similar to Job Requisitions, with notifications promptly informing the Recruiter of the decision from the Admin Profile, ensuring smoother and more efficient workflow management. For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#bfcccacfcfd0cdcbffcfd0dcd4dacbd7cdd2cc91dcd0d2) [PreviousApril 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/april-2024) [NextFebruary 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/february-2024) Last updated 1 year ago Was this helpful? * [Late Mark Deductions with Customizable Settings](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#late-mark-deductions-with-customizable-settings) * [Shift Permissions: Set Once, Apply Everywhere](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#shift-permissions-set-once-apply-everywhere) * [Streamlined Punch-Out Automation](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#streamlined-punch-out-automation) * [Enhanced Travel Alerts with Instant Updates](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#enhanced-travel-alerts-with-instant-updates) * [Simplify: Pending Employee Confirmations](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#simplify-pending-employee-confirmations) * [Approval Menu Boosts Mobile App Convenience](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#approval-menu-boosts-mobile-app-convenience) * [Simplified Employee Task Breakdown](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#simplified-employee-task-breakdown) * [Enhanced Training Insights](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#enhanced-training-insights) * [Clear Company Hierarchy Chart](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#clear-company-hierarchy-chart) * [Cross Company Employee Separation](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#cross-company-employee-separation) * [Clear Reimbursement Insights](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#clear-reimbursement-insights) * [Simplify Candidate Management: Prioritize & Exclude](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#simplify-candidate-management-prioritize-and-exclude) * [Job Insights Made Easy](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#job-insights-made-easy) * [Enhanced Reapplication Management](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#enhanced-reapplication-management) * [Streamlined Job Modifications Approval](https://docs.pockethrms.com/product-updates/updates-2024/march-2024#streamlined-job-modifications-approval) Was this helpful? --- # December 2025 | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#product-update-december-2025) Product Update December 2025 We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of December 2025, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#leave-lapse-configuration) Leave Lapse Configuration Leave Credit settings have been enhanced with a Leave Lapse option, allowing admins to decide whether unused leave should automatically lapse as per company policy. Currently, this applies to leaves credited on the 1st of the month across all credit frequencies, helping prevent unintended accumulation of leave balances. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FWoCCnNM865j582skc19X%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=102d5ce6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#age-based-leave-credit) Age-Based Leave Credit An Age Criteria for Leave Credit has been introduced, allowing admins to define a maximum employee age for leave eligibility. Leave will be credited only to employees who meet the configured age requirement. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F0srIzzz59k1FRWMk214G%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=455647a1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#custom-maternity-leave-categories) Custom Maternity Leave Categories Earlier, the system supported only a single maternity leave category. This has now been enhanced to allow multiple maternity leave categories, giving organizations the same flexibility available for Paternity Leave and enabling more tailored maternity leave policies. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FtMTZud81naA9so2BtMdK%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=4a3d8b6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#contextual-remarks-for-punch-imports) Contextual Remarks for Punch Imports A Remarks field has been added to both Unpunch Import and Invalid Punches Import. Any remarks entered during import are now saved and reflected in the Employee Profile on the Cloud portal, improving auditability and providing clearer context for attendance corrections. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FUPTLLD3SIU5ZQnZqJCJN%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=a34e718f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FgB1a3RP1tVRUTSIVZ5VY%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=d8ac24f6&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FW4nRZU5iD59P9uBAuaEG%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=5cd10f93&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#real-time-shift-update) Real-Time Shift Update Employees can now receive real-time notifications on both web and mobile whenever a manager updates their shift through Roster Management. The notification includes updated shift details along with the managerā€™s name, ensuring clear visibility and timely awareness. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F3dAxgBdq0dKg98aXD4xb%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=3cdc4ba&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#smarter-employee-report-filtering) Smarter Employee Report Filtering Leave and Attendance reportsā€”including Leave, On Duty, Permission, and Regularizationā€”now come with a Generic Filter option. Users can apply advanced, condition-based filters using employee master fields, enabling more precise analysis and easier, more effective reporting. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FxtqUP6yzX2YeTNn4zs2K%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=279f4a9b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FtlWMWivCnlqe0pjp1nZf%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=2582dc0c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#proactive-unpunch-monitoring) Proactive Unpunch Monitoring The Continuous Unpunch Report has been enhanced to provide deeper insights. In addition to employee code and name, the report now includes Category, Department, Location, and Reporting Manager details, helping HR teams analyse unpunch patterns more effectively. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fw5JnQ7TWZ01I3ISX8QWG%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=11d75567&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#2d5e585d5d425f596d5d424e464859455f405e034e4240) [Previous2025 Major Product Highlightschevron-left](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights) [NextNovember 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/november-2025) Last updated 2 months ago Was this helpful? * [Product Update December 2025](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#product-update-december-2025) * [Leave Lapse Configuration](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#leave-lapse-configuration) * [Age-Based Leave Credit](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#age-based-leave-credit) * [Custom Maternity Leave Categories](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#custom-maternity-leave-categories) * [Contextual Remarks for Punch Imports](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#contextual-remarks-for-punch-imports) * [Real-Time Shift Update](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#real-time-shift-update) * [Smarter Employee Report Filtering](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#smarter-employee-report-filtering) * [Proactive Unpunch Monitoring](https://docs.pockethrms.com/product-updates/updates-2025/december-2025#proactive-unpunch-monitoring) Was this helpful? --- # Updates 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHqcoeG4eEPwaHFWaYufm%252F2024.png%3Falt%3Dmedia%26token%3D311f469f-e278-4611-ab5f-f620e3fc4a1a&width=1248&dpr=3&quality=100&sign=89131671&sv=2) * [December 2022](https://docs.pockethrms.com/product-updates/updates-2022/december-2022) * [November 2022](https://docs.pockethrms.com/product-updates/updates-2022/november-2022) * [October 2022](https://docs.pockethrms.com/product-updates/updates-2022/october-2022) * [September 2022](https://docs.pockethrms.com/product-updates/updates-2022/september-2022) * [August 2022](https://docs.pockethrms.com/product-updates/updates-2022/august-2022) * [July 2022](https://docs.pockethrms.com/product-updates/updates-2022/july-2022) * [June 2022](https://docs.pockethrms.com/product-updates/updates-2022/june-2022) * [April-May 2022](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022) * [Jan, Feb & March 2022](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022) [PreviousJanuary 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/january-2023) [NextDecember 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022/december-2022) Last updated 1 year ago Was this helpful? Was this helpful? --- # Updates 2025 | Pocket HRMS [šŸŸ¢2025 Major Product Highlightschevron-right](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights) [šŸŸ©December 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/december-2025) [šŸŸ©November 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/november-2025) [šŸŸ©October 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/october-2025) [šŸŸ©August 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/august-2025) [šŸŸ©July 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/july-2025) [šŸŸ©June 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/june-2025) [šŸŸ©May 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/may-2025) [šŸŸ©April 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/april-2025) [šŸŸ©March 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/march-2025) [šŸŸ©February 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/february-2025) [šŸŸ©January 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/january-2025) [PreviousJan, Feb & Mar 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022) [Next2025 Major Product Highlightschevron-right](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights) Was this helpful? Was this helpful? --- # May 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIWlsXWgqesK4pMSt3asI%252FMay%25202024.png%3Falt%3Dmedia%26token%3Db8378a12-e877-468c-909e-5d404ac2b46c&width=1248&dpr=3&quality=100&sign=182668bd&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of May, we have the following enhancements: ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#priority-based-time-range-leave-deductions) Priority-Based Time Range Leave Deductions Pocket HRMS offers flexible settings of leave deductions based on employees' attendance punch times. You can do the following customizations with ease. * Define auto deduction criteria for individual shifts * Set multiple time ranges of deductions for each shift * Set priorities with multiple leave types for deductions for each time range * Delete settings for individual time ranges without disturbing other settings * Delete all the custom settings for the particular shift when you no longer need it These settings provide better control and efficiency for attendance and leave management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTg2twgCOAORbMJnekdM9%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d77e23ff&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9mMQ4IYhFnr3WLntuO33%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9934a7a4&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#extension-for-leave-and-attendance-requests) Extension for Leave and Attendance Requests Our new feature allows employees to submit requests such as, Leave, Attendance Regularization, On-duty, and Permission requests up to 5 days after the previous leave cycle ends. **Example:** * **Current Date**: 30th May 2024 * **Current Leave Cycle**: 26th May to 25th June * **Previous Leave Cycle**: 26th Apr to 25th May Employees want to submit a request for dates that fall under the previous cycle such as 24th May. **Case A**: If you select the check box for ā€˜Limit requests to current and future date range onlyā€™ and set ā€˜5ā€™ as ā€˜Extended Daysā€™, employees can submit requests for dates within the 5-day buffer. That means employee can submit request for 24th May on current date of 30th may. **Case B**: If you select the check box for ā€˜Limit requests to current and future date range onlyā€™ and set ā€˜4ā€™ as ā€˜Extended Daysā€™, the buffer ends on 29th May, so employees cannot submit requests for 24th May on present date 30th may. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fd84bnnEYKuJKpFqOvVKr%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1da4a461&sv=2) Optimized Sandwich Leave Rule Based on Leave Taken Sandwich Leave deductions now follow the order in which employees apply for them and not the predefined order. If an employee lacks the balance for a particular leave type, Loss of Pay (LOP) will be applied. **Example**, * Employee requests 'Paid Leave' for Friday and 'Sick Leave' for Monday. * Resulting leave pattern: Paid Leave, Week off, Week off, Sick Leave. **Scenarios**: * **If the remaining Paid Leave balance is 2 or more** - Both week off are deducted as Paid Leave. * **If the remaining Paid Leave balance is 1** -First week off as Paid Leave; the system checks Sick Leave for the second week off. * **If there is no remaining Sick Leave balance** - The second week off will be considered LOP. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYJKTrKLrDxr1Wp6AIjKk%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=12a668b9&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#simplified-appraisal-reports-in-modern-pdf-format) Simplified Appraisal Reports in Modern PDF Format We've revamped the PMS module with major upgrades. You can now get clearer and more readable appraisal reports in a modern PDF format. Also, we've introduced a new ā€˜New Detailed Reportā€™ type with a user-friendly layout, making it easier to understand and enhancing your overall appraisal experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQ8gvFbvwVHmfYyOg3WBk%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c81c26fa&sv=2) A screenshot of a computer ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBzc5WIRmJPgUJ2HRUs7T%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=39cd2958&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#streamlined-peer-appraisal-interface) Streamlined Peer Appraisal Interface We have enhanced the Appraisal Peer Screen with several UI improvements and new features to make it easier to use, * Send emails to multiple peers at once * Delete individual or multiple entries simultaneously with proper validation to prevent errors * Auto-fill for email IDs for better accuracy * Edit auto-filled email IDs if needed. These updates streamline the peer appraisal process and improve the overall user experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbRUjII2ijrJbLLL4SxIR%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1258bee5&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#offer-letter-and-ctc-break-up-in-single-pdf-attachment) Offer Letter & CTC Break-up in Single PDF Attachment Our new feature in the 'Make an Offer' function allows you to send an offer letter and CTC break-up as a single PDF when you select the 'Attachment File' option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgdiJHFuDjHTgb64LC67a%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=50e7d77&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#travel-report-in-summary-and-detailed-format) Travel Report in Summary and Detailed Format We have introduced two new reports to better manage and analyze travel data: 1. **Travel Detailed Report**: Provides a detailed view of each travel entry, including reimbursement details, approval status, travel dates, and more. 2. **Travel Summary Report**: Offers a summary of travel activities, highlighting key details for quick insights. These reports enhance travel data tracking and streamline reimbursement processes. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FNBJj8CGPiEPK8iKc7FmP%252Fa.png%3Falt%3Dmedia%26token%3D3d41d960-fd90-4ee1-a7cd-7e76d6add4f2&width=768&dpr=3&quality=100&sign=4867fdca&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#integrated-training-period-with-confirmation-module) Integrated Training Period with Confirmation Module Our new training period configurations allow you flexibility to add training period before probation and ensures that employee receives adequate training with better user experience. * To set a training period by defining the ā€˜End Dateā€™ as the ā€˜Joining Dateā€™ is considered as the start date. * Probation begins right after the training period ends. * Extend the training by adding more days. * Both the employee and manager will be notified of the new end date. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FI4ZBG1ty0Oecu4Bpo1Pv%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d1b8f1a4&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#bulk-approval-and-rejection-for-expense-entries) Bulk Approval & Rejection for Expense Entries Our new ā€˜Approve Allā€™ and ā€˜Reject Allā€™ features let you approve or reject all expense entries at once, across all pages. This saves time by eliminating the need to review each entry individually. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDe53qszaKNycZyPLGTYI%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a759f339&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#improved-project-tracking-with-timesheet-attachments) Improved Project Tracking with Timesheet Attachments The new "**Attachment** **Option**" for timesheet entries in the project module allows users to attach files directly to their timesheet entries. This enhancement, enables better documentation and support for timesheet data, improving project tracking and record-keeping. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAXzrctNZrA2waJsdb75v%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ae75dec3&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#0b787e7b7b64797f4b7b6468606e7f6379667825686466) [PreviousJune 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/june-2024) [NextApril 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/april-2024) Last updated 1 year ago Was this helpful? * [Priority-Based Time Range Leave Deductions](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#priority-based-time-range-leave-deductions) * [Extension for Leave and Attendance Requests](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#extension-for-leave-and-attendance-requests) * [Simplified Appraisal Reports in Modern PDF Format](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#simplified-appraisal-reports-in-modern-pdf-format) * [Streamlined Peer Appraisal Interface](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#streamlined-peer-appraisal-interface) * [Offer Letter & CTC Break-up in Single PDF Attachment](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#offer-letter-and-ctc-break-up-in-single-pdf-attachment) * [Travel Report in Summary and Detailed Format](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#travel-report-in-summary-and-detailed-format) * [Integrated Training Period with Confirmation Module](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#integrated-training-period-with-confirmation-module) * [Bulk Approval & Rejection for Expense Entries](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#bulk-approval-and-rejection-for-expense-entries) * [Improved Project Tracking with Timesheet Attachments](https://docs.pockethrms.com/product-updates/updates-2024/may-2024#improved-project-tracking-with-timesheet-attachments) Was this helpful? --- # December 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbMYhMtmPO7TEdZ6eZzaF%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%289%29.png%3Falt%3Dmedia%26token%3D5f6507d8-53e7-48a6-b910-834cb6c5b492&width=1248&dpr=3&quality=100&sign=7d7eedb6&sv=2) We are excited to announce the deployment of the ā€˜smHRt Payrollā€™ Process with the December 2022 update, which is one-of-a-kind feature wherein we have provided additional checks to ensure your payroll runs smoothly. It even uses machine learning to understand your company and suggest modifications and remove outliers from the data. With the latest update, the HR and Administrator will also be able to identify modified attendance entries. Additionally, they can create custom ESS roles and enable email notifications to the managers and other stakeholders if the HR edits the ā€˜last working dayā€™ of an employee. We have also added the option to create dynamic email tags for emails. Another major update is the integration of WhatsApp, using which you can send pay slips directly to the employees. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#smhrt-payroll) smHRt Payroll The smHRt Payroll Process ensures that the HR or Administrator can process payroll with pre-process checks that helps them identify errors in the configuration and formulae and avoid any outliers in the data. It also assures the users that all pre-requisites for processing the payroll are completed, by giving an overview, which includes the total gross salary processed, income tax processed, payroll count vs employee count, and more. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0UwYlVwNEn1XUD9BjSUm%252FPayroll-Process-1536x828.png%3Falt%3Dmedia%26token%3D0a30d2d6-bd69-4daa-82c5-a249e3db4c92&width=768&dpr=3&quality=100&sign=34295898&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#identify-modified-attendance-entries) Identify Modified Attendance Entries The HR and Administrator can identify the ā€˜Inā€™ and ā€˜Outā€™ entries modified by the employee or another HR or Admin as it get flagged after being modified. This functionality gives you transparency and mitigates fraud as flagging modified entries makes it easier to identify any unauthorized entry. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUbGPoURYlFbnWtBPYV6G%252FIn-Out-Core-Details.png%3Falt%3Dmedia%26token%3Dfc8a7f30-0685-4343-a47e-b9c234f96fa1&width=768&dpr=3&quality=100&sign=185d778a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#seamless-designation-creation) Seamless Designation Creation The HR or Administrator can create multiple custom ESS roles which can be used for different designations of users. This feature allows HR administrators to define specific access and permissions for different employee groups. This flexibility allows a more organized approach to access to information and leads to a productive work environment. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FrI7kyvBu1pBk5xJDHXQP%252FSelf-Service-Roles.png%3Falt%3Dmedia%26token%3D288a23be-d929-4891-a53d-3b1ebea70afc&width=768&dpr=3&quality=100&sign=2a29a18&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#notification-for-last-working-date-edits) Notification for ā€˜Last Working Dateā€™ Edits The software now enables you to send email notifications for edits in the last working date provided. The notifications can be sent to HR, managers, the resigning employee, and external email IDs. This ensures seamless communication, enhancing transparency and accountability within the organization. It aids in keeping all relevant stakeholders informed about employee departures, facilitating smooth transitions and maintaining professional relationships. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKqnU7yMrC9azo52g842M%252FReminder.png%3Falt%3Dmedia%26token%3Dc116f0ee-502c-4dee-ad48-6729375aa3db&width=768&dpr=3&quality=100&sign=3432199e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#dynamic-email-fields) Dynamic Email Fields With our latest update HRs can create dynamic email template fields which can be used while sending offer letters to candidates. For example, an HR can create a dynamic tag as ā€˜Addressā€™ and the same will be used in the offer letter email template. While sending the offer letter, the ā€˜Addressā€™ field will be replaced with the mapped dynamic tag. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FE3QK4E7WSK8PZ9AnmRfO%252FEmail-Template.png%3Falt%3Dmedia%26token%3Dd468c127-29bd-4d9f-bd8d-0c0e5ee429b5&width=768&dpr=3&quality=100&sign=18a89e33&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FL0wOy0RlnNmKoT7Vgk7m%252FEmail-Tags.png%3Falt%3Dmedia%26token%3D2cc031c4-a882-4607-b0be-338a42752404&width=768&dpr=3&quality=100&sign=fb31b65b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#whatsapp-integration) WhatsApp Integration The HR or Administrator can enable WhatsApp integration to directly send pay slips on the employeeā€™s WhatsApp mobile number. This direct and instant delivery enhances efficiency, ensuring timely access to crucial information. By leveraging this functionality, businesses can enhance their employee experience, fostering trust and transparency within the organization. It not only saves time and effort for both HR professionals and employees but also demonstrates the company's commitment to embracing modern, convenient communication channels. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYbcvVWUmlhWWPlgftcA6%252FPay-Slip.png%3Falt%3Dmedia%26token%3D392b3e2f-95d5-4c70-9cac-e7683790bb1f&width=768&dpr=3&quality=100&sign=526f2cbd&sv=2) [PreviousUpdates 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022) [NextNovember 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022/november-2022) Last updated 1 year ago Was this helpful? * [smHRt Payroll](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#smhrt-payroll) * [Identify Modified Attendance Entries](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#identify-modified-attendance-entries) * [Seamless Designation Creation](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#seamless-designation-creation) * [Notification for ā€˜Last Working Dateā€™ Edits](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#notification-for-last-working-date-edits) * [Dynamic Email Fields](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#dynamic-email-fields) * [WhatsApp Integration](https://docs.pockethrms.com/product-updates/updates-2022/december-2022#whatsapp-integration) Was this helpful? --- # November 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fm7wUEMX0Dau6CzqlT95H%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%2810%29.png%3Falt%3Dmedia%26token%3D62123402-08d1-466c-a9b9-3c79950e430b&width=1248&dpr=3&quality=100&sign=94e78e33&sv=2) With this update, we have introduced the option to attach documents with leave requests and restrict employees from making leave requests beyond a certain date. We have also added the option to allocate the duties of the leave day with a colleague while applying for leave. We have also enabled the option to view previous appraisals of employees for both the manager and employees as well as the option to download detailed performance review reports or a summarized version. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#mandatory-supporting-leave-document) Mandatory Supporting Leave Document The HR or Administrator can enable the option to make it mandatory to attach documents with leave requests. By making it obligatory for employees to attach relevant documents such as medical certificates or official approvals, the company can validate the authenticity of leave requests. This feature streamlines the approval process, reducing the likelihood of false claims and ensuring compliance with company policies. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FI0TckH1tAFzrbIuN3zJe%252FMandatory%2520Supporting%2520Leave%2520Document.png%3Falt%3Dmedia%26token%3Dad62c02b-0035-4f3d-8a01-c969aa6bb05f&width=768&dpr=3&quality=100&sign=add4a00&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwCuFJTzHo1tsTEhUqmb9%252FMandatory%2520Supporting%2520Leave%2520Document%25201.png%3Falt%3Dmedia%26token%3Da1d3a3b3-8432-418d-8f5d-0aa8bc7e1393&width=768&dpr=3&quality=100&sign=c7366757&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#limiting-retroactive-leave-requests) Limiting Retroactive Leave Requests We are implementing a leave restriction feature, where you can limit employees from applying for leave for past dates based on the number of days specified in the leave configuration. It facilitates fair leave management, prevents misuse, and encourages employees to adhere to leave policies, thereby promoting a cohesive and efficient workplace. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FtsNkksql7wZDOERkrxTe%252FLimiting%2520Retroactive%2520Leave%2520Requests.png%3Falt%3Dmedia%26token%3Dd4fb5aeb-ae74-4574-8086-c92f672dac7b&width=768&dpr=3&quality=100&sign=20edbfa7&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#consistency-with-leave-task-delegation) Consistency with Leave Task Delegation Pocket HRMS now enables employees to allocate their tasks to colleagues while applying for leave. This feature helps to foster seamless workflow continuity and ensure that the company functions efficiently even when team members are on leave. That leads to operational effectiveness enabling you to manage fluctuations in staffing without compromising productivity or project timelines. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FlhKmIWRC8NdDftn9jpYB%252FConsistency%2520with%2520Leave%2520Task%2520Delegation.png%3Falt%3Dmedia%26token%3Dd15f81bf-4632-4238-b101-2bf030c12eed&width=768&dpr=3&quality=100&sign=90497782&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbRrOR1TTc8J3zxvaAvmC%252FConsistency%2520with%2520Leave%2520Task%2520Delegation1.png%3Falt%3Dmedia%26token%3Dc6c033f7-d67e-4eaf-8527-5466f4ae33ff&width=768&dpr=3&quality=100&sign=5a98871a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#holistic-performance-insight) Holistic Performance Insight Our software now offers the ability for employees and managers to access past performance reviews and feedback enabling employees to track their progress and understand expectations. When manager transitions occur, the new manager's access to prior ratings and feedback ensures a seamless transition, continuity in performance assessment, and a holistic understanding of the employee's journey. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPvhTLnY8FYjJbAFD4K0e%252FHolistic%2520Performance%2520Insight.png%3Falt%3Dmedia%26token%3D4cba6e12-47df-47fe-9d56-c20b9852fdcb&width=768&dpr=3&quality=100&sign=e4ef9f98&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzCxJrAqIzPhWKVHm0Pqb%252FHolistic%2520Performance%2520Insight1.png%3Falt%3Dmedia%26token%3Dca9706f7-13f7-440d-a67b-0197e2f059e0&width=768&dpr=3&quality=100&sign=617318fc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#convenient-performance-review-downloads) Convenient Performance Review Downloads The employees can download their performance review reports either as a summary or in a detailed report format. That will make it easy to understand the performance highlights, key feedback, and achievements in a concise summary. Understand your strengths and areas for improvement at a glance. Employees can also dive deep with detailed feedback to understand the context behind evaluations. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fll16E4SL2R5UctygeO1a%252FConvenient%2520Performance%2520Review%2520Downloads.png%3Falt%3Dmedia%26token%3Ddba96113-97c1-4561-9722-8a7b4808fb9c&width=768&dpr=3&quality=100&sign=e1839729&sv=2) [PreviousDecember 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022/december-2022) [NextOctober 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022/october-2022) Last updated 1 year ago Was this helpful? * [Mandatory Supporting Leave Document](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#mandatory-supporting-leave-document) * [Limiting Retroactive Leave Requests](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#limiting-retroactive-leave-requests) * [Consistency with Leave Task Delegation](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#consistency-with-leave-task-delegation) * [Holistic Performance Insight](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#holistic-performance-insight) * [Convenient Performance Review Downloads](https://docs.pockethrms.com/product-updates/updates-2022/november-2022#convenient-performance-review-downloads) Was this helpful? --- # July 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FD5rUUFkQMvg1qveL0jPM%252FJuly%25202024.png%3Falt%3Dmedia%26token%3Dc7e71354-52c8-4a1b-8929-2bb72280f0f6&width=1248&dpr=3&quality=100&sign=7c475d5d&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of July, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#instant-department-visibility) Instant Department Visibility Now itā€™s easier to get a complete view of employee details, as alongside the employee's designation, you will also see their ā€˜Departmentā€™ on the top section of their profile. This means you can instantly know both their role and the department they belong to, all in one glance. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwZmqUJtiikkyifEVKpEZ%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=bbe6eb8e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#pre-configured-joining-documents) Pre-configured Joining Documents Pocket HRMS streamlines your onboarding process with a pre-configured list of the employee joining documents. That gives you, * **Simplified Employee Mapping -** Our pre-configured list makes document mapping quick and easy, saving you time and effort. * **Seamless Cross-Company Integration -** If a field is missing in your cross-company setup, a pop-up alert will appear. You can simply click on the 'Proceed' and the system will automatically create the necessary field. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5QP0GSVsGYNoApJKIunQ%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b19760f5&sv=2) A screenshot of a computer ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#in-depth-trip-report) In-depth Trip Report Now you can get all the trip details in expense with our new ā€˜Trip Detailed Reportā€™. It enables you to get employee information, including their location and shift times. Plus, you get all the trip-specific information you needā€”like Start KM, End KM, and Total KM in a single report making it easy and time-efficient to analyse all the details. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUv2Gfo5XwSQP6WqAc9Z7%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=53d618d0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#leave-cycle-reflected-in-attendance-settings) Leave Cycle Reflected in Attendance Settings Now the ā€˜Maximum Countā€™ for the Regularization and On Duty will be aligned with existing leave calendar configurations i.e. ā€˜Month-wiseā€™ or ā€˜Date-wiseā€™. The option to set the maximum leave calendar will also reflect the leave configurations. For example, 1. Letā€™s consider a case where leave calendar is set ā€˜Date-wiseā€™, from 21st of current month to 20th of next month. Then the system will show this specific this date range in the option to set ā€˜Maximum Countā€™ for Regularization and on Duty. The system will also the consider the value you put in maximum count feature for this specific date range only. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3MhvbXwvhtykvsFvBM50%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ae6419b6&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fh96nIuqQUWIr7uOlfZ0E%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=805b4713&sv=2) In case, the leave calendar is set ā€˜Month-wiseā€™, the maximum Regularization and On Duty count will be set and considered according to the respective months. (Standard Calendar Month). ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUMDWmMUrrJ4hFkfp3IZS%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d37e34ba&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3Xy4G8PMuWnGC1jkFLdX%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c987a2bd&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#effortless-email-composition-with-new-placeholders) Effortless Email Composition with New Placeholders Now, you can quickly draft comprehensive Recruitment and CTC emails with new & efficient placeholders. That enrich the email templates and makes your communication seamless and precise. Our newly introduced placeholders include: * Job Title * Job Code * Job Department * Job Type * Job Cost Center * Job Grade/Level * Job Position Along with that, you get Annual and Monthly CTC placeholders in both words and numbers format making the template more convenient than ever before. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWz8CPFPwedJyXPMtYgyl%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c81e496d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIK0ZybcD5XmXlZEtzhTV%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=517beaf0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#lock-resignation-date) Lock Resignation Date Managing employee resignation is now made easier with the ā€˜Lock Resignation Dateā€™ feature. That makes the resignation date non-editable for employees. So, the day on which an employee requests separation from the ESS portal, the same date will be considered as a resignation date for them and they canā€™t change it later. That gives more structured approach to the separation management process and improve efficiency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWPNuOpvRVh7iRL1yLxEI%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=51ccc415&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#separation-report-includes-pending-requests) Separation Report includes Pending Requests With our latest update, when you go to Data Wizard go get a Separation Report, it gives you a complete view. As, now along with the approved entries you will also get details for requests that are pending for approval. So, you get informed about a complete picture and then you can act quickly on any pending requests. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F86sbSYsMZ8p9tEqdTdqB%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6bc84c49&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#simplified-leave-credits-with-ui-enhancements) Simplified Leave Credits with UI Enhancements Pocket HRMS now provides you with greater flexibility. You can configure leave credit based on attendance, using various date parameters, such as the Date of Confirmation, Date of Joining, and more. In addition to that, we made UI improvements such as: * Explanation of how the leave credit works in attendance-based scenarios * Option to choose leave credit based on leave balance or credited days * An easy-to-access guide with a 'How it Works' link These UI enhancements provide more flexibility and accuracy in managing leave credits. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbRJaQ3bhdpLrgsiQCiAR%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5cbf6ccd&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#1764626767786563576778747c72637f657a643974787a) [PreviousAugust 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/august-2024) [NextJune 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/june-2024) Last updated 1 year ago Was this helpful? * [Instant Department Visibility](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#instant-department-visibility) * [Pre-configured Joining Documents](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#pre-configured-joining-documents) * [In-depth Trip Report](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#in-depth-trip-report) * [Leave Cycle Reflected in Attendance Settings](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#leave-cycle-reflected-in-attendance-settings) * [Effortless Email Composition with New Placeholders](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#effortless-email-composition-with-new-placeholders) * [Lock Resignation Date](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#lock-resignation-date) * [Separation Report includes Pending Requests](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#separation-report-includes-pending-requests) * [Simplified Leave Credits with UI Enhancements](https://docs.pockethrms.com/product-updates/updates-2024/july-2024#simplified-leave-credits-with-ui-enhancements) Was this helpful? --- # October 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqinS7wMP2XuPEkrVXcUw%252FSeptember%25202022.png%3Falt%3Dmedia%26token%3D06439204-7223-4ac9-aa3f-024b7a6ba4ab&width=1248&dpr=3&quality=100&sign=8a334d91&sv=2) In our pursuit to improve the end-user experience, we have made further enhancements to your beloved HRMS software. In this update, we have introduced the option to assign training to employees in bulk. We have also developed the option to save ratings for employees and save it as a draft instead of submitting it. As for the recruiters, there is a new option to whitelist domains before posting jobs online. Finally, we have introduced a robust employee filter to manage their roster effectively. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/october-2022#seamless-bulk-training-assignments) Seamless Bulk Training Assignments Our latest feature ā€˜Bulk Training Assignmentā€™, allows HR professionals and administrators to effortlessly assign training to all employees in one go. This streamlined process eliminates the tedious task of manual allocation, saving valuable time and effort. By simplifying the training assignment for multiple employees simultaneously, our software ensures efficient workforce development, allowing businesses to focus on strategic goals while ensuring every team member receives the necessary training. Boost productivity, enhance employee skills, and streamline your HR tasks. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbZXgDLDl2e9PDvbeVeTR%252FSeamless%2520Bulk%2520Training%2520Assignments.png%3Falt%3Dmedia%26token%3De108e168-7d5a-44c6-862e-f524589d17bb&width=768&dpr=3&quality=100&sign=356ad166&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/october-2022#convenient-performance-reviews) Convenient Performance Reviews We empower users to effortlessly ā€˜Save as Draftā€™ their performance reviews or ratings at any moment, regardless of whether all parameters are completed. This unique feature grants employees the flexibility to work on their performance reports at their own pace and convenience. By eliminating the pressure of completing all fields in one go, we enhance efficiency and reduce stress. Employees can now focus on their tasks without worrying about stringent deadlines, ensuring a more relaxed and productive work environment. Experience the freedom to manage your performance evaluations seamlessly, promoting a healthier work-life balance and fostering enhanced employee well-being. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRMljqeDfgQF6dliQtP41%252FConvenient%2520Performance%2520Reviews.png%3Falt%3Dmedia%26token%3Da2357b23-33db-419b-a60b-8ac866455bd4&width=768&dpr=3&quality=100&sign=9e3faaa3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/october-2022#boost-recruitment-reach-by-domain-whitelisting) Boost Recruitment Reach by Domain Whitelisting Introducing domain whitelisting feature that provides recruiters the ability to whitelist their company's website or any preferred domain before posting jobs. This streamlined process guarantees that job listings are seamlessly published on the whitelisted domains, ensuring maximum visibility and outreach. This simplifies the posting procedure and enhances control, recruiters can save valuable time and find the perfect candidates swiftly and effortlessly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FE7Azp8KxbSKPhxnpXoxJ%252FWhitelist%2520Domains%2520for%2520Job%2520Posting.png%3Falt%3Dmedia%26token%3D16687fb3-88e4-40d2-b0fc-485164d42077&width=768&dpr=3&quality=100&sign=cf590b97&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/october-2022#streamline-roster-management-with-filter) Streamline Roster Management with Filter With our latest update, you will get an Employee Filter on our Roster Management page in the cloud and the Employee Self-Service (ESS) portal. Now HR/Administrators and managers can effortlessly streamline their workforce management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fx1AlYDs0VEBpd26nYThQ%252FStreamline%2520Roster%2520Management%2520with%2520Filter.png%3Falt%3Dmedia%26token%3Dfe18e210-0544-4a49-9b77-b94468ec50b4&width=768&dpr=3&quality=100&sign=69b48dae&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgVaZM2eISMizbkxjrIRY%252FEmployee%2520Filter%2520in%2520Roster%2520Management1.png%3Falt%3Dmedia%26token%3D680ad943-aa9c-416b-9da2-9a84d600214c&width=768&dpr=3&quality=100&sign=5584b5c&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#eb989e9b9b84999fab9b8488808e9f83998698c5888486) [PreviousNovember 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022/november-2022) [NextSeptember 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022/september-2022) Last updated 1 year ago Was this helpful? * [Seamless Bulk Training Assignments](https://docs.pockethrms.com/product-updates/updates-2022/october-2022#seamless-bulk-training-assignments) * [Convenient Performance Reviews](https://docs.pockethrms.com/product-updates/updates-2022/october-2022#convenient-performance-reviews) * [Boost Recruitment Reach by Domain Whitelisting](https://docs.pockethrms.com/product-updates/updates-2022/october-2022#boost-recruitment-reach-by-domain-whitelisting) * [Streamline Roster Management with Filter](https://docs.pockethrms.com/product-updates/updates-2022/october-2022#streamline-roster-management-with-filter) Was this helpful? --- # April 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvLi0sw6aZ2cISeqr8nPu%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%2822%29.png%3Falt%3Dmedia%26token%3D0103aba5-5056-4e40-88e3-e93c646d014a&width=1248&dpr=3&quality=100&sign=5bfddcb9&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of April, we have the following enhancements: ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#maximize-efficiency-with-candidate-tracker) Maximize Efficiency with Candidate Tracker Now, the candidate tracker can be used to retrieve all the candidate-related information that is included in the candidate report. You can use multiple filters to get up to 100 entries per page with the ability to get up to 6 months of data. Furthermore, you can use the 'Export To Excel' button which has no limit for a date range. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FADKoK1aJBFQHohfjETnf%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=485cd32e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#automated-state-selection) Automated State Selection With our latest enhancement in the hire module, you donā€™t need to manually enter the sate name while adding or editing the job. Once you select the ā€˜Countryā€™ the system will fetch the state names accordingly making the process hustle-free. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F53VlkKZDAGclh0VO7zOo%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=704ba071&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#bulk-pop-up-data-import) Bulk Pop-up Data Import Pocket HRMS now enables you to import the Pop-up Data for multiple business units at once using the Excel sheet. That avoids a lot of repeated data entry saving you plenty of time and effort. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9hsb1sBN6Jpm9a9aXHmG%252FFrame%252023.png%3Falt%3Dmedia%26token%3D0c7912a4-111a-4115-be76-0926866b2798&width=768&dpr=3&quality=100&sign=95fd32aa&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FaPEhgKNxuYrMOexHKMXe%252FFrame%252024.png%3Falt%3Dmedia%26token%3Dd0edc249-03d0-4725-9a7a-b0b937d60023&width=768&dpr=3&quality=100&sign=da4689c3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#seamless-separation-across-companies) Seamless Separation Across Companies Now you can assign a cross company manager for employee separation. The cross-company employee separation feature is now fully functional for the admin portal as well as the self-service portal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZARzXaUKrt4eY66GcbDY%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=afcbbf0d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#predefined-remarks-for-on-duty-applications) Predefined Remarks for On-duty Applications While applying for on-duty applications now employee can select their remark from the predefined field. You can also customize these remarks according to the requirements. If employee donā€™t select any of the predefined remarks they also have an option to type in their reason, ensuring adaptability to various situations. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FghNEjXMc2JEiEIljkOKu%252FFrame%252025.png%3Falt%3Dmedia%26token%3D3c65ed5c-6f1d-4455-8e68-c06d408ce564&width=768&dpr=3&quality=100&sign=6d4f890e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvaT0qtB5L5sVAKwqn7lm%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ed49a81d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#flexible-leave-deductions-for-invalid-punches) Flexible Leave Deductions for Invalid Punches The system now enables you to use the leave deduction feature for invalid punches. For example, if the system detects Invalid Punch i.e., single punch entries after the time consolidation process has been executed, leave deductions will be executed based on your configurations for Invalid Punch. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fl4A6lomSCWWo2SpYdlrh%252FFrame%252026.png%3Falt%3Dmedia%26token%3Dfe61ae7f-7043-4695-8b03-eda6ce3d572a&width=768&dpr=3&quality=100&sign=d36db15f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#specific-leave-credits-for-your-probation-period) Specific Leave Credits for Your Probation Period You can customize leave credit configurations for the probation period. Now you can tailor various leave types with specific credit counts for the probation period. Additionally, dependency can be added for probation period completion i.e., probation completion depends on the Confirmation date. Furthermore, HR can specify whether unused leaves should be Elapsed or Carried Forward upon confirmation. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFDBnPKXjxzv1DgpjMuGE%252FFrame%252027.png%3Falt%3Dmedia%26token%3Dcf6c3592-e7ca-4f53-b670-324a0c83fbfc&width=768&dpr=3&quality=100&sign=705db8c0&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#196a6c6969766b6d5969767a727c6d716b746a377a7674) [PreviousMay 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/may-2024) [NextMarch 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/march-2024) Last updated 1 year ago Was this helpful? * [Maximize Efficiency with Candidate Tracker](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#maximize-efficiency-with-candidate-tracker) * [Automated State Selection](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#automated-state-selection) * [Bulk Pop-up Data Import](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#bulk-pop-up-data-import) * [Seamless Separation Across Companies](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#seamless-separation-across-companies) * [Predefined Remarks for On-duty Applications](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#predefined-remarks-for-on-duty-applications) * [Flexible Leave Deductions for Invalid Punches](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#flexible-leave-deductions-for-invalid-punches) * [Specific Leave Credits for Your Probation Period](https://docs.pockethrms.com/product-updates/updates-2024/april-2024#specific-leave-credits-for-your-probation-period) Was this helpful? --- # 2025 Major Product Highlights | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDUH4D0CIWJl2TnKf6ROl%252FHighlights%25202025%2520Docs%2520Banner%2520%281%29.png%3Falt%3Dmedia%26token%3D6d3e4f8a-c19e-42c4-8563-48cee332cd4b&width=1248&dpr=3&quality=100&sign=d95a9ec6&sv=2) 2025 was about strengthening the foundation of everyday HR operations.Across payroll, compliance, attendance, exits, expenses, budgeting, performance, and employee experience, Pocket HRMS focused on one thing: helping HR teams move faster with confidence, accuracy, and control. Hereā€™s whatā€™s new and why it matters. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.-everyday-hr-tasks-made-noticeably-easier) 1\. **Everyday HR Tasks, Made Noticeably Easier** Small improvements create big wins in day-to-day HR operations. These updates reduce clicks, reduce confusion, and improve speed across commonly used workflows. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FiJplJJ1DEKi82LIIH4dL%252F1%2520Everyday%2520HR%2520Tasks%252C%2520Made%2520Noticeably%2520Easier.png%3Falt%3Dmedia%26token%3Dcd46f941-8fb6-4f16-b160-8eb60bd20f8a&width=768&dpr=3&quality=100&sign=c4bd4f29&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.1-bring-structure-to-appraisal-conversations) 1.1 **Bring Structure to Appraisal Conversations** HR teams can now control the order of appraisal questions so evaluations follow a clear flow. This improves the manager experience, encourages better responses, and reduces missed or inconsistent inputs. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.2-a-more-intuitive-pms-experience) 1.2 **A More Intuitive PMS Experience** Performance screens now have been refined to feel cleaner and easier to navigate. This reduces effort for managers during reviews and helps HR teams manage cycles with fewer support queries. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.3-create-a-professional-career-page-in-minutes) 1.3 **Create a Professional Career Page in Minutes** Organizations can now launch a fully branded, modern career page in just a clickā€”no technical setup required. Hiring teams go live faster, while candidates enjoy a smooth, professional experience from their very first visit. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.4-instant-access-to-tax-details) 1.4 **Instant Access to Tax Details** Tax details are now available instantly in a quick pop-up view, so teams can review information without navigating away from the screen. This speeds up payroll processing and enables faster, more confident responses to employee tax queries. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.5-hr-letters-your-way) 1.5 **HR Letters, Your Way** HR teams can now design and manage custom letter formats with ease, ensuring consistent communication while still supporting organization-specific templates and dynamic data fields. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.6-quick-in-out-summary) 1.6 **Quick Inā€“Out Summary** In-out reports now give a clearer summary view for faster daily review. This reduces the need to open multiple screens just to confirm punch timelines. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.7-in-app-ess-announcements) 1.7 **In-App ESS Announcements** Important announcements are now delivered directly to employees through ESS pop-ups, ensuring higher visibility and reducing the chances of missing critical HR or policy updates. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.8-better-control-over-approval-chains) 1.8 **Better Control Over Approval Chains** Approval workflows are now clearer and more streamlined, giving HR teams better visibility and control at every stage. This reduces approval bottlenecks and makes it easy to see exactly where requests are pending. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.9-more-secure-user-friendly-password-resets) 1.9 **More Secure, User-Friendly Password Resets** Password reset emails are now clearer and easier to follow, helping employees regain access faster while reducing confusion and support requests related to login issues. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.10-protected-document-delivery) 1.10 **Protected Document Delivery** Sensitive documents can now be shared securely through ESS, strengthening confidentiality and minimizing the risks associated with manual or unsecured sharing methods. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.11-ctc-that-adapts-to-global-teams) 1.11 **CTC That Adapts to Global Teams** CTC structures now support multiple currencies, making compensation management smoother and more consistent for organizations operating across regions. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.-learning-that-goes-beyond-attendance) 2\. **Learning That Goes Beyond Attendance** Training effectiveness depends on engagement and outcomes, not just completion. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FG4xNkqaR0XT0XLzRklkE%252F2%2520Learning%2520That%2520Goes%2520Beyond%2520Attendance.png%3Falt%3Dmedia%26token%3Db980ebb1-439e-4f5a-abd7-48b4b3f88774&width=768&dpr=3&quality=100&sign=ac1ce12b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.1-learning-programs-that-listen) 2.1 **Learning Programs That Listen** Now, with the built-in surveys within learning programs it is easy to capture participant feedback, helping organizations measure effectiveness and continuously improve future learning initiatives. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.2-smarter-trainer-identification) 2.2 **Smarter Trainer Identification** External trainers can now be tagged to training sessions, improving visibility, tracking, and reporting for vendor-led learning programs. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.3-multi-trainer-sessions-simplified) 2.3 **Multi-Trainer Sessions, Simplified** Training sessions can now include multiple trainers with enhanced attendance tracking, making it easier to manage larger and more complex learning programs with confidence. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.4-measure-engagement-beyond-courses) 2.4 **Measure Engagement Beyond Courses** Track how learners engage with shared reference materials to gain deeper insights into participation and learning impact beyond attendance alone. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.-employee-exits-finally-under-control) 3\. **Employee Exits, Finally Under Control** Exits require structure, visibility, and coordination across teams. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKff8fdWBgaxAILk2EFfH%252F3%2520Employee%2520Exits%252C%2520Finally%2520Under%2520Control.png%3Falt%3Dmedia%26token%3D107f799c-4370-4fa0-907e-1fb9f03cc5d8&width=768&dpr=3&quality=100&sign=6854536a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.1-approve-early-exit-exactly-on-the-last-working-day) 3.1 **Approve Early, Exit Exactly on the Last Working Day** HR teams can now approve separations in advance while ensuring the employee is officially separated only on their actual last working day. This allows smoother exit planning without triggering early payroll actions, access changes, or compliance processes. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.2-exit-with-clarity.-re-hire-with-confidence) 3.2 **Exit with Clarity. Re-Hire with Confidence.** HR teams can now capture re-hire eligibility directly during the exit process, creating a clear and structured outcome that supports future hiring decisions and removes reliance on informal notes or memory. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.3-group-wide-fnf-approvals-streamlined) 3.3 **Group-Wide FnF Approvals, Streamlined** FnF approvals can now be managed centrally for employees linked to multiple legal entities, reducing duplication, speeding up approvals, and ensuring consistent exit handling across group companies. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.4-clear-notifications-at-every-exit-stage) 3.4 **Clear Notifications at Every Exit Stage** Automated notifications keep HR, managers, finance teams, and employees informed at every stage of the separation workflow, reducing follow-ups and ensuring no critical exit step is missed. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.5-smarter-resignation-and-lwd-management) 3.5 **Smarter Resignation and LWD Management** Resignation and last working day tracking is now clearer and more structured, giving HR teams better visibility into notice periods, timelines, and status. This helps manage exits with confidence and avoids confusion during the closure process. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.6-dedicated-hr-ownership-for-exits) 3.6 **Dedicated HR Ownership for Exits** Each exit case can now be assigned to a dedicated HR owner, bringing clear accountability, smoother coordination, and timely completion of FnF activities. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-4.-more-accurate-work-hours-even-for-complex-shifts) 4\. **More Accurate Work Hours, Even for Complex Shifts** Accurate attendance becomes critical when work patterns are not linear. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUzn5zTiJaO5qeZbgNK0j%252F4%2520More%2520Accurate%2520Work%2520Hours%252C%2520Even%2520for%2520Complex%2520Shifts.png%3Falt%3Dmedia%26token%3D0b8d95d7-2f32-4060-ac8c-a988bf1a310a&width=768&dpr=3&quality=100&sign=73670dd6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-4.1-work-hour-precision-for-break-based-shifts) 4.1 **Work Hour Precision for Break-Based Shifts** Now you can define structured breaks and split shifts within a workday using Break Shift functionality. Productive hours are calculated automatically by excluding defined breaks, ensuring attendance reflects actual working time. This delivers fairer work-hour evaluation and payroll-ready attendance data without manual adjustments. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-5.-expense-and-travel-without-the-back-and-forth) 5\. **Expense and Travel, Without the Back-and-Forth** Expense processing becomes smoother when automation replaces manual checks. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FErzn4NDz3gvYf0NVDrUz%252F5%2520Expense%2520and%2520Travel%252C%2520Without%2520the%2520Back-and-Forth.png%3Falt%3Dmedia%26token%3Dc71bb841-4ae1-4bcd-adac-7c2dac68511f&width=768&dpr=3&quality=100&sign=f7f69438&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-5.1-consistent-daily-expense-governance) 5.1 **Consistent Daily Expense Governance** you can set daily expense caps that are enforced automatically at the time of submission. This reduces rejections, minimizes manual validation, and keeps expense claims aligned with company policy from the start. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-5.2-fair-travel-distance-every-time) 5.2 **Fair Travel Distance, Every Time** Now you can track trip distances automatically using location-based kilometre calculation, eliminating manual entries and calculation errors. Claims are submitted faster, visibility improves with smart indicators for exceeded limits, and exceptions can be managed through controlled overrides. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-5.3-handle-exceptions-without-breaking-policy) 5.3 **Handle Exceptions Without Breaking Policy** You can now allow authorized users to override expense eligibility rules in justified cases, maintaining structured policies while enabling the flexibility needed to handle real-world exceptions. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-6.-promotion-updates-made-simple-and-quick) 6\. **Promotion Updates Made Simple & Quick** Promotions without paperwork chaos. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUdXljlrZL5oWbNiJpFze%252F6%2520Promotion%2520Updates%2520Made%2520Simple%2520%2526%2520Quick.png%3Falt%3Dmedia%26token%3Dc5c6d6f3-c4ac-44ec-9293-8652a0fb65cf&width=768&dpr=3&quality=100&sign=f848030f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-6.1-quicker-promotions-less-admin-effort) 6.1 **Quicker Promotions, Less Admin Effort** Designation, role, and related updates are now handled faster through structured system workflows, reducing manual effort and ensuring timely, accurate changes. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-7.-payroll-that-feels-safer-and-more-predictable) 7\. **Payroll That Feels Safer and More Predictable** Payroll accuracy is not just about calculations. It is about governance, accountability, and trust across HR, finance, and leadership. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFSpqApb9dsW5c84hyItc%252F7%2520Payroll%2520That%2520Feels%2520Safer%2520and%2520More%2520Predictable.png%3Falt%3Dmedia%26token%3D5bf98361-a424-4ef8-b10f-7d0327755154&width=768&dpr=3&quality=100&sign=4b7270ea&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-7.1-payroll-approvals-you-can-trust) 7.1 **Payroll Approvals You Can Trust** Now you can run payroll with enterprise-grade approval and control. Once payroll is prepared, it flows through a clearly defined, multi-level approval process where authorized stakeholders review and validate details before finalization. Salaries are released only after all required approvals are completed, helping identify discrepancies, compliance risks, and calculation issues early for a more reliable payroll cycle. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-7.2-secure-attendance-for-error-free-payroll) 7.2 **Secure Attendance for Error-Free Payroll** Now you can lock attendance data as soon as payroll processing begins, preventing changes to punches, leave adjustments, or work hours. This keeps payroll figures consistent throughout the cycle and eliminates rework caused by last-minute edits. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-7.3-faster-hassle-free-salary-disbursement) 7.3 **Faster, Hassle-Free Salary Disbursement** Disburse salaries directly through bank integration once payroll is finalized. Pocket HRMS automatically generates a secure, bank-compliant pay-out file with verified employee details and accurate net pay amounts. This eliminates Excel-based salary files, reduces errors, strengthens data security, and ensures faster, more reliable salary pay-outs. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-8.-performance-that-directly-impacts-pay) 8\. **Performance That Directly Impacts Pay** Performance outcomes should translate clearly into compensation decisions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1drKSjURQ3iQHOyjwYT5%252F8%2520Performance%2520That%2520Directly%2520Impacts%2520Pay.png%3Falt%3Dmedia%26token%3D72a5b240-7fe1-49b3-83aa-a35f7cf8fc06&width=768&dpr=3&quality=100&sign=ba5913b0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-8.1-performance-linked-increments-automated) 8.1 **Performance-Linked Increments, automated** Automatically derive increment percentages from PMS outcomes, reducing manual intervention and ensuring consistent, fair salary revisions driven by appraisal results. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-8.2-pms-feedback-process-overview) 8.2 **PMS Feedback Process Overview** Now you can run appraisals on a structured feedback framework that brings greater clarity and consistency across cycles, making evaluations more transparent and easier to understand for both employees and managers. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-9.-budgets-that-tell-you-whats-really-happening) 9\. **Budgets That Tell You Whatā€™s Really Happening** Managing budgets across multiple companies should not require multiple spreadsheets. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHNostHws0FQ5ov2hQtcT%252F9%2520Budgets%2520That%2520Tell%2520You%2520What%25E2%2580%2599s%2520Really%2520Happening.png%3Falt%3Dmedia%26token%3D253b3253-59e2-4add-a349-de0c766ece1c&width=768&dpr=3&quality=100&sign=2185cefd&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-9.1-data-driven-budgeting-made-simple) 9.1 **Data-Driven Budgeting Made Simple** Now get a clear, consolidated view of turnover, budgets, and workforce data across group companies through intelligent dashboards. With simple summaries, easy data updates, and role-based access, HR teams and leadership can review group-level insights with clarity and confidence. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-10.-compliance-built-into-everyday-hr) 10\. **Compliance Built into Everyday HR** Compliance becomes easier when visibility and control are built into the system. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FnONAHz3OAQFKVZ2lnFL9%252F10%2520Compliance%2520Built%2520into%2520Everyday%2520HR.png%3Falt%3Dmedia%26token%3D55cff97f-fe92-480c-a824-79caad1e79e2&width=768&dpr=3&quality=100&sign=a121eb7c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-10.1-compliance-management-fully-centralized) 10.1 **Compliance Management, Fully Centralized** Manage statutory compliance from a single, consolidated dashboard. The Compliance Dashboard brings PF, ESIC, PT, TDS, salary registers, and other statutory reports together in one secure screen, making it easy to access, download, and store filings for any selected period. This improves audit readiness while reducing operational complexity. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-10.2-trusted-ekyc-for-compliance-ready-payroll) 10.2 **Trusted eKYC for Compliance-Ready Payroll** Now verify employee identity using Bank, PAN, and Aadhaar validation, improving the authenticity of master data while strengthening compliance readiness. This reduces issues during audits and statutory checks and builds greater trust in employee records. For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#c7b4b2b7b7a8b5b387b7a8a4aca2b3afb5aab4e9a4a8aa) [PreviousUpdates 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025) [NextDecember 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/december-2025) Last updated 2 months ago Was this helpful? * [1\. Everyday HR Tasks, Made Noticeably Easier](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.-everyday-hr-tasks-made-noticeably-easier) * [1.1 Bring Structure to Appraisal Conversations](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.1-bring-structure-to-appraisal-conversations) * [1.2 A More Intuitive PMS Experience](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.2-a-more-intuitive-pms-experience) * [1.3 Create a Professional Career Page in Minutes](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.3-create-a-professional-career-page-in-minutes) * [1.4 Instant Access to Tax Details](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.4-instant-access-to-tax-details) * [1.5 HR Letters, Your Way](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.5-hr-letters-your-way) * [1.6 Quick Inā€“Out Summary](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.6-quick-in-out-summary) * [1.7 In-App ESS Announcements](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.7-in-app-ess-announcements) * [1.8 Better Control Over Approval Chains](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.8-better-control-over-approval-chains) * [1.9 More Secure, User-Friendly Password Resets](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.9-more-secure-user-friendly-password-resets) * [1.10 Protected Document Delivery](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.10-protected-document-delivery) * [1.11 CTC That Adapts to Global Teams](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-1.11-ctc-that-adapts-to-global-teams) * [2\. Learning That Goes Beyond Attendance](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.-learning-that-goes-beyond-attendance) * [2.1 Learning Programs That Listen](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.1-learning-programs-that-listen) * [2.2 Smarter Trainer Identification](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.2-smarter-trainer-identification) * [2.3 Multi-Trainer Sessions, Simplified](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.3-multi-trainer-sessions-simplified) * [2.4 Measure Engagement Beyond Courses](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-2.4-measure-engagement-beyond-courses) * [3\. Employee Exits, Finally Under Control](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.-employee-exits-finally-under-control) * [3.1 Approve Early, Exit Exactly on the Last Working Day](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.1-approve-early-exit-exactly-on-the-last-working-day) * [3.2 Exit with Clarity. Re-Hire with Confidence.](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.2-exit-with-clarity.-re-hire-with-confidence) * [3.3 Group-Wide FnF Approvals, Streamlined](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.3-group-wide-fnf-approvals-streamlined) * [3.4 Clear Notifications at Every Exit Stage](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.4-clear-notifications-at-every-exit-stage) * [3.5 Smarter Resignation and LWD Management](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.5-smarter-resignation-and-lwd-management) * [3.6 Dedicated HR Ownership for Exits](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-3.6-dedicated-hr-ownership-for-exits) * [4\. More Accurate Work Hours, Even for Complex Shifts](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-4.-more-accurate-work-hours-even-for-complex-shifts) * [4.1 Work Hour Precision for Break-Based Shifts](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-4.1-work-hour-precision-for-break-based-shifts) * [5\. Expense and Travel, Without the Back-and-Forth](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-5.-expense-and-travel-without-the-back-and-forth) * [5.1 Consistent Daily Expense Governance](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-5.1-consistent-daily-expense-governance) * [5.2 Fair Travel Distance, Every Time](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-5.2-fair-travel-distance-every-time) * [5.3 Handle Exceptions Without Breaking Policy](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-5.3-handle-exceptions-without-breaking-policy) * [6\. Promotion Updates Made Simple & Quick](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-6.-promotion-updates-made-simple-and-quick) * [6.1 Quicker Promotions, Less Admin Effort](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-6.1-quicker-promotions-less-admin-effort) * [7\. Payroll That Feels Safer and More Predictable](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-7.-payroll-that-feels-safer-and-more-predictable) * [7.1 Payroll Approvals You Can Trust](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-7.1-payroll-approvals-you-can-trust) * [7.2 Secure Attendance for Error-Free Payroll](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-7.2-secure-attendance-for-error-free-payroll) * [7.3 Faster, Hassle-Free Salary Disbursement](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-7.3-faster-hassle-free-salary-disbursement) * [8\. Performance That Directly Impacts Pay](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-8.-performance-that-directly-impacts-pay) * [8.1 Performance-Linked Increments, automated](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-8.1-performance-linked-increments-automated) * [8.2 PMS Feedback Process Overview](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-8.2-pms-feedback-process-overview) * [9\. Budgets That Tell You Whatā€™s Really Happening](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-9.-budgets-that-tell-you-whats-really-happening) * [9.1 Data-Driven Budgeting Made Simple](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-9.1-data-driven-budgeting-made-simple) * [10\. Compliance Built into Everyday HR](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-10.-compliance-built-into-everyday-hr) * [10.1 Compliance Management, Fully Centralized](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-10.1-compliance-management-fully-centralized) * [10.2 Trusted eKYC for Compliance-Ready Payroll](https://docs.pockethrms.com/product-updates/updates-2025/2025-major-product-highlights#id-10.2-trusted-ekyc-for-compliance-ready-payroll) Was this helpful? --- # Updates 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSd0UcCojmCbUWLsuDn6d%252F2023.png%3Falt%3Dmedia%26token%3D761e4943-72ea-4544-bf8c-5c030b5e653b&width=1248&dpr=3&quality=100&sign=d37b2ec4&sv=2) * [December 2023](https://docs.pockethrms.com/product-updates/updates-2023/december-2023) * [November 2023](https://docs.pockethrms.com/product-updates/updates-2023/november-2023) * [September 2023](https://docs.pockethrms.com/product-updates/updates-2023/september-2023) * [August 2023](https://docs.pockethrms.com/product-updates/updates-2023/august-2023) * [July](https://docs.pockethrms.com/product-updates/updates-2023/july-2023) [2023](https://docs.pockethrms.com/product-updates/updates-2023/july-2023) * [Junearrow-up-right](https://app.gitbook.com/o/G3LCBkrp2yl1NkDoBuDg/s/-MXep_PEmh8mDPVWj49x/~/changes/316/product-updates/june-2023) [2023](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023) * [April 2023](https://docs.pockethrms.com/product-updates/updates-2023/april-2023) * [March 2023](https://docs.pockethrms.com/product-updates/updates-2023/march-2023) * [February 2023](https://docs.pockethrms.com/product-updates/updates-2023/february-2023) * [January 2023](https://docs.pockethrms.com/product-updates/updates-2023/january-2023) [PreviousJanuary 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/january-2024) [NextDecember 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/december-2023) Last updated 1 year ago Was this helpful? Was this helpful? --- # September 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFbyCQhM2SZvzhN47LXO5%252FSeptember%25202024.png%3Falt%3Dmedia%26token%3D6a0acdf0-a8fd-4f9f-8191-399a641bbf22&width=1248&dpr=3&quality=100&sign=4fdc9644&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of July, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#track-actual-vs.-regularized-times-with-ease) Track Actual vs. Regularized Times with Ease The Attendance Regularization Report now shows both the actual IN/OUT times and the regularized IN/OUT times. This gives you a complete view of attendance records. The enhancement is reflected in My Report, Team Report, as well as Employee Report. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fiixeix2e7lofFA5S729g%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e1bb90e2&sv=2) **My Report:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FlR4t2oRY5lNPRynuyr1H%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3c397a4d&sv=2) A screenshot of a computer **My Team Report/Employee Report** Remark Configuration for Regularization and On Duty ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHEyBL1e4ecqVwXapBrOI%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=49973c24&sv=2) A screenshot of a computer Description automatically generated ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#flexible-remarks-in-regularization-and-on-duty) Flexible Remarks in Regularization and On Duty Now, HR can choose whether to make it mandatory for employees to provide remarks while submitting the regularization & on duty requests or not. If you make remarks mandatory, employees will have to provide them. If it is kept optional, employees can choose to submit their requests with or without remarks. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FC10GRfqZjfwtXIHiNMGN%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=797cc897&sv=2) A screenshot of a computer Description automatically generated ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#on-duty-type-option-for-greater-clarity) On-Duty Type Option for Greater Clarity With our new enhancement along with the On-duty Remarks you can also configure the dropdown values for the ā€˜On-Duty Typeā€™ field. The configured values will be visible to employee in dropdown options for easy selection. Providing greater ease, segregation and keep comprehensive information. Some Examples for reference, **On Duty Type:** Work from Home, Field Work, Client Meetings, External Training Sessions, Site Visits, etc. **On Duty Remarks:** Equipment Maintenance, Client Follow-up, Project Coordination, Research and Development, etc. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZkPeSbDuaFgHTsl1lInH%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5e603064&sv=2) A screenshot of a computer Description automatically generated ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#complete-comp-off-reports-at-your-fingertips) Complete Comp Off Reports at Your Fingertips Pocket HRMS allows you to download a detailed Comp Off Elapse Report. The report includes dates when comp offs were credited, how many have been used, the remaining balance, manager approvals, and details about expired comp offs. To get this report, make sure the Elapse Feature is set up in the Leave Configuration screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvuPQ7sVTIUjRw4mYlJ2m%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=239e5098&sv=2) A screenshot of a computer Description automatically generated ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMi08UhxLJCSOaYfvuEpk%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1db2270c&sv=2) A screenshot of a computer Description automatically generated ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJRzNBPoGd8G346k6iTT1%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=27a2a685&sv=2) A screenshot of a computer Description automatically generated ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FmafLGR0tfNFb2zIvPCm0%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3d5993e5&sv=2) A screenshot of a computer Description automatically generated ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#customize-week-off-scheduling) Customize Week-Off Scheduling The week-off setting is now more flexible than ever before. Now you have more control and select whether the 1st, 2nd, 3rd, 4th, or 5th occurrence of a day (like Sunday) should be your week-off for a certain date range. Once you save the settings, your choices will be clearly shown on the screen for easy reference and full transparency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FObdBVUvzuFVqTkkbsVlU%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e09e0364&sv=2) A screenshot of a computer Description automatically generated ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#automatic-alerts-for-incomplete-shift-hours) Automatic Alerts for Incomplete Shift Hours Employees who haven't finished their scheduled shift hours will now automatically receive an email notification. The email will include details like how many hours are missing, the actual shift hours, and other important information. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLZyTWqSvf2iwds6AO6yj%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e0784592&sv=2) A screenshot of a computer Description automatically generated ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#all-new-dashboard-for-easy-access-to-work-essentials) All New Dashboard for Easy Access to Work Essentials Weā€™ve created a new, all-in-one employee dashboard that gives a clear view of everything important. Employees can easily check their profile details, shift schedules, upcoming events, leave history, monthly attendance, and company news. With a fresh, easy-to-use design, weā€™ve also made it simpler for employees to apply for leave, view salary details, and connect with their managers. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPCzsYbpkWeJuchrb3hSo%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=eefa1b4&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#faster-company-selection-in-a-single-click) Faster Company Selection in a Single Click Weā€™ve made it easier to select and switch between companies. Now, when you click on the company field, start typing the company name, and it will instantly appear, allowing you to switch companies with just one click. This update makes navigation faster and reduces the number of steps needed. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FB7qmmhwVKy1gfkFz67cs%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=31dbc9f7&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#upload-multiple-expense-files-with-ease) Upload Multiple Expense Files with Ease You can now upload multiple files at once when submitting expenses. Now, you can add several files, and they will be downloaded together in a ZIP folder. The system has a size limitā€”each file can be up to 5MB, and for multiple files, the total size can be up to 20MB. This new feature is available on both the web and mobile apps, saving a lot of time and effort. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FV8BBfwgEqhbN4zd8R7Fo%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=21ac5fb7&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#quickly-edit-and-resubmit-travel-advance-requests) Quickly Edit and Resubmit Travel Advance Requests We've added a new page where employee can easily see all the pending travel advance requests. The user can also view any rejected requests on this page and use the new EDIT option to make changes and resubmit them, or simply resubmit without any changes. Eliminating the need to create a new request from the scratch if the previous one is rejected, making the process faster and more efficient. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fs6CyfjC9YRNdlDTadnUP%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f7c57ac6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#informative-and-efficient-learning-cards) Informative and Efficient Learning Cards Get better clarity with our new simpler and easy to understand cards. Now, the Learning Card layout also gives you quick options to easily edit, archive, copy, or delete cards The Learning Card shows important information, including: * Trainer details * Learning mode * Learning period * Duration in hours and days ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fvf6GeTUTf4uPndXaak83%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7d95824f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#sort-fields-by-module-and-order-with-ease) **Sort Fields by Module and Order with Ease** Pocket HRMS now provides is an option to sort fields by module name and order number. Making it quicker to identify which fields were created for each module and simpler to find the information you need. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FH7vChRjGn6Qe8XizqqIP%252Fkkkk.png%3Falt%3Dmedia%26token%3Db01c9819-4ab0-45ab-950e-c1a63441cd97&width=768&dpr=3&quality=100&sign=1db48c79&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#more-clarity-in-probation-and-training-decisions) **More Clarity in Probation & Training Decisions** Now in addition to the Extend and Confirm button, weā€™ve added a separate **Reject** button in the probation and training decision interface. Managers can easily reject an employee during their probation or training period, change their status, and send a notification. The confirmation page will also show if an employee has been rejected. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5dBQ4YD6dPkiCEhagOY5%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f3e1c814&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#user-friendly-employee-confirmation-form) **User-Friendly Employee Confirmation Form** Now we make it easier to use Employee Confirmation Form. The new design is clearer and better organized, helping HR managers and team leads evaluate employee performance more effectively. This updated form incorporates your feedback and follows best practices from the previous version. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Frf8y9SRSNKgE6W1cKUdk%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b79a8942&sv=2) Previous Format ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FtErrV7qj7OMNWfLq2lqq%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5d5e79c0&sv=2) New Format ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#streamlined-separation-process-for-managers) **Streamlined Separation Process for Managers** With our latest update HR can now let managers change the Last Working Date when they approve an employeeā€™s Separation request. The request for change will be communicated to higher-level managers, department heads, and HR during the approval process. The access can be easily controlled from the ā€˜Exit Notification Settingsā€™ page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMYOEJE0uyzDmqQJRRScL%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4a836b35&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQshDZ1gA5dPDrIPPEpYv%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fc5cc2fb&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVxqoDMgX3KUt1s5QwefP%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d4f28f3e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#customize-your-exit-reports-with-new-fields) **Customize Your Exit Reports with New Fields** Weā€™ve added new fields to the Separation Module in Data Wizard! Now, HR can easily create a customized Exit Report based on their needs. This way you always get complete exit report as per your company policies. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYRkNNSwPxTPomteAevW8%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a69e528c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#streamline-resignation-requests-with-mobile-app) **Streamline Resignation Requests with Mobile App** Experience the seamless exit process from the mobile app. Employees can now submit their resignation requests directly from their mobile apps. Managers and Department Heads can approve or reject these requests right from their phones as well. This feature is available on both Android and iOS, and it works just like it does on the web. Providing consistent & uniform experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FaPY7G0bzgL4wlSQCnCZP%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9423b24f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYKOTkmT0IsKy9afyMX8C%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=cefaa8a2&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRnfIHKkjT3pQ6XZtVWbR%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1dafcc7e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#personalize-headers-and-footers-effortlessly) **Personalize Headers and Footers Effortlessly** Admins and HR can now change the Header and Footer in each Email and CTC template for the recruitment module. If the main Header and Footer are set to Custom, they can update the images in each template without affecting the primary setting. You can also delete images from individual templates if needed. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVzQOIDZB40d5L0XNI83x%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9a85025&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#easily-add-attachments-to-your-fnf-settlement) **Easily Add Attachments to Your FnF Settlement** Now, Admins and HR can easily add custom attachments when handling the Full and Final Settlement. They can upload one file at a time or several files together in a .zip format, with a maximum size of 5 MB. Later, these files can be downloaded using the ā€˜Previewā€™ option, which will include both the files and the FnF checklist. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FjBDidPiuw2bLT9cXGqJV%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=106f2b6a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#clear-salary-tags-for-easy-understanding) Clear Salary Tags for Easy Understanding The system will now display tags on the Salary Details screen to show how salaries were processed. For instance, if the salary includes Income Tax, a tag will appear to indicate this. This feature will help HR easily understand how each salary was calculated. Youā€™ll also see these tags on the Salary Summary page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJcDEt31rTYps1s3zSY5T%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=462a76ed&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAnXcRV2kCU3ZKv7sYs2o%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=65241e32&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#9deee8ededf2efe9ddedf2fef6f8e9f5eff0eeb3fef2f0) [PreviousOctober & November 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024) [NextAugust 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/august-2024) Last updated 1 year ago Was this helpful? * [Track Actual vs. Regularized Times with Ease](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#track-actual-vs.-regularized-times-with-ease) * [Flexible Remarks in Regularization and On Duty](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#flexible-remarks-in-regularization-and-on-duty) * [On-Duty Type Option for Greater Clarity](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#on-duty-type-option-for-greater-clarity) * [Complete Comp Off Reports at Your Fingertips](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#complete-comp-off-reports-at-your-fingertips) * [Customize Week-Off Scheduling](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#customize-week-off-scheduling) * [Automatic Alerts for Incomplete Shift Hours](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#automatic-alerts-for-incomplete-shift-hours) * [All New Dashboard for Easy Access to Work Essentials](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#all-new-dashboard-for-easy-access-to-work-essentials) * [Faster Company Selection in a Single Click](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#faster-company-selection-in-a-single-click) * [Upload Multiple Expense Files with Ease](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#upload-multiple-expense-files-with-ease) * [Quickly Edit and Resubmit Travel Advance Requests](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#quickly-edit-and-resubmit-travel-advance-requests) * [Informative and Efficient Learning Cards](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#informative-and-efficient-learning-cards) * [Sort Fields by Module and Order with Ease](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#sort-fields-by-module-and-order-with-ease) * [More Clarity in Probation & Training Decisions](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#more-clarity-in-probation-and-training-decisions) * [User-Friendly Employee Confirmation Form](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#user-friendly-employee-confirmation-form) * [Streamlined Separation Process for Managers](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#streamlined-separation-process-for-managers) * [Customize Your Exit Reports with New Fields](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#customize-your-exit-reports-with-new-fields) * [Streamline Resignation Requests with Mobile App](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#streamline-resignation-requests-with-mobile-app) * [Personalize Headers and Footers Effortlessly](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#personalize-headers-and-footers-effortlessly) * [Easily Add Attachments to Your FnF Settlement](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#easily-add-attachments-to-your-fnf-settlement) * [Clear Salary Tags for Easy Understanding](https://docs.pockethrms.com/product-updates/updates-2024/september-2024#clear-salary-tags-for-easy-understanding) Was this helpful? --- # July 2025 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FY7p297zgNwTDIE53qdom%252FJuly%25202025.png%3Falt%3Dmedia%26token%3De2529507-0793-4d12-a5fd-1363efa72479&width=1248&dpr=3&quality=100&sign=2d9e919&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of July 2025, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#regularization-and-on-duty-limits-by-bu-employee-wise-via-rule-engine) Regularization & On-Duty Limits by BU/Employee Wise (via Rule Engine) The system now allows flexible Regularization and On-Duty limits by enabling configurations at two additional levels ā€” Business Unit-wise and Employee-wise ā€” in addition to the existing Company-wise setup. Previously, limits could only be defined at the company level, but now users have greater control and flexibility. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#id-1.-business-unit-wise-limits) 1\. Business Unit-wise Limits: Admins can assign different limits for each Business Unit based on roles. Example: * Manager: On Duty ā€“ 1, Regularization ā€“ 1 * HR: On Duty ā€“ 2, Regularization ā€“ 3 #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#id-2.-employee-wise-limits) 2\. Employee-wise Limits: Specific limits can be set for individual employees. Example: * EMP0004: On Duty ā€“ 2, Regularization ā€“ 1 * EMP0900: On Duty ā€“ 1, Regularization ā€“ 1 #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#id-3.-rule-engine-controlled) 3\. Rule Engine Controlled: All configurations are handled through the Rule Engine. Setup details can be shared with the Development Team for implementation as needed. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#apply-category-based-l-and-a-rules-via-rule-engine) Apply Category-Based L&A Rules via Rule Engine #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#whats-new) Whatā€™s New: * Previously, Leave & Attendance (L&A) restrictions were company-wide with only one attendance cycle (either Month-wise or Date-wise like 26ā€“25). * Now, multiple attendance cycles can be configured per employee category, as long as they match the Month Days setting. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#category-specific-restriction-days) Category-Specific Restriction Days: Admin/HR can now set different L&A submission cut-off periods for each category. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#examples) Examples: * Category 1: Cycle ā€“ Month-wise | Restriction ā€“ 5 days after month-end * Category 2: Cycle ā€“ 26ā€“25 | Restriction ā€“ 10 days after 25th After the restriction period, employees cannot submit L&A requests for the previous cycle. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#benefits) Benefits: * More flexible attendance cycle management across employee categories * Stronger payroll compliance by preventing post-cycle changes * Controlled entirely through the Rule Engine for accuracy and customization ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#customize-ot-remark-settings) Customize OT Remark Settings Now you can set mandatory OT remarks with dropdown options to ensure consistent and standardized approvals. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#whats-new-1) Whatā€™s New: * OT approval can now include mandatory remarks. * HR/Admin defines dropdown values for managers to select from. * In ESS, managers must choose a remark from the dropdown (if mandatory) while approving OT. * This ensures consistency in justification for OT approvals. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXciJi99Em8pLOUAL9pek%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f912ce4a&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FhbFfAyiyIoY46VCl4nwi%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4f08709c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#improved-week-off-export) Improved Week Off Export * Users can export week off data for a selected date range. * Export is available for employee-wise week off settings only. * The data is downloaded in Excel format. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0U0jBE5yPdWtxERYPV4E%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2ceca153&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#pms-review-workflow) PMS Review Workflow PMS Feedback Process ā€“ Overview #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#features-overview) Features Overview: * Admins can set custom feedback fields for each appraisal stage. * Fields may include questions or inputs like Activities and Recommendations. * Option to add Instructions to guide can be added to the feedback form. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#manager-access) Manager Access: Managers can view their team and fill feedback forms via ESS. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#the-form-includes) The form includes: * Title & Feedback Period * KPI-based questions under KRAs * Input areas for Activities, and Recommendations * Manager Remarks **Supports daily, monthly, quarterly, and yearly cycles.** * New form auto-generates daily. * Latest feedback is shown by default; older ones can be viewed via Feedback History tab. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#additional-features) Additional Features: * "Copy to All Stages" option for quick field setup. * Feedback reports are accessible to both managers and admins from ESS. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgPW2JqsC7vWow2cEC5SO%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a2fda39f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBpoSMZUziiJzhvPtldmM%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=bc693e2d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwjpNIBICCbbKkvwvnvCV%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6d3a467b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FW2DmBZdLRCXgiNnaPDeY%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=dd734561&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FR7XiLrij9j7dTP2bI2lW%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f31b93d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#email-confidential-docs-via-ess) Email Confidential Docs via ESS Weā€™ve added a secure way to send sensitive documents like Payslips, TDS Worksheets, and Form 16 via ESS. * Files are emailed to employeesā€™ personal IDs in encrypted format. * Even downloads from ESS (My Salary Details / My Tax Details) stay encrypted for security. * This protects confidential financial data from unauthorized access. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#to-enable-encryption-and-secure-delivery) To enable encryption and secure delivery: * Open the Payslip tab and go to "Other Options" while editing settings. * Turn on encryption based on your companyā€™s policy. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4JqAwXssax8HfGWsEWw7%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4b474bfa&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FaO36ZV4p62v2EvrEzKN8%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b1bc8890&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F76z7qq9XQ6QCdpXx4dRA%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5081bf21&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#daily-expense-claim-limit-setup) Daily Expense Claim Limit setup A new ā€˜Per-Dayā€™ approval option is now available in Expense Eligibility settings to control duplicate claims. This prevents employees from submitting multiple claims of the same type on the same day. * Now available along with existing Claim-Wise and Monthly option. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#validation-logic) Validation Logic: * Employees are allowed to submit only one claim per expense type each day. * If they try to submit another claim of the same type on the same date, the system will block it and show a validation message. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ft6e3FRwWPKaGwdbulTxK%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8676aba9&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#view-edit-validations-in-monthly-input) View/Edit Validations in Monthly Input Smart validations have been added to help Admin/HR use the View and Edit options correctly in the Monthly Input screen. * If data isnā€™t saved yet, the system prompts: ā€œPlease click 'View' and save the Monthly Input first before editing.ā€ * If data is already saved, it prompts: ā€œPlease click 'Edit' to overwrite the saved data.ā€ * These validations prevent accidental overwrites or incorrect actions. * Helps avoid mistakes and makes the process smoother and more user-friendly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOURHGH8zjUL4rpfD1CAO%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=96136512&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6pLoiVxkA170f0hOqiUp%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ccfae1c5&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#control-visibility-of-limits-in-tax-and-income-heads) Control Visibility of Limits in Tax & Income Heads A new checkbox has been added to let Admin/HR control whether deduction/income limits are visible to employees in ESS. * New Option: "Do not show Limit in TDS Declaration & Proof" * Available for both Tax Sections and Other Income Heads, similar to Tax Sub Sections * Helps Admin/HR hide limits to avoid confusion or bias during employee declarations * Provides a cleaner and more focused declaration experience for employees ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTqocEV8QhQqVBNvkdoHo%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6c040158&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6luxhhXA2cQXIq75W9H8%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b4580b7b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#email-alerts-for-fnf-approval-rejection-by-department-head) Email Alerts for FnF Approval/Rejection by Department Head Two new email notifications have been added in the Exit & FnF module to improve communication when Department Heads take action: #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#new-triggers) New Triggers: * Dept. Head Approves Resignation * Dept. Head Rejects Resignation #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#process) Process: * Emails are sent to selected recipients like Employee, Manager, HR, or custom email IDs * Keeps everyone informed during the FnF No Dues process * Ensures quicker and more transparent closure of exit cases ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoVjBGnTTl2qzWGtyf793%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7e3f7f3f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#breakdown-of-stopped-amounts-in-fnf-register) Breakdown of Stopped Amounts in FnF Register The Final Settlement Register now includes a detailed view of Stop Payment history for each employee: * Displays month-wise On Hold entries with corresponding stopped amounts * Separately shows the FnF Month and FnF Amount * Final Amount includes the total of all amounts paid * Enhances payroll transparency and ensures accurate reconciliation ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FV7f8p3cD6Rj0UlfE080e%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2455c4df&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F05vTGsgm3Na1EXEHLUWM%252F18.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=cc71b8cd&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#change-log-added-for-loan-perquisites) Change Log Added for Loan Perquisites Change tracking is now available for all updates made to Loan Perquisite details in the employee profile: #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#tracks-changes-to) Tracks changes to: * Outstanding Amount / Loan Amount * Monthly Repayment * Interest Rat #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#each-log-records) Each log records: * Date & time of the change * Userā€™s IP address #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#ensures-a-clear-audit-trail-for-compliance-and-easy-review) Ensures a clear audit trail for compliance and easy review. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FH6YHDdz4nFv5zRnAYCGm%252F19.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b9296552&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#email-alerts-for-benefit-claim-actions) Email Alerts for Benefit Claim Actions A new Benefit Notification Settings section has been added to manage email alerts for Benefit Claim actions: #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#set-up-notifications-for) Set up notifications for: * Employee submits a claim * Manager approves a claim * Manager rejects a claim #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#choose-recipients-such-as) Choose recipients such as: * Specific employees or departments * Custom email IDs * Employee, Manager, or HR #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#email-templates-can-be-previewed-and-customized-for-each-event) Email templates can be previewed and customized for each event #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#works-just-like-the-existing-exit-notification-settings-for-easy-setup-and-consistency) Works just like the existing Exit Notification Settings for easy setup and consistency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fi3pVfcht5A6VTwe4bTtJ%252F20.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c9483a44&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#8dfef8fdfde2fff9cdfde2eee6e8f9e5ffe0fea3eee2e0) [PreviousAugust 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/august-2025) [NextJune 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/june-2025) Last updated 7 months ago Was this helpful? * [Regularization & On-Duty Limits by BU/Employee Wise (via Rule Engine)](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#regularization-and-on-duty-limits-by-bu-employee-wise-via-rule-engine) * [Apply Category-Based L&A Rules via Rule Engine](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#apply-category-based-l-and-a-rules-via-rule-engine) * [Customize OT Remark Settings](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#customize-ot-remark-settings) * [Improved Week Off Export](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#improved-week-off-export) * [PMS Review Workflow](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#pms-review-workflow) * [Email Confidential Docs via ESS](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#email-confidential-docs-via-ess) * [Daily Expense Claim Limit setup](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#daily-expense-claim-limit-setup) * [View/Edit Validations in Monthly Input](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#view-edit-validations-in-monthly-input) * [Control Visibility of Limits in Tax & Income Heads](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#control-visibility-of-limits-in-tax-and-income-heads) * [Email Alerts for FnF Approval/Rejection by Department Head](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#email-alerts-for-fnf-approval-rejection-by-department-head) * [Breakdown of Stopped Amounts in FnF Register](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#breakdown-of-stopped-amounts-in-fnf-register) * [Change Log Added for Loan Perquisites](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#change-log-added-for-loan-perquisites) * [Email Alerts for Benefit Claim Actions](https://docs.pockethrms.com/product-updates/updates-2025/july-2025#email-alerts-for-benefit-claim-actions) Was this helpful? --- # November 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7wGP8IS7H4yuZTiQs2bg%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%2811%29.png%3Falt%3Dmedia%26token%3D87e41d1f-1eb8-4dbe-8f97-726c0c616362&width=1248&dpr=3&quality=100&sign=27e2c273&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of November, we have the following enhancements: ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#streamlined-certificate-management-in-employee-profiles) Streamlined Certificate Management in Employee Profiles This enhancement lets an employee upload certificates in the Training section of his profile. This section is where you find info about the education and training of employees. Now, it's all in one place, making it simpler for an employee to upload, download and delete all the important training and education details. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4o9rfsWCz3VSePYLzZV4%252F1%2520Certificate%2520Upload%2520Option%2520in%2520Training%2520Details.png%3Falt%3Dmedia%26token%3Debf28dfd-cf9a-473f-b6c1-570d89a5de95&width=768&dpr=3&quality=100&sign=1a9c3b91&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#shift-centric-leave-deductions) Shift-Centric Leave Deductions The system now allows for setting up attendance and leave deductions based on different shifts. This means you can customize how leave is deducted for employees depending on the specific shift they are working. This feature provides flexibility in managing attendance and leave policies, allowing you to tailor deduction rules according to the varied schedules and working hours of different shifts. It simplifies the process of handling leaves by aligning deduction practices with the unique characteristics of each work shift. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvN5JtZMIsdAsWBXfvegs%252F2Working%2520Hours%2520Setting%2520Shift%2520Wise1.png%3Falt%3Dmedia%26token%3Dbee3ce41-ea84-4245-8167-9d461ccf8363&width=768&dpr=3&quality=100&sign=df804ad3&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FiYVDDHGpbIaUDM09PzYi%252F2Working%2520Hours%2520Setting%2520Shift%2520Wise2.png%3Falt%3Dmedia%26token%3D40a2988c-f88f-4e39-83c5-0f70708241df&width=768&dpr=3&quality=100&sign=b3029143&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#flexible-week-off-overtime-settings) Flexible Week-Off Overtime Settings The updated HRMS software now lets you set specific rules to easily manage overtime for employees during their week off. In addition to the minimum and maximum working hour eligibility for overtime, the system also allows you to specify the start time after which overtime work hours will be counted. For example, if you set, * Overtime on week off will start at 15 hours (according to the 24-hour Clock) * Minimum time to be considered as 1 minute & * Maximum working hours as 6 If an employee works past 3 pm (15 hrs) on a weekend, even just for one minute, it's considered overtime (OT). However, only up to 6 hours of overtime is allowed. So, if an employee works 6 hours and 30 minutes on the weekend, only 6 hours will be counted as overtime. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#customize-deletion-access-for-joining-documents) Customize Deletion Access for Joining Documents The new feature in the software allows you to control the deletion of employees' joining documents. In simpler terms, you can now choose whether or not to show the delete button to employees for Joining Documents. You can opt to hide the delete button adding an extra layer of control and preventing accidental or unauthorized removal of crucial joining documents. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5r3WJAJmy1JnQFXLpmSA%252F4Delete%2520Option%2520Hide%2520for%2520Joining%2520Document1.png%3Falt%3Dmedia%26token%3Dba2d56ed-7181-4810-96e7-44244755f1c0&width=768&dpr=3&quality=100&sign=a54e6ef7&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fx5TIyIGt3UXZjYh1mhY5%252F4Delete%2520Option%2520Hide%2520for%2520Joining%2520Document2.png%3Falt%3Dmedia%26token%3D11555ed3-c58d-4e5d-a9fa-42d02a126a4b&width=768&dpr=3&quality=100&sign=565af793&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#payroll-dashboard-with-versatile-component-selection) Payroll Dashboard with Versatile Component Selection Now, when you're setting up your payroll dashboard, you have a broader selection of earning and deduction components at your disposal. This enhancement provides a comprehensive list that makes the dashboard creation process more flexible and reflects the organization's payroll data. So, you can more accurately represent different aspects of compensation and deductions in your payroll dashboards. This simplifies and enhances your ability to manage and analyze payroll information effectively. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3DdWck68PzSiRdcjon1w%252F5Payroll%2520Components%2520Updated%2520in%2520Dashboard.png%3Falt%3Dmedia%26token%3Dcf5e0606-1464-421f-8a1f-2b8482f5d26f&width=768&dpr=3&quality=100&sign=f4193ab3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#appraisal-bell-curve) Appraisal ā€“ Bell Curve #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#bell-curve-normal-distribution) Bell Curve ā€“ Normal Distribution The Bell Curve Screen displays employee performance. It's a visual tool that displays their performance and potential ratings in a standard and default non-editable format. It helps illustrate how ratings are distributed in a workforce. In a typical bell curve shape most employees are in the average range, with fewer at the high and low extremes of performance and/or potential. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDOGNirDhYUeDNtSqhRKz%252FBell%2520Curve%2520%25E2%2580%2593%2520Normal%2520Distribution.png%3Falt%3Dmedia%26token%3Da0b6a028-4d1d-49d1-8b26-5e37cbaa5c54&width=768&dpr=3&quality=100&sign=8f7fc2c4&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#rating-normalization) Rating Normalization In simpler terms, the Rating Normalization feature allows you to adjust final ratings based on different filters like job categories, departments, locations, and grade percentages This customization ensures a more accurate representation of performance distribution within specific segments of your workforce. The calibrated curve is visible only when predefined conditions are met which are essential to form a meaningful visual representation of how well employees are performing within selected segments. This feature enables you to make more informed decisions about talent management, promotions, and training. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#graph-representation) Graph Representation Our HRMS software now provides three helpful views allowing HR professionals to easily visualize and compare employee performance. * The Expected Bell Curve View helps you see how performance is ideally distributed across your workforce. * The Actual Graph View provides a real-time display of current performance levels. * The Calibrated Curve View enables you to fine-tune and adjust performance expectations. These views empower you to make informed decisions, identify areas for improvement, and recognize top performers. By having a clear visual representation of your workforce's performance, you can enhance talent management strategies, address skill gaps, and ensure a fair and calibrated evaluation process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWewvrTjJzBWud9wqOE4I%252FGraph%2520Representation1.png%3Falt%3Dmedia%26token%3D32e74b56-af4f-402a-84e0-00e01cce9c4c&width=768&dpr=3&quality=100&sign=b5af93dc&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLRlFGawjIK5PHhHV7Hh0%252FGraph%2520Representation2.png%3Falt%3Dmedia%26token%3D9ac8ef34-bf7a-48ac-8175-b1f5ea979105&width=768&dpr=3&quality=100&sign=84678c45&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#2c5f595c5c435e586c5c434f474958445e415f024f4341) [PreviousDecember 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/december-2023) [NextSeptember 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/september-2023) Last updated 1 year ago Was this helpful? * [Streamlined Certificate Management in Employee Profiles](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#streamlined-certificate-management-in-employee-profiles) * [Shift-Centric Leave Deductions](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#shift-centric-leave-deductions) * [Flexible Week-Off Overtime Settings](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#flexible-week-off-overtime-settings) * [Customize Deletion Access for Joining Documents](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#customize-deletion-access-for-joining-documents) * [Payroll Dashboard with Versatile Component Selection](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#payroll-dashboard-with-versatile-component-selection) * [Appraisal ā€“ Bell Curve](https://docs.pockethrms.com/product-updates/updates-2023/november-2023#appraisal-bell-curve) Was this helpful? --- # March 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbJS8BB9M1qKatTLO9bgn%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%286%29.png%3Falt%3Dmedia%26token%3D5cd11467-bdd4-4741-bbe4-b9df295b163f&width=1248&dpr=3&quality=100&sign=dcddf070&sv=2) Pocket HRMS has always been dedicated to providing our users with the best possible features and continuously improving the user experience. Aligning with our commitment to being the best in the company here we showcase some major and minor improvements in March 2023, to enhance the efficiency further. Here is the key highlight of the features we are going to discuss in the blog, ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-1.-streamline-employee-confirmation) 1\. Streamline Employee Confirmation With our new update, remarks and recommendations of ā€˜Manager 1ā€™ will be visible to ā€˜Manager2ā€™ about confirming employees or extending their probation period. That keeps the transparency for the level 2 manager and helps them to make an informed decision. It contributes to effective probation management ensuring that the company has the right employees for efficiency For example, if an employee's performance needs improvement, 'Manager 2' can extend the probation period based on the feedback from 'Manager 1,' ensuring that the right decisions are made for the company's growth. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0vyznZHf2VU6T0L0MYT3%252F1.jpg%3Falt%3Dmedia%26token%3D82cc1968-05e5-4201-b3ff-a0ca61dff859&width=768&dpr=3&quality=100&sign=374e963c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-2.-half-day-leave-tracker-effortless-half-day-tracking) 2\. Half-Day Leave Tracker / Effortless Half-Day Tracking This update makes tracking partial-day leaves and attendance much easier! If an employee takes half a day off, we display '0.5' in the leave column. Similarly, the 'Physical Present' column shows '0.5' when they are present for the other half of the day. This simple update ensures accurate leave records and attendance tracking, ensuring employees use their entitled leave days effectively. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKJ1Ks29clSezwnmiEW3D%252F2.1.png%3Falt%3Dmedia%26token%3Dab5d8d9e-7848-4e98-b105-0ca99ddbfc77&width=768&dpr=3&quality=100&sign=dc9e2b9e&sv=2) Musterā€™s report showcases a present-day 0.5 for his attendance. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbfNU4B9Uh4fLddJ5FG5M%252F2.2.png%3Falt%3Dmedia%26token%3D7cd79e1f-75c5-46fb-91e8-79a33c18c295&width=768&dpr=3&quality=100&sign=63985285&sv=2) ESS employee portal showcases No. of days 0.5 for half-day leave. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#a3wu5gds28r2) 3\. Comprehensive Time Card Tracking This feature helps you to easily download a detailed staff time card report. This report includes essential employee information like their Shift Time, Punch Time, Late By, and any additional Remarks about their shift including Absent and Present, making tracking and managing workforce attendance a breeze. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fafd2iPnkgA3CiapheVZ5%252F3.1.png%3Falt%3Dmedia%26token%3D3e2e4340-eb2c-439c-8fcb-729acceb9bf7&width=768&dpr=3&quality=100&sign=bdd194b4&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FfWq7gXwvO23Sz0PaFGYc%252F3.2.png%3Falt%3Dmedia%26token%3Da641748d-ba13-4196-9a1f-5bd6d16c7bf1&width=768&dpr=3&quality=100&sign=b912fe5c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-4.-flexible-late-arrival-deductions) 4\. Flexible Late Arrival Deductions HR can set rules specific to the different time ranges in the late arrivals. This means there can be different rules for the deductions for corresponding time ranges. For example, if an employee is late by 15 minutes, half an hour will be deducted. If an employee is late by 30 minutes, one hour will be deducted from the total working hours. These rules can be seamlessly applied to payroll calculations, ensuring accurate deductions. HR professionals can use this feature to enforce fair and consistent late arrival deductions. Setting specific rules helps in ensuring a level playing field and maintaining discipline in the workplace. By automatically applying the defined rules to latecomers, payroll calculations become precise, saving time and resources for the business. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0Ah38OtfiBoO5pIDmNP0%252Fmarch4.1.png%3Falt%3Dmedia%26token%3D38965105-7e4c-4aa9-8cf2-38555c9543f1&width=768&dpr=3&quality=100&sign=4ce30c5&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIMPpuzW4pKrAZf6ESxvH%252F4.2.png%3Falt%3Dmedia%26token%3Dceb2f7ec-7843-424b-b9c5-3e44123974a1&width=768&dpr=3&quality=100&sign=185dd0b5&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-5.-accessible-ratings-and-feedback) 5\. Accessible Ratings and Feedback Using the Employee Self-Service (ESS) portal, employees can view detailed reports on the ratings they receive and download them, providing transparency and feedback at their fingertips. Making ratings transparent and accessible to employees, makes it easier for employees to understand their strengths and areas for improvement. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAB2qCbpeLh5LjUWqJ2o0%252F5.1.png%3Falt%3Dmedia%26token%3D5026f5d4-f0f6-4749-8d72-bac7e2057596&width=768&dpr=3&quality=100&sign=6251ab7f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqGLXLvLwhSdhAJzVkU83%252F5.2.png%3Falt%3Dmedia%26token%3Decccde65-525e-4379-bfd2-c5baef467b4b&width=768&dpr=3&quality=100&sign=8eacd5c5&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#hwd13lixlaja) 6\. Easy to Access HR/Admin Ratings Now Admin/HR can easily download and review employee ratings given by them to employees from the Cloud Portal. This feature simplifies performance evaluation, making it convenient to track and assess employee performance. By analyzing ratings given to employees over time HR can conduct data-driven performance reviews, enabling them to make informed decisions about training, promotions, and recognition programs. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPjHTESuLOdTymzCNyvTq%252F6.1.png%3Falt%3Dmedia%26token%3D929d47ca-9d86-46da-923f-ccf2ea6055bc&width=768&dpr=3&quality=100&sign=3185fd27&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-7.-simplified-filters-for-attendance-export) 7\. Simplified Filters for Attendance Export Our new update allows HR/Admin to easily filter and generate monthly attendance reports. You can filter by various criteria like job title, department, location, bank name, and more. Once filtered, the reports can be exported effortlessly, simplifying attendance tracking for your team. Filtered attendance data based on location or cost center, HR can identify areas with fluctuating attendance, enabling them to redistribute resources effectively. This ensures that all departments have adequate staffing levels, enhancing productivity and customer service. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAKnR3YWI11S0VR9Etg3z%252Fmarch7.jpg%3Falt%3Dmedia%26token%3Df6ca3986-27c9-4c20-bd8c-d74a356e4e15&width=768&dpr=3&quality=100&sign=36df693d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-8.-customizable-late-mark-indicator) 8\. Customizable Late Mark Indicator Our latest update makes it easier to track late marks. Late times are shown in black, but if someone exceeds allowed late marks (configurable based on company rules), it's displayed in red. This customizable feature helps maintain workplace punctuality standards and makes it easier to grasp the late marks information. The red colour indicator highlights violations, allowing HR to address attendance issues promptly. This maintains a professional work environment, setting a standard for employees and fostering a culture of accountability. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2g8OtdfipBPKRxrQAOFS%252F8.1.jpg%3Falt%3Dmedia%26token%3D96e74e1f-9ff6-42bc-a4af-314ea65d8b6d&width=768&dpr=3&quality=100&sign=b0018986&sv=2) [PreviousApril 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/april-2023) [NextFebruary 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/february-2023) Last updated 1 year ago Was this helpful? * [1\. Streamline Employee Confirmation](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-1.-streamline-employee-confirmation) * [2\. Half-Day Leave Tracker / Effortless Half-Day Tracking](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-2.-half-day-leave-tracker-effortless-half-day-tracking) * [3\. Comprehensive Time Card Tracking](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#a3wu5gds28r2) * [4\. Flexible Late Arrival Deductions](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-4.-flexible-late-arrival-deductions) * [5\. Accessible Ratings and Feedback](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-5.-accessible-ratings-and-feedback) * [6\. Easy to Access HR/Admin Ratings](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#hwd13lixlaja) * [7\. Simplified Filters for Attendance Export](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-7.-simplified-filters-for-attendance-export) * [8\. Customizable Late Mark Indicator](https://docs.pockethrms.com/product-updates/updates-2023/march-2023#id-8.-customizable-late-mark-indicator) Was this helpful? --- # Feature Guides | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fmf1TJXD7i4FbHGcn1FJP%252FFeature%2520Guide.png%3Falt%3Dmedia%26token%3D4c4e24c4-6034-40fb-8b3b-ceea29df0d76&width=1248&dpr=3&quality=100&sign=cc72a2a0&sv=2) [šŸ”¹Data Wizard Setting Transferchevron-right](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer) [šŸ”¹Tax Calculator ESS Portalchevron-right](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal) [šŸ”¹Payroll Maker Checkerchevron-right](https://docs.pockethrms.com/feature-guides/payroll-maker-checker) [šŸ”¹Custom Working Hour Reportchevron-right](https://docs.pockethrms.com/feature-guides/custom-working-hour-report) [šŸ”¹E Poshchevron-right](https://docs.pockethrms.com/feature-guides/e-posh) [šŸ”¹Statutory Bonus Guidechevron-right](https://docs.pockethrms.com/feature-guides/statutory-bonus-guide) [šŸ”¹HR Letter Acknowledgementchevron-right](https://docs.pockethrms.com/feature-guides/hr-letter-acknowledgement) [PreviousConfirmation Modulechevron-left](https://docs.pockethrms.com/module-guides/confirmation-module) [NextData Wizard Setting Transferchevron-right](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer) Was this helpful? Was this helpful? --- # Updates 2026 | Pocket HRMS [šŸŸŖJanuary 2026chevron-right](https://docs.pockethrms.com/product-updates/updates-2026/january-2026) [šŸŸŖFebruary 2026chevron-right](https://docs.pockethrms.com/product-updates/updates-2026/february-2026) [PreviousJanuary 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/january-2025) [NextJanuary 2026chevron-right](https://docs.pockethrms.com/product-updates/updates-2026/january-2026) Was this helpful? Was this helpful? --- # February 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgcBUDYd40hsvvMJK7RTG%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%288%29.png%3Falt%3Dmedia%26token%3D004ad543-a4fe-465b-8946-114167ac8bfd&width=1248&dpr=3&quality=100&sign=1c6f8a25&sv=2) Introducing our latest enhancements designed to optimize your HR processes. HR professionals and Administrators can now effortlessly download candidate documents with a single click, streamlining the hiring process. Explore a range of job types, enhancing job role alignment with expertise and company needs. Additionally, simplify interview scheduling by sending invitations to multiple recipients at once, saving valuable time for both recruiters and applicants. For the month of February, we have the following Updates that promise to enhance operational efficiency and streamline your recruitment efforts. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#automated-shift-assignments) Automated Shift Assignments Our latest update introduces the 'Auto Assign Shift Import Time' option, making shift management effortless for HR and Administrators. Now, you can easily set 'In' and 'Out' punch time ranges, automating the shift assignment process with just a few clicks. Business owners can automate shift assignments, eliminating the need for manual adjustments. HR professionals can define precise shift timings, ensuring employees' schedules align seamlessly with business needs. This accuracy prevents scheduling conflicts and enhances overall workforce efficiency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLizt7ZsLruu875IXqNM2%252F1.1.png%3Falt%3Dmedia%26token%3D3cd6e5e2-595b-4af7-bd30-41d827d21410&width=768&dpr=3&quality=100&sign=87b65e1a&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fm7Ta1VYjcaTQQ0bUXGxw%252F1.2.png%3Falt%3Dmedia%26token%3D22be924a-5a57-4f0e-a447-6cc1e218e79c&width=768&dpr=3&quality=100&sign=7566d3dd&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#automated-shift-adjustments-for-single-punch) Automated Shift Adjustments for Single Punch With our intuitive Auto-Scheduler feature, Pocket HRMS simplifies shift management effortlessly. When an employee arrives within their designated shifts and makes a single punch, the system automatically synchronizes their time, reducing administrative workload. For example, if an employee arrives somewhere in the middle of their assigned shift hours (for instance, 09 AM ā€“ 05:30 PM) and records a single IN/OUT punch, our system automatically updates the shift timing against the employeeā€™s Time IN/OUT punch. This smart automation eliminates the need for manual adjustments, ensuring precise time tracking without the hassle. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FI8cuyvmnSLSq7QY8LGF5%252F2.1.png%3Falt%3Dmedia%26token%3Dbf9205f5-5138-4db4-92a2-86fec47f41fe&width=768&dpr=3&quality=100&sign=85fe14b6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#multi-manager-approval-system) Multi-Manager Approval System The Auto-Scheduler feature simplifies leave approvals. Now, you can assign multiple managers at the same level, each with unique leave approval responsibilities. For instance, one manager can handle approvals, while others supervise the process, ensuring efficient leave management without complications. This flexibility prevents bottlenecks and ensures that leave requests are processed promptly and employees experience faster responses to their requests. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6qgq1VVzVpRpke4CBwBR%252F3.1.png%3Falt%3Dmedia%26token%3D81b470d4-574a-4a2a-9d2b-91aebe351882&width=768&dpr=3&quality=100&sign=f3e971c3&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXfyO7xVLF8kRhmtjHKAE%252F3.2.png%3Falt%3Dmedia%26token%3D83ae8d7c-0a8c-4d6f-a07d-a20d2fc59c69&width=768&dpr=3&quality=100&sign=9dc91571&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#managers-notes-in-travel-requests) Manager's Notes in Travel Requests Now, managers can leave comments while sending travel requests to employees via email. That helps to maintain clear communication as managers can provide specific instructions through comments, ensuring everyone is on the same page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FT2tLexouLzX8pahrDSMQ%252F4.1.png%3Falt%3Dmedia%26token%3D55d31645-4d8f-453b-8f3e-70273ee32ac8&width=768&dpr=3&quality=100&sign=535a2ca8&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#quick-feedback-download-from-ess) Quick Feedback Download from ESS Now, employees can easily download ratings given by Admin/HR via the ESS Portal. This allows them to view their performance feedback conveniently. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FxNmK5INsuT5kzCxSEHKZ%252F5.png%3Falt%3Dmedia%26token%3D66e3ca6e-74c6-425f-ad38-378174dfb406&width=768&dpr=3&quality=100&sign=7f6f0210&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#streamlined-attendance-regularization-reports) Streamlined Attendance Regularization Reports With our latest update, HR professionals and administrators can now easily download the Attendance Regularization Report making your HR tasks more efficient and hassle-free. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEwZ60rskIEovvxmwBl6K%252F6.png%3Falt%3Dmedia%26token%3D8da6d3b3-4ab2-4428-9ed3-c1fdf8ac0586&width=768&dpr=3&quality=100&sign=20a9edcb&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#state-wise-statutory-reports-made-simple) State-wise Statutory Reports Made Simple With our new update HR/Admins can access and manage report status on our Cloud Portal. The data is presented in a simple calendar format, making tracking important dates and updates effortlessly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwffrRm4o8exFyc9rtK9t%252F7.1.png%3Falt%3Dmedia%26token%3D85d2cf05-b89b-4ae9-b5f1-5515ea4ce9ff&width=768&dpr=3&quality=100&sign=ac7b330c&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#compliance-tracker) Compliance Tracker Our new Compliance Dashboard simplifies reporting. Easily choose states and get a monthly summary of pending and submitted reports. Stay ahead with upcoming deadlines displayed prominently. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUfDuJCCE8htzfR6WfFtr%252F7.12.png%3Falt%3Dmedia%26token%3D6007609f-08d4-4d29-bc2f-616c9480d615&width=768&dpr=3&quality=100&sign=c3077528&sv=2) It will provide in-depth details such as applicable Form no, frequency, upcoming deadline, etc. It has multiple filters (Month/Year) on the basis of which we can download the report and check the last downloaded report history. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoTAZ4Li7qSwARmFjrCpS%252F7.3.png%3Falt%3Dmedia%26token%3Dc7222d17-3103-4bb7-bc06-e69ef4dc92c8&width=768&dpr=3&quality=100&sign=418261f3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#automated-escalation-solutions) Automated Escalation Solutions The Administrator or HR can now define a reporting and escalation matrix without changing the reporting manager for an employee. The Reporting Matrix and Escalation Matrix has four options: Ā· Employee Code Ā· Reporting Manager Ā· ESS Role Ā· Department Head The features of Escalation Matrix include: #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#auto-approval-flow) Auto Approval Flow: Easily set multiple-level approval mechanisms in your company. The requests would be automatically approved after a set number of days, ensuring requests are managed efficiently, saving time and reducing manual errors. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#approval-with-escalation-workflow) Approval with Escalation Workflow: A powerful new feature that allows you to configure a detailed approval workflow with an escalation mechanism. Precise notifications ensure that no request is left unanswered to help improve employee engagement. The system can automatically escalate pending approvals to higher authorities, guaranteeing timely responses. This not only improves efficiency but also enhances employee satisfaction by ensuring their requests are promptly addressed. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEzxkv8OYFgeBwJp3DtnF%252F8.1.png%3Falt%3Dmedia%26token%3Def2668bb-1ba8-4c02-b1a2-5167a9e2042e&width=768&dpr=3&quality=100&sign=f9c1a57f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#gkp3em9pyhpv) Avoid Repeated Candidate Application Since the PAN number is unique a candidate can not apply twice. When someone applies for a job, the system will validate their PAN number with pre-existing data and wonā€™t allow repeated applications. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBBoVjeNMLPXd0xJhnr72%252F9.png%3Falt%3Dmedia%26token%3De658c831-4c77-4b52-ab0c-98107dc5b76a&width=768&dpr=3&quality=100&sign=ff4b77f0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#effortless-bulk-asset-management) Effortless Bulk Asset Management Now, HR professionals effortlessly map assets in bulk in one go, ensuring accurate tracking and minimizing the chances of loss. This simplifies inventory management, saving time and resources. During employee onboarding, HR can quickly assign necessary assets to new hires in bulk. This ensures that employees have the tools they need from day one, enhancing their productivity and satisfaction. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FACpgg5QYj4Et2qJgD1xA%252F10.1.png%3Falt%3Dmedia%26token%3D1648e387-ac8b-4d26-9c80-9bdaec79f14d&width=768&dpr=3&quality=100&sign=220a4bf0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#instant-candidate-report-access) Instant Candidate Report Access With our latest update, HR professionals and administrators can effortlessly download detailed candidate reports from Pocket HRMS. Access to detailed candidate data helps in evaluating qualifications, experience, and suitability for specific roles. This swift access to candidate reports streamlines the hiring process, allowing HR to acquire talent promptly and maintain a competitive edge in the market. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLZw6oCcmzWdE8Lf1NsGt%252F12.png%3Falt%3Dmedia%26token%3Def8bfa23-0d92-4266-b24b-ddd89523b0dd&width=768&dpr=3&quality=100&sign=cb414371&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#instant-candidate-document-retrieval) Instant Candidate Document Retrieval In our latest update, HR professionals and Administrators can now effortlessly download all candidate documents with just one click, streamlining your hiring process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1ce45MDVAwX8pZELfk0M%252F13.png%3Falt%3Dmedia%26token%3D1e928027-3ee5-4cb2-9036-64f745015284&width=768&dpr=3&quality=100&sign=3c9a3bbe&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#diverse-job-type-options) Diverse Job Type Options Now, HR and Administrators can easily choose from various job types as we added multiple Job Types to make the hiring process more effective. This customization ensures job role alignment with the expertise, and company requirements enhancing overall productivity and job satisfaction. By easily selecting from multiple job types, HR professionals can efficiently plan their workforce. They can identify skill gaps and optimize staffing levels to meet business demands effectively, leading to improved operational efficiency and cost savings. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQRPb87S71LAue0Gyw2QB%252F14.png%3Falt%3Dmedia%26token%3D313c3cb9-5166-489e-9c8f-0c309f836dce&width=768&dpr=3&quality=100&sign=92088309&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#multi-recipient-interview-invitation) Multi-Recipient Interview Invitation With our latest update, recruiters can now effortlessly schedule interviews by sending emails to multiple recipients at once. HR professionals can send interview invitations to multiple candidates, hiring managers, and team members simultaneously. This streamlines the scheduling process, saving valuable time for both recruiters and applicants and ensuring everyone is on the same page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFtkqVv25rvdNnMBkJjJw%252F15.png%3Falt%3Dmedia%26token%3D4a5f15ad-5570-44be-8218-b073d60711e7&width=768&dpr=3&quality=100&sign=5257678c&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#31424441415e434571415e525a544559435c421f525e5c) [PreviousMarch 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/march-2023) [NextJanuary 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/january-2023) Last updated 1 year ago Was this helpful? * [Automated Shift Assignments](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#automated-shift-assignments) * [Automated Shift Adjustments for Single Punch](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#automated-shift-adjustments-for-single-punch) * [Multi-Manager Approval System](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#multi-manager-approval-system) * [Manager's Notes in Travel Requests](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#managers-notes-in-travel-requests) * [Quick Feedback Download from ESS](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#quick-feedback-download-from-ess) * [Streamlined Attendance Regularization Reports](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#streamlined-attendance-regularization-reports) * [State-wise Statutory Reports Made Simple](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#state-wise-statutory-reports-made-simple) * [Automated Escalation Solutions](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#automated-escalation-solutions) * [Avoid Repeated Candidate Application](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#gkp3em9pyhpv) * [Effortless Bulk Asset Management](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#effortless-bulk-asset-management) * [Instant Candidate Report Access](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#instant-candidate-report-access) * [Instant Candidate Document Retrieval](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#instant-candidate-document-retrieval) * [Diverse Job Type Options](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#diverse-job-type-options) * [Multi-Recipient Interview Invitation](https://docs.pockethrms.com/product-updates/updates-2023/february-2023#multi-recipient-interview-invitation) Was this helpful? --- # May-June 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPe1NcausvVebGESTTeLf%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%283%29.png%3Falt%3Dmedia%26token%3Da1ff7a24-cf83-4413-8d8a-8d6b1ee02925&width=1248&dpr=3&quality=100&sign=db1363c9&sv=2) Pocket HRMS understands that technology is all about giving the best possible experience and productivity to users. That drives us to constantly improve our software, so you get enhanced quality of work and increased productivity. We take this opportunity to present you our latest and most significant updates for the month of June so you can benefit from them. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#simplifying-attendance-summary-with-colours) Simplifying Attendance Summary with Colours With this update, you will get a custom monthly attendance summary report in a more engaging format. Our user-friendly interface allows you to configure colours for different shifts, transforming complex data into a visually appealing view. Allowing you to grasp attendance patterns swiftly, promoting instant understanding without diving into intricate details. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHefCjYfSF6md1fn8sXwt%252F1.jpg%3Falt%3Dmedia%26token%3Dfeee68a5-07d6-4c18-b164-3fa7e58c688e&width=768&dpr=3&quality=100&sign=615fc48e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#graphical-shift-attendance-insights) Graphical Shift Attendance Insights This feature provides a clear and visual representation of shift attendance. You can easily compare actual punch counts with expected employee numbers for each shift, all presented in a graphical format. This visual overview offers immediate insights into attendance patterns, enabling informed staffing decisions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7q8Y10eQt2JV50AKoE7M%252F2.png%3Falt%3Dmedia%26token%3D5877c9f7-cdcd-4fc5-8291-8610ce26b6af&width=768&dpr=3&quality=100&sign=f8b54690&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#seamless-image-uploads-for-emails) Seamless Image Uploads for Emails You can upload photos, essential documents, and visual materials with just a few clicks, making communication more efficient. Along with ease of uploading this feature also makes HR communication more engaging. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FhyMC7wwtRh2ViBfMsoQw%252F3.jpg%3Falt%3Dmedia%26token%3D0bff53dc-db1a-4952-a6cd-350aac6acdb0&width=768&dpr=3&quality=100&sign=87351e0a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#hassle-free-merged-entries-for-on-duty-and-half-day) Hassle-Free Merged Entries for On-Duty and Half-day With this enhancement, employees can now request an on-duty when they work half day. The system will be showing only a punch entry until acceptance of the request. Once the request is accepted, a single entry will be shown which is a merged punch entry and on-duty entry. It simplifies the process by showing all the information in one entry after approval. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRWXKMIyheKo2WGxcedQC%252F4.png%3Falt%3Dmedia%26token%3D7af06407-0c1b-42b5-8605-57d0bb927f4c&width=768&dpr=3&quality=100&sign=37076e45&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#smart-customization-for-comp-off-credit-eligibility) Smart Customization for Comp Off Credit Eligibility. This enhancement allows you to set rules for comp off eligibility based on predefined working hours. This means employees will only earn comp off credits when they complete the specific working hours. That ensures transparency and simplifies the comp off management process making it a hassle-free and efficient experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fo9WZvdqyCOcdg2ORG5lY%252F5.png%3Falt%3Dmedia%26token%3Dbd0f5c88-2833-4b7b-b039-493a2fe03294&width=768&dpr=3&quality=100&sign=fc9566c6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#optimized-leave-overview-for-strategic-leave-planning) Optimized Leave Overview for Strategic Leave Planning With our new tracker report you get a snapshot of crucial' leave data such as opening and closing leave balances along with numbers for leaves credited, used, and debited in a single report. This detailed tracker report helps you spot trends in leave utilization for smarter, more efficient workforce management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvYWtV9PLcyWj33ru91Ar%252F6.png%3Falt%3Dmedia%26token%3Dd6711b4a-f921-4718-a298-c226403267d6&width=768&dpr=3&quality=100&sign=21032b2&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#fast-track-stop-payment-entries) Fast-Track Stop Payment Entries The feature simplifies the process of adding stop payment entries in bulk. Instead of selecting employees one by one, you can now import these entries in bulk, saving a significant amount of time and energy. That helps you to reduce manual errors and also enhance data accuracy. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FE9TA5JTasaLCqpBZwkqy%252F7.png%3Falt%3Dmedia%26token%3D43cae392-8c58-49b3-ac22-e924271bbc90&width=768&dpr=3&quality=100&sign=60b8ae27&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#empowering-managers-with-project-wise-timesheet) Empowering Managers with Project-wise Timesheet Now managers can download detailed reports that show how much time employees spend on specific projects after approvals. This means managers can see exactly how many hours are dedicated to each project. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FjEmO0J28ORFM9R47Bnx6%252F9.png%3Falt%3Dmedia%26token%3Daddf8540-14a3-4d9f-8c5c-d8bb59b37b2f&width=768&dpr=3&quality=100&sign=b89a0740&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#crystal-clear-attendance-details-with-raw-punch-data) Crystal-Clear Attendance Details with Raw Punch Data The feature allows managers to get detailed raw data for in-and-out punches by their team members. This functionality is accessible through My Team Reports and Employee Reports. Managers can use the detailed punch information to identify the pattern and optimize shift schedules. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQuw22FY34qfMrstLlOhW%252F10.png%3Falt%3Dmedia%26token%3D5cc6e0a2-7bd3-4dea-89d3-bcc60b7f614d&width=768&dpr=3&quality=100&sign=ef31027&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLILWkbWG8ehZCaL1GRJC%252F10.2.png%3Falt%3Dmedia%26token%3Db8ad8c74-7d71-45f2-a1ec-fe82b0c3ca51&width=768&dpr=3&quality=100&sign=28d3edbf&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#35464045455a474175455a565e50415d4758461b565a58) [PreviousJuly 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/july-2023) [NextApril 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/april-2023) Last updated 1 year ago Was this helpful? * [Simplifying Attendance Summary with Colours](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#simplifying-attendance-summary-with-colours) * [Graphical Shift Attendance Insights](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#graphical-shift-attendance-insights) * [Seamless Image Uploads for Emails](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#seamless-image-uploads-for-emails) * [Hassle-Free Merged Entries for On-Duty and Half-day](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#hassle-free-merged-entries-for-on-duty-and-half-day) * [Smart Customization for Comp Off Credit Eligibility.](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#smart-customization-for-comp-off-credit-eligibility) * [Optimized Leave Overview for Strategic Leave Planning](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#optimized-leave-overview-for-strategic-leave-planning) * [Fast-Track Stop Payment Entries](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#fast-track-stop-payment-entries) * [Empowering Managers with Project-wise Timesheet](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#empowering-managers-with-project-wise-timesheet) * [Crystal-Clear Attendance Details with Raw Punch Data](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023#crystal-clear-attendance-details-with-raw-punch-data) Was this helpful? --- # Module Guides | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOxy9uhdicfgHOQjBA6KV%252FModule%2520Guide%2520%281%29.png%3Falt%3Dmedia%26token%3D54419a90-f40a-4694-b310-583ed04673e0&width=1248&dpr=3&quality=100&sign=f8b8d0b&sv=2) [šŸ”¹Transfer Modulechevron-right](https://docs.pockethrms.com/module-guides/transfer-module) [šŸ”¹Confirmation Modulechevron-right](https://docs.pockethrms.com/module-guides/confirmation-module) [PreviousFebruary 2026chevron-left](https://docs.pockethrms.com/product-updates/updates-2026/february-2026) [NextTransfer Modulechevron-right](https://docs.pockethrms.com/module-guides/transfer-module) Last updated 6 days ago Was this helpful? Was this helpful? --- # August 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPhuaKBs5jzBWghLZgiYJ%252FPocket%2520%2520Updates%2520August%25202023.png%3Falt%3Dmedia%26token%3Dd97b6c62-0696-4c30-a00c-f85e68a05e75&width=1248&dpr=3&quality=100&sign=11f2ddb4&sv=2) Weā€™re excited to introduce a powerful new update to Pocket HRMS that will greatly benefit our users. The introduction of these updates showcases our commitment to continually improving and refining Pocket HRMS for better user experience and productivity. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#enhancing-privacy-and-transparency-through-cc-and-bcc-fields) Enhancing Privacy and Transparency through CC and BCC Fields Now you can use CC (Carbon Copy) and BCC (Blind Carbon Copy) fields in HR letters. These fields allow additional recipients in an email improving communication by ensuring that the right people stay informed. It also increases efficiency allowing you to send a single email to multiple recipients saving time and effort. CC helps to keep everyone in the loop, sharing information widely, or documenting who has been informed about a specific matter. It is a great tool to build accountability for being informed. BCC offers an extra layer of privacy keeping recipients' email addresses and identities hidden from the other recipients. This is valuable when sending sensitive or confidential information. Recipients in the BCC field wonā€™t receive replies from other recipients, reducing email clutter of unnecessary responses. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXMej8P1XLotwZxNeA1HN%252FAug1.png%3Falt%3Dmedia%26token%3D887693fc-b718-4915-94b5-95590e3e2663&width=768&dpr=3&quality=100&sign=7dd6aee6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#simplified-break-shift-report) Simplified Break Shift Report The reports enable you to download the details for multiple IN-OUT punches. To maintain accuracy and consistency in tracking attendance, the Total Punch Count should be even. The system intelligently assigns the first punch as IN, the second punch as OUT, and so on, making it easy to interpret attendance records. That increases comprehensiveness as it includes fields such as productive hours, permitted hours, additional hours and short hours. That results in simplified monitoring working hours. The report becomes especially important for companies where we break working shifts into small bunches of working hours such as in the hospitality industry. **1\. Productive Hours** The column makes it seamless to track and calculate the total working hours of each employee, providing a number for total working hours through various shifts. **2\. Permitted Hours** The value indicates the ideal working hours for the employees. That makes it easier to understand if employees are adhering to the assigned shift hours. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#id-3.-additional-hours) **3\. Additional Hours** This field helps show value for extra hours the employee worked, making it easier for you to identify and compensate for their effort. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#id-4.-short-hours) 4\. Short Hours Detect differences between the permitted hours and actual productive hours. This can be crucial for addressing attendance issues and improving scheduling accuracy. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPVrraDdU1bBCtNWmV0Ha%252FAug2.png%3Falt%3Dmedia%26token%3D07712643-1529-4033-be59-1fec2a1a527e&width=768&dpr=3&quality=100&sign=cec60af0&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTEAOBw5y2qtH6iQ0md4Z%252FAug3.png%3Falt%3Dmedia%26token%3D0eee4715-d68c-44b1-bfe4-439781ae7632&width=768&dpr=3&quality=100&sign=4b892e3e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#flexibility-in-leave-remark) Flexibility in Leave Remark In the leave configuration page, you make it mandatory or keep it optional for employees to mention ā€˜Leave Remarksā€™ to submit a leave request providing you better flexibility over the leave request process. * Mandatory Leave Remark It promotes transparency in the leave request process and helps in making informed decisions regarding approval. It improves communication as managers can discuss any potential issues or concerns related to the leave request. * Optional Leave Remark This simplifies the leave request process and makes it more user-friendly and less cumbersome for both employees and HR personnel. It also shows respect for employee privacy which can lead to a more positive work culture and higher job satisfaction. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FrqPuHGgc0hoyWJ5LTOIe%252FAug4.png%3Falt%3Dmedia%26token%3D7a6950a2-cfaf-4974-9d55-3c58fe51b699&width=768&dpr=3&quality=100&sign=8eddc604&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#insightful-in-and-out-reports) Insightful IN and OUT Reports Now you can look into the IN and OUT details of employees with the Detailed Report and Status Report. The four new columns In Location, Out Location, Attendance, and Status enhance understanding and the status report makes it easier to take a glance. The Detailed Report provides more comprehensive insights into attendance as it shows you data for columns In Location, and Out Location making it easier to monitor if the employee were at the location that they were expected to be. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#status-report) Status Report ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQiB6YAENHr23teQyRxXu%252FAug5.png%3Falt%3Dmedia%26token%3D750a6b3e-8f73-4d51-9128-5e782c44f13a&width=768&dpr=3&quality=100&sign=f530c67&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#detailed-report) Detailed Report ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbQQU3AC9KiJ0qHA6vkty%252FAug6.png%3Falt%3Dmedia%26token%3Dddcc6fa7-fe38-4b68-a14f-1e0302a5fd5c&width=768&dpr=3&quality=100&sign=2d20d43c&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#detailed-report-1) Detailed Report ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FF0qr1XzmpTCilOZKN48k%252FAug7.png%3Falt%3Dmedia%26token%3Dee4ce69b-abea-4212-a043-a358ac9cef8f&width=768&dpr=3&quality=100&sign=c1831f5e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fj3XrbHMMWBehUpqk1kIh%252FAug8.png%3Falt%3Dmedia%26token%3Dbe36a752-703d-45ba-afdf-bc3c9d31b796&width=768&dpr=3&quality=100&sign=4f095849&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#detailed-attendance-report) Detailed Attendance Report Pocket HRMS upgraded all types of reports within the attendance report wizard with new insightful columns such as working hours, attendance and status. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#id-1.-working-hours) 1\. Working Hours This column shows the cumulative duration of hours worked for each recorded attendance entry. The working hour column allows HR and management to track employee attendance more closely. This can help identify trends such as late arrivals, early departures, or excessive absences, enabling proactive management interventions. It also makes it easy to identify overtime done by the employee. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#id-2.-status) 2\. Status The ā€œStatusā€ column shows the attendance status marked as ā€˜Presentā€™, ā€™Absentā€™ or the other relevant status accordingly. The ā€œStatusā€ column allows you to track employee attendance by quickly glancing at this column. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#id-3.-attendance) 3\. Attendance The ā€œAttendanceā€ column showcases the attendance status in short abbreviations for each individual entry, for example; FH/Leave Type/Shift Name ā€“ FH/CL/GS. This gives you details on the shift they are working in or additional information such as if the employee is working outside the office. Similarly, the attendance column also shows the type of leave the employee is taking with abbreviation which can help in workforce adjustment immediately. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FdgTW4oHbt7JHeriCdlhI%252FAug9.png%3Falt%3Dmedia%26token%3D2e2b9a1a-a7b7-459b-842b-f05133b76f61&width=768&dpr=3&quality=100&sign=3841d293&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6eHFw8JzCJZtme3Mhs68%252FAug10.png%3Falt%3Dmedia%26token%3Da31969aa-2365-4bc6-8c3a-177e692100ef&width=768&dpr=3&quality=100&sign=a6c1b3e7&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#over-time-can-be-claimed-as-comp-off) Over Time can be Claimed as Comp Off Now you can allow your employees to accumulate their overtime working hours on weekends to be claimed as compensatory time off or comp off. That way employees can get a comp off when they complete a set number of overtime hours. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOkf1OhujCYRngy7XrmQ9%252FAug11.png%3Falt%3Dmedia%26token%3Df1fd96c2-6ceb-4ff1-8ae5-5fe28f3c44e5&width=768&dpr=3&quality=100&sign=ce698de4&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLSuUSewpTuXzAq60vuHs%252FAug12.png%3Falt%3Dmedia%26token%3Dc71cc545-b8f2-4ed6-9ee4-9ca86d25c533&width=768&dpr=3&quality=100&sign=5814c2a7&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7C0Wit6ygViH2AyD1tt2%252FAug13.png%3Falt%3Dmedia%26token%3De3aa5207-1bc8-4a83-92ce-7264589eb3db&width=768&dpr=3&quality=100&sign=b52c486e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FlySAuHieOVJ7GcQmrILo%252FAug14.png%3Falt%3Dmedia%26token%3D5e1c4e8f-8f6b-4501-8167-2a1bd407ad31&width=768&dpr=3&quality=100&sign=7c748412&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#enhanced-control-over-leave-request) Enhanced Control Over Leave Request The Leave Lock Feature is a valuable addition to our leave management system that empowers administrators to enhance control over employee leave requests. When the ā€œLeave Lockā€ checkbox is enabled in the leave configuration settings, it introduces a set of restrictions and options that govern how employees can apply for leave within the defined leave cycle. This feature provides flexibility while ensuring compliance with organizational leave policies. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FsENvGPwlr7pSWX8Isa8l%252FAug15.png%3Falt%3Dmedia%26token%3D7dbffe72-15c0-4881-a375-270e6be10d6b&width=768&dpr=3&quality=100&sign=b3d2c33&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEn0SycDffR5LtN0xTS7N%252FAug16.png%3Falt%3Dmedia%26token%3D72d16d21-0b9a-4b21-80e1-7d1180220187&width=768&dpr=3&quality=100&sign=f9b0677d&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#a3d0d6d3d3ccd1d7e3d3ccc0c8c6d7cbd1ced08dc0ccce) [PreviousSeptember 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/september-2023) [NextJuly 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/july-2023) Last updated 1 year ago Was this helpful? * [Enhancing Privacy and Transparency through CC and BCC Fields](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#enhancing-privacy-and-transparency-through-cc-and-bcc-fields) * [Simplified Break Shift Report](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#simplified-break-shift-report) * [Flexibility in Leave Remark](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#flexibility-in-leave-remark) * [Insightful IN and OUT Reports](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#insightful-in-and-out-reports) * [Detailed Attendance Report](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#detailed-attendance-report) * [Over Time can be Claimed as Comp Off](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#over-time-can-be-claimed-as-comp-off) * [Enhanced Control Over Leave Request](https://docs.pockethrms.com/product-updates/updates-2023/august-2023#enhanced-control-over-leave-request) Was this helpful? --- # Jan, Feb & Mar 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5qkjmJGaj8xFa4bN32OK%252FJan%252C%2520Feb%2520%2526%2520March%25202022.png%3Falt%3Dmedia%26token%3D65e5be9a-13ea-42d5-9f6e-71c211732fed&width=1248&dpr=3&quality=100&sign=469d0be2&sv=2) Guided by invaluable feedback from our esteemed clientele, we've focused on refining user interfaces and design elements, embodying our steadfast commitment to a 'user-first' approach. These developments showcase our dedication to enhancing every user's experience. For the month of March, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#revolutionary-interface-for-recruitment-management) Revolutionary Interface for Recruitment Management Our recruitment module has undergone a transformation, empowering users to take swift actions without navigating away from candidate profiles: #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#candidate-list) Candidate List * Candidate List: Easily manage and view all candidates in one place. * Schedule Interviews: Efficiently plan interviews, saving time for both recruiters and candidates and ensuring a smooth and timely hiring process. * Add Candidate Feedback: Enabling better decision-making and ensuring alignment among team members regarding potential hires. * Assign Interviewers: Seamlessly delegate interview responsibilities, distributing the workload among team members, and facilitating diverse perspectives in the evaluation process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFlLacWLS1IorMMQLTwFR%252Fcandidate%2520List.png%3Falt%3Dmedia%26token%3D51da4db8-ab5f-497c-8ecf-fd8e0812e891&width=768&dpr=3&quality=100&sign=70662c2d&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#job-stage-visibility) Job Stage Visibility We now have enhanced Job Stage Visibility with a New Colour Palette. Visual cues through colour-coded job stages simplify tracking, allowing for efficient candidate management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHA5wQC0PCLqvW6nUvFPq%252FJob%2520Stage%2520Visibility.png%3Falt%3Dmedia%26token%3D34872c80-3d64-47b7-813f-bf61c0c4b28b&width=768&dpr=3&quality=100&sign=d9873281&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#job-list) Job List * View Number of Vacancies: Instantly assess hiring needs, ensuring timely recruitment to fill crucial positions. * Assigned Recruiters: Clearly assigned responsibilities streamline communication, avoiding confusion and enhancing efficiency in the hiring process. * Interview Panel Details: Transparency in panel composition ensures effective collaboration, leading to more informed hiring decisions. * Set Job Closure Date: Clear deadlines promote prompt decision-making, ensuring timely closure of job postings and efficient use of resources. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ftiz5GVsSWaaigSE6nVIC%252FJob%2520List.png%3Falt%3Dmedia%26token%3D4735ea26-5a71-4504-8f54-a227aae3f882&width=768&dpr=3&quality=100&sign=a6fb41e8&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#personalize-news-section) Personalize News Section The Latest News section now supports Rich Text Formats (RTF). You can add text with the following parameters: Ā· Colours Ā· Fonts Ā· Hyperlinks Ā· Alignment Ā· Timestamp & other features supported by RTF enhance your news viewing experience by creating visually engaging. This enhances user experience, making news more interactive and appealing for your team. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQTwJgymhVF1hryRpjUwF%252FPersonalize%2520News%2520Section.png%3Falt%3Dmedia%26token%3D96ea573e-40bc-487f-83b6-7b6f6122e0ff&width=768&dpr=3&quality=100&sign=c9f95189&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#attendance-snapshot-data-at-a-glance) Attendance Snapshot: Data at a Glance Experience enhanced visibility in the Attendance Dashboard with precise data on present and absent counts presented both numerically and as percentages. Gives you valuable insights at a glance enabling quick decisions with simpler representation of information. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FeSR0rNyiNMuTSdYD4Uja%252FAttendance%2520Snapshot-Data%2520at%2520a%2520Glance.png%3Falt%3Dmedia%26token%3Dc712b205-33f4-4741-ade2-bceb01415b48&width=768&dpr=3&quality=100&sign=345082b8&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#dynamic-ctc-calculator) Dynamic CTC Calculator In our recruitment module, configure formulas for job profiles and create diverse templates. Upon entering the CTC amount, the system provides a detailed breakdown of the employeeā€™s salary, which can be conveniently shared with candidates via email. Our recruitment module streamlines the hiring process by allowing you to create tailored job profiles and templates. It simplifies salary negotiations by instantly generating detailed salary breakdowns based on the entered CTC amount, making communication with candidates clear and efficient. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1AZwQDAg7r8I7DcKCZMp%252FDynamic%2520CTC%2520Calculator.png%3Falt%3Dmedia%26token%3D03b1e889-51f1-4ec5-888f-a33b2e8f77d5&width=768&dpr=3&quality=100&sign=b444f138&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#fostering-transparency-with-employee-remarks) Fostering Transparency with Employee Remarks Encourage open communication by enabling employee remarks after the final Manager rating in the appraisal process. These comments foster transparency and understanding, visible to both Managers and Admins. This feature promotes openness in appraisals by allowing employees to share feedback after their manager's assessment. It enhances transparency and understanding among employees, managers, and admins, fostering a collaborative work environment. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F64K5l38dKqA7GtiDvCgr%252FFostering%2520Transparency%2520with%2520Employee%2520Remarks.png%3Falt%3Dmedia%26token%3D007ecae2-2c4d-4d36-b233-d7ffd43526bf&width=768&dpr=3&quality=100&sign=3fa16340&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FddehQiqJ3A3v6h8vF3n7%252FFostering%2520Transparency%2520with%2520Employee%2520Remarks1.png%3Falt%3Dmedia%26token%3Dce03bbbd-b5ee-4f75-bb10-3b08128a4c91&width=768&dpr=3&quality=100&sign=9dae77ea&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#efficient-payslip-management-with-emails) Efficient Payslip Management with Emails Now experience enhanced ease using the Payslip Email Log feature. Understand the status of sent payslips and seamlessly resend them in case of email failure with the 'Retry' button. Additionally, download logs for in-depth analysis using the 'Download' option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fgi8ZFs5TT90ZGI7x4Bqv%252FEfficient%2520Payslip%2520Management%2520with%2520Emails.png%3Falt%3Dmedia%26token%3D9dafa443-28f2-4929-8261-d49e60744001&width=768&dpr=3&quality=100&sign=36cb8958&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#0f7c7a7f7f607d7b4f7f606c646a7b677d627c216c6062) [PreviousApril-May 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022) [NextUpdates 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025) Last updated 1 year ago Was this helpful? * [Revolutionary Interface for Recruitment Management](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#revolutionary-interface-for-recruitment-management) * [Personalize News Section](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#personalize-news-section) * [Attendance Snapshot: Data at a Glance](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#attendance-snapshot-data-at-a-glance) * [Dynamic CTC Calculator](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#dynamic-ctc-calculator) * [Fostering Transparency with Employee Remarks](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#fostering-transparency-with-employee-remarks) * [Efficient Payslip Management with Emails](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022#efficient-payslip-management-with-emails) Was this helpful? --- # January 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fk5k9eUh0SxpE89Gaimoq%252F5.png%3Falt%3Dmedia%26token%3Da7648400-7013-4828-ad06-3c6c20ea3610&width=1248&dpr=3&quality=100&sign=9bd5b64&sv=2) This document describes the release notes for major and minor enhancements released for Pocket HRMS in the month of January 2024. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#precision-in-travel-requests-with-unique-ids) Precision in Travel Requests with Unique IDs For each travel request the system will assign a unique 'Travel ID,' which acts as a digital signature to track its journey from initiation to approval. This ID ensures smooth monitoring, offering a clear reference point throughout the request process, ensuring precision and efficiency until formal approval. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRz1tVAQyAsCFhIKqAFQG%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=19d2e1be&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#modify-expenses-securely) Modify Expenses Securely The expense eligibility feature lets users edit certain values in an expense record while keeping expense types fixed. Users can adjust numerical values like amounts or quantities for accuracy and customization, without altering predefined expense categories. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FjzpM2YJWt7CPQHfa1uJO%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6c407d88&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#instant-approval-self-service-permissions) Instant Approval: Self-Service Permissions Now we have a self-service permission option integrated into the manager/admin approval page. This provides managers and administrators greater convenience by allowing them to easily approve permission requests directly from the interface, simplifying the process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBSo04wGImoKYsyeh9Aml%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a016d91&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#simplify-log-in-toggle-your-password-visibility) Simplify Log in: Toggle Your Password Visibility The login screen now includes a 'Show/Hide Password' option for improved user experience. Users can toggle between revealing and hiding their password as they type it in, helping them ensure accuracy and reducing login errors. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FdCWJedgiXhdCECNOKPtq%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6e22eb5a&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FjFpcTPKMesFNUtx5MLUS%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e3fec274&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#delete-auto-approved-projects-entries-with-ease) Delete Auto-Approved Projects Entries with Ease We introduce a key administrative function for project management. Admin users can now directly delete auto-approved project entries from the admin panel. This enhancement offers improved control and flexibility in project administration by allowing efficient removal of auto-approved entries. _**For example**__: An employee has no approval manager_ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgVGs0JpqBe1elAwZRP4O%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=35b15161&sv=2) _The Person with admin approval credits can delete these entries with ease._ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7ztGKvwJKNM39kk3EtDA%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=889abdf3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#streamlined-time-tracking-with-leave-integration) Streamlined Time Tracking with Leave Integration The Auto Time Sheet Project now incorporates Leave settings directly within the Project Menu. Approved leaves are seamlessly integrated into timesheet entries, while unconfigured leave settings are excluded. This integration simplifies reporting and tracking by aligning with the existing timesheet integration with leave. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FyiORo6nsIl94MMw0fWSU%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a6a71533&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9ZyZfelZnF4iMppCvTIg%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f2a40ead&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#lop-deduction-in-sandwich-rule) LOP Deduction in Sandwich Rule The sandwich leave setting now includes LOP leave within the leave deduction options. You can select the LOP leaves with ease from the dropdown and improve leave management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkE6ClZo5pTLh0qsZEECq%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e29b26fb&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#efficient-staff-scheduling-bulk-assignment) Efficient Staff Scheduling: Bulk Assignment Managers can efficiently assign shifts and week offs to employees using Bulk Import feature. Instead of manual entry, they can download a template for the selected date and make assignments as needed. The feature includes a grocery sheet listing configured shifts for easy selection. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5bERNYgC07S8EHoQAWI3%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3c2a0573&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FdsXKpUnxVLXBl5Xd37aM%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b410d552&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#efficient-shift-management-across-companies) Efficient Shift Management Across Companies Roster Management's Cross-Company Integration allows managers to combine multiple companies, assigning shifts and days off to employees across different entities. It supports bulk import and seamlessly integrates with the shift schedule approval process for efficient approvals. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRaPdGM8q2QV88uuzbv4Z%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a13aeb6a&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fzdqif0SW5adMzbduvXgF%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2798b7ef&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#versatile-uploads-resumes-in-word-and-pdf-accepted) Versatile Uploads: Resumes in Word & PDF Accepted Now, in the hiring module, you can upload resumes in both MS Word along with PDF formats, providing more options for applicants and hiring personnel. This allows individuals to submit their resumes seamlessly in either format, making the recruitment process within the system more inclusive and versatile. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fc8TWF5LGPbFc0EeUYjCZ%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6ea9691f&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#70030500001f020430001f131b150418021d035e131f1d) [PreviousFebruary 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/february-2024) [NextUpdates 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023) Last updated 1 year ago Was this helpful? * [Precision in Travel Requests with Unique IDs](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#precision-in-travel-requests-with-unique-ids) * [Modify Expenses Securely](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#modify-expenses-securely) * [Instant Approval: Self-Service Permissions](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#instant-approval-self-service-permissions) * [Simplify Log in: Toggle Your Password Visibility](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#simplify-log-in-toggle-your-password-visibility) * [Delete Auto-Approved Projects Entries with Ease](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#delete-auto-approved-projects-entries-with-ease) * [Streamlined Time Tracking with Leave Integration](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#streamlined-time-tracking-with-leave-integration) * [LOP Deduction in Sandwich Rule](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#lop-deduction-in-sandwich-rule) * [Efficient Staff Scheduling: Bulk Assignment](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#efficient-staff-scheduling-bulk-assignment) * [Efficient Shift Management Across Companies](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#efficient-shift-management-across-companies) * [Versatile Uploads: Resumes in Word & PDF Accepted](https://docs.pockethrms.com/product-updates/updates-2024/january-2024#versatile-uploads-resumes-in-word-and-pdf-accepted) Was this helpful? --- # June 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJ2vKbRlEdk2e4o53pvUm%252FJune%25202022.png%3Falt%3Dmedia%26token%3D338ce1b6-d723-4b89-8126-42043013d391&width=1248&dpr=3&quality=100&sign=2112f902&sv=2) At Pocket HRMS, our commitment to providing an unparalleled user experience drives us to continually enhance our technology. We are thrilled to introduce our latest updates, such as detailed split shift attendance reports, simplified account management, streamlined project approvals, and swift compensation processing, designed to empower both employees and HR teams with increased efficiency and performance. For the month of June, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/june-2022#enhanced-attendance-insights-for-split-shift) Enhanced Attendance Insights for Split Shift We understand the importance of detailed insights, which is why our new split shift attendance report format offers a comprehensive view. Now, you can download reports configured to display information such as Casual Leave (CL) in the first half and Presence (P) in the second half, providing a clear overview of your employees' attendance patterns for managers. It also makes it easier for employees to understand their attendance details. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKPAMeKVxKbRxTOQ5POXa%252FSplit%2520Shift%2520Attendance%2520Report.png%3Falt%3Dmedia%26token%3D3e4c4f68-56b8-428e-a254-2470ad27897f&width=768&dpr=3&quality=100&sign=69642fb4&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbtCZf6ISWVDlBXoIDRyO%252FSwift%2520Compensation%2520and%2520Overtime%2520Approvals%25201.png%3Falt%3Dmedia%26token%3D6f5cdc03-f240-4def-b8ac-fd932c361e1c&width=768&dpr=3&quality=100&sign=c28aaac9&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/june-2022#merging-ess-accounts-with-ease) Merging ESS Accounts with Ease Managing multiple accounts within sub-companies just became seamless. HR/Admin can now merge accounts, ensuring a consolidated view. Employees gain easy access to merged accounts directly from the ESS homepage, simplifying their experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FClTXi9n8CuVYkj3lyvbs%252FMerging%2520ESS%2520Accounts%2520with%2520Ease.png%3Falt%3Dmedia%26token%3Dbc6aa65c-ca1c-44d4-9382-48f1711b5b05&width=768&dpr=3&quality=100&sign=66b90e3c&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FdEVuPkkBHIADxie6qgfM%252FMerging%2520ESS%2520Accounts%2520with%2520Ease1.png%3Falt%3Dmedia%26token%3D8b5a8b9c-edb0-4f1d-95be-e712f976d5db&width=768&dpr=3&quality=100&sign=f7f40672&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/june-2022#timesheet-approval-made-simple) Timesheet Approval Made Simple Efficiency is key, especially when it comes to project management. With our latest update, employees' timesheet submissions for specific projects are streamlined. These submissions now directly route for approval to the designated project manager, enhancing the approval process and ensuring swift project progression. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbOOclpJWibFsEpzArGjM%252FTimesheet%2520Approval%2520Made%2520Simple.png%3Falt%3Dmedia%26token%3Db0983a59-7f98-4235-a123-7fb2bda04a3f&width=768&dpr=3&quality=100&sign=e8be0f9c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/june-2022#swift-compensation-and-overtime-approvals) Swift Compensation and Overtime Approvals Timely approvals for compensation pay and overtime hours are essential. Managers can now effortlessly update and approve overtime hours and compensatory pay for week-offs and holidays directly from the ESS Portal. This streamlined process ensures that your team's efforts are recognized and rewarded promptly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqIRWDxB5bJUjA4gOZsuD%252FSwift%2520Compensation%2520and%2520Overtime%2520Approvals.png%3Falt%3Dmedia%26token%3Dd3a203b1-267d-4c4c-a2c5-9d8863691380&width=768&dpr=3&quality=100&sign=e86235df&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGq4ZRQ2q1I6oUOkzwBTn%252FSwift%2520Compensation%2520and%2520Overtime%2520Approvals%25201.png%3Falt%3Dmedia%26token%3Dc3890247-41a1-46cd-af92-2e98ee2d8a7d&width=768&dpr=3&quality=100&sign=8885988f&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#6f1c1a1f1f001d1b2f1f000c040a1b071d021c410c0002) [PreviousJuly 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022/july-2022) [NextApril-May 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022) Last updated 1 year ago Was this helpful? * [Enhanced Attendance Insights for Split Shift](https://docs.pockethrms.com/product-updates/updates-2022/june-2022#enhanced-attendance-insights-for-split-shift) * [Merging ESS Accounts with Ease](https://docs.pockethrms.com/product-updates/updates-2022/june-2022#merging-ess-accounts-with-ease) * [Timesheet Approval Made Simple](https://docs.pockethrms.com/product-updates/updates-2022/june-2022#timesheet-approval-made-simple) * [Swift Compensation and Overtime Approvals](https://docs.pockethrms.com/product-updates/updates-2022/june-2022#swift-compensation-and-overtime-approvals) Was this helpful? --- # August 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEWroDwjtuNzCQGluhes4%252FAugust%25202024.png%3Falt%3Dmedia%26token%3D43c8b0ff-0df4-483f-91a5-a86cb743e208&width=1248&dpr=3&quality=100&sign=94f3b25a&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of August, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#easily-manage-job-openings-with-job-tracker-report) Easily Manage Job Openings with Job Tracker Report Our new and improved Job Tracker Report offers a complete view of all job openings in one place. It includes key details like Job Code, Title, Location, Department, Salary Range, Experience Requirements, Recruiters, Interviewers, Hiring Managers, and Candidate Progress (from application to hiring). Plus, we've unified all recruitment trackers into one, making everything easier to access and manage. You can search for data on-screen or export it to Excel for in-depth analysis. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAYMkllsPcUmkBOASjaeQ%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ef534334&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#effortlessly-track-employee-departures) Effortlessly Track Employee Departures The Exit Tracker helps HR create detailed reports on employee exits. It includes important details like employee code, resignation date, notice period, last working day, approval statuses, and HR remarks. This tool streamlines the exit process and approval tracking. You can easily search, filter, and export the data to Excel for further analysis. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fq0SNrwq8qqw5ni9eTUfm%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9dbb6fc5&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#automatic-question-migration-for-exit-interviews) Automatic Question Migration for Exit Interviews With the new 'Form Master' system, all existing exit interview questions will automatically move from the old 'Dynamic Form' to the new setup. If a Form Master doesnā€™t exist, the system will create one and transfer all questions and options without any extra effort. This update removes the need to manually recreate questions, saving time and reducing manual work. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAv3AqwTciA254xyBY22o%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6fa9dc7b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FF4siCBzHfBtUiHOFd7gU%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=468adfdd&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#clear-workforce-insights-with-head-count-report) Clear Workforce Insights with Head Count Report We've added a Head Count Report that gives you a clear view of your workforce during a specific period. It shows key details like how many employees were added or left, changes in total headcount, and important rates like retention and attrition. You can also generate a list of all employees for more detailed analysis. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLysGEkK8LRulXWRbLKPq%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fd2427a1&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAha3vCs8o5bPFt6tzX02%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=51594a0f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#customizable-job-offer-approval-flow) Customizable Job Offer Approval Flow Weā€™ve created a flexible approval process for job offers. The system allows two options: * Serial Approval: Both the Job Offer Approval Manager and Department Head approve the offer one after the other. * Single Approval: Either the Job Offer Approval Manager or Department Head can approve the offer on their own. With customizable approval settings, multiple managers or department heads can be included. Each approver can: * Approve the offer as is. * Reject the offer. * Modify details like the offer letter, salary, or validity before approving. The final approver can send the offer directly to the candidate, without needing further input from the recruiter. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMqmSJm97MkhUbxHk4QLu%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=386ba5f0&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEjZo0Ik9LaQm7V5uJyY9%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ab111ca2&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqvDbAoxUREC1KZgpiUoO%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d381c80c&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVdw4c3cumXEqV7Kem0xO%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=58c6f8cb&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#select-all-for-faster-stop-payment-reports) ā€˜Select Allā€™ for Faster Stop Payment Reports You can now choose all stop payment types at once when downloading reports. Previously, you had to select each type individually. This new option saves time by letting you include all stop payment types in a single report. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIPXlhu7EW8xn3mMJmWFO%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fd12bfe9&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#compact-pending-joining-document-report) Compact Pending Joining Document Report We've updated the Pending Joining Document Report to show all document details in a single row. Now, each document's name appears in the heading, with its status (Received or Not Received) listed below. Previously, each document was displayed across multiple rows, but the new format makes it easier to view all details at once. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJBDNu8qcA4aSnsRbDvhh%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=94562c58&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#flexible-date-range-selection-week-for-off) Flexible Date Range Selection Week for Off Now you can set custom week offs using the new date range option in the Week Off Setting screen. Instead of being limited to the default financial year, you can choose any start and end date to manage week offs more flexibly. * **Custom Date Range:** Define your own start and end dates for week offs. * **Enhanced Flexibility:** No need to set week offs for the entire financial year; adjust them for your preferred dates. * **Easier Management:** Save time by setting week offs only for the period you need. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIcY6YbA3kRHUPX0iinOP%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=44c9d31d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#count-based-leave-debit-functionality) Count-Based Leave Debit Functionality Users can now debit leaves by simply entering the number of days instead of picking a date range. This makes leave management easier and more flexible. * **Count-Based Leave Debit:** Enter the number of days (e.g., 0.5, 1, 2), and the system automatically calculates the dates within the leave year. * **Automatic Date Adjustment:** The system selects the start and end dates based on the number of days entered. * **Simplified Interface:** No need to manually select a date range for standard leave deductions. * **Complex Adjustments:** For advanced options like Fractional or Split Hours, use the 'Import Debit' tool for precise entries. * **User Guidance:** Hover over the 'i' icon for detailed leave debit instructions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3XHHIMaMf2oQ01eqdtS7%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6ec16c55&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8qGfurLDYuLaLJ6jI8hy%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8bff5d22&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#flexible-header-footer-options-for-recruitment-pdfs) Flexible Header/Footer Options for Recruitment PDFs Weā€™ve introduced a new Header/Footer feature for Recruitment Email and CTC Templates, allowing users to choose how to display headers and footers in generated PDFs: * **No Header/Footer**: PDFs will be created without any headers or footers. * **System-Generated Header/Footer**: Automatically includes a header with the company logo and name, and a footer with the company name and address. * **Custom Header/Footer**: Users can upload their own header and footer images to be included in the PDFs. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvLq08KCySe8WYm0uqvTR%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e6443e0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#auto-20-tax-for-unlinked-pan-with-aadhar) Auto 20% Tax for Unlinked PAN with Aadhar The system allows user deduction of 20% tax if an employee's PAN is not linked with Aadhar. Admin/HR can define in employeeā€™s profile whether the PAN is linked with Aadhar or not and taxes will be calculated based on this during payroll processing. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F47Ldg7ATXy9bL3svtgyl%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3f0daf5e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FmH3wlDFTCuYoLcGa9uep%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3337ec52&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#toc177340854) New Tax Regime updates The tax slabs and the standard deduction for the new regime has been updated as per the Union Budget 2024. **Revised Tax Slabs (New Regime)** **2023** **2024** **Tax Rate** Up to ā‚¹3 lakh Up to ā‚¹3 lakh Nil ā‚¹3-6 lakh ā‚¹3-7 lakh 5% ā‚¹6-9 lakh ā‚¹7-10 lakh 10% ā‚¹9-12 lakh ā‚¹10-12 lakh 15% ā‚¹12-15 lakh ā‚¹12-15 lakh 20% Above ā‚¹15 lakh Above ā‚¹15 lakh 30% **Standard Deduction** **2023** **2024** ā‚¹ 50,000 ā‚¹ 75,000 ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#simplify-employee-tax-details-with-descriptions) Simplify Employee Tax Details with Descriptions HR/Admin can now add descriptions to Tax Sections, Sub Sections, and Income Heads. These descriptions appear as tooltips (on the 'i' button) on employeesā€™ TDS Declaration and Proof pages, helping them understand the details. Also, HR/Admin can choose which Sub Sections and Income Heads to show when an employee selects the New Regime by toggling the 'Include in New Regime' setting to ā€˜Yesā€™ or ā€˜No.ā€™ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSEhEnqRxwLbfaA8TJo05%252F18.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=10597117&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbDV6kMww149dzyE9rGT5%252F19.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2f831388&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#9cefe9ececf3eee8dcecf3fff7f9e8f4eef1efb2fff3f1) [PreviousSeptember 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/september-2024) [NextJuly 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/july-2024) Last updated 1 year ago Was this helpful? * [Easily Manage Job Openings with Job Tracker Report](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#easily-manage-job-openings-with-job-tracker-report) * [Effortlessly Track Employee Departures](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#effortlessly-track-employee-departures) * [Automatic Question Migration for Exit Interviews](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#automatic-question-migration-for-exit-interviews) * [Clear Workforce Insights with Head Count Report](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#clear-workforce-insights-with-head-count-report) * [Customizable Job Offer Approval Flow](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#customizable-job-offer-approval-flow) * [ā€˜Select Allā€™ for Faster Stop Payment Reports](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#select-all-for-faster-stop-payment-reports) * [Compact Pending Joining Document Report](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#compact-pending-joining-document-report) * [Flexible Date Range Selection Week for Off](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#flexible-date-range-selection-week-for-off) * [Count-Based Leave Debit Functionality](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#count-based-leave-debit-functionality) * [Flexible Header/Footer Options for Recruitment PDFs](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#flexible-header-footer-options-for-recruitment-pdfs) * [Auto 20% Tax for Unlinked PAN with Aadhar](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#auto-20-tax-for-unlinked-pan-with-aadhar) * [New Tax Regime updates](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#toc177340854) * [Simplify Employee Tax Details with Descriptions](https://docs.pockethrms.com/product-updates/updates-2024/august-2024#simplify-employee-tax-details-with-descriptions) Was this helpful? --- # June 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fy2aQMpjRGrNZrwoeqJRg%252FJune%25202024.png%3Falt%3Dmedia%26token%3D7fd1eb50-6789-4b69-a054-6fd00c56ca66&width=1248&dpr=3&quality=100&sign=6532602f&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of June, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#clarity-with-data-segregation) Clarity with Data Segregation Pocket HRMS now offers you better flexibility while exporting reporting manager details from the Data Wizard. You can choose whether you want to keep the Managerā€™s name and Managerā€™s code in a single column or segregate these two in the separate columns. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRGwpztnRPVesUwBvFvad%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2072cb1c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#date-range-based-passwords-generation) Date-Range Based Passwords Generation Pocket HRMS allows you to generate passwords for new employees who joined in a particular date range. You also get an option to overwrite the existing password for comprehensive coverage. Make it easier to generate password for new employee with a well-organized system. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FlrNYxAZ19SeOfgyfzyWt%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f4b46ec7&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#multiple-smtps-for-birthday-e-mails) Multiple SMTPs for Birthday E-mails Now, you can create and manage multiple SMTP configurations for birthday email templates. You can now define several SMTP settings with unique server details and authentication credentials. The required the SMTP setting option can be selected from the ā€˜Sender's Emailā€™ field during template creation. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRj0GGK92QymQsF6MZzJX%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=150a4d6b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTHVDrWHDacdl0BivCudC%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=59d034ef&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#effortless-exit-form-and-enhanced-flexibility) Effortless Exit Form & Enhanced Flexibility Now, exit forms can be generated directly from the general form creation page by simply selecting the ā€˜Exit Managementā€™ option. Pocket HRMS provides you the flexibility to add multiple questions and customize those to gather relevant feedback making it more convenient. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FhUktcsRlIct1gcqqjbRS%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b13333ab&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#optimized-employee-separation) Optimized Employee Separation Pocket HRMS will block the separation if the employee has any pending requests for Leaves, On-Duty, Regularizations, Expenses, Reimbursements, or Loans. The system will display the 10 most recent pending requests in each category and also provide you with an option to download an Excel report. That makes the process of reviewing pending requests and taking the necessary steps to proceed with the separation, quick and effortless. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCA24qWdLl3M5XYa1fYDs%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7fd13126&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6fNetcO7OaKxUyTy68Md%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4671ce94&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fd0JMcRjGb4Ovqt6pjOHF%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8eb533a2&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#inclusive-marital-status-options) Inclusive Marital Status Options We've updated the marital status field to offer employees more choices that better reflect their situations. This change provides greater flexibility and inclusivity, allowing employees to accurately represent their status. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FaZwNn6ZML7JmEcO6B97F%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=721ae355&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#recruitment-templates-with-candidate-info) Recruitment Templates with Candidate Info We have enhanced our recruitment templates with master fields so you can get essential candidate information with ease. This includes job code, job position, job cost centre, Aadhar number, PAN (Permanent Account Number) long with the ā€˜additional informationā€™ fields allowing to add other relevant details. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQnVBqECZTaOvhnN4UX6T%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3d4879ed&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#hassle-free-document-uploads) Hassle-Free Document Uploads Now we enhanced the user-experience for the bulk employee document upload page contains a dedicated drop zone for easy uploads. If files donā€™t meet criteria the system will show an error and the files won't be uploaded so you can make the necessary corrections. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fi7zschEBGpM3sfpkyZ4L%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=320780a1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#hlk170910702) Adjust the Last Working Day with Ease If an employee's Last Working Day (LWD) falls on a weekend or holiday, use the 'Last Working Day Adjustment' setting to shift the LWD based on the following options: ā€¢ Move to Next Working Day ā€¢ Move to Previous Working Day ā€¢ Stay on Holiday/Weekend This feature allows better alignment with company policies and simplifies exit formalities for employees. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FsDbsOqIhmTyUrPrDtViE%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=509a2999&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FC6qxJw7aa7tnafZXKUKt%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1d9dccff&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#effortless-shift-assignment-on-week-offs) Effortless Shift Assignment on Week-Offs The Pocket HRMS roster management screen enables you to assign shifts on week-offs without replacing the week-off. This ensures accurate calculation of compensatory offs. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F17jMSGO4XebjUet2U4Wz%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=600f235e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#show-only-relevant-leave-option) Show Only Relevant Leave Option Pocket HRMS now allows you to make your employeeā€™s leave application experience clutter-free. You can choose to show gender-specific leave options only to the relevant users. For example, you can choose to show the ā€˜Maternity Leaveā€™ option to only ā€˜Femaleā€™ users and the male users wonā€™t see options that isnā€™t applicable to them. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7lsJpx2aBb9BUctEQL2w%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d0a108db&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#flexible-attendance-summary-display) Flexible Attendance Summary Display You can customize how to show the ā€˜Annual Attendance Summaryā€™ to employees offering greater flexibility and makes it easier to grasp the information. You can now choose from three options: * **Default View**: Shows summaries from the 1st to the 31st of each month. * **Leave Calendar View**: Reflect summaries based on leave calendar settings, like from the 26th to the 25th of the next month. * **Month Days View**: Shows the summary based on the number of days in the month. This setting is category-specific, so the view on the employee screen will reflect the appropriate category. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FpQSRDIJcp7OS4WcTL6if%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4fc16335&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#effortless-grace-time-adjustments) Effortless Grace Time Adjustments We have enhanced time-based leave deductions with an option for additional flexibility. * **Set grace time bypass limit**\- Allows users to specify how many times employees can bypass the limit without getting penalized. * **Review grace time settings** - The link quickly redirects you to the ā€˜Late Settingā€™ screen where you can manage grace time configurations. * **Allow grace time bypass** - Selecting this checkbox allows to apply grace time bypass limit for the individual custom Range. * **Consider Half Day Deduction if Less than Grace Time** ā€“ If deduction ā€˜Full Dayā€™ is selected for any range. Selecting this checkbox allows the system to deduct the ā€˜Half Dayā€™ if the employee has arrived in the grace time but did not cross the grace time bypass limit. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FnpBc88vlfo8KewJoQ0qV%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=698b1048&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#bulk-peer-uploads-transform-appraisal-process) Bulk Peer Uploads Transform Appraisal Process Pocket HRMS now saves you a lot of time in the appraisal process with a bulk upload feature. Now, users can upload multiple peers at once, making the appraisal process much smoother. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fx8rTufjLU0pUET94EhFg%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=564f0be&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#precise-break-shift-reports-defined-in-out-flags) Precise Break-Shift Reports: Defined In/Out Flags Now, the user can download the break-shift reports based on specific In/Out flags. You can choose whether the alternate punches should be classified as In and Out in the report or to generate the report according to defined In/Out flags, ensuring to reflect accuracy in punch received. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FifeRXjs15ecuCmElR8X6%252F18.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=69b07d7b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#boosted-appraisal-flexibility-quick-data-transfer) Boosted Appraisal Flexibility: Quick Data Transfer Experience improved flexibility and efficiency in the appraisal process through a quick transfer of all configured data. This includes stages, parameters, questions, and the approval matrix for the new year, ensuring greater efficiency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKp0bbtEDWkjTG5kPHPpW%252F19.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=be0a335f&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#3744424747584543774758545c52435f455a441954585a) [PreviousJuly 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/july-2024) [NextMay 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/may-2024) Last updated 1 year ago Was this helpful? * [Clarity with Data Segregation](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#clarity-with-data-segregation) * [Date-Range Based Passwords Generation](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#date-range-based-passwords-generation) * [Multiple SMTPs for Birthday E-mails](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#multiple-smtps-for-birthday-e-mails) * [Effortless Exit Form & Enhanced Flexibility](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#effortless-exit-form-and-enhanced-flexibility) * [Optimized Employee Separation](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#optimized-employee-separation) * [Inclusive Marital Status Options](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#inclusive-marital-status-options) * [Recruitment Templates with Candidate Info](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#recruitment-templates-with-candidate-info) * [Hassle-Free Document Uploads](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#hassle-free-document-uploads) * [Adjust the Last Working Day with Ease](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#hlk170910702) * [Effortless Shift Assignment on Week-Offs](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#effortless-shift-assignment-on-week-offs) * [Show Only Relevant Leave Option](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#show-only-relevant-leave-option) * [Flexible Attendance Summary Display](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#flexible-attendance-summary-display) * [Effortless Grace Time Adjustments](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#effortless-grace-time-adjustments) * [Bulk Peer Uploads Transform Appraisal Process](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#bulk-peer-uploads-transform-appraisal-process) * [Precise Break-Shift Reports: Defined In/Out Flags](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#precise-break-shift-reports-defined-in-out-flags) * [Boosted Appraisal Flexibility: Quick Data Transfer](https://docs.pockethrms.com/product-updates/updates-2024/june-2024#boosted-appraisal-flexibility-quick-data-transfer) Was this helpful? --- # November 2025 | Pocket HRMS We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of November 2025, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-1.-out-time-based-leave-deduction) 1\. Out-Time based Leave Deduction A new enhancement allows leave deduction based on the employeeā€™s Out-Time range for each shift. This is configured through the Go Rule Engine, where different deduction rules can be set per shift. Based on the defined Out-Time windows, the system will auto-apply Full-Day or Half-Day Leave. If the employee has already used their permission limit, the deduction will move to Half-Day as configured. Out-Times beyond shift end will not trigger any deduction. This provides shift-wise flexibility and accurate attendance handling. **Example ā€“ Morning Shift (09:00 to 17:30):** Out Time Range System Action 09:00 AM ā€“ 12:59 PM Full-Day Leave Deducted 13:00 PM ā€“ 17:29 PM Half-Day Leave Deducted After 17:30 PM No Deduction ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-2.-priority-based-leave-application) 2\. Priority-based Leave Application A new Leave Consideration Matrix decides the order in which employees can apply for leave. Based on the priority configured in the Go Rule Engine, the system will automatically allow only the highest-priority leave type with available balance. Lower-priority leave types will be disabled and shown in grey. Leave types not covered in the matrix will continue to work as usual. Current validations like ā€œLeave limit exceededā€ and non-priority confirmation pop-ups remain the same. This enhancement ensures policy-based leave usage and a smoother experience on both ESS and Mobile App. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FQOeAta0IGJKBM8TxUjbt%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=8c7634dc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-3.-allowance-via-go-rule-engine) 3\. Allowance via Go Rule Engine The Allowance feature now supports client-specific rules through the Go Rule Engine. Clients can share their allowance policies, and the Pocket HRMS team will configure the rules accordingly. Below are examples of how different allowance types can be set up: ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FHkimkE8a3nYiX4xTkRrS%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e4e42321&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-4.-punctuality-pay-via-go-rule-configuration) 4\. Punctuality Pay via Go Rule configuration A new Punctuality Pay feature allows companies to give monthly incentives for regular and on-time attendance. The Pocket HRMS team will configure it through the Go Rule Engine based on the clientā€™s policy. The system checks punctuality for the full L&A cycle, allows limited grace time and permissions, and stops the pay-out if any leave, deduction, on-duty entry, or early exit occurs. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fn6WSLTG1W0YPVDFwtDBk%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=759dd59c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-5.-pms-ui-enhancements) 5\. PMS UI Enhancements ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#a-improved-employee-search) a) Improved Employee Search Employee Search has been improved across all PMS screens to correctly detect and match Employee Code and Name, similar to the updated behaviour in the Weekly Off screen under Leave Settings. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FGBOlu3BLALYAu5HbRSih%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=9575ad69&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#b-parameter-refresh-enhancement) b) Parameter Refresh Enhancement Earlier, the screen refreshed after every add or edit, which interrupted the process. Now the screen refreshes if you search for different employees, allowing users to add or edit multiple parameters without reloads. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#c-parameter-and-question-progress) c) Parameter & Question Progress A new Stage-wise and Employee-wise Progress widget has been added to show: * Employees **Not Yet Started** * Employees **Partially Completed** * Employees **Fully Completed** The widget lets users jump directly between Questions and Parameters and shows how many employees still have pending parameters, helping HR track and close appraisals faster. **Parameter-wise widget:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fih96MlmUtQp506uLyAQc%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=426b74ca&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FUTEEPEwvyxQRjCw3SqIf%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=fc64a145&sv=2) **Question-wise widget:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FArQM2MKG1aximhV78dNu%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=5bc09f8e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FoyGSjF0ix4xjtBfSVFgh%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=695ff7b9&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#d-consolidated-appraisal-import) d) Consolidated Appraisal Import All appraisal import options are now combined under one menu called \*\*ā€œAppraisal Import.ā€\*\*Users can select the required template from a dropdown instead of using multiple separate import menus. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FkO20CVnEBiF6ErhrX2YJ%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=decaaf41&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#e-re-grouping-approval-menu) e) Re-Grouping Approval Menu Earlier, all approval options were shown under the Request section in ESS. Now, based on the userā€™s role (Manager/Admin), the related appraisal approval options appear under the Approval section, making navigation cleaner and more organised. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F2zxqEtAYI0Cl3rmdF6eC%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=2d202cc8&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#f-new-ess-status-labels) f) New ESS Status Labels The ESS action button now changes based on the appraisal status:ā€¢ For **Up for review**, it shows **Add rating**ā€¢ For **Yet to be submitted**, it shows **View details** This gives clearer next steps for the manager. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FfuSJEVFcdPUVLd6TuoO5%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=f4a7df49&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-6.-auto-pms-driven-increment-percent) 6\. Auto PMS Driven Increment percent The increment percentage is auto-calculated from the Go Rule Engine based on Final Score, Department, or Business Unit. The Admin starts the cycle, the Manager reviews and confirms the percentage, and final approval stays with the Admin. If re-submitted, the Admin can revise the percentage and resend the flow. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F94qyTrixWePJDTWq1WC9%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=6ca26988&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FY3dT7VTUseixTbpKHsIi%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=f92e49fb&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FFzwLyulroBAh01NS0bpq%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=36ef23d4&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-7.-fnf-all-departments-acceptance-notification) 7\. FnF ā€“ All Departments Acceptance Notification A new event has been added in Exit Notification Settings. The system will now send an email once FnF No Dues is approved by all Department Heads, making it easier for HR to proceed with final clearance. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqZw3xFOKYKcytOPWjlfL%252F7%2520%281%29.png%3Falt%3Dmedia%26token%3D4895a87c-5e8e-4ed5-a434-14f1068c2167&width=768&dpr=3&quality=100&sign=e6605cb9&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-8.-custom-fields-in-emails-templates) 8\. Custom Fields in Emails Templates HR can now add custom Job and Candidate fields in recruitment email templates. Two new placeholder sections let HR drag and drop these custom fields into email templates and attachments. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FCKraHtS42dCnku6zZma3%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=cd890c2c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-9.-corrective-increment) 9\. Corrective Increment Three new automation fieldsā€”Increment %, Increment, and Correctionā€”have been added along with a Recalculate button for instant percentage-based calculation. The system now applies the percentage to eligible components, updates new values, and auto-splits the difference between Increment and Correction. This replaces the earlier manual updates and ensures accurate and consistent salary revisions. HR now gets a clear post-save view and an updated Increment Register with Increment and Adjustment Summary, making the process faster, error-free, and easier to control. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXAbbJAOrso3UbxNx15FC%252Fimage.png%3Falt%3Dmedia%26token%3Dbc0869fb-7147-4be4-aa4a-3894115b29d8&width=768&dpr=3&quality=100&sign=c307c91f&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#b8cbcdc8c8d7caccf8c8d7dbd3ddccd0cad5cb96dbd7d5) [PreviousDecember 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/december-2025) [NextOctober 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/october-2025) Last updated 2 months ago Was this helpful? * [1\. Out-Time based Leave Deduction](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-1.-out-time-based-leave-deduction) * [2\. Priority-based Leave Application](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-2.-priority-based-leave-application) * [3\. Allowance via Go Rule Engine](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-3.-allowance-via-go-rule-engine) * [4\. Punctuality Pay via Go Rule configuration](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-4.-punctuality-pay-via-go-rule-configuration) * [5\. PMS UI Enhancements](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-5.-pms-ui-enhancements) * [a) Improved Employee Search](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#a-improved-employee-search) * [b) Parameter Refresh Enhancement](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#b-parameter-refresh-enhancement) * [c) Parameter & Question Progress](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#c-parameter-and-question-progress) * [d) Consolidated Appraisal Import](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#d-consolidated-appraisal-import) * [e) Re-Grouping Approval Menu](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#e-re-grouping-approval-menu) * [f) New ESS Status Labels](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#f-new-ess-status-labels) * [6\. Auto PMS Driven Increment percent](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-6.-auto-pms-driven-increment-percent) * [7\. FnF ā€“ All Departments Acceptance Notification](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-7.-fnf-all-departments-acceptance-notification) * [8\. Custom Fields in Emails Templates](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-8.-custom-fields-in-emails-templates) * [9\. Corrective Increment](https://docs.pockethrms.com/product-updates/updates-2025/november-2025#id-9.-corrective-increment) Was this helpful? --- # July 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPXxt0paKnh3FuVIdo9hI%252FJuly%25202022.png%3Falt%3Dmedia%26token%3D2bf977c6-f86b-40cc-b41d-3990aa87def2&width=1248&dpr=3&quality=100&sign=11b646de&sv=2) Embrace effortless HR management with our latest enhancements to the HRMS software. From a comprehensive Employee Timeline to an intuitive Experience Field and Manager Overtime Updates, these features redefine efficiency. Dive into a world of streamlined processes, ensuring precise tracking, informed decisions, and enhanced collaboration for your team. For the month of July, we have the following enhancements: ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/july-2022#career-milestone-overview) Career Milestone Overview Our latest update brings you the Employee Timeline feature, providing Administrators and HR professionals with a comprehensive view of an employee's journey. From the date of joining and confirmation to increments, designation updates, and department changes, this feature offers a holistic understanding of an employee's career progression. It enables better decision-making by offering insights into the historical context of an employee's role within the organization. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMoMBgPVPMGlVBWuBZbxP%252FCareer%2520Milestone%2520Overview.png%3Falt%3Dmedia%26token%3D869b8db2-70e0-4b9e-b098-666d1717ed54&width=768&dpr=3&quality=100&sign=cef5db9c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/july-2022#employee-expertise-peek) Employee Expertise Peek Incorporating user feedback, weā€™ve enhanced the Experience Field on the employee card. Now, by hovering over the information icon 'i' next to the 'Total Experience' field, users can instantly access a pop-up displaying the employee's previous work experience. Understanding backgrounds helps in the delegation of tasks for the managers. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F33JFRHUmD5KIXLvcvQKj%252FEmployee%2520Expertise%2520Peek.png%3Falt%3Dmedia%26token%3D0478dd94-b67e-4f5d-8858-73ebbb909f20&width=768&dpr=3&quality=100&sign=9faf14e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/july-2022#effortless-overtime-adjustments) Effortless Overtime Adjustments We understand the need for flexibility in managing work hours. With our latest update, managers can now manually update employee overtime hours. This feature allows managers to tailor overtime records to reflect the actual work done, ensuring accurate compensation and work-hour tracking. Itā€™s designed to simplify HR processes, providing managers with the tools they need to efficiently oversee their team's workload. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSjm9qNNqsEdeeENh03ix%252FEffortless%2520Overtime%2520Adjustments.png%3Falt%3Dmedia%26token%3D34184715-940d-4197-b3d6-ceffcca3f2d7&width=768&dpr=3&quality=100&sign=f4fae096&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSkKbn7KQFmazqLrZFpUv%252FEffortless%2520Overtime%2520Adjustments%25201.png%3Falt%3Dmedia%26token%3D9c03bd78-a4ea-4d04-bc3f-b9d253b2be2a&width=768&dpr=3&quality=100&sign=3d7a4d15&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/july-2022#focused-appraisal-access) Focused Appraisal Access Ensuring data confidentiality, weā€™ve introduced the 'View Only' access rights for specific managers regarding employee appraisals. This feature maintains data integrity while allowing managers to assess their team's performance comprehensively. Itā€™s a natural progression toward more streamlined appraisal processes, promoting a collaborative work environment. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FpylQaunjsZ9dbaiV8Z9S%252FFocused%2520Appraisal%2520Access.png%3Falt%3Dmedia%26token%3De6ea991c-5cae-4e62-82f4-4dc47ecf2481&width=768&dpr=3&quality=100&sign=5048acd0&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4q7GzG66EUTSi8WjBwhv%252FFocused%2520Appraisal%2520Access%25201.png%3Falt%3Dmedia%26token%3D3008b38a-3aca-4a6b-9807-b8d6cbb54d0f&width=768&dpr=3&quality=100&sign=1cf7d87b&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#65161015150a171125150a060e00110d1708164b060a08) [PreviousAugust 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022/august-2022) [NextJune 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022/june-2022) Last updated 1 year ago Was this helpful? * [Career Milestone Overview](https://docs.pockethrms.com/product-updates/updates-2022/july-2022#career-milestone-overview) * [Employee Expertise Peek](https://docs.pockethrms.com/product-updates/updates-2022/july-2022#employee-expertise-peek) * [Effortless Overtime Adjustments](https://docs.pockethrms.com/product-updates/updates-2022/july-2022#effortless-overtime-adjustments) * [Focused Appraisal Access](https://docs.pockethrms.com/product-updates/updates-2022/july-2022#focused-appraisal-access) Was this helpful? --- # April-May 2022 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKMMuARxokfIMS9Gj3E60%252FApril-May%25202022.png%3Falt%3Dmedia%26token%3De5d14f22-2f19-412f-9df7-1b1a327d158c&width=1248&dpr=3&quality=100&sign=2501c662&sv=2) At Pocket HRMS, our dedication to enhancing user experiences remains unwavering. In our continuous pursuit of excellence, we are thrilled to announce a series of exciting enhancements. Our latest upgrades redefine HR management. The upgrades are intended to personalize and simplify use experience. For the months of April & May, we have the following enhancements: ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#personalized-log-in-screens) Personalized Log in Screens Personalization meets professionalism with our latest feature. Admins can now add up to four images and a group company logo to the ESS Portal Login screen, creating a tailored and branded experience for every user. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1R7RaqoZKag7idOgchJd%252FPersonalized%2520Login%2520Screens.png%3Falt%3Dmedia%26token%3D81993dc3-ffda-4f32-a1fc-ae266786be74&width=768&dpr=3&quality=100&sign=c8407408&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWKQ5QjKg8TrinU0m7san%252Fpersonalized%2520Login%2520screens1.png%3Falt%3Dmedia%26token%3D5d235c4d-7daf-474f-b98e-2085e9d3c71e&width=768&dpr=3&quality=100&sign=e24c54ba&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#unified-approval-system) Unified Approval System Managing approvals across multiple companies has never been simpler. Admins can configure approval matrices for employees based on cross-company criteria. For example, suppose, Sam is an employee and Rakesh is a manager in XYZ Company. There is another employee Rajesh who is a manager at ABC Company. With Pocket HRMS, Samā€™s approval matrix can be set as Approver 1 (Rakesh) and Approver 2 (Rajesh). ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FnTyI5iq8GKH8CBB6nabC%252FCross%2520Company%2520wise%2520Manager%2520Setting.png%3Falt%3Dmedia%26token%3Dff7fd109-83f4-4586-87c5-e8cb4289f99f&width=768&dpr=3&quality=100&sign=440232ce&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#understanding-monthly-variance) Understanding Monthly Variance Understanding your data is key to informed decision-making. Now, admins can effortlessly download variance reports for consecutive months using Pocket HRMS, enabling in-depth analysis and strategic planning. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FygTSHINJPPvMZ5CS68ew%252FUnderstanding%2520Monthly%2520Variance.png%3Falt%3Dmedia%26token%3Dd62dc5fc-be94-464e-9f0b-cc43400d35b6&width=768&dpr=3&quality=100&sign=b8605513&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#streamlined-appraisals-deleting-hassle-free) Streamlined Appraisals: Deleting Hassle-Free Our appraisal module has been enhanced for comprehensive performance evaluation. Admins can now delete various types of appraisals, including those with KPIs and stage-wise appraisals. Additionally, the introduction of Appraisal Peer Ratings allows for a nuanced evaluation process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKWV5vNGWHdXNHR27eLSn%252FStreamlined%2520Appraisals-Deleting%2520Hassle-Free.png%3Falt%3Dmedia%26token%3De1560037-94e0-4ea1-9f3c-8898e6720b9e&width=768&dpr=3&quality=100&sign=1f323b8d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#peer-contributions-for-appraisals) Peer Contributions for Appraisals The admin can create new users for the sole purpose of Appraisal Peer ratings for the employees. The new user will only have access to the appraisal module. The admin can define various parameters, questions and assign managers as well for the appraisal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEgrdk4LM6TIWu1pktVGm%252FPeer%2520Contributions%2520for%2520Appraisals.png%3Falt%3Dmedia%26token%3D2b38952d-58de-4326-b32f-354c8f33c631&width=768&dpr=3&quality=100&sign=b5e06f4&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#quantifiable-objectives-kpis-as-integers) Quantifiable Objectives: KPIs as Integers Precision is paramount. Users can define KPI fields with numerical values, ensuring accurate assessment based on predefined KRA marks in the Appraisal Parameters. This feature maintains clarity and consistency in performance evaluations. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbD5ztxvxk9uDuMlqAiSh%252FQuantifiable%2520Objectives-KPIs%2520as%2520Integers.png%3Falt%3Dmedia%26token%3Ded8fab0f-391f-4917-a472-2a551ebfdcca&width=768&dpr=3&quality=100&sign=dd3e6c1e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYJXaXYDEY6RjMl84gl5I%252FQuantifiable%2520Objectives-KPIs%2520as%2520Integers1.png%3Falt%3Dmedia%26token%3De5d7f2b6-001f-4d8e-ae0e-7e9f46278ce4&width=768&dpr=3&quality=100&sign=2c42fdd8&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#flexible-managers-attendance-control) Flexible Managers' Attendance Control Flexibility for managers and admins is at the heart of our updates. Managers can manually mark attendance and update overtime hours for their teams, streamlining the process for present and backdated dates. Admins, too, can efficiently manage attendance records with this functionality. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9CTPDYvW67BEDwUXi259%252FFlexible%2520Managers%27%2520Attendance%2520Control.png%3Falt%3Dmedia%26token%3D16b1524c-ec49-4a5b-94ce-da67b3f853ac&width=768&dpr=3&quality=100&sign=c702d742&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#transparent-claim-approval) Transparent Claim Approval Financial transactions are made effortless. Finance approvers can now enter the final claim amount to be disbursed to employees, accompanied by remarks. This transparent process ensures clarity for employees initiating requests, fostering trust and efficiency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FuWy01NMEjPcnCzpeaX5K%252FTransparent%2520Claim%2520Approval.png%3Falt%3Dmedia%26token%3Dd2ae3c51-34c9-419c-be0f-b3b2e0102540&width=768&dpr=3&quality=100&sign=63000eef&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fkw3yjyXAO3gBLo2RUS1I%252FTransparent%2520Claim%2520Approval1.png%3Falt%3Dmedia%26token%3Db28f9435-3b90-432b-bd24-3bb1118338be&width=768&dpr=3&quality=100&sign=e56abe4a&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#45363035352a373105352a262e20312d3728366b262a28) [PreviousJune 2022chevron-left](https://docs.pockethrms.com/product-updates/updates-2022/june-2022) [NextJan, Feb & Mar 2022chevron-right](https://docs.pockethrms.com/product-updates/updates-2022/jan-feb-and-mar-2022) Last updated 1 year ago Was this helpful? * [Personalized Log in Screens](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#personalized-log-in-screens) * [Unified Approval System](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#unified-approval-system) * [Understanding Monthly Variance](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#understanding-monthly-variance) * [Streamlined Appraisals: Deleting Hassle-Free](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#streamlined-appraisals-deleting-hassle-free) * [Peer Contributions for Appraisals](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#peer-contributions-for-appraisals) * [Quantifiable Objectives: KPIs as Integers](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#quantifiable-objectives-kpis-as-integers) * [Flexible Managers' Attendance Control](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#flexible-managers-attendance-control) * [Transparent Claim Approval](https://docs.pockethrms.com/product-updates/updates-2022/april-may-2022#transparent-claim-approval) Was this helpful? --- # December 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FjwbEPjPOyGTzA1iT4pz9%252FDecember%25202024.png%3Falt%3Dmedia%26token%3D2d523a52-711b-45d8-a8a4-df7a81429cc2&width=1248&dpr=3&quality=100&sign=e7c25314&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of December, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#flexibility-in-payroll-posting-calendar-or-date-range) **Flexibility in Payroll Posting: Calendar or Date Range** Now you can process payroll postings with greater flexibility. The payroll posting can now be processed using specific date ranges. Based on your setup, you can choose to post payroll data either calendar-wise or by selecting date-wise option with ease. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FN1ucRhhTRJxh4y15YOtp%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ac8a38e9&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#smart-shift-management-with-smooth-new-year-transfer) Smart **Shift Management with Smooth New Year Transfer** Assign shifts to multiple employees at once, and easily edit or delete assigned shifts. Now, the system will automatically transfer selected shifts to the next year based on your leave calendar. We have also added a filter to easily sort the data based on business unit, category, or shift name. Also, you can easily find employee using their name or employee. Making your shift management swift and well-organized. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFwmoNDEHAqwY6jmhbP8k%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d89d106e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIv0KapjENxXY1fajFzyE%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f986d7d6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#advanced-filters-in-admin-approval) **Advanced Filters in** Admin Approval The Admin Approval screen now features a new Filter button. You can click on it to open a pop-up where you can set filter conditions using various Employee Master fields like Bank Name, Blood Group, Branch, Department, and more. The system allows you to combine multiple conditions and add additional criteria by clicking the "Insert Row" button. Once your conditions are set, you can save them or close the popup without saving them. You also get the flexibility to remove individual filter rows. This enhancement streamlines data management and helps you find information quickly and efficiently. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvFINyEeuuVrBLxqeI0sC%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f4dde657&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMKZojJLGw3lbDkWzFvXK%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c5b2c97a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#consistent-colour-coding-across-web-and-excel-reports) **Consistent Colour Coding Across Web and Excel Reports** Now the exported Annual Summary, Monthly Summary, My Report, My Teams Report, and Employee Reports visually retain the same colour-coding as the web interface. This gives you better consistency and ease of understanding the information. Each attendance status has a unique colour: **Absent (A)**: Red **Present (P)**: Green **Holiday (H)**: Pink/Light Red **Other statuses** (e.g., On Duty, Week Off, Invalid Punch) retain their specific colours. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMBM8BG4VGSvAG3oC2Tna%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=bf03b043&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FObVjckcSWztx8KmGWwFW%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5b269cc1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#flexibility-to-mark-incomplete-punches-as-on-duty) **Flexibility to Mark Incomplete Punches as On-duty** Our latest update lets you decide whether you want to allow employees to apply for "On Duty" even if their punch entries are incomplete or invalid. This makes it easier for employees to submit their on-duty requests if they work in multiple locations in the same day and enhances attendance management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBxtrQGhfeVHvb9RbrmQL%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ab29b05e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#enhanced-search-tools-for-employee-data) **Enhanced Search Tools for Employee Data** Now in the ā€˜Employee Eligibilityā€™ screen, you get filter options to easily search and sort records using predefined fields. We also provide the option to multi-select dropdowns for fields with multiple values. Along with that, a search field helps you to find results based on keywords. These features will not only reduce the time & effort but also elevate your user experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGdRh7MnzDfxlxM2bWXSy%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a4cf4bba&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#focus-on-what-matters-hide-empty-columns) **Focus on What Matters: Hide Empty Columns** Now you can simply tick a checkbox to hide the empty columns. The columns with new values will be removed from the screen as well as from the Excel report. This makes it easier to read and focus on the relevant information. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6poHoVlApEmvx6aaoqt6%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c0a8be11&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#set-up-future-holidays-ahead-of-time) **Set Up Future Holidays Ahead of Time** With our latest update you can set holiday dates for future calendar years, even if the leave calendar for those years is not active yet. These holidays for future years will stay inactive until the respective calendar year is activated. So, you can prepare in advance with ease without impacting the current year configurations. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fbb3nsZEcd1wXGZKuMZZ7%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b7238b7b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#automated-employee-code-generation-across-scenarios) Automated Employee Code Generation Across Scenarios Now, based on the selected business unit, the system will automatically generate employee code during importing multiple employees, adding new employees as well as during the candidate onboarding. This reduces the manual effort and adds convenience to employee management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FNocuwOGzljQAoL9OpUV4%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d9590f55&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fmg12yY8mG5BFVgOMNNnr%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d6a43a1d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3mFOYmsr11Dny0SNDzyF%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3ca6dea0&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FmFgNnKzWAMQbYKvjIFki%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6d773b7e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FynLWLJ8TSQ3Ki8d1tsNY%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3a2d42bb&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbjMxe9Btgnh3r9B0dk9o%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=db9de0b7&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#identify-and-manage-duplicate-claims-instantly) **Identify and Manage Duplicate Claims Instantly** Now, the system will spot and flag duplicate expense entries based on the **expense type** and **expense amount**. System will notify employee about it and they can easily **edit** or **delete** duplicate entries directly from the pop-up notification. This improves efficiency in expense management and saves time. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6UfkAHac7nmW9C3ZunP2%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e710c70f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#quickly-choose-hr-letter-templates-with-a-dropdown) **Quickly Choose HR Letter Templates with a Dropdown** Now you can experience faster template creation by simply selecting the template tags from the dropdown. This reduces the effort to manually enter the template and improves efficiency by eliminating the possibility of error. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fngm1Uo9yCgFKOtcIIYjX%252F18.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e972d0af&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#manage-fnf-department-heads-faster-with-import-and-export) **Manage FnF Department Heads Faster with Import & Export** No more tagging the department heads one by one. Simply import department heads details and priorities at once using the Excel sheet in the FnF Department Head Manager. You can also generate an Excel sheet with a list of all department heads saved so far, reducing time and effort as well as bringing precision to the process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBOnOlZc0L5MIanc9UfcG%252F19.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f67cc2f1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#simplify-department-head-assignments-in-fnf-department-head-manager) **Simplify Department Head Assignments** in FnF Department Head Manager Now you get the flexibility to assign a single manager to all departments. This will save a lot of time during manual entry. You also get an option to replace the current manager with a new one, in the FnF Department Head Manager with a single click, making the process hustle free. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FlxkN2auOje5vrW6NYzsL%252F20.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d6ceec42&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#easily-notify-department-heads-for-exit-and-fnf-events) **Easily Notify Department Heads for Exit and FnF Events** Admin/HR can now send email notifications to Department Heads for Exit and FnF-related events, such as when an employee submits their separation request or when FnF forms are activated. You can easily choose the type of event, either 'Exit' or 'FnF', to specify which department heads should receive the email notification. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoGog3xl8ObADoAHjeHv4%252F14.1.png%3Falt%3Dmedia%26token%3D24b588ed-ec59-4495-8e2f-d8c54513cf21&width=768&dpr=3&quality=100&sign=9c370aff&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#custom-field-tracking-now-available-in-recruitment-module) **Custom Field Tracking Now Available in Recruitment Module** The trackers in the Recruitment module now capture data from all custom fields for both Candidates and Jobs. Previously, only default fields were tracked. This improvement will provide more detailed data analysis by capturing all relevant information. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ft0QQVBFP9uVkymDRWaiY%252F15.1.png%3Falt%3Dmedia%26token%3De2f26a6d-35f0-4550-9a4f-94f9517ab079&width=768&dpr=3&quality=100&sign=7251402f&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#3e4d4b4e4e514c4a7e4e515d555b4a564c534d105d5153) [Previous2024 Major Highlightschevron-left](https://docs.pockethrms.com/product-updates/updates-2024/2024-major-highlights) [NextOctober & November 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024) Last updated 2 months ago Was this helpful? * [Flexibility in Payroll Posting: Calendar or Date Range](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#flexibility-in-payroll-posting-calendar-or-date-range) * [Smart Shift Management with Smooth New Year Transfer](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#smart-shift-management-with-smooth-new-year-transfer) * [Advanced Filters in Admin Approval](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#advanced-filters-in-admin-approval) * [Consistent Colour Coding Across Web and Excel Reports](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#consistent-colour-coding-across-web-and-excel-reports) * [Flexibility to Mark Incomplete Punches as On-duty](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#flexibility-to-mark-incomplete-punches-as-on-duty) * [Enhanced Search Tools for Employee Data](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#enhanced-search-tools-for-employee-data) * [Focus on What Matters: Hide Empty Columns](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#focus-on-what-matters-hide-empty-columns) * [Set Up Future Holidays Ahead of Time](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#set-up-future-holidays-ahead-of-time) * [Automated Employee Code Generation Across Scenarios](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#automated-employee-code-generation-across-scenarios) * [Identify and Manage Duplicate Claims Instantly](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#identify-and-manage-duplicate-claims-instantly) * [Quickly Choose HR Letter Templates with a Dropdown](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#quickly-choose-hr-letter-templates-with-a-dropdown) * [Manage FnF Department Heads Faster with Import & Export](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#manage-fnf-department-heads-faster-with-import-and-export) * [Simplify Department Head Assignments in FnF Department Head Manager](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#simplify-department-head-assignments-in-fnf-department-head-manager) * [Easily Notify Department Heads for Exit and FnF Events](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#easily-notify-department-heads-for-exit-and-fnf-events) * [Custom Field Tracking Now Available in Recruitment Module](https://docs.pockethrms.com/product-updates/updates-2024/december-2024#custom-field-tracking-now-available-in-recruitment-module) Was this helpful? --- # E Posh | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/feature-guides/e-posh#e-posh-detail-guide) E-Posh (Detail Guide) ### [hashtag](https://docs.pockethrms.com/feature-guides/e-posh#id-1.-what-is-e-posh) 1\. What is E-Posh E-Posh refers to a **digital or online system** designed to help organizations comply with Indiaā€™s Prevention of Sexual Harassment (Posh) Act, 2013 by managing all related processes electronically. ### [hashtag](https://docs.pockethrms.com/feature-guides/e-posh#id-1.1-how-to-set-up-e-posh-in-pocket-hrms) 1.1 How to Set-up E-Posh in Pocket HRMS? To set E-posh in Pocket HRMS, please follow the path and process mentioned below: **Path:** Cloud Login > ESS Setting > E-posh > Set-up > Fill In details > Save. **Step 1:** Log in to the '**Cloud**' portal and go to '**ESS Setting**' menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FKBzbb45cXzQwphftQbRQ%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=dbb4623d&sv=2) **Step 2:** Select '**E-posh**' tab and click on '**Set-up**'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FHZOvLD3rR7N4f9ltoedG%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=9b1e7167&sv=2) **Step 3:** '**Fill In details**' Such as: ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FcPQ3LlvExUpj1xtIaij0%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=a58f39f5&sv=2) * **Chairperson/Presiding Officer**\- Fill the name of the chairperson you want to appoint for E-Posh Committee (**Note-** According to Posh Act, the chairperson or residing Officer should be a Female. But you can assign the chairperson as male/female per your convenience in Pocket HRMS). System will however prompt you if a male employee is being appointed as a Chairperson. * **Committee Members**\- Fill the names of the committee members apart from the chairperson. (**Note-** As per POSH committee, there should be more than 50percent female employees in the committee. But you can assign the members male/female per your convenience in Pocket HRMS). System will however prompt you if a more than 50% male employees are being appointed as Committee Members. **Please note**\- There has to be one Chairperson and at least two committee members in the E-Posh Committee. * **Complaint Committee ID**\- It is the email ID in which complaints will be received. This email ID will be shown to the Employees on their E-Posh dashboard in addition to the Complaint Raising functionality. Employees can use this email ID to directly get in touch with the Committee. The Email notifications of all the events will also be received on this email ID. * **Complaint Auto Response**\- If you keep the complaint auto response button on or enabled, then an automatic message will be triggered to the employees who raise the complaints. It is to acknowledge the receipt of their complaints. * **Response Content-** It is the email content that is triggered automatically in response to the employees complaints when received. It is triggered when complaint auto response is kept on. You can edit/change the message by clicking on the ā€˜**Edit Iconā€™** on its right > **change the content > save it.** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F9iSissQUhtObtXWCMHI4%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=4f32a601&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F5zTXZaX2T4SNnkaODOkw%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=374faca5&sv=2) **Note-** In case you want to know in details about the Act against Sexual Harassment of Women at Workplace, Click on **ā€˜Hereā€™** on the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FrzXpjCtCnmlB9dCD1GFR%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=bfb19e07&sv=2) **Step 4:** After filling up all details, click '**Save**'. The set-up will be done successfully. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FVCf2fEekRwJpb9fKAcLP%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=8b411a45&sv=2) **Link:**[https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=EPOSH&submodule=eposhsettingsarrow-up-right](https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=EPOSH&submodule=eposhsettings) ### [hashtag](https://docs.pockethrms.com/feature-guides/e-posh#id-1.2-how-to-allocate-roles-to-employees-in-e-posh) 1.2 How to Allocate Roles to Employees in E-posh? **Path:** Cloud Login > ESS Setting > Profile Info > Role Allocation > Select Module as E-Posh > Select Role > Search > Give Access. **Step 1:** Log in to the '**Cloud**' portal and go to '**ESS Setting**' menu, Select '**Profile Info**' tab and then '**Role Allocation**'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FIDviEGVGoYlMW24RN99f%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=533b1239&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FpA9DBB27EiZnBmb2S4Ve%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=7def7a6a&sv=2) **Step 3:** Select '**Module**' as '**E-Posh**' from the drop-down, select the desired '**Role**' to which you want to give access and click on ā€˜**Search**ā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F18YzXiusbkjnKLtIsaTx%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e4e5ec20&sv=2) **Step 4:** Enable '**Access**', by ticking the required fields. There are 3 categories to give access to: * **Complaint List-** Access to complaint List is only given to the E-posh committee members and chairperson to check or track the progress of Complaints. * **Dashboard-** Access to dashboard is compulsory as employees will raise complaint from their dashboard. * **My Complaints-** Access to My complaints is compulsory as this will enable employees to view the status of their complaints. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FFvDwgdypJM2Q1L0v9euv%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=13fd23e9&sv=2) Or ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FFVKtB1R3bn5mTNleKCPn%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=9a093118&sv=2) **Step 5:** Then click on ā€˜**Save**ā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FRlkgCAcRmoGtfIonywji%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=d2260ab3&sv=2) **Link:**[https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocationarrow-up-right](https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation) ### [hashtag](https://docs.pockethrms.com/feature-guides/e-posh#id-1.3-how-to-raise-a-complaint) 1.3 How to Raise a Complaint? You can raise a complaint from your ESS portal for self or for any colleague of yours by following the path and process mentioned below: **Path:** ESS portal login of self > E-posh > Dashboard > Dashboard Tab > Raise Voice > Fill In details (For Self or Co-worker) > Submit. **Step 1:** Log in to the '**ESS**' portal of self, select '**E-posh**' and go to the '**Dashboard**'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FKFt6jGfdVn27J7SQ1kNn%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=cfa4aa00&sv=2) **Step 2:** Click on ā€˜\*\*Dashboardā€™\*\*tab and select '**Raise Voice**'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FXFmV7hUt2JbzxctwbImA%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=9bbed46&sv=2) **Step 3: Fill in Details:** * **For Self-** It means the harassment incident has occurred with you and for that you want to raise a complaint. If you want to raise complaint for self, then fill the details such as: * **Hide my identity**\- Tick on it, if you donā€™t want your name to be reflected in complaint or leave it unticked, if you want your name to be reflected in the complaint. * **Offender(s)-** You can add one offender or multiple offenders name in this section * **Type of Incident**\- You can choose the type of incident from the list of incidents provided as per POSH Act. You can also check the details of types of incident by clicking on **ā€˜i Iconā€™** in yellow beside it. Choose the type as per your need. You can also choose multiple types, in case your incident resembles with 2-3 types or all types mentioned in the option. * **Date & Time**\- mention the date and time when the incident has occurred with you. * **Evidence Upload**\- It is not a mandatory field, so you can either skip it or attach any proof or document to support your complaint. * **Incident Details**\- Here you can mention the details of incident occurred with you. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FnaTN6SxtzwbQlLUI8iiJ%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=9f8d7146&sv=2) * **Co-Worker-** Choosing co-worker specifies that you are raising the complaint on behalf of other worker with whom an incident has occurred and they are reluctant to complain due to fear, stress or other issue. In case you want to raise the complaint for a co-worker, fill in the details such as: * **Victim(s)-** Name of the victim or victims with whom harassment has occurred. * **Offender(s)-** You can add one offender or multiple offenders name in this section * **Type of Incident**\- You can choose the type of incident from the list of incidents provided as per POSH Act. You can also check the details of types of incident by clicking on **ā€˜i Iconā€™** in yellow beside it. Choose the type as per your need. You can also choose multiple types, in case your incident resembles with 2-3 types or all types mentioned in the option. * **Date & Time**\- mention the date and time when the incident has occurred with you. * **Evidence Upload**\- It is not a mandatory field, so you can either skip it or attach any proof or document to support your complaint. * **Incident Details**\- Here you can mention the details of incident occurred with your co-worker. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FxdEd7RgYPZRmm0kdncrG%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e8839f25&sv=2) \*\*Step 4:**Click** ā€˜Submitā€™\*\*to raise the complaint. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FQphI73NZVDNSN6aP1twF%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=ec64d1be&sv=2) ### [hashtag](https://docs.pockethrms.com/feature-guides/e-posh#id-1.4-how-to-track-my-complaints-or-the-complaints-raised) 1.4 How to Track My Complaints or the Complaints Raised? **Path**: ESS portal login of self > E-Posh > My Complaints > My Complaints Tab > **Step 1:** Log in to the '**ESS**' portal of self, select '**E-Posh**' menu and go to '**My Complaints**'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FTtn70afLW8WLp2cD8R8r%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=3ffc01f&sv=2) **Step 2:** Go to ā€˜**My Complaintsā€™** tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FeGymmslePC8NAs2vCY2s%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=951a2d69&sv=2) **Step 3**: Here you will view all the details of your complaints, and take actions such as sending reminder to the E posh Committee members. This page has the following elements: * You can view Open Tickets by clicking on open tickets, closed tickets or all tickets. * You can ā€˜Downloadā€™ the report by clicking on the ā€˜Reportā€™ icon * You can also ā€˜Sortā€™ the complaints as per your requirement. * Details of Complaint No., incident type, incident date, status of complaint, raise by/for self, agent assigned and action button to send reminder, or close or mark resolved for any complaint, etc. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FlC511inN5pxWP7fWm2k5%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=fede4ab6&sv=2) Step 4: After Clicking the **ā€˜Actionā€™** button you will land in a page where you can add the following: * **Reply-** By clicking on it you can send a message the committee member regarding resolving the complaint, or as a reminder, etc. * **Status**\- You can change the status of complaint to ā€˜Openā€™, ā€˜Closeā€™ or ā€˜Resolvedā€™. * **Back**\- Click it to go back to the **ā€˜My Complaintsā€™** page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FhGp6neDYzgMxLI54v2eA%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e60628fb&sv=2) ### [hashtag](https://docs.pockethrms.com/feature-guides/e-posh#id-1.5-how-can-the-committee-members-track-the-complains) 1.5 How Can the Committee Members Track the Complains? **Path**: ESS portal Login of Committee Member/Presiding Officer> E-Posh > Complaint List **Step 1:** Log in to the '**ESS**' portal as a '**Committee Member/Presiding Officer**', Select '**E-Posh**' menu and go to '**Complaint List**'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FZPqhg4y6sgSiPhbnHDAy%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=9a0afc13&sv=2) **Step 2:** Click on ā€˜**Complaint Listā€™** Tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F7CKT45ZAKHmiJ9sLCuVh%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=1cd62860&sv=2) **Step 3:** In this page you can view the details of complaints received and you can also edit/change actions being a committee member or chairperson. It has the following elements: * You can view Open Tickets by clicking on open tickets, closed tickets or all tickets. * You can ā€˜Downloadā€™ the report by clicking on the ā€˜Reportā€™ icon * You can also ā€˜Sortā€™ the complaints as per your requirement. * Details of Complaint No., incident type, incident date, status of complaint, raise by, agent assigned and action button to send reply to the concerned employee. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FMNJPQsdslAU6j6UHGAa2%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=b48b48e4&sv=2) **Step 4:** You can change the ā€˜Agent Assignedā€™ by clicking on it. It can only be done when ā€˜Agentā€™ has not been assigned to any particular complaint. * **In case You want to assign it to some other committee member**\- Click Assign to then click on Assign button of the selected member. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FYGvBDR3ON8VFeH4Gzqt7%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=bf9ca58c&sv=2) * **In Case you want to assign the case to self**\- Click on Self assign. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FOxCMRnPpJoGzYYMh6m9B%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=5771a246&sv=2) **Step 5:** In case you click the ā€˜Action Buttonā€™, you can do the following: ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FGt7ngYIy6xYXnmJXnmpb%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=4adef91f&sv=2) ### [hashtag](https://docs.pockethrms.com/feature-guides/e-posh#id-1.6-what-is-complaint-timeline) 1.6 What is Complaint Timeline? Complaint Timeline showcases the complaints based on 3 filter. You can filter the complaints by adding the Complaint ID, or agent name in activity by, or Events. **Path:** ESS portal Login of Committee Member/Presiding Officer > E-Posh > Complaint List > Complaint Timeline > Filter as per your need > Search. **Step 1:** Log in to the '**ESS**' portal as a '**Committee Member/Presiding Officer**', Select '**E-Posh**' and go to '**Complaint List**'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FZPqhg4y6sgSiPhbnHDAy%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=9a0afc13&sv=2) **Step 3:** Select '**Complaint Timeline**'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FlisCE2LdSK8eG5PvX7IK%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=103a430e&sv=2) **Step 4:** '**Filter as per your need**' and click '**Search**'. * Complaint ID- Here, you can put the complaint Id number and click on search to view the details of that particular complain. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FzCeOwiAzByniLQSDYBfo%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e87282e2&sv=2) * Activity By- Here, you can add the committee member name to view the details of the complaint. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FxkLN5dKsqMzy4iVLmEGs%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=91e00c28&sv=2) * **Event-** Here, you can add the events from the drop-down which is either- ā€˜Createdā€™, ā€˜Assignedā€™ or ā€˜Archivedā€™ and click on ā€˜Searchā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FtYi39W5mkhKuXfk6i7Gj%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=b7cd10e&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#6a191f1a1a05181e2a1a0509010f1e0218071944090507) [PreviousCustom Working Hour Reportchevron-left](https://docs.pockethrms.com/feature-guides/custom-working-hour-report) [NextStatutory Bonus Guidechevron-right](https://docs.pockethrms.com/feature-guides/statutory-bonus-guide) Last updated 4 months ago Was this helpful? * [E-Posh (Detail Guide)](https://docs.pockethrms.com/feature-guides/e-posh#e-posh-detail-guide) * [1\. What is E-Posh](https://docs.pockethrms.com/feature-guides/e-posh#id-1.-what-is-e-posh) * [1.1 How to Set-up E-Posh in Pocket HRMS?](https://docs.pockethrms.com/feature-guides/e-posh#id-1.1-how-to-set-up-e-posh-in-pocket-hrms) * [1.2 How to Allocate Roles to Employees in E-posh?](https://docs.pockethrms.com/feature-guides/e-posh#id-1.2-how-to-allocate-roles-to-employees-in-e-posh) * [1.3 How to Raise a Complaint?](https://docs.pockethrms.com/feature-guides/e-posh#id-1.3-how-to-raise-a-complaint) * [1.4 How to Track My Complaints or the Complaints Raised?](https://docs.pockethrms.com/feature-guides/e-posh#id-1.4-how-to-track-my-complaints-or-the-complaints-raised) * [1.5 How Can the Committee Members Track the Complains?](https://docs.pockethrms.com/feature-guides/e-posh#id-1.5-how-can-the-committee-members-track-the-complains) * [1.6 What is Complaint Timeline?](https://docs.pockethrms.com/feature-guides/e-posh#id-1.6-what-is-complaint-timeline) Was this helpful? --- # Company Setup | Pocket HRMS [šŸ”¹New Companychevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/new-company) [šŸ”¹Category & Pop-upschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/category-and-mandatory-pop-up-components) [šŸ”¹Financial Year & Leavechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/financial-year-and-leave) [šŸ”¹SMTP Settingschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/smtp-settings) [šŸ”¹Templates Setupchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/templates-setup) [šŸ”¹Email Templateschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/email-module) [PreviousOrganizationchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization) [NextNew Companychevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/new-company) Last updated 11 months ago Was this helpful? Was this helpful? --- # August 2025 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4RzdntWnsdZFvTqo0azs%252FAugust%25202025.png%3Falt%3Dmedia%26token%3Debeb5446-3e76-43c9-888e-b0d991c34b47&width=1248&dpr=3&quality=100&sign=2d701326&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of August 2025, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#yearly-cap-on-compensatory-off) Yearly Cap on Compensatory Off A new option has been added in Leave Configuration for Compensatory Off (Comp-Off). This lets admins set the maximum number of Comp-Off leaves an employee can take in a year. * A setting is available: ā€œMaximum \[x\] leaves of this type are allowed in a year.ā€ * Example: If the limit is 5, an employee can take up to 5 Comp-Off leaves in that financial year. * After the limit is reached, the system will block new requests and show a message: ā€œLeave limit is exceeded. Allowed yearly limit is: 5.ā€ * The check happens instantly when applying, so no extra requests can go through. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FrPW9o0mba80ZZR0Tw5kc%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f36eec2&sv=2) The system shows a message when a leave request goes over the 5-day limit. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FydqJEcDrR4qMV0BKOSZY%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8a30aa44&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6PcxPDIoPwz1WJHtMO0y%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=39c4b4f4&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#remarks-for-updated-punch-and-attendance-report) Remarks for Updated Punch and Attendance Report We have improved the Modified Punch feature by adding a Remarks field. Now, whenever an employeeā€™s in/out punch is changed, the user can record a reason or note. * A Remarks field is shown when editing a punch. * The remarks are saved with the modified punch details. * These remarks also appear in the Attendance Summary Report. * Example: If a punch is changed with the note ā€œInformed Iā€™ll be late but completed working hoursā€, it will be shown in the Remarks column of the report. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQ098hbtJKKv7WbeILWbK%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1c426b88&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDtlXB1srdb3mkHEJZqHx%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=bcf073f2&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#orientation-added-to-learning-certificate) Orientation Added to Learning Certificate A new option is available in Learning Program ā†’ Certification Details to set the certificate orientation. * Admins can choose Portrait or Landscape mode for certificates. * This helps match certificates with company branding and design needs. * When changing the orientation, the system shows a warning: ā€œWarning: Watermark may shift with orientation. Check format before continuing.ā€ * This ensures the watermark and layout are checked before finalizing. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ff3QEvUND5fUaRIUJ6kk2%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d7da2167&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#monthly-headcount-analysis) Monthly Headcount Analysis A new report called Monthly Headcount Trend Report has been added under the Headcount section. It shows male and female employee counts month by month. * Compare male vs. female headcount across months. * Filter by status: * Active ā€“ current employees * Inactive ā€“ employees who have left * All ā€“ both active and inactive * The report generates three sheets: * Active Data Sheet ā€“ detailed view of active employees * Inactive Data Sheet ā€“ detailed view of inactive employees * Overall Headcount Sheet ā€“ combined monthly headcount trends ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FybXqqsu9I5Zxycklae7v%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4a66071f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#currency-choice-in-ctc-fields) Currency Choice in CTC Fields We have added a currency selection option before entering Current and Expected CTC values. **Display:** * Candidate Profile * Candidate Cards (Candidate List Page) **Customization:** * By default, only INR is enabled. * Other currencies can be added on request through consultants. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTVn286riOTKu1bOyj5a1%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=279b6626&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FD6Of4fUqZkuq2LyZ2pPB%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3ec0286&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEeG2Gccggolc3iLZABPZ%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b7484af7&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ffdj2QHPzEQmcXl6GRl2L%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4a6fdc62&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#dynamic-states-in-candidate-creation) Dynamic States in Candidate Creation We have added a dynamic state list that updates automatically based on the selected country. * **Current coverage:** India, Australia, and Malaysia * **Customization:** Additional countryā€“state mappings can be set up on request through consultants. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FrViAOossug9Bx4SGDlBE%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d2cc58b9&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCPlyCj85pkQJaXF6ZrV5%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7d615f5c&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#f3808683839c8187b3839c909896879b819e80dd909c9e) [PreviousOctober 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/october-2025) [NextJuly 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/july-2025) Last updated 6 months ago Was this helpful? * [Yearly Cap on Compensatory Off](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#yearly-cap-on-compensatory-off) * [Remarks for Updated Punch and Attendance Report](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#remarks-for-updated-punch-and-attendance-report) * [Orientation Added to Learning Certificate](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#orientation-added-to-learning-certificate) * [Monthly Headcount Analysis](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#monthly-headcount-analysis) * [Currency Choice in CTC Fields](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#currency-choice-in-ctc-fields) * [Dynamic States in Candidate Creation](https://docs.pockethrms.com/product-updates/updates-2025/august-2025#dynamic-states-in-candidate-creation) Was this helpful? --- # Transfer Setting | Pocket HRMS The transfer setting module lets you anytime transfer HR templates like location transfer letters easily. Employee code transfer, ESI location transfer, year-end transfer, etc. becomes easy with Pocket HRMS dashboard. Stepwise transfer setting is as explained below. #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/transfer-management#pre-requisites) Pre-requisites: āœ”ļø Admin credentials āœ”ļøUser rights _**Note**_ _- Kindly contact your Admin/ HR for rights if you are not able to perform the steps below._ ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/transfer-management#how-to-go-with-transfer-management) **How to go with transfer management?** **Step 1:** Go to 'Settings' ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDls_5XAcqBEqqcko5%252F-MYDmINOVGtTBxywZSU6%252F1.png%3Falt%3Dmedia%26token%3D0692aed9-1e0f-4d7f-b30c-ffcbbc25dc47&width=768&dpr=3&quality=100&sign=7fb53cb4&sv=2) **Step 2:** Proceed to 'HR' column ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDls_5XAcqBEqqcko5%252F-MYDmObTA1ASggweb-LT%252F2.png%3Falt%3Dmedia%26token%3D1bed3c2d-c7b4-493a-b3e6-b526ac649f37&width=768&dpr=3&quality=100&sign=31c7f93&sv=2) **Step 3:** Select 'Transfer Setting' option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDls_5XAcqBEqqcko5%252F-MYDmSOJa1l4UOJqub4o%252F3.png%3Falt%3Dmedia%26token%3Dece08660-790e-4e0f-9f92-8c7ab879dc48&width=768&dpr=3&quality=100&sign=cf0663c7&sv=2) Now, a window (as above) appears. Here, fill in all the required details like setting name, transfer type, fields for transfer template, etc. After successfully filling all the details, click on 'Save'. _**Note:**_ _If you are unable to setup transfer setting, kindly contact us at_ [_\[emailĀ protected\]_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#5f2c2a2f2f302d2b1f2f303c343a2b372d322c713c3032) [PreviousHRchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr) [NextConfirmationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/confirmation) Last updated 1 year ago Was this helpful? Was this helpful? --- # On-boarding | Pocket HRMS After the successful recruitment of an employee, employee onboarding is an important part of employee management. On-boarding includes employee data management, document, employee mapping, and other mandatory steps involved in employee integration with the company. It ensures smooth functioning and payroll throughout an employee's tenure. The pages further explain in detail how to go with employee onboarding and management. For further information, click on '_**Next**_ **| Employee Document**' šŸ‘‡ [PreviousEmployeechevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management) [NextEmployee Documentchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-document) Last updated 1 year ago Was this helpful? Was this helpful? --- # Tax Calculator ESS Portal | Pocket HRMS The Tax Calculator in the Employee Self-Service (ESS) portal helps employees easily compare the Old Tax Regime and the New Tax Regime to decide which one suits them better. The tax calculator uses the latest salary processed and declarations to give a precise estimate of how much income tax an employee may have to pay in the financial year. ### [hashtag](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal#what-does-the-tax-calculator-do) What does the tax calculator do? * Projects annual income based on your processed salary * Estimates total deductions (as per your declarations) * Tax calculation according to both regimes * Calculates Surcharge (if applicable) and 4% Health and Education Cess smHRt suggestion: Based on the above parameter the calculator suggests which regime will help you save more tax ### [hashtag](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal#how-is-the-tax-calculated) How is the tax calculated? The tax is calculated according to the following factors. **1\. Gross Total Income** The calculator checks the number of months the salary is already processed, calculates the average and then projects it for the entire year. For example, * If salary is processed for only April: ā‚¹35,000 ā†’ Annual projection = ā‚¹35,000 Ɨ 12 = ā‚¹4,20,000 * If salary is processed for April and March: Calculate Average ā†’ Annual projection = ā‚¹4,20,000 **2\. Standard Deduction** * ā‚¹50,000 under Old Regime * ā‚¹75,000 under New Regime **3\. Declared Deductions** The Declared Deductions are fetched from employee declarations made via ESS or updated by HR on the cloud portal. **Note**: Declared deductions are only applicable in the Old Regime. **4\. Total Income** Total Income = Gross Income - Standard Deduction - Declared Deductions (if any) **5\. Tax Slab Applied** Tax is calculated according to the respective tax regimes as seen below. Old Regime: Income Range and Tax Rate * ā‚¹0 ā€“ ā‚¹2,50,000: 0% * ā‚¹2,50,001 ā€“ ā‚¹5,00,000: 5% * ā‚¹5,00,001 ā€“ ā‚¹10,00,000: 20% * Above ā‚¹10,00,000: 30% New Regime: Income Range and Tax Rate * ā‚¹0 ā€“ ā‚¹3,00,000: 0% * ā‚¹3,00,001 ā€“ ā‚¹7,00,000: 5% * ā‚¹7,00,001 ā€“ ā‚¹10,00,000: 10% * ā‚¹10,00,001 ā€“ ā‚¹12,00,000: 15% * ā‚¹12,00,001 ā€“ ā‚¹15,00,000: 20% * Above ā‚¹15,00,000: 30% **6\. Surcharge (if applicable)** Old Regime: Surcharge Rates * ā‚¹50L ā€“ ā‚¹1Cr: 10% * ā‚¹1Cr ā€“ ā‚¹2Cr: 15% * ā‚¹2Cr ā€“ ā‚¹5Cr: 25% * Above ā‚¹5Cr: 37% New Regime: Surcharge Rates * ā‚¹50L ā€“ ā‚¹1Cr: 10% * ā‚¹1Cr ā€“ ā‚¹2Cr: 15% * Above ā‚¹2Cr: 25% **7\. Health & Education Cess** Health and Education Cess is calculated as 4% of the summation of tax and surcharges. 8. Total Tax Payable **Total Tax** = Tax + Surcharge + Cess **smHRt Recommendation** The calculator clearly shows you how much youā€™ll save under each regime and gives you suggestion with precise number For example, ā€œYou will save ā‚¹7,300 if you opt for the New Tax Regimeā€. ### [hashtag](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal#why-to-use-the-tax-calculator-tool) Why to use the tax calculator tool? The tax calculator gives you: * Simple, accurate, and updated with the latest tax rules * Helps you make smart choices before submitting investment proofs ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6wmGZEO2PlG0wQLyP1BQ%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=cbdd4b68&sv=2) ### [hashtag](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal#how-can-i-compare-taxes-under-the-old-and-new-tax-regimes-in-the-ess-portal) How can I compare taxes under the old and new tax regimes in the ESS portal? **Step 1**: Log into the ESS portal, go to the ā€˜Profileā€™ menu and click on the ā€˜My Tax Detailsā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDvCvgAXbnYZ91hsCXgbN%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f974e73&sv=2) **Step 2**: Go to the ā€˜Tax Calculatorā€™ tab to check the comparison between your ā€˜Total Tax Payableā€™ under the Old Tax Regime and the New Tax Regime according to the latest tax rules. The system will also show you the exact amount you can save above the comparison table. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7bXl0Q6TqLjgHVgS60Ha%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3b964460&sv=2) **Note**: The calculated according to the declared deductions and your salary. **Link**: [https://ess.pockethrms.com/Employee/Payroll/MyTaxDetails?Menu=taxcalculatorarrow-up-right](https://ess.pockethrms.com/Employee/Payroll/MyTaxDetails?Menu=taxcalculator) **Path**: ESS Portal > Profile > My Tax Details > Tax Calculator For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#3b484e4b4b54494f7b4b5458505e4f5349564815585456) [PreviousData Wizard Setting Transferchevron-left](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer) [NextPayroll Maker Checkerchevron-right](https://docs.pockethrms.com/feature-guides/payroll-maker-checker) Last updated 11 months ago Was this helpful? * [What does the tax calculator do?](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal#what-does-the-tax-calculator-do) * [How is the tax calculated?](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal#how-is-the-tax-calculated) * [Why to use the tax calculator tool?](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal#why-to-use-the-tax-calculator-tool) * [How can I compare taxes under the old and new tax regimes in the ESS portal?](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal#how-can-i-compare-taxes-under-the-old-and-new-tax-regimes-in-the-ess-portal) Was this helpful? --- # HR & Admin Portal | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fw52j8Vde3vDaX4iffgaM%252FHR%2520%2526%2520Admin%2520Portal.png%3Falt%3Dmedia%26token%3Da80cc307-fb20-4310-8dac-141ab3a23296&width=1248&dpr=3&quality=100&sign=f0506037&sv=2) [ā˜ļøCloud Configurationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration) [šŸ‘Øā€šŸ’»ESS Configurationschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations) [PreviousHR Letter Acknowledgementchevron-left](https://docs.pockethrms.com/feature-guides/hr-letter-acknowledgement) [NextCloud Configurationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration) Last updated 11 months ago Was this helpful? Was this helpful? --- # July 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzKeHO5VYjQMddSxmSu6V%252FPocket%2520HRMS%2520Updates%2520July23.png%3Falt%3Dmedia%26token%3D8b923171-e3df-4ad6-a233-e245ced18d5e&width=1248&dpr=3&quality=100&sign=b088c35e&sv=2) To deliver the best user experience you need to constantly ensure that your software offers the best. That means continuously improving the features and enabling higher convenience and speed. Here is an overview of our July enhancement in Pocket HMRS endeavour to excellence. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#seamless-auto-log-in-across-companies) Seamless Auto-Log in Across Companies Managers can now auto-login to view the candidate shared with them without going in and out of multiple accounts they hold. You can use the ā€˜Merge Accountā€™ feature to allow manager auto login for multiple companies. For Example: Consider, that a manager is logged into the ā€˜Company Aā€™ account and someone has shared a candidate with him in the ā€˜Company Bā€™ account. Managers will get Auto Login into the ā€˜Company Bā€™ account once they click on the shared link. That eliminates the entire manual process of logging out of ā€˜Company Aā€™ followed by logging in ā€˜Company Bā€™ to view the shared candidate information. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWiQ7oaIKrEe8v5qm1tZT%252FJuly1.png%3Falt%3Dmedia%26token%3D15d14957-0cc7-4866-b7a9-60bdb9b0b057&width=768&dpr=3&quality=100&sign=b9110301&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#effective-recruiter-allocation-by-manager) Effective Recruiter Allocation by Manager The final level manager or the last level manager can assign a Recruiter and the new recruiter gets a notification for the same. That ensures that the right recruiters with appropriate skills and expertise are handling specific recruitment tasks. The prompt notification of the newly assigned responsibility allows them to act quickly. It also creates accountability and transparency as everyone involved knows who is responsible for each task. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCzzj3qwgsfa5iHHvUOza%252FJuly2.png%3Falt%3Dmedia%26token%3Df7ce43db-7c82-4057-9726-9f78fc65065b&width=768&dpr=3&quality=100&sign=734ffd38&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#simplified-ess-update-approvals) Simplified ESS Update Approvals If an employee has updated any information through the ESS portal that particular change will go for approval to HR. This will make update approvals clutter-free for HR as they will only see the fields where the employee has made some changes from the employee profile. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvzsYEXhg0DCVNYSWtvee%252FJuly3.png%3Falt%3Dmedia%26token%3Df7568563-25b8-45c2-bf86-4559aa892373&width=768&dpr=3&quality=100&sign=4689ee6e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#end-to-end-candidate-overview) End-to-End Candidate Overview We have updated several tracker reports to give you more insights into the valuable information you seek. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#effective-referral-assessment) āž” Effective Referral Assessment With this report, you can track the effectiveness of the companyā€™s [employee referral programarrow-up-right](https://www.pockethrms.com/blog/benefits-of-the-employee-referral-program/) . The report shows an overview of the candidates that were referred by employees, partners and other members of the companyā€™s network. That makes it easier to assess the quality of candidates referred by internal or external sources. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1xDY5HszL157Z1aHAPpq%252FJuly4.png%3Falt%3Dmedia%26token%3Db7bf8dfa-9d92-4b68-bd5a-2e8f70eb4c27&width=768&dpr=3&quality=100&sign=a4860b35&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#navigate-candidate-progress) āž” Navigate Candidate Progress The candidate tracker report provides detailed information on candidates that an organization is considering for various job roles. It helps you to track candidatesā€™ progress through various stages in recruitment. It will help recruiters, managers and other stakeholders to make the hiring process more organized and make informed decisions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FL5gqHOI2bM2aAy7lcPZe%252FJuly5.png%3Falt%3Dmedia%26token%3D74002b29-c4ad-4b74-95d8-7c4598b5cf8d&width=768&dpr=3&quality=100&sign=5f5e9e69&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#transparent-candidate-offers) āž” Transparent Candidate Offers This report provides an overview of job offers extended to the candidates during the recruitment process. This helps HR professionals, hiring managers, and other stakeholders involved in the recruitment process to track and manage candidate offers. This way it becomes easier to maintain transparency and consistency in the job offers while maintaining compliance with relevant regulations as well as company policies. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJcwz2LjBKExkEbATv8SU%252FJuly6.png%3Falt%3Dmedia%26token%3D356d96e8-5293-456d-9a8d-58146eb46e26&width=768&dpr=3&quality=100&sign=5e326f6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#deadline-oriented-attendance-requests) Deadline-Oriented Attendance Requests You can now set a deadline for the number of days within which employees can request Regularization/On duty. For example, if the limit is set at 5, then an employee can request regularization/on duty within 5 days only and wonā€™t be able to apply for it after that. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FueTf7zLDB3r2jUGGHj7V%252FJuly7.png%3Falt%3Dmedia%26token%3D85b9dea5-582f-4ace-8601-cc22fbfa17f0&width=768&dpr=3&quality=100&sign=280add65&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#improved-performance-analytics) Improved Performance Analytics Now you will get a better perspective with our updated appraisal reports as we made it more informative and comprehensive by adding more useful data. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#enhanced-performance-report) āž” Enhanced Performance Report Now, youā€™ll find new columns like Parameter Marks, Marks, Calculated Weightage, and Final Rating (the final rating will appear according to the configuration). These changes are designed to make the appraisal reports much clearer and easier to understand. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUW8x47hFfF2VliZH4NKb%252FJuly8.png%3Falt%3Dmedia%26token%3Dc9e77c5c-50f6-4c90-9642-9e6637bb5e30&width=768&dpr=3&quality=100&sign=1c8ecacd&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#in-depth-performance-review) āž” In-Depth Performance Review In the new detailed report ā€“ KPI/Questions, weightage, weighted score, Average Manager Rating, Final Rating, Employee Review, Manager Review, Manager Review 2. That gives you more information on the employee performance. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEkWXUdtCUD94FJzIh9bT%252FJuly9.png%3Falt%3Dmedia%26token%3Dc26bab4b-09af-4575-b10f-47c9535efc9a&width=768&dpr=3&quality=100&sign=8f872091&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#complete-appraisal-summary) āž” Complete Appraisal Summary The ā€˜Overall Manager Ratingā€™ column combines and condenses the individual ratings given by managers for different sections or parameters. This single rating provides a holistic overview of the employeeā€™s performance or other evaluated criteria. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FH9Lcs1rBT4qGTcAmYVYV%252FJuly10.png%3Falt%3Dmedia%26token%3D77cab4dd-d4c3-4407-8c62-f73fa2237227&width=768&dpr=3&quality=100&sign=94c7d035&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#efficient-overtime-control) Efficient Overtime Control The Admin/HR can configure overtime (OT) hours, in the setting for working hours you will see shift timings once you select the shift name. Employees will be eligible for OT once they complete default working hours for selected shifts. You can set the maximum OT hours allowed in a day. Additionally, you will also get an option to allow a manager to update and approve OT. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8ZmLZO0vVqE0zpYpwUS1%252FJuly11.png%3Falt%3Dmedia%26token%3De2168b14-b12d-465f-af91-b3db0c6763da&width=768&dpr=3&quality=100&sign=f917a5f3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#personalize-candidate-data) Personalize Candidate Data With our new enhancement HR/Admin now can create custom fields with the ā€˜Field Creationā€™ feature. These fields will be reflected in the candidate details page in the ESS once you configure it in the Master field screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FePTqqAtdaMAkS6ydGI6k%252FJuly12.png%3Falt%3Dmedia%26token%3Dbda8d96f-9da1-4379-aca6-c5cbe59a71b4&width=768&dpr=3&quality=100&sign=60df07bd&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#personalize-job-data) Personalize Job Data Thanks to this improvement, HR/Admin now has the ability to generate custom fields through the ā€œField Creationā€ feature. These custom fields will seamlessly appear on the Job Details page within the Employee Self-Service (ESS) portal once you configure it in the Master field screen. This enhancement streamlines the process of adding more information to job-related details for a smoother experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCRdgHqe1mdmxIqui8fPF%252FJuly13.png%3Falt%3Dmedia%26token%3D3b06edd5-f41a-4182-8505-665fbee76114&width=768&dpr=3&quality=100&sign=dc3da06e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#flexi-configuration-for-leave-credits) Flexi-configuration for Leave Credits With this enhancement for advanced leave settings, you can set varying frequencies for different leave types. In addition to that you can also set leave credit with constant or varying count. As per the frequency selected the leave types will be created. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6OGmzqN8XRZzngF2Pot1%252FJuly14.png%3Falt%3Dmedia%26token%3D79e63e75-6d4f-411b-ae18-3d7655bc0f5e&width=768&dpr=3&quality=100&sign=f8a85114&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#bfcccacfcfd0cdcbffcfd0dcd4dacbd7cdd2cc91dcd0d2) [PreviousAugust 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/august-2023) [NextMay-June 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023) Last updated 1 year ago Was this helpful? * [Seamless Auto-Log in Across Companies](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#seamless-auto-log-in-across-companies) * [Effective Recruiter Allocation by Manager](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#effective-recruiter-allocation-by-manager) * [Simplified ESS Update Approvals](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#simplified-ess-update-approvals) * [End-to-End Candidate Overview](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#end-to-end-candidate-overview) * [Deadline-Oriented Attendance Requests](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#deadline-oriented-attendance-requests) * [Improved Performance Analytics](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#improved-performance-analytics) * [Efficient Overtime Control](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#efficient-overtime-control) * [Personalize Candidate Data](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#personalize-candidate-data) * [Personalize Job Data](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#personalize-job-data) * [Flexi-configuration for Leave Credits](https://docs.pockethrms.com/product-updates/updates-2023/july-2023#flexi-configuration-for-leave-credits) Was this helpful? --- # September 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQ4oTXPBWmbghL2t4XhF1%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%284%29.png%3Falt%3Dmedia%26token%3D84503d92-fe55-458b-8719-70fd5f889f4b&width=1248&dpr=3&quality=100&sign=3ff0515e&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of September, we have the following enhancements: ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#cross-company-manager-in-travel) Cross Company Manager in Travel The travel request approval process has been expanded to involve managers from other companies within the same corporate group or umbrella organization. It allows for centralized control and monitoring of travel requests across multiple companies. This is especially useful for organizations with diverse business units or subsidiaries, ensuring uniformity and adherence to policies. Cross-company approval streamlines the workflow by eliminating the need for separate approval processes for each company. It saves time and reduces administrative overhead by providing a standardized system for travel approval. Same Company Manager: Dipti Thakkar (B003) Cross Company Manager: Sandip Raina (REG001) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FpGL7nRQk4jK5u4asjPCH%252FCross%2520Company%2520Manager%2520in%2520Travel.png%3Falt%3Dmedia%26token%3D94437870-9292-4dc8-aa94-5deafb606f5a&width=768&dpr=3&quality=100&sign=cc349ed&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#cross-company-manager-in-confirmation) Cross Company Manager in Confirmation The dual-layered approval process helps guarantee that the employee's confirmation is well-informed and considers broader organizational needs and specific job requirements. It enhances the transparency and fairness of the confirmation process, ultimately contributing to better decisions regarding permanent employment for the individual in question. Same Company Manager: Dipti Thakkar (B003) Cross Company Manager: Sandip Raina (REG001) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZlljfp6sRz46LzguqmAr%252FCross%2520Company%2520Manager%2520in%2520Confirmation.png%3Falt%3Dmedia%26token%3D6a7aeba6-320c-4265-a070-518ab64839ec&width=768&dpr=3&quality=100&sign=484d060e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#seamless-signature-addition) Seamless Signature Addition With our updated signature option, employees can now draw and type their signatures effortlessly, offering simplicity and flexibility. This user-friendly feature empowers employees to modify their signatures anytime, ensuring accuracy and personalization. The seamless integration of this feature into the HR approval workflow ensures that every time you update your signature, it automatically goes through the approval process based on the configurations set by HR. As a result, your changes are swiftly reviewed and confirmed, keeping your records up-to-date. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWQF30Cj92sVzz0BdXGQi%252FSeamless%2520Signature%2520Addition.png%3Falt%3Dmedia%26token%3D464c6352-8286-4bdf-aa76-7915eec48884&width=768&dpr=3&quality=100&sign=b93588f4&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTFPa0KjagemOs76JDDjs%252FSeamless%2520Signature%2520Addition3.png%3Falt%3Dmedia%26token%3D146813dd-bfa4-4c05-952d-3f88b6001af3&width=768&dpr=3&quality=100&sign=516abeb7&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#expense-cycles) Expense Cycles With this enhancement, administrators can effortlessly establish specific expense date ranges, which can be paired with corresponding due dates for reimbursement claims. This ensures clarity and precision in your expense cycle, ensuring smooth operations for your entire team. It allows employees to request claims only within the predefined date ranges. This smart system not only saves time but also ensures that all claims are processed promptly, without any delays or confusion. This update also offers the ability to set exclusive expenses. This means you can specify certain types of expenses that employees can claim. Once a user claims a specific expense type, the system will not allow any blocked expenses to be requested on the same day. This control is fully customizable through the ā€˜restrictionsā€™ page in the cloud portal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FyIgrAq2thBcr88iF2StJ%252FExpense%2520Cycles.png%3Falt%3Dmedia%26token%3D867d1400-57a2-43cc-9d07-3ff773e194d8&width=768&dpr=3&quality=100&sign=2baa256a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#probation-extension-letter-download) Probation Extension Letter Download This feature allows employees to download their probation letter in scenarios where their probation is extended, such as: Ā· when the manager decided to extend the probation and the employee agreed to it. Ā· when the employee disagrees with the probation extension and approaches their HR, who then extends the probation period. It enhances efficiency by streamlining the probation extension process, ensuring transparency and trust among employees. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4nFE8qG4HhktSfhVoQPk%252FProbation%2520Extension%2520Letter%2520Download.png%3Falt%3Dmedia%26token%3D6462c5b8-ebe2-4112-885b-9a71ffe661d9&width=768&dpr=3&quality=100&sign=4407b66f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1p2V6XYPKdp9XNdKjgux%252FProbation%2520Extension%2520Letter%2520Download1.png%3Falt%3Dmedia%26token%3Df0b585a5-363c-4496-9074-16e1eb05d238&width=768&dpr=3&quality=100&sign=f8b363a9&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#predefined-validity-for-job-approval) Predefined Validity for Job Approval This enhancement enables a date range feature on the Job Manager approval page. This new functionality allows for specifying a period during which a specific job approval is valid. When accessing the approval page, managers can now set a start and end date, effectively establishing a window of time during which the job approval is valid. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgvJLWP8q4Nx8dNA3hWu0%252FPredefined%2520Validity%2520for%2520Job%2520Approval.png%3Falt%3Dmedia%26token%3D6b16f40b-8fc3-46a8-a216-76f68612174a&width=768&dpr=3&quality=100&sign=ac75eb20&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#smart-ai-powered-recruitment) Smart AI-Powered Recruitment With Smart AI-powered recruitment, you can utilize smHRt AI tool to level up the entire recruitment process. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#job-description) Job Description HRs can quickly generate job descriptions based on the job title by clicking on the ā€˜Smart AIā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5aINPEQFkUmA792N7lZ8%252FJob%2520Description.png%3Falt%3Dmedia%26token%3Dc8e9928e-9178-4682-90a4-8ed4d9c22654&width=768&dpr=3&quality=100&sign=c09814c1&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#interview-questions) Interview Questions The HR can also enhance the interview experience with accurate professional and behavioural questions based on the position being offered and the candidateā€™s profile. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#resume-summary) Resume Summary You can summarize candidate profiles with a single click to highlight the relevant details in the ESS portal. Such summaries empower recruiters to swiftly extract vital details from resumes, which accelerates candidate screening, ensures timely responses, and enhances the overall application experience. By focusing on skills and qualifications, these summaries enable objective evaluations, reduce biases and optimize the shortlisting process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEB2oV9opCD7X2fS60IIY%252FResume%2520Summary.png%3Falt%3Dmedia%26token%3D3a66f403-af99-42f5-a0d2-b79125859c07&width=768&dpr=3&quality=100&sign=373e3403&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#resume-parsing-by-smart-ai) Resume Parsing by Smart AI Resume parsing extracts and organizes essential candidate information from multiple resumes, which can be selected by the user. This functionality significantly reduces manual effort, enabling recruiters to swiftly review and compare numerous applications. Parsing systems categorize details like skills, experience, and education, creating a structured database. This structured data allows recruiters to quickly find suitable candidates. Additionally, it ensures consistency in candidate evaluation and helps in identifying top talents effectively. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3xHgl1HSq7Hexb7gZTsc%252FResume%2520Parsing%2520by%2520Smart%2520AI.png%3Falt%3Dmedia%26token%3Dfa3fb805-be80-4d59-be58-29fc5e6f0c77&width=768&dpr=3&quality=100&sign=1f210874&sv=2) #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#smart-ai-in-hr-letters) Smart AI in HR Letters Smart AI HR letters allow you to instantly generate various templates such as Transfer Letters, Warning Letters, Welcome Letters, and more. It also allows you to generate customized letters according to your needs, saving you time and effort. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGGbhQ0U5fUCUEVbAHzRw%252FSmart%2520AI%2520in%2520HR%2520Letters.png%3Falt%3Dmedia%26token%3D49cb4fe5-534a-4ec0-977f-e394908f3285&width=768&dpr=3&quality=100&sign=7033b5c1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#set-validity-for-offer-letters) Set Validity for Offer Letters With this new feature, when a recruiter sends an offer letter to a candidate, they can set a deadline for the candidate to accept the job. For example, the deadline might be stated as "Offer Letter Acceptance Deadline will be \[date\]." This feature helps companies create a sense of urgency by ensuring a clear and well-defined timeframe for candidates to respond. It streamlines the hiring process, making it more organized and efficient. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCh3HJNqmg8TDq30fDN7a%252FSet%2520Validity%2520for%2520Offer%2520Letters.png%3Falt%3Dmedia%26token%3D59706509-43cc-4c51-b2ad-a24ce7bd041e&width=768&dpr=3&quality=100&sign=c29564ca&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FfZG5dHKCuUxwmkOUsq75%252FSet%2520Validity%2520for%2520Offer%2520Letters2.png%3Falt%3Dmedia%26token%3Dc780c63f-b8ce-4e2a-9bd8-04694853ae6a&width=768&dpr=3&quality=100&sign=564a7e53&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDD1lKqq4cyeLfZpU1UMP%252FSet%2520Validity%2520for%2520Offer%2520Letters3.png%3Falt%3Dmedia%26token%3Dfc1240a4-1bb4-44f8-9627-eaf73922c66e&width=768&dpr=3&quality=100&sign=f0470e84&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#multiple-managers-in-appraisal-questions-and-manager-data) Multiple Managers in Appraisal Questions & Manager Data The appraisal report has been improved to display data for all managers. The candidates will be able to see responses and ratings by all the managers providing them a comprehensive view for their appraisal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXrplrBM9q33ZGyCzyIgj%252FMultiple%2520Managers%2520in%2520Appraisal%2520Questions%2520%2526%2520Manager%2520Data.png%3Falt%3Dmedia%26token%3Dd9f76b6c-1b0b-4a5a-aba7-d37fff522aee&width=768&dpr=3&quality=100&sign=449d6458&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FM8aI76yd8jLnd41qzQJ2%252FMultiple%2520Managers%2520in%2520Appraisal%2520Questions%2520%2526%2520Manager%2520Data2.png%3Falt%3Dmedia%26token%3Ddb1591a5-8a20-446b-bd40-43b463cd8ca9&width=768&dpr=3&quality=100&sign=9106d674&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#map-column-in-punch-in-out-report) Map Column in Punch In-Out Report We have also introduced a map icon to our punch-in and punch-out reports. Now, users can easily click on the map icon in the report to view their specific punch location on the map. It enables users to visualize employeesā€™ locations directly on the map. It simplifies tracking employee movements, making it easier to monitor work patterns and ensure everyone is where they are required to be. Understanding the geographical distribution of their workforce helps businesses allocate resources accordingly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FtcupxjF0so6aHQa68Qgj%252FMap%2520Column%2520in%2520Punch%2520In-Out%2520Report.png%3Falt%3Dmedia%26token%3Dcc0b6701-b9ed-476e-95fa-599d2c7adc62&width=768&dpr=3&quality=100&sign=db3c9782&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FuvJyhnwoxaSBu3LO9oAx%252FMap%2520Column%2520in%2520Punch%2520In-Out%2520Report2.png%3Falt%3Dmedia%26token%3Db72cd6e6-2baa-4868-bf89-88ab9a7c8217&width=768&dpr=3&quality=100&sign=a50c5184&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#70030500001f020430001f131b150418021d035e131f1d) [PreviousNovember 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/november-2023) [NextAugust 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/august-2023) Last updated 1 year ago Was this helpful? * [Cross Company Manager in Travel](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#cross-company-manager-in-travel) * [Seamless Signature Addition](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#seamless-signature-addition) * [Expense Cycles](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#expense-cycles) * [Probation Extension Letter Download](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#probation-extension-letter-download) * [Predefined Validity for Job Approval](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#predefined-validity-for-job-approval) * [Smart AI-Powered Recruitment](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#smart-ai-powered-recruitment) * [Set Validity for Offer Letters](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#set-validity-for-offer-letters) * [Multiple Managers in Appraisal Questions & Manager Data](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#multiple-managers-in-appraisal-questions-and-manager-data) * [Map Column in Punch In-Out Report](https://docs.pockethrms.com/product-updates/updates-2023/september-2023#map-column-in-punch-in-out-report) Was this helpful? --- # December 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoHWfx0x4KSuOUeOFBhci%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%2813%29.png%3Falt%3Dmedia%26token%3D400aec9d-6946-463c-85a0-055f6c5b8274&width=1248&dpr=3&quality=100&sign=fedb9cf6&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of November, we have the following enhancements: ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#approval-based-configuration-for-job-modifications) Approval-based Configuration for Job Modifications The latest update in your HRMS software empowers HR/Admin to control job modifications, allowing them to decide whether changes require approval. This ensures a streamlined process, preventing unauthorized modifications as well as secure and organize job updates. It enhances your ability to enforce approval protocols, ensuring the accuracy and reliability of job-related information within the system. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4VEVGkb5vl9VOvei2B17%252FEnhanced%2520Accuracy%2520and%2520Security%2520in%2520Job%2520Changes.png%3Falt%3Dmedia%26token%3Dbdb750b4-a648-48aa-9290-f580481a990e&width=768&dpr=3&quality=100&sign=2090d7bd&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#job-timeline) Job Timeline Now, you can easily track a job's history with the new 'Job Timeline' button on the Job Profile page. Admins, HR, or Recruiters can view all job-related activities from creation to approval/rejection, publication, modification, and more. It provides a comprehensive overview of a job's entire journey. It enhances efficiency, enabling quick access to crucial information, making job management smoother. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0NTmLXhElU8YsXrS50eg%252FMaster%2520Job%2520History%2520with%2520Job%2520Timeline%25201.png%3Falt%3Dmedia%26token%3D9567b44d-e449-4e8a-b329-2c39564bf319&width=768&dpr=3&quality=100&sign=87704e00&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLgn8rID6vSfAeKxrxKwj%252FMaster%2520Job%2520History%2520with%2520Job%2520Timeline%25202.png%3Falt%3Dmedia%26token%3D7f23097b-d32b-4fba-9119-422367680e32&width=768&dpr=3&quality=100&sign=406aaf12&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#custom-field-transfer-from-candidate-to-employee) ā€˜Custom Fieldā€™ Transfer from Candidate to Employee Automate data transfer from Custom Fields in Candidate Profile to Employee Profile by ensuring matching 'Field Name' and 'Field Type'. Set 'Compulsory' in Configuration field creation for seamless migration, simplifying the process and enhancing data consistency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FuMLOKnnnZyeuMjzxcRKE%252FBoost%2520Accuracy%2520by%2520Field%2520Matching%25201.png%3Falt%3Dmedia%26token%3Dc6d7f28d-97bf-4031-8e70-75dd54008d85&width=768&dpr=3&quality=100&sign=ec51308a&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgSVjIkidBRRKm4uYKTmn%252FBoost%2520Accuracy%2520by%2520Field%2520Matching%25202.png%3Falt%3Dmedia%26token%3De9d467c7-1a89-4791-88c1-302405397230&width=768&dpr=3&quality=100&sign=93b8d916&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGdy23enor5GI2vNzW8jw%252FBoost%2520Accuracy%2520by%2520Field%2520Matching%25203.png%3Falt%3Dmedia%26token%3D2af96db0-dcac-4f52-9945-86cf32eb5aa1&width=768&dpr=3&quality=100&sign=1882ef1b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fnzhn2l4H3FrmRr8Bmbd8%252FBoost%2520Accuracy%2520by%2520Field%2520Matching%25204.png%3Falt%3Dmedia%26token%3De3a25f5d-6597-4fbc-b9b1-bf24c3fe6dae&width=768&dpr=3&quality=100&sign=2962256d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FeiLstOn5ODIm8ir6cyet%252FBoost%2520Accuracy%2520by%2520Field%2520Matching%25205.png%3Falt%3Dmedia%26token%3D880e1a5c-470b-47e4-a512-4ebf973f810c&width=768&dpr=3&quality=100&sign=3deed81a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#auto-migration-of-candidate-info-upon-onboarding) Auto-Migration of Candidate Info Upon Onboarding Upon onboarding the education and work details saved in the candidate profile can be automatically migrated to the Employment History tab in the Employee Profile. It streamlines onboarding for Admins, HR, and Recruiters, eliminates manual data entry, saves time and ensures accuracy. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1cBsi03vPAwmYuhHNE3w%252FBoost%2520Accuracy%2520by%2520Field%2520Matching%25201.png%3Falt%3Dmedia%26token%3D30f64c4e-8159-4da0-9db4-5d8df016ddac&width=768&dpr=3&quality=100&sign=1d6e636a&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FrCRZx5GgujI0b4oWbRop%252FBoost%2520Accuracy%2520by%2520Field%2520Matching%25202.png%3Falt%3Dmedia%26token%3Db59c388e-5890-446f-9cb7-93ae5247997c&width=768&dpr=3&quality=100&sign=b882deab&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#automated-logo-generation-for-offer-letters) Automated Logo Generation for Offer Letters When moving a candidate to the 'Offer' stage and you use the CTC Calculator to make an offer, the system now automatically includes the Company Name and Logo in the CTC template sent to the candidate. That provides a professional touch to your communication and ensures a polished and branded presentation. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FxzHsV1CFDz2h33Ksk4JV%252FProvide%2520Brand%2520Identity%2520to%2520Offer%2520Letters%25201.png%3Falt%3Dmedia%26token%3Dba552b49-766d-41d0-84d7-4174a911398f&width=768&dpr=3&quality=100&sign=7299c03&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fpp6LfBVuBwfWWUtzXz9l%252FProvide%2520Brand%2520Identity%2520to%2520Offer%2520Letters%25202.png%3Falt%3Dmedia%26token%3D91f8716b-4715-410d-a7ef-c7a6ebaf8435&width=768&dpr=3&quality=100&sign=7df0ae63&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1k7L8yXp0hXmAPGXG7Hx%252FProvide%2520Brand%2520Identity%2520to%2520Offer%2520Letters%25203.png%3Falt%3Dmedia%26token%3Dac46f38e-c116-4408-8911-cff06689f15c&width=768&dpr=3&quality=100&sign=2bce3270&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#multiple-filters-for-flexible-reporting) Multiple Filters for Flexible Reporting Use the reporting system's filter to precisely customize reports and find exactly what you need. That makes them more user-friendly and provides targeted insights. This aids in tracking changes and extracting precise data to enhance decision-making. You will get these filters for various reports such as gratuity, report wizard and compliance. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0zE0WGvNYWxbJwjm3LL5%252FFlexible%2520Reports%2520to%2520Focus%2520on%2520What%2520Matters%2520Most%2520-Filters.png%3Falt%3Dmedia%26token%3D829b5b56-cecf-4d9d-91b4-57776ec0a12d&width=768&dpr=3&quality=100&sign=9765792e&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#aedddbdedec1dcdaeedec1cdc5cbdac6dcc3dd80cdc1c3) [PreviousUpdates 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023) [NextNovember 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/november-2023) Last updated 1 year ago Was this helpful? * [Approval-based Configuration for Job Modifications](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#approval-based-configuration-for-job-modifications) * [Job Timeline](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#job-timeline) * [ā€˜Custom Fieldā€™ Transfer from Candidate to Employee](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#custom-field-transfer-from-candidate-to-employee) * [Auto-Migration of Candidate Info Upon Onboarding](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#auto-migration-of-candidate-info-upon-onboarding) * [Automated Logo Generation for Offer Letters](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#automated-logo-generation-for-offer-letters) * [Multiple Filters for Flexible Reporting](https://docs.pockethrms.com/product-updates/updates-2023/december-2023#multiple-filters-for-flexible-reporting) Was this helpful? --- # January 2025 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ffbkb9RUO8xPaOiUGnLL9%252FJanuary%25202025.png%3Falt%3Dmedia%26token%3D6d73eb54-0d87-400e-a3fe-7c2e7b9b6d84&width=1248&dpr=3&quality=100&sign=70960dd7&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of January, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#set-it-and-forget-it-auto-approve-or-reject-pending-entries) Set It & Forget It: Auto-Approve or Reject Pending Entries Now, you can set rules to automate approval or rejection of pending Regularization and On-Duty entries during time consolidation. All the entries will be automatically approved or rejected accordingly without manager intervention, saving time and boosting efficiency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXfFWWHADeAKtC7m2ADoQ%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7d321881&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#set-and-manage-monthly-week-off-limits) **Set & Manage Monthly Week-Off Limits** Easily limit the maximum week-offs employees can take each month to ensure compliance with company policies. A simple settings page lets you define the limit, and the system automatically prevents excess week-offs. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAtrpq881EORazwcOAGnY%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8afdeff6&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fvr13hBL3Je8CURLoTFd4%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fc68de3c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#flexible-sandwich-rules-for-half-days-deduction) **Flexible Sandwich Rules for Half-dayā€™s Deduction** Now, the Sandwich Rule is more flexible! You can choose whether it applies to half-day leaves. Furthermore, you can apply it for any half-day or only when part of a continuous leave pattern. This prevents unnecessary leave deductions, aligns better with company policies, and makes leave management more precise and hassle-free. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FTyv99bLNaLvInjuvZnaR%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=294b7895&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FY3wOZFguooWjTw30DyXc%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8596d004&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#locate-employees-in-seconds-with-filters) **Locate Employees in Seconds with Filters** Finding employees just got easier! We've added a filter option that lets you search based on specific criteria, so you no longer have to scroll through long lists. This saves time, improves usability, and makes manual attendance management faster and more efficient for managers and admins. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FiPF69SmCOvYeiVcNlg1M%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=cd5f616b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMJutZu8J71QEMTKLknfO%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=34700114&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#efficiently-assign-weekly-off-by-employees-name-or-code) Efficiently Assign Weekly off by Employees Name or Code While in weekly off setting you will get both the Employee Code and Name together in the Employee Code field. Plus, the field is now searchable. You can simply type an Employee Code or Name to quickly find the right employee. This update reduces errors and makes managing weekly offs much smoother for HR and admins. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FNoAaiQDa1XPDFjKjFtap%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9dcffa7d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#break-shift-get-control-with-precise-work-hour) Break Shift: Get Control with Precise Work Hour Easily manage work hours with break-shift configuration. HR/Admin can enable ā€˜Break Shift Required?ā€™ to calculate hours using detailed break patterns or a simple first-in/last-out method. Employees can regularize missed punches, check shortfalls or extra hours, and request approvals. Managers and HR/Admin can approve or reject requests, with mandatory comments for rejections. Missed punches are highlighted for better visibility. Detailed reports provide insights for employees, managers, and HR/Admin, ensuring accurate calculations, smoother workflows, and better tracking. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoWsUvDm6s7e13P3cYnKF%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c6ca334b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FhAFsmfxjWiyLaPLFV6dr%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8a0fa489&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#ensure-employee-consent-for-nominee-details) Ensure Employee Consent for Nominee Details The ESS Consent Validation ensures employees confirm their consent before saving nominee details. If the checkbox isnā€™t checked, an alert prompts them to do so before proceeding. In the Cloud Portal, the checkbox is pre-checked when submitted via ESS, and HR can manually check it while adding or editing details. For bulk imports, the consent is processed as ā€˜Yesā€™ if checked and ā€˜Noā€™ if unchecked, ensuring smooth handling in all cases. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbNKzhe1KWtHMcnbJKMxe%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=30ee73c6&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fm2nN3HgKlsqL8FssQAGy%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c8d419f3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#a-sleek-modern-career-page-in-one-click) **A Sleek, Modern Career Page in One Click** Give your Career Page a fresh, modern look with our new ā€˜**Modernā€™ layout** option. Simply select it from the Layout dropdown in Career Page settings, and enjoy a sleek, updated design that makes a great first impression. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2o2vZMn7D5fuBxpp3rwv%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=cb21e7b9&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7EWurKrHrwlZcols8H7A%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a4142e12&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#promotion-updates-made-simple-and-quick) **Promotion Updates Made Simple & Quick** Easily manage employee promotions with our new **Promotion Tab**. Update an employeeā€™s **designation, department, or both** in just a few clicks. Once a promotion is added, the changes instantly reflect on their profile. Plus, employees can view their full **promotion history** anytime on the **Employee Self-Service (ESS) portal.** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMZFLgDPPQQIY2tJ8NiDF%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e5fd9657&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIyesAU5DiknyMgHIKkSt%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4019ab75&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOmsgmAAYSGib4G2A8Vuz%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c0126422&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4CM8gujCeLPiDmJ1LO0b%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=45b6a41d&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#1e6d6b6e6e716c6a5e6e717d757b6a766c736d307d7173) [PreviousFebruary 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/february-2025) [NextUpdates 2026chevron-right](https://docs.pockethrms.com/product-updates/updates-2026) Last updated 1 year ago Was this helpful? * [Set It & Forget It: Auto-Approve or Reject Pending Entries](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#set-it-and-forget-it-auto-approve-or-reject-pending-entries) * [Set & Manage Monthly Week-Off Limits](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#set-and-manage-monthly-week-off-limits) * [Flexible Sandwich Rules for Half-dayā€™s Deduction](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#flexible-sandwich-rules-for-half-days-deduction) * [Locate Employees in Seconds with Filters](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#locate-employees-in-seconds-with-filters) * [Efficiently Assign Weekly off by Employees Name or Code](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#efficiently-assign-weekly-off-by-employees-name-or-code) * [Break Shift: Get Control with Precise Work Hour](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#break-shift-get-control-with-precise-work-hour) * [Ensure Employee Consent for Nominee Details](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#ensure-employee-consent-for-nominee-details) * [A Sleek, Modern Career Page in One Click](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#a-sleek-modern-career-page-in-one-click) * [Promotion Updates Made Simple & Quick](https://docs.pockethrms.com/product-updates/updates-2025/january-2025#promotion-updates-made-simple-and-quick) Was this helpful? --- # Cloud Configuration | Pocket HRMS [šŸ¢Organizationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization) [šŸ‘©ā€šŸ’»HRchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr) [šŸ‘¤Employeechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management) [šŸ’°Payrollchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll) [šŸ§¾Income Taxchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax) [šŸ—“ļøAttendancechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance) [šŸ“ˆAnalyticschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics) [ā›±ļøLeavechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave) [šŸŽ–ļøPerformancechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance) [šŸ‘©ā€šŸŽ“Learning Managementchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/training-managment) [šŸ‘©ā€šŸ«Recruitment Setupchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/recruitment-setup) [šŸ‘Øā€āš•ļøHealthchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/health) [šŸ“‹Surveychevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/survey) [gearSettingchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting) [šŸŒESS Settingchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting) [PreviousHR & Admin Portalchevron-left](https://docs.pockethrms.com/hr-and-admin-portal) [NextOrganizationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization) Last updated 21 days ago Was this helpful? Was this helpful? --- # June 2025 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fly2yynJhBaMwdJo8vXEB%252FJune%25202024.png%3Falt%3Dmedia%26token%3D292e36cf-4813-4293-90e3-a59a3d59ccbc&width=1248&dpr=3&quality=100&sign=bb14ae9f&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of June 2025, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#restriction-on-on-duty-during-week-offs-and-holidays) Restriction on On-Duty during Week Offs and Holidays This setting allows HR/Admin to prevent employees from applying for On-Duty on weekly offs and designated holidays. It includes two dropdown options to easily control and configure this restriction. Dropdowns: ā€¢ On Duty Restrict ā€“ Holiday (Yes/No) ā€¢ On Duty Restrict ā€“ Week Off (Yes/No) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVSy5yAy2hxuIORfkEAlO%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=49f01642&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#lwf-and-prof.-tax-locations-added-by-default) LWF and Prof. Tax Locations Added by Default Weā€™ve now added all LWF and Professional Tax locations to the Pop-Up Data by default. This removes the need to manually create them each time. HR/Admin can now simply choose from 16 pre-defined LWF Locations and 37 pre-defined Prof. Tax Locations while adding or editing employees. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRbL6h77SPTJ05JtGMMyM%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9a55b955&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Focxk9nzF3q0faNepBQAs%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=85db07e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#gender-field-now-includes-transgender-option) Gender Field Now Includes ā€˜Transgenderā€™ Option Admin/HR can now choose **Transgender** as a gender option, along with **Male** and **Female**, when creating or editing employee profiles. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1bXIWKlBRaou74lpunse%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9ce54a27&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#email-notification-for-monthly-attendance-summary) Email Notification for Monthly Attendance Summary In the recent enhancement, the system sends each employee a monthly attendance summary email on the set date and time. It includes a link to download their personal Excel attendance report for the month. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fez7Odjq19p2wNC6aQWRM%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1041fdb&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUgkb8lqRD0rmGmL5bMqW%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=30b4b676&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkgVmykiZO0WgoIHTCuuU%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3f443d8b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#improved-email-templates-for-password-reset) Improved Email Templates for Password Reset Now a new option is available to send a ā€˜password generationā€™ or ā€˜resetā€™ email to employees when their Self-Service role is reset. This helps HR inform employees about their password change due to an update in their account (e.g., role change). Email templates have been updated for the following cases: * First-time password generation * Password reset by Admin/HR * Password reset requested by the employee * Password successfully reset by the employee ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwM2zbl89HBBIbMF4L34j%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a575e42e&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FizNfwdLUIbccSlonjPmR%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5dc38b1c&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7BKFDZmvxVyldYtlF5ov%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7af2c879&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbcrZ6u6atZzc7JM1yBFD%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9c317f8a&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGQk4NWOzF81oMMsDwhvf%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7b22ae82&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#enhancements-in-managing-resignation-and-lwd) Enhancements in Managing Resignation and LWD We have enhanced the management of Resignation Date and Last Working Date (LWD) with more control and flexibility. Weā€™ve improved how you manage Resignation and Last Working Dates. You can now: * Set how default dates should appear if they fall on a holiday or weekly off * Allow or restrict Employees, Managers, and HRs from updating the Last Working Date * Allow or restrict them from updating the Resignation Date * Control whether these updates are allowed on holidays or weekly offs. All these settings can be managed separately for Employees, Managers, and HRs. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FiqLiLEDwlDXiFnYDa8dQ%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b9cacf5f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#control-visibility-of-sub-section-limits-in-tds-page) Control Visibility of Sub-Section Limits in TDS Page You can now choose to show or hide the sub-section limit in the TDS Declaration and Proof Entry pages. The limit stays active, but employees wonā€™t see it while filling their declarations. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgyoX2kSV2bIlSIyEFsRo%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d0ed369b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#improved-worksheet-generation) Improved Worksheet Generation In the recent enhancement, you can now generate worksheets for any monthly range within the current financial year. There's also an option to generate them for all employees or only for live/left employees. The system will create the latest Income Tax Processed worksheet based on your selection. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJkvWBy2TFGeMRRzbEHIh%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5277c9fc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#added-learning-details-placeholder-to-email-template) Added Learning Details Placeholder to Email Template This feature lets you add learning details into email templates using separate placeholders for each field like Learning Name, Duration, Start/End Date, Trainer Type, Learning Head, and Location. These placeholders automatically fill in based on the employeeā€™s scheduled session. **Example:** Learning Name: Communication Skills | Duration: 2 Days | Start Date: 08 July 2025 Each field is filled automatically using system placeholders. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FrJip73U0myXnUANiC23P%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=223af564&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#helpdesk-tags-now-shown-on-tickets) Helpdesk Tags Now Shown on Tickets In the recent update, both the employees and agents can now see the tags added when a Helpdesk ticket is raised by an employee. The tags are visible on the ticket list page as well as inside the ticket. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKdab9Jj1f4qwX04tYbJ2%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c60360ae&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ff2CYUCm9qm86D5wMN2oS%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fa86f347&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#confirmation-date-update-in-hr-letters) Confirmation Date Update in HR Letters In the recent update a new dynamic field, ā€œConfirmation Approved Dateā€ has been added to the HR Letter template. It shows the actual date when the confirmation was approved by the manager or system, even if itā€™s different from the scheduled date. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8Zn2ZYGhajpWwz8XU2Yk%252F9%2520%282%29.png%3Falt%3Dmedia%26token%3Dec25fcb5-be3a-4390-894a-bd9f73c78efa&width=768&dpr=3&quality=100&sign=1371cedb&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#23505653534c515763534c404846574b514e500d404c4e) [PreviousJuly 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/july-2025) [NextMay 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/may-2025) Last updated 8 months ago Was this helpful? * [Restriction on On-Duty during Week Offs and Holidays](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#restriction-on-on-duty-during-week-offs-and-holidays) * [LWF and Prof. Tax Locations Added by Default](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#lwf-and-prof.-tax-locations-added-by-default) * [Gender Field Now Includes ā€˜Transgenderā€™ Option](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#gender-field-now-includes-transgender-option) * [Email Notification for Monthly Attendance Summary](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#email-notification-for-monthly-attendance-summary) * [Improved Email Templates for Password Reset](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#improved-email-templates-for-password-reset) * [Enhancements in Managing Resignation and LWD](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#enhancements-in-managing-resignation-and-lwd) * [Control Visibility of Sub-Section Limits in TDS Page](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#control-visibility-of-sub-section-limits-in-tds-page) * [Improved Worksheet Generation](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#improved-worksheet-generation) * [Added Learning Details Placeholder to Email Template](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#added-learning-details-placeholder-to-email-template) * [Helpdesk Tags Now Shown on Tickets](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#helpdesk-tags-now-shown-on-tickets) * [Confirmation Date Update in HR Letters](https://docs.pockethrms.com/product-updates/updates-2025/june-2025#confirmation-date-update-in-hr-letters) Was this helpful? --- # Auto Assign Shift Import Time | Pocket HRMS The ā€˜Auto Assign Shift Import Timeā€™ allows users to define specific IN/OUT time ranges for shifts. The system will follow these ranges rather than the default IN/OUT times set in the Shift Details screen. Users can select a shift from a dropdown and configure different IN/OUT time ranges for each shift. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/auto-assign-shift-import-time#how-does-auto-assign-shift-import-time-work-once-the-in-out-time-ranges-are-set-the-system-works-acc) **How does ā€˜Auto Assign Shift Import Timeā€™ work**? Once the IN/OUT time ranges are set, the system works accordingly. If the employee punch is registered during the defined the In/Out time ranges the system will identify and assign the shift for the punches registered accordingly. This way, the system provides flexibility in assigning different IN/OUT time ranges for different shifts and ensures accurate shift detection and assignment. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/auto-assign-shift-import-time#how-to-define-in-out-time-ranges-for-the-shifts-so-the-system-will-detect-and-auto-assign-a-shift-to) How to define In/Out time ranges for the shifts so the system will detect and auto assign a shift to the employee according to the punches? **Step 1**: Log into the cloud portal, go to the settings menu and under the ā€˜Attendanceā€™ tab click on the ā€˜Attendance Settingsā€™ subtab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FNXNHuBEFzzRS3lpgBvYi%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=74c10f9e&sv=2) **Step 2**: Under the ā€˜Attendance Settingsā€™ subtab click on the ā€˜Auto Shift Detectā€™ option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkTDYGWsq70gUpH17GN9J%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b13a5bff&sv=2) **Step 3:** Select the ā€˜Shift Nameā€™ and from the from the respective dropdown when the time you are to enter fall on the ā€˜Same Dateā€™ or it fall in the ā€˜Next Dateā€™ according to the calendar days. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJ05uXOrSiiWmzULiqOfJ%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e200b95f&sv=2) **Step 4**: Then enter values for the ā€˜Import IN time Start asā€™, ā€˜Import IN time End asā€™, ā€˜Import Out time Start asā€™, and the ā€˜Import Out time End asā€™ fields and click on the ā€˜Saveā€™ button. The shift IN/Out time ranges will be defined and the system will auto assign a shift to the employee according to the punches ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRMN97GvB8IZuhAcGN3mx%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9293d3a9&sv=2) **Note**: Please make sure that the details all the IN/Out time fields are entered correctly. As the auto shifts will be assigned according to these IN/Out Time Start and IN/Out Time End field values. **Path**: Cloud -> Setting -> Attendance -> Attendance setting **Link**: [https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=AutoAssignShiftImportTimearrow-up-right](https://cloud.pockethrms.com/Settings/Employee/Index?module=attendance&submodule=AutoAssignShiftImportTime) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#780b0d0808170a0c3808171b131d0c100a150b561b1715) [PreviousAuto Shift Detectchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/auto-shift-detect) [NextAnalyticschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics) Last updated 1 year ago Was this helpful? * [How does ā€˜Auto Assign Shift Import Timeā€™ work? Once the IN/OUT time ranges are set, the system works accordingly.](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/auto-assign-shift-import-time#how-does-auto-assign-shift-import-time-work-once-the-in-out-time-ranges-are-set-the-system-works-acc) * [How to define In/Out time ranges for the shifts so the system will detect and auto assign a shift to the employee according to the punches?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/auto-assign-shift-import-time#how-to-define-in-out-time-ranges-for-the-shifts-so-the-system-will-detect-and-auto-assign-a-shift-to) Was this helpful? --- # Performance | Pocket HRMS [šŸŸ¢Appraisalchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-management) [šŸŸ¢Appraisal V2chevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2) [PreviousLeave Importchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-import) [NextAppraisalchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-management) Last updated 11 months ago Was this helpful? Was this helpful? --- # Custom Reports | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/custom-reports#how-to-generate-custom-reports-from-pocket-hrms) **How to generate Custom Reports from Pocket HRMS?** **Overview** The **Custom Reports** feature in Pocket HRMS allows you to generate specific HR reports that assist with various workforce management tasks. Below are the reports currently available in the HR module and the purposes they serve: 1. **New Joinee Report:** Tracks detailed onboarding information for newly joined employees, ensuring compliance and smooth integration into the company. 2. **Referral Report:** Provides visibility into employee referrals and the outcomes of the referred candidates, helping to assess the effectiveness of the referral program. 3. **Bad Hire Report:** Identifies employees who have been separated within a short tenure, helping to track bad hires and take corrective actions. 4. **LSA (Leave of Service Absence) Report:** Tracks employee leave cases, focusing on tenure-based leave eligibility and absence details. _Note: More reports will be added to this section in the future to support additional HR needs._ **Step 1: Navigate to the Custom Report Section** * Go to: **Cloud ā†’ Analytics ā†’ Reports ā†’ HR ā†’ Custom Report** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FwHUF4bqYRfhsQZjXPVp8%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=99d80d4&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F1cb33OsJ2hhpLCeMpXJU%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=a1cb883a&sv=2) **Step 2: Select the Module** * Choose **HR** as the module to generate reports. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fn44X24UdTZQvIQxrVN4z%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=cae43af0&sv=2) **Step 3: Select the Report Name** * Choose the report you want to generate. Currently available reports are: * **New Joinee Report** * **Referral Report** * **Bad Hire Report** * **LSA (Leave of Service Absence) Report** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FgMIZ6AsdYZTCE2cYhPtF%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=c13c7a30&sv=2) **Step 4: Select Start Date and End Date** * Pick the relevant start and end dates for the report. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FypUnJlwmka4RXpzCklB5%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=9c91261b&sv=2) **Step 5: Select Employee Status** * Choose which employees to include in the report: * **Live** * **Separate** * **All** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FdC8AvhakiIrBGbgKfUg9%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=1885be8a&sv=2) **Step 6: Generate the Report** * Click on the **Download** button to generate the report. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F5ugFF7wQK4x7gjhZjDIk%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=25b5b873&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#70030500001f020430001f131b150418021d035e131f1d) [PreviousTDSchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/income-tax/tds) [NextPayrollchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/payroll) Last updated 13 days ago Was this helpful? Was this helpful? --- # Payroll | Pocket HRMS [PreviousBulk Category Transferchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/bulk-category-transfer) [NextPayroll Guidechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide) Last updated 11 months ago Was this helpful? Was this helpful? --- # Data Wizard Setting Transfer | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer#what-is-data-wizard) What is Data Wizard? The **Data Wizard** is a tool that helps users **set up and extract reports** based on their preferences. Users can apply **filters and settings** to generate reports exactly how they need them. ### [hashtag](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer#what-is-the-setting-transfer-feature) What is the Setting Transfer Feature? Sometimes, different users in different companies need the **same report settings** to save time and effort. Instead of setting everything up again, the **Setting Transfer feature** allows you to copy existing settings from **one user in a company** to **another user in a different company**. This ensures **consistency** and makes it easier for teams to work with reports in multiple companies. ### [hashtag](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer#understanding-the-data-wizard-setting-transfer-screen) Understanding the Data Wizard Setting Transfer Screen The image shows the **ā€˜Data Wizard Setting Transferā€™** screen, which allows users to transfer report settings from one user to another across different companies. **Fields on the Screen:** * **From User** ā€“ The user whose report settings will be copied. In the example, the selected user is '**[\[emailĀ protected\]](https://docs.pockethrms.com/cdn-cgi/l/email-protection) '**. * **Setting Name** ā€“ The specific report setting that will be transferred. Here, the selected setting is '**Leave Summary'**. * **To Company** ā€“ The company where the settings will be copied. In this case, the target company is '**Prajwal - First Company'**. * **To User** ā€“ The user in the target company who will receive the settings. The selected user is '**Prajwalā€¦ā€¦ā€¦ā€¦@gmail.com'**. * **Transfer Button** ā€“ Clicking this button will **initiate the transfer** process and apply the selected settings to the target user. ### [hashtag](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer#how-to-transfer-data-wizard-settings) How to transfer data wizard settings? **Step 1**: Log into the cloud portal, go to the ā€˜Settingsā€™ menu and under the ā€˜HRā€™ tab click on the ā€˜Data Wizard Setting Transferā€™ subtab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbWovdf0yEcQgXQtefU9S%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c577ac41&sv=2) **Step 2**: Select the user who has the report settings you want to transfer, from the ā€˜From Userā€™ dropdown. **Step 3**: From the ā€˜Setting Nameā€™ dropdown, select the report setting that needs to be copied. **Step 4**: From the ā€˜To Company dropdownā€™. Select the company where the settings should be transferred. **Step 5**: From the ā€˜To User dropdownā€™, select the user in the target company who will receive the settings. **Step 6**: Review your selections * **From User**: The user who has the settings. * **Setting Name**: The report settings to transfer. * **To Company**: The company receiving the settings. * **To User**: The recipient of the settings. **Step 7**: Click the ā€˜Transferā€™ button to finalize the process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FtqNnNexcvSY1BqGiTpk0%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ffc65e8e&sv=2) **Path**: Cloud > Settings > HR > Data Wizard Setting Transfer > select details >Transfer **Link**: [https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=SettingsTransferarrow-up-right](https://cloud.pockethrms.com/Settings/Employee/Index?module=hr&submodule=SettingsTransfer) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#f88b8d8888978a8cb888979b939d8c908a958bd69b9795) [PreviousFeature Guideschevron-left](https://docs.pockethrms.com/feature-guides) [NextTax Calculator ESS Portalchevron-right](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal) Last updated 1 year ago Was this helpful? * [What is Data Wizard?](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer#what-is-data-wizard) * [What is the Setting Transfer Feature?](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer#what-is-the-setting-transfer-feature) * [Understanding the Data Wizard Setting Transfer Screen](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer#understanding-the-data-wizard-setting-transfer-screen) * [How to transfer data wizard settings?](https://docs.pockethrms.com/feature-guides/data-wizard-setting-transfer#how-to-transfer-data-wizard-settings) Was this helpful? --- # February 2026 | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#product-update-february-2026) Product Update February 2026 We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of February 2026, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#shift-information-in-regularization) Shift Information in Regularization ā€¢ The **Attendance Regularization** menu has been enhanced to display **Shift Details** for better clarity. This feature is available on both **Mobile and Web** platforms. ā€¢ **Shift Details:** The shift information is now visible in the attendance regularization form, helping users clearly view the **shift timings and related details**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F8WuQ6e10CNcHVF28Z3HI%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=57f70dcf&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FDBFNzOIDbaY9QE3Jg0Ou%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=673b7ac3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#punch-in-alert) Punch-In Alert 1. The **Punch-In Reminder** feature sends shift-based reminders to employees through the **ESS/Mobile portal**. 2. Notifications can be configured in two ways through the **Go Rule Engine**: * **Interval-based:** reminders are sent before and after shift start at a fixed interval (e.g., every 10 minutes). * **Time-based:** HR can set specific times to send reminders.ā€¢ Reminders are sent only if the employee is assigned to the shift and has **not punched in yet**.ā€¢ Once the employee **punches in**, the reminders stop automatically. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FS5pgJ08Kwao89HG0YKdo%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=35b57084&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#leave-credit-lapse-for-multiple-frequencies) Leave Credit Lapse for Multiple Frequencies The **Leave Credit Lapse** feature, earlier available only for **monthly frequency**, has now been enhanced to support **Yearly, Quarterly, and Half-Yearly** frequencies. \*\*Example:\*\*For **Half-Yearly frequency**, any unused leave balance will **lapse at the end of the half-year**, and the leave balance will be adjusted as per the defined credit cycle. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FmtCyNAX2zQotSZMpsPyV%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=92b5b38a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#last-manager-approval-flow-in-pms) Last Manager Approval Flow in PMS The **PMS workflow** has been enhanced to include an **Approve/Reject option for the Last Manager**, which was not available earlier. ā€¢ If the **Last Manager rejects** the review form, the workflow will return to the **previous managerā€™s stage** for review and resubmission. ā€¢ The **previous manager must review and submit the form again** until it is finally approved by the Last Manager. ā€¢ Once the **Last Manager approves the form**, it will be included in the **final appraisal calculation**. ā€¢ A **mandatory ā€œRemarksā€ field** has been added for the Last Manager while approving or rejecting the form to ensure proper justification and transparency. ā€¢ The **ratings given by the Previous Manager** will automatically be **copied to the ā€œLast Manager Ratingā€ column** after approval. ā€¢ These ratings will also be used in the **PMS reports** for accurate reporting and analysis. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F3qsuMRqqkcTeAmgpMiV2%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=db837d23&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#duplicate-employee-check-for-group-companies) Duplicate Employee Check for Group Companies The **Duplicate Employee Identification ā€“ Group Company** feature helps organizations detect and prevent duplicate employee records across multiple companies within the same group. It ensures data accuracy and maintains consistency in employee information across the system. ā€¢ Helps **prevent duplicate employee records** for the same person across multiple companies. ā€¢ **Alerts HR** if a possible duplicate is detected while creating or editing an employee profile. ā€¢ Maintains **clean and accurate employee data**, reducing errors in payroll and compliance. ā€¢ Prevents duplication of key records such as **PAN, PF, and ESI**. ā€¢ Enables **better tracking of an employeeā€™s lifecycle** across group companies. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FM0J5niPBZfR26Kyta1wD%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=70ce80ae&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#hr-letter-copy-function) HR Letter Copy Function The **HR Letter Copy** feature allows HR teams to copy HR letter templates from one entity to another, including the current entity. This helps maintain consistency and reduces the effort required to recreate the same letters across multiple companies. ā€¢ HR can **copy one HR letter at a time** and select **multiple companies**, including the current company, where the letter needs to be copied. ā€¢ Option available to **include Header and Footer** while copying the letter. ā€¢ A **unique template name** can be assigned to the copied letter, and both the **email body and attachment** will be copied. ā€¢ Helps **reduce manual effort** and maintain **consistent HR letter formats** across entities. ā€¢ Saves time by allowing HR teams to **replicate complete templates quickly** without recreating them manually. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FxnG2z0ucnaUkYT1bzDKF%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=b3ec972d&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#acdfd9dcdcc3ded8ecdcc3cfc7c9d8c4dec1df82cfc3c1) [PreviousJanuary 2026chevron-left](https://docs.pockethrms.com/product-updates/updates-2026/january-2026) [NextModule Guideschevron-right](https://docs.pockethrms.com/module-guides) Last updated 8 days ago Was this helpful? * [Product Update February 2026](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#product-update-february-2026) * [Shift Information in Regularization](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#shift-information-in-regularization) * [Punch-In Alert](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#punch-in-alert) * [Leave Credit Lapse for Multiple Frequencies](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#leave-credit-lapse-for-multiple-frequencies) * [Last Manager Approval Flow in PMS](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#last-manager-approval-flow-in-pms) * [Duplicate Employee Check for Group Companies](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#duplicate-employee-check-for-group-companies) * [HR Letter Copy Function](https://docs.pockethrms.com/product-updates/updates-2026/february-2026#hr-letter-copy-function) Was this helpful? --- # New Employee | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/new-employee#how-to-add-a-new-employee-or-what-is-the-process-of-new-employee-addition-or-creation) How to add a new employee or what is the process of new employee addition or creation? **Step 1**: Log into cloud portal, go to the ā€˜Employeeā€™ menu and click on the ā€˜Employee Listā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUWFhImYFSp6cnWcqtgIZ%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=64fb5e09&sv=2) **Step 2**: Click on the ā€˜Employee Wizardā€™ option at the top of the employee list. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLfYaa0MZooMiOj4bhjrp%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3d97a291&sv=2) **Step 3**: Fill in the details in the respective fields and click on the ā€˜Saveā€™ button once you filled all the information. The new employee profile will be created. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fv1OZNugFVcetiJJKdbkZ%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b441da2&sv=2) **Path:** Cloud portal>Employee>Employee List>Employee Wizard>fill in details> Save **Link**: [https://cloud.pockethrms.com/Employee/Employee/EmployeeListarrow-up-right](https://cloud.pockethrms.com/Employee/Employee/EmployeeList) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#f88b8d8888978a8cb888979b939d8c908a958bd69b9795) [PreviousEmployee Documentchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-document) [NextEmployee FnFchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-separation-and-release) Last updated 3 months ago Was this helpful? Was this helpful? --- # October & November 2024 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzNQ5nBloJAjAYlxAizGw%252FOctober%2520%2526%2520November%25202024.png%3Falt%3Dmedia%26token%3Db5793446-e789-497e-b720-acf4ac3c7bd0&width=1248&dpr=3&quality=100&sign=88d38e37&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the months of October & November, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#comp-off-leave-now-with-a-deadline) Comp Off Leave, Now with a Deadline! Admins can now restrict employees from applying for Comp Off leave after a specific timeframe from the Comp Off date. That ensures policy compliance and prevents misuse of leave. **For example,** If the Comp Off date is 13th September and the limit is 30 days, leave can only be applied between 13th September and 12th October. Requests outside this range will be denied. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYoeevjpquw73IBoxqMqx%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f242cfa3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#turn-ot-hours-into-time-off-seamlessly) Turn OT Hours into Time Off Seamlessly Introducing configurations to consider OT hours as Comp Off for week offs/holidays. Simply, define OT hour ranges and their corresponding Comp Off counts and system will automatically credit Comp off accordingly. There is no minimum hour limit giving you greater flexibility and saving a ton of time. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHpkV5jx3sOAQ3NMgxJSS%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=dd806b14&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#revolutionizing-consecutive-leave-management) Revolutionizing Consecutive Leave Management With this release, we introduce the following improvements to consecutive leave policies: #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#consecutive-leaves-restricted) Consecutive Leaves Restricted Employees cannot take consecutive leave days without a break. Promotes balanced leave utilization and appropriate rest periods. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#week-offs-and-holidays-excluded) Week offs and Holidays Excluded Week offs and holidays are excluded from consecutive leave calculations. Providing flexibility by not penalizing leaves around company holidays or regular time off. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#same-leave-type-restriction) Same Leave Type Restriction The system restricts consecutive usage of the same leave type. Encouraging varied leave usage and identifying potential attendance concerns. These enhancements allow transparent leave administration, supporting employee well-being and operational efficiency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FN86xs1xswn2MhVA2TgaV%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=61345b63&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#bell-curve-flexibility-tailor-your-appraisal-process) Bell Curve Flexibility: Tailor Your Appraisal Process The Appraisal module has been enhanced to provide greater flexibility and configuration options for the Bell Curve functionality. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#rating-type-configuration) Rating Type Configuration Users can select ā€˜Scaleā€™ with a default range of 1-5 or ā€˜Weightageā€™ which displays the Grade % as the rating type for appraisals. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#define-bell-curve-screen) Define Bell Curve Screen The graph dynamically updates based on the first three values entered. Users can display either Rating Scale or Grade % in the first column. Strict validation ensures the first three values are in ascending order, with the total Expected % equaling 100%. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#rating-normalization-screen) Rating Normalization Screen The Rating Normalization screen will now adapt its columns based on the selected rating type (Scale or Grade %). Normalization calculations align with the chosen configuration. An additional "Count to be Normalized" column provides further insights. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fin6KgDeTsSzOjjbN4FEa%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a4ac1b41&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fi1bR1lkBrgFNoEL6FDFV%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6585e134&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FR5QqnSuAMKJetd2lZPvY%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=54ef3dcc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#real-time-daily-shift-wise-headcount) Real-time Daily Shift-wise Headcount Now, you can get Department and shift-wise headcount reports with details such as the number of employees present on the current day based on the employee punches. You can also export a list of the present and absent employees by selecting a business unit. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FmTUXGa50QG3tuoDx8Msv%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=56737e1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#effortless-learning-certificate-customization) Effortless Learning Certificate Customization HR can now configure learning certificates more easily by selecting a learning template and mapping fields directly into the certificates. This ensures all key details about the learning program are included. **The Learning fields are as follows:** Learning Code * Learning Name * Duration * Start Date * End Date * Completion Date * Learning Head ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6jbyodxD692La1hTkm5Q%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b7f1db2f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#a-quick-toggle-to-make-expense-modes-mandatory) A Quick Toggle to Make Expense Modes Mandatory HR can now make modes mandatory for specific expense types with a simple toggle key. Once activated, if the employee chooses no mode, the system will block expense submissions on the ESS portal. This will streamline the process and increase efficiency in expense management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fr3Iwch3w4iQnLHcKy6Xt%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e63f93e2&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#more-flexibility-in-managing-expense-entries) More Flexibility in Managing Expense Entries Our latest UX improvement allows managers to select or deselect individual expense entries as needed. They are no longer restricted to either approve or reject the entry. Now, managers can choose not to take action on specific entries allowing greater flexibility and control. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FleP4MTZi6PD11dYAZTmD%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7df3cde8&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#travel-approval-with-editable-amounts-and-disclaimer) Travel Approval with Editable Amounts & disclaimer The new travel enhancement lets you add finance approval to travel advance requests. When enabled, all requests need finance approval. The final amounts for travel advances and reimbursements can also edited during finance approval. Plus, an approval note or disclaimer can be added to the approval pages through the travel configuration settings. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FnwbMtCK17IWqoHRu00L0%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4319615f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSAOPjOkpH2dRQ56QAnDh%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=585288cc&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fr2B4P7BFgTfPVu5xAF4k%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=19fdb0e4&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#track-every-category-change-with-ease) Track Every Category Change with Ease The category transfer feature is now improved further with visibility of the past transfers. Enabling to easily track all the previous changes. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FugLTEX227mf8T0W1z2vS%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b40a319f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#simplified-sorting-for-hr-separation-data) Simplified Sorting for HR Separation Data A filter has been added to the HR Separation Approval page where the HR can filter out the entries based on the combination of the filters defined making it even easier to sort the data and take action on the same. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FsuADmusyaHHkDauI2toP%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9f07093f&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvbOKtyZV1elw2X6Q5tQk%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7cd4b18d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#convenient-filter-in-exit-tracker-report) Convenient filter in exit tracker report A filter has been added to the Exit Tracker report where the HR can further filter out the entries based on the combination of the filters defined making it even easier to sort the data. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FhzPlzl2gl7GSR0eP8jAd%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=debbbc08&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FeEgqVuTvgkSx53RtNmIV%252Fb16.png%3Falt%3Dmedia%26token%3D84b0667b-0f46-4b5e-bf80-cee0bfe720e1&width=768&dpr=3&quality=100&sign=c01718dc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#enhanced-layout-for-exit-interviews) Enhanced Layout for Exit Interviews The Exit Interview Form has been improved with a panel-wise layout, making it easier for employees to fill out by organizing the questions in a clear, structured format. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fk8vvq3ayqwbSDwbIWgfS%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2eff3473&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FhZtnKVxnb2EQ9yiJDYnl%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f99711ca&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#e-posh-empowering-action-against-harassment) e-POSH: Empowering Action Against Harassment The e-POSH (Prevention of Sexual Harassment) module is now available on web and mobile. It allows female employees to report sexual harassment incidents at the workplace, either for themselves or co-workers, with an option to keep their identity anonymous. A Complaint Committee can be set up, including a Committee Head and members, who can monitor and take necessary actions through the ESS portal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWKgWZwvYwLhW9XaRwNE2%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=cfb2b8b8&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3hOh5aDhE3UPSlt6fj4U%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=78146958&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXUwLvHi8nuA6ETCqMFlp%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ad2eff73&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHvnmgDgnhz6B7szSp4TS%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2e2b1ec1&sv=2) A screenshot of a computer Description automatically generated ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#simplify-fnf-with-department-filters) Simplify FnF with Department Filters A new filter is added to the FnF Department Head Manager page, allowing you to filter entries by department. This makes it easier to manage and view information by department. The department name is now also displayed in the entries. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FsGiTxCxoe79NBqxJOlJP%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5ae8de31&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#display-last-working-dates-for-hr-approvals) Display Last Working Dates for HR Approvals Now the Last Working Date is shown to the HR while approving the separation entries based on the notice period, the employee's request, and the manager's approval. This enables HR to take quick and informed decision. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzRxbINj7EEXj6Php2bNL%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f77f419a&sv=2) [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#streamline-employee-access) Streamline Employee Access -------------------------------------------------------------------------------------------------------------------------------------------------------- We have introduced a new module named Employee Access. Here, the managers have been given an option to raise requests on behalf of their subordinates to grant or revoke access on various events like New Joining, Promotion, Separation, etc. Access forms can be created in Form Master and the requests can be raised by Managers in ESS and approved by the IT Team. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRcRk96ha5yma9Gfgqx7F%252FFrame%252097.png%3Falt%3Dmedia%26token%3D7616ad13-e800-47a5-857c-b7c8fac9aa48&width=768&dpr=3&quality=100&sign=67608cab&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#key-insights-in-the-helpdesk-employee-report) Key Insights in the Helpdesk Employee Report The employee report in helpdesk has been enhanced by adding columns like: * **Response Received**: Shows when the first response was received after the ticket was created. * **Last Updated by (Code and Name)**: Displays who last updated the ticket. * **Last Updated Date and Time**: Shows when the ticket was last updated. Providing comprehensive overview ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F49MZKAySWtKAEFZ4nKWx%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=653354db&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#easily-copy-forms-across-companies) Easily Copy Forms Across Companies Admins and HRs can now copy form templates from one company to another within the same login. Multiple forms from a single module can be copied to several companies at once. For Exit Management and AccessForm modules, if the target company already has a form, the system will notify the user. This update significantly reduces manual effort in creating the same forms for different companies. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAvIJu0467McjpasEcuD0%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8a5e019f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#simplify-ctc-creation-with-smhrt-ai) Simplify CTC Creation with smHRt AI Admins/HR can now use smHRt AI to easily generate the CTC Template and Annexure Table, or just the Annexure Table. The generated template can be edited, allowing changes to properties like font style, size, and headings. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FO6noIhM7BBx8ciGYIoLw%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d3112265&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2024/october-and-november-2024#know-your-last-working-day-at-a-glance) Know Your Last Working Day at a Glance Now the employees who are on their notice period will be able to see their Last Working Date on their ESS and Mobile Dashboard. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FH1QKIpPezuJUVjqeHgHd%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=52f58dca&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSLKuUmEePoCkSjviQl7l%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5585423f&sv=2) For any queries, contact [\[emailĀ protected\]](https://docs.pockethrms.com/cdn-cgi/l/email-protection) [PreviousDecember 2024chevron-left](https://docs.pockethrms.com/product-updates/updates-2024/december-2024) [NextSeptember 2024chevron-right](https://docs.pockethrms.com/product-updates/updates-2024/september-2024) Last updated 2 months ago Was this helpful? 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--- # Payroll Maker Checker | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#what-is-payroll-maker-checker) What is payroll maker checker? The Payroll Maker-Checker feature in Pocket HRMS software adds an extra layer of validation to the payroll process. It follows a dual-approval system where one user (Maker) prepares the payroll, and another user (Checker) reviews and approves it before processing. This ensures accuracy, reduces errors, prevents unauthorized changes, and enhances compliance with company policies and regulations. With role-based access controls, audit trails, and automated notifications, this module streamlines payroll verification while maintaining transparency and accountability. ### [hashtag](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-give-user-rights-for-the-payroll-maker-role) How to give user rights for the payroll maker role? **Path**: Cloud Portal > Settings> Organization> User> ā€˜View User Rightsā€™ > Category > Payroll > select required categories >Save **Step 1**: Log into the cloud portal with admin credentials. Go to the ā€˜Settingsā€™ menu and under the ā€˜Organizationā€™ tab, click on the ā€˜Usersā€™ subtab. **Step 2**: Click the respective ā€˜View User Rightsā€™ button for the user to whom you want to give the payroll maker rights. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1OZe3DdoK5w7zArubQhO%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9ea500cc&sv=2) **Step 3**: In the ā€˜User Rightsā€™ pop-up, tick checkboxes for the required ā€˜Categoriesā€™ and ā€˜Payrollā€™ menu options and click on the ā€˜Saveā€™ button. The user rights will be updated accordingly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVt03rbfxc8giZwlh0p0u%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c067c054&sv=2) **Note**: You can also [add a new userarrow-up-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/users#how-to-create-a-new-user-in-the-cloud-portal) if required. **Link**: [https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=usersarrow-up-right](https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=users) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#c8bbbdb8b8a7babc88b8a7aba3adbca0baa5bbe6aba7a5) ### [hashtag](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-give-user-rights-for-the-payroll-checker-role) How to give user rights for the payroll checker role? **Path**: Cloud Portal (Admin) Settings> Organisation> User> ā€˜View User Rightsā€™ > Category > Payroll > select required categories >Save **Step 1**: Log into the cloud portal with admin credentials. Go to the ā€˜Settingsā€™ menu and under the ā€˜Organizationā€™ tab, click on the ā€˜Usersā€™ subtab. **Step 2**: Click the respective ā€˜View User Rightsā€™ button for the user to whom you want to give the payroll checker rights. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQkHGoOBIEIkcW9egMuux%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=95c72f2&sv=2) **Step 3**: In the ā€˜User Rightsā€™ pop-up, tick checkboxes for the required ā€˜Categoriesā€™ and ā€˜Payrollā€™ menu options and click on the ā€˜Saveā€™ button. The user rights will be updated accordingly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2z5uHEGEClF9gPZ5Zy75%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f0f9b39c&sv=2) **Note**: You can also [add a new userarrow-up-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/users#how-to-create-a-new-user-in-the-cloud-portal) if required. **Link**: [https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=usersarrow-up-right](https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=users) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#added8ddddc2dfd9edddc2cec6c8d9c5dfc0de83cec2c0) ### [hashtag](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-set-up-payroll-maker-checker-or-approval-matrix-for-payroll-maker-checker) How to set up payroll maker checker or approval matrix for payroll maker checker? **Path**: Cloud Portal (Admin) > Settings > Organization > Payroll Maker Checker > click ā€˜Setting Iconā€™ > select User, Priority > Save **Step 1**: Log into the cloud portal with Admin credentials. Go to the ā€˜Settingsā€™ menu, under the ā€˜Organizationā€™ tab click on the ā€˜Payroll Maker Checkerā€™ subtab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fk51OI6ENeDsa0ZXR5UMd%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fa8fddd9&sv=2) **Step 2**: On the Payroll Maker Checker page click on the ā€˜Settings Iconā€™ towards upper right corner of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FNosS8YOA5NfSvJX61RQM%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=99ffce39&sv=2) **Step 3**: ā€˜Select Userā€™ and enter the ā€˜Priorityā€™ and click on the ā€˜Saveā€™ button. The approval matrix user priority will be sent accordingly. The priority defined will be used to send the processed payroll for approval in that order. Once user with highest priority approves the payroll data, it will be posted. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbAcI0m4nkTQYFZCM8Wsx%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ad56992c&sv=2) **For example**, * Payroll data first goes to the Priority - 1 User, after their approval it goes to Priority - 2 User for approval. * If there is no Priority - 2 User, approval by Priority - 1 user will be considered final and payroll will be posted. **Link**: [https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=PayrollMakerCheckerarrow-up-right](https://cloud.pockethrms.com/Settings/Employee/Index?module=organization&submodule=PayrollMakerChecker%22%20\t%20%22_blank) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#daa9afaaaab5a8ae9aaab5b9b1bfaeb2a8b7a9f4b9b5b7) ### [hashtag](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-submit-processed-payroll-data-for-approval-to-payroll-checker) How to submit processed payroll data for approval to payroll checker? After processing [payroll for employees in bulkarrow-up-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/payroll-with-attendance#id-5.-how-to-run-process-payroll-or-how-to-run-smhrt-payroll) or processing [payroll for a single employeearrow-up-right](https://docs.pockethrms.com/faqs/cloud-portal/employee/employee-list/payroll#b.-how-to-run-payroll-for-a-single-employee) , you can go to the smHRt payroll screen to submit payroll data for approval. **Path**: Cloud Payroll (Payroll Maker) > Settings > Payroll > Utilities > smHRt Payroll > Click here to Send Payroll Data for Approval **Step 1**: Log into the cloud portal with Payroll Maker credentials. Go to the ā€˜Payrollā€™ menu and under the ā€˜Utilitiesā€™ click on the ā€˜smHRt Payrollā€™ option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3JdtTYTsWHlcx7AJijbP%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=3c6c6626&sv=2) **Step 2**: On the smHRt payroll screen once you process payroll, click the ā€˜Click here to Send Payroll Data for Approvalā€™ button at the top of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FtGSKsKdFz3N2pjn2up2G%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8e84e8bf&sv=2) **Step 3**: Select Month and year and click on the ā€˜Excel Viewā€™ button to check the processed payroll data on the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0ILf47jchGwGfcGmyb95%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b70e6c3c&sv=2) **Step 4**: Ensure that the processed payroll data is correct, click the ā€˜Postā€™ button and it will be sent for the approval to the payroll checker. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWtCLu56IIWsSQoeXU071%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ab4da1b3&sv=2) **Note**: * Payroll data first goes to the Priority - 1 User, after their approval it goes to Priority - 2 User for approval. * If there is no Priority - 2 User, approval by Priority - 1 user will be considered final and payroll will be posted. **Link**: [https://cloud.pockethrms.com/payroll/PayrollMakerChecker/PayrollApprovalRequestarrow-up-right](https://cloud.pockethrms.com/payroll/PayrollMakerChecker/PayrollApprovalRequest) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#9feceaefeff0edebdfeff0fcf4faebf7edf2ecb1fcf0f2) ### [hashtag](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-check-and-approve-payroll-data-as-payroll-checker) How to check and approve payroll data as payroll checker? **Path**: Cloud Portal (Payroll Checker) > Payroll > Utilities > Payroll Approval > click Month-Year > check various payroll reports & data > Approve/Reject **Step 1**: Log into the cloud portal with Payroll Ch ecker credentials. Go to the ā€˜Payrollā€™ menu and under the ā€˜Utilitiesā€™ click on the ā€˜Payroll Approvalā€™ option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoRQSUP1VyVw562xlLaVT%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=de972952&sv=2) **Step 2**: Click the Month-Year towards the upper left side of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDIyznicWL5Kv4jzjCow7%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6c9289c7&sv=2) **Step 3**: Review the various reports and dashboard provided by system to verify payroll data and click the ā€˜Approveā€™ or ā€˜Rejectā€™ button as required. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVUpCvJExAOrthZT1vdht%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=26424e49&sv=2) **Note**: * If approved, the payroll data will be sent to the next approver if available. Else, it will be posted into the system. * If click ā€˜Rejectā€™ button you can enter your remark and click on the ā€˜Saveā€™ button so the payroll maker can check your comment. * The rejected, the payroll will not be posted, and the payroll maker will have to re-process and send again for approval. **Link**: [https://cloud.pockethrms.com/payroll/PayrollMakerChecker/PayrollApprovalarrow-up-right](https://cloud.pockethrms.com/payroll/PayrollMakerChecker/PayrollApproval) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#fa898f8a8a95888eba8a9599919f8e92889789d4999597) [PreviousTax Calculator ESS Portalchevron-left](https://docs.pockethrms.com/feature-guides/tax-calculator-ess-portal) [NextCustom Working Hour Reportchevron-right](https://docs.pockethrms.com/feature-guides/custom-working-hour-report) Last updated 11 months ago Was this helpful? * [What is payroll maker checker?](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#what-is-payroll-maker-checker) * [How to give user rights for the payroll maker role?](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-give-user-rights-for-the-payroll-maker-role) * [How to give user rights for the payroll checker role?](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-give-user-rights-for-the-payroll-checker-role) * [How to set up payroll maker checker or approval matrix for payroll maker checker?](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-set-up-payroll-maker-checker-or-approval-matrix-for-payroll-maker-checker) * [How to submit processed payroll data for approval to payroll checker?](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-submit-processed-payroll-data-for-approval-to-payroll-checker) * [How to check and approve payroll data as payroll checker?](https://docs.pockethrms.com/feature-guides/payroll-maker-checker#how-to-check-and-approve-payroll-data-as-payroll-checker) Was this helpful? --- # Appraisal V2 | Pocket HRMS Pocket HRMS makes the performance management experience seamless for both employees and the manager with simple steps. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#appraisal-module) Appraisal Module In Pocket HRMS we are offering a Performance Management System. This module will allow you to do a performance review of your employees. We can set performance reviews of the employees- on a monthly, quarterly, half-yearly, and on annual basis. The appraisal process can be set to 90 degrees, 180 degrees, and 360 degrees by the employer. * 90 degrees means the manager will rate the employees * 180 degrees means the employee will rate himself and the manager will rate the employee * 360 degrees means the employee will rate himself, the manager will rate the employee and peers will also rate the employee. **We can set up the appraisal process in two different ways in Pocket HRMS.** 1\. You can have a predefined set of parameters and questions on which employees and managers can provide ratings. 2\. You can also allow employees to set their own KPI which needs to be approved by the manager so that the employee and the manager can provide ratings for the same. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#configuration-of-the-appraisal-module-in-pocket-hrms) Configuration of the Appraisal Module in Pocket HRMS We can do the basic configuration by following the steps below. **Step 1:** Select the ā€˜Settingsā€™ menu in the cloud portal **Step 2:** Click on ā€˜Appraisal V2ā€™ from the top menu and then select ā€˜Appraisal Configurationā€™ from the left-hand side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FW6R3RU64LrMBRCqDwpXh%252FAppraisal%2520module%252020.png%3Falt%3Dmedia%26token%3D96ba360c-9f1f-4765-9510-2f8e9638d034&width=768&dpr=3&quality=100&sign=4b6d65fc&sv=2) **Step 3:** Set the configuration as explained below: A) Select the ā€˜Business Unitā€™ from the drop-down as Category, Department, or Designation. * You can also ask for a customized option. * Setting ā€˜Company Idā€™ means the same Appraisal will be set for all employees in the company. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgxJMzqYCWQ0BmqJFog1t%252FAppraisal%2520module%25201.png%3Falt%3Dmedia%26token%3D067f33a0-655c-4c99-b17f-a1b9fe64ec81&width=768&dpr=3&quality=100&sign=74dda304&sv=2) B) Choose the Start date and End date as the requirement. C) Select a value for ā€˜Completed Monthā€™ * The value ā€˜Completed Monthā€™ allows you to decide the employment months that an employee has to complete for being eligible for the appraisal. D) Select whether the ā€˜Ratingā€™ is to be set for ā€˜Scaleā€™ or for ā€˜Weightageā€™ E) Set ā€˜Final Rating Optionā€™ as per your requirement ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FaVVq51l39V5aodZ1kKew%252FAppraisal%2520module%25202.png%3Falt%3Dmedia%26token%3D9d9858a6-cdb0-4de9-b1a3-7829866ab766&width=768&dpr=3&quality=100&sign=b4bea322&sv=2) F) You can select the parallel review option as ā€˜Trueā€™ or ā€˜Falseā€™. G) ā€˜Peer expiry daysā€™ can be set as per requirement. H) You can set ā€˜Dynamic Flowā€™ if employees want to set their own KPIs. The flow will go for their managerā€™s approval. I) Set the criteria that the employee ā€˜Eligibility Based Onā€™ according to company policy and requirements. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#settings-by-admin-or-hr-in-appraisal-module) Settings by Admin or HR in Appraisal Module Admin can add the different appraisal stages in Pocket HRMS. Different appraisal cycles can be set under ā€˜Appraisal Stagesā€™ such as, monthly, half-yearly, quarterly, and annual. **Path:** In the ā€˜Appraisalā€™ module click on the ā€˜Appraisal V2ā€™ and select the ā€˜Appraisal Stagesā€™. Fill in the required fields and click on the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fdv04enOWJhvEQZqHNnMb%252FAppraisal%2520module%25203.png%3Falt%3Dmedia%26token%3De856697f-bf8a-43ae-8bb6-0e61359da7d2&width=768&dpr=3&quality=100&sign=dc6ece7d&sv=2) **Note**: Select 'Yes' from the 'IsActive' field so that employees will be able to submit their review from their ESS portal. If you select 'No', employees won't be able to submit their review for the appraisal. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#setting-appraisal-parameters) Setting Appraisal Parameters **Path:** In the ā€˜Settingsā€™ module, select the ā€˜Appraisal V2ā€™ menu and click on ā€˜Appraisal Parameterā€™. Here you can set multiple parameters with a total weightage of 100. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZYVaF3tWGStzZEAlysvF%252FAppraisal%2520module%25204.png%3Falt%3Dmedia%26token%3Dc90b8491-7fa2-45c1-aac5-fc28cf51d879&width=768&dpr=3&quality=100&sign=c6270f47&sv=2) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#setting-appraisal-questions) Setting Appraisal Questions **Path:** Go to the ā€˜Settingsā€™ module, select the ā€˜Appraisal V2ā€™ menu, and click on ā€˜Appraisal Questionsā€™. Fill in the details in the required fields to add questions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRjICwik2QqJCUlZXu6CX%252FAppraisal%2520module%25205.png%3Falt%3Dmedia%26token%3D90f30eed-4c96-4188-846d-8329dda68cf0&width=768&dpr=3&quality=100&sign=b018204d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVscBOdAtSgElbtRZcJco%252FAppraisal%2520module%25206.png%3Falt%3Dmedia%26token%3D3ef2b6b2-9eab-43c3-a2b7-ea9c7189798e&width=768&dpr=3&quality=100&sign=fb0c9390&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#b8cbcdc8c8d7caccf8c8d7dbd3ddccd0cad5cb96dbd7d5) [PreviousAppraisalchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-management) [NextLearning Managementchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/training-managment) Last updated 11 months ago Was this helpful? * [Appraisal Module](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#appraisal-module) * [Configuration of the Appraisal Module in Pocket HRMS](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#configuration-of-the-appraisal-module-in-pocket-hrms) * [Settings by Admin or HR in Appraisal Module](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#settings-by-admin-or-hr-in-appraisal-module) * [Setting Appraisal Parameters](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#setting-appraisal-parameters) * [Setting Appraisal Questions](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2#setting-appraisal-questions) Was this helpful? --- # Payroll Guide | Pocket HRMS The intuitive payroll module of Pocket HRMS makes it easier and compliant for any organization to process a monthly payout. Calculation of salary components that include earnings and deductions like arrear, allowance, PTax, LOP, credits, loan, DA, HRA, etc. becomes hassle-free for the payroll department. You can anytime hold payroll for any employee or perform FnF with a click. Salary payslips, deduction and earning formula creation, conditional earnings, etc. through Pocket HRMS make payroll processing a piece of cake. #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide#this-section-will-cover-an-in-detail-guide-to-modules-as-follows) This section will cover an in-detail guide to modules as follows- * [Payroll with Attendance](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/payroll-with-attendance) * [smHRt Payroll](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll) * [LOP Settings](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/lop-settings) * [Pocket HRMS Payroll Process](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/pocket-hrms-payroll-process) [PreviousPayrollchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll) [NextPayroll with Attendancechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/payroll-with-attendance) Last updated 2 months ago Was this helpful? Was this helpful? --- # SMTP Settings | Pocket HRMS SMTP (Simple Mail Transfer Protocol) is a setup useful in sending mails at an organisation. Be it internal mailing or external, your email client such as Outlook, Apple Mail, Mailbird, etc. runs on SMTP protocol to send e-mails to the right receiver. The SMTP from TCP/IP protocol stores and forwards emails through network and prevents cross emails. This section will help you learn the steps involved in setting up an SMTP protocol on Pocket HRMS. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/smtp-settings#how-to-set-up-smtp) How to set up SMTP? **Step 1:** Log into the cloud portal, go to the 'Settings' menu and, under the ā€˜Organizationā€™ tab, click on the 'SMTP Settings' sub-tab. To add new SMTP settings, click on the ā€˜+ā€™ icon towards the upper left-hand side of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLb2ZfsvvHFjBy27MRNgi%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2a86d6bb&sv=2) **Step 2**: A pop-up will open where you need to fill in the details such as the ā€˜SMTP Serverā€™, ā€˜Sender Nameā€™, ā€˜Sender Emailā€™, ā€˜BCCā€™, ā€˜Priorityā€™ and other mandatory details in the respective fields. Click on the ā€˜Update Settingsā€™ button and the SMTP settings will be saved. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6qBfF8OuN3MVOkfQv2o3%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8b98ccb8&sv=2) **Step 3:** Alternatively, to use the default SMTP settings, click on the ā€˜Add Default Settingsā€™ button to autofill the values. Enter the ā€˜BCCā€™ value as required. Click on the ā€˜Update Settingsā€™ button and default values will be saved for your organization. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FuE9FRjgGmMqeuf3wDke6%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1534235&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#2d5e585d5d425f596d5d424e464859455f405e034e4240) [PreviousFinancial Year & Leavechevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/financial-year-and-leave) [NextTemplates Setupchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/templates-setup) Last updated 11 months ago Was this helpful? Was this helpful? --- # Payroll | Pocket HRMS [šŸ”¹FnF Slips in Bulk to the Employeeschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/payroll/fnf-slips-in-bulk-to-the-employees) [PreviousCustom Reportschevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/custom-reports) [NextFnF Slips in Bulk to the Employeeschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/payroll/fnf-slips-in-bulk-to-the-employees) Was this helpful? Was this helpful? --- # Setting | Pocket HRMS [šŸ”¹HRchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/hr) [šŸ”¹Learningchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/learning) [šŸ”¹Leavechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/leave) [šŸ”¹Payrollchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/payroll) [šŸ”¹Income Taxchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/income-tax) [šŸ”¹Organizationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/organization) [PreviousSurveychevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/survey) [NextHRchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/hr) Was this helpful? Was this helpful? --- # April 2025 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fm9gFYJUB6O0QcTwzOBc1%252FApril%25202025.png%3Falt%3Dmedia%26token%3D3654eca6-23a2-4ec8-bdf4-3133a3f31759&width=1248&dpr=3&quality=100&sign=4678ad77&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of April 2025, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#manager-details-included-in-reports) Manager Details Included in Reports We have updated a new feature where the leave, on-duty and regularization reports will include detailed manager-level information such as individual manager status, approval/action date, and remarks. Earlier, the downloaded report had limited data that reflected the approval status. However, in the new enhancement, user can view and track the multi-level approvals. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fag74W6e6w8K4LgSUk6hW%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b2a2ab93&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#timestamp-for-leave-application) Timestamp for Leave Application The Leave Approval screen (Manager/Admin view) now shows both the date and exact time a leave request was submitted. Earlier, only the date was shown. This update gives approvers better clarity for making informed decisions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FNwEEjxTRkJH5QOXfLkGi%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=87fc5c22&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#yearly-leave-credit-based-on-joining-date) Yearly Leave Credit Based on Joining Date Pro-rata and mid-joining leave credit, previously limited to monthly and quarterly frequencies, is now available for yearly leave credits as well. The new setting allows leave to be credited proportionally based on the joining date, or users can define a fixed leave credit for mid-joiners. The system will apply either method based on the selected configuration, offering more flexibility and fairness in leave allocation for mid-year joiners. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4fnzE6kINz7bBcoYvjTO%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f098235b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#late-mark-deduction-applied-across-all-shifts) Late Mark Deduction Applied Across All Shifts Earlier, late mark deductions were calculated separately for each shift assigned to an employee. Now, with the recent enhancement of unified late rule deduction, the late marks will be counted cumulatively across all shifts unlike separate deductions per shifts, ensuring fair and consistent deductions for multi-shift employees. This is powered by the Go Rule Engine for better flexibility and easier management. **Example:** **Before the update:** An employee working 10 days in General Shift (allowing 3 late marks) and 10 days in Night Shift (allowing 4 late marks) would get a total of 7 late marks for the month before deductions. **After the update (with new setting enabled):** If the monthly limit is set to 4 late marks, the employee will be allowed a total of 4 late marks for the entire month, regardless of shifts worked. Any extra late marks beyond this limit will result in deductions. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#enhanced-appraisal-report) Enhanced Appraisal Report The Appraisal Detailed Report now shows stage-wise data based on the configured settings. Only defined appraisal parameters appear in the PDF; undefined ones are excluded. If employee ratings arenā€™t part of the flow or not submitted, their details wonā€™t show under the Evaluator section. The report also includes the date and time of form submission by the employee and/or manager, depending on the appraisal flow. If the flow includes only the manager, then only the managerā€™s submission date and time will be displayed. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fd6zqS3wXzfuBiBqmhSuH%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=50fcfeec&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#external-trainer-tagging) External Trainer Tagging Now you can add/tag external trainer details to the learning programs. Earlier only internal trainer details were allowed for tagging however, in the recent enhancement enables uses to tag/add and tag external trainers to both learning programs and individual sessions. You can record key details of external trainers like name, email, contact number, and skills for better tracking and management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkoWZUl0Ts2oxHelMlCS0%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=76a32321&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4PGWvuYpJR72JILCqLSW%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=535dc5a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#revoking-learning-programs) Revoking Learning Programs The learning programs can now be revoked or unassigned to employees with the recent enhancement. Previously, learning programs could only be assigned and cannot be unassigned. The recent update enables admins to unassign upcoming learning programs either individually or in bulk before they begin. However, the learning programs that are in progress cannot be unassigned ensuring its consistency and continuity in the flow. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FxO3f1Mub32Jh3trD4rAM%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d857d65c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#survey-added-to-learning-programs) Survey Added to Learning Programs The Survey Module is now integrated with the Learning Module, allowing users to link feedback forms to each learning program. To set this up, choose the 'Learning Program Completion' event when configuring the form. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fj46z0z63nFKPfxWFkpbZ%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4d42c228&sv=2) If no form exists, you can create one directly from the setup screen. Once linked, the form will automatically be sent to employees after they complete their learning program. Employees can fill it out through the ESS Portal, and individual feedback reports are generated as PDFs. Admins can also download consolidated feedback reports in Excel or PDF from the ā€˜Training Reportsā€™ section in the Cloud Portal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fjs3txdurhh1hoayXUerI%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d977ed1b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6ZEfcL7hR3Ns3ScEWVoq%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=cf7008ea&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#benefit-module-added-to-approval-matrix) Benefit Module Added to Approval Matrix Weā€™ve streamlined the approval process by integrating the Benefit Module with the centralized Approval Matrix. Previously, approval managers had to be added manually within the module. Now, you can easily configure and import approval managers directly through the Approval Matrix. This enhancement enables faster, more consistent, and priority-based approval setupsā€”saving time and improving efficiency. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAi36yWbqgfVqWP53EjYD%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=962a71f1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#rounding-adjustments-in-ctc-calculator) Rounding Adjustments in CTC Calculator Weā€™ve added a Rounding Adjustment Component to all CTC Calculators in the Cloud to handle minor rounding differences that may arise due to decimal precision. **How It Works:** * The Rounding Adjustment Component is available in every CTC Calculator. * It adjusts small rounding differences (typically between ā‚¹3 and ā‚¹6) that may occur when calculating CTC values. * These adjustments are automatically made in the Annual section of the selected component. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCiAzhShFqzhVpB5eFPXc%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=896c862d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOD6LSzoa6XUsdrbTYxWp%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=edd830fc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#assign-dedicated-hr-in-exit-module) Assign Dedicated HR in Exit Module Weā€™ve introduced a new enhancement in the Exit Module to support the assignment of Dedicated HRs (DHRs) for employees. **Key Highlights:** * **Dedicated HR Field**: A new field is now available in the employee profile, allowing the Head HR or Admin to assign a Dedicated HR to each employee. * **Separation Approvals**: When such employees submit a separation request, it will be routed to both the assigned DHR and Head HR for approval. * **Dedicated HR View:** DHRs have access to a new screenā€” ā€˜DHR Separation Approval Dataā€™ā€”which shows only the separation requests of their assigned employees (not company-wide data). * **Role-Based Access**: Access to this screen is controlled via Role Allocation and DHR assignment. * **Approval Logic:** The system will process the first approval receivedā€”either from the DHR or the Head HR. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fp5ZUVB4uCH5m6349Ksxn%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2ba51e15&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#automatic-nps-rate-based-on-tax-regime) Automatic NPS Rate Based on Tax Regime A default NPS Rate deduction component has been added. It automatically limits the NPS rate to 14% for employees in the New Regime and 10% for those in the Old Regime. Admins/HR cannot change these limits. This component can also be used in other sections if needed. The restriction is applied when adding or editing employee details. **Example:** * If an employee is in the New Regime, the NPS rate will be automatically set to 14%. * If an employee is in the Old Regime, the NPS rate will be automatically set to 10%. Admins/HR cannot update these rates beyond the set limits." This feature ensures accurate and consistent NPS deductions based on the applicable tax regime. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FeFjgihHWHFLDVmKrSTKK%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1e7c9b01&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#re-hire-eligibility-during-employee-separation) Re-Hire Eligibility During Employee Separation An option has been added to mark an employee as eligible or not for re-hire during separation. When separating an employee in Cloud or ESS, Admin/HR can select ā€˜Yesā€™ or ā€˜Noā€™ for re-hire eligibility and add mandatory remarks. These remarks will be shown when re-hiring the employee, helping Admin/HR make an informed decision. Additionally, the final settlement (FnF) remarks will also be visible during re-hiring. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fbjy91knewAigkeXk9ZDX%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ef402176&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#0675737676697472467669656d63726e746b752865696b) [PreviousMay 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/may-2025) [NextMarch 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/march-2025) Last updated 10 months ago Was this helpful? * [Manager Details Included in Reports](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#manager-details-included-in-reports) * [Timestamp for Leave Application](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#timestamp-for-leave-application) * [Yearly Leave Credit Based on Joining Date](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#yearly-leave-credit-based-on-joining-date) * [Late Mark Deduction Applied Across All Shifts](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#late-mark-deduction-applied-across-all-shifts) * [Enhanced Appraisal Report](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#enhanced-appraisal-report) * [External Trainer Tagging](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#external-trainer-tagging) * [Revoking Learning Programs](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#revoking-learning-programs) * [Survey Added to Learning Programs](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#survey-added-to-learning-programs) * [Benefit Module Added to Approval Matrix](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#benefit-module-added-to-approval-matrix) * [Rounding Adjustments in CTC Calculator](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#rounding-adjustments-in-ctc-calculator) * [Assign Dedicated HR in Exit Module](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#assign-dedicated-hr-in-exit-module) * [Automatic NPS Rate Based on Tax Regime](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#automatic-nps-rate-based-on-tax-regime) * [Re-Hire Eligibility During Employee Separation](https://docs.pockethrms.com/product-updates/updates-2025/april-2025#re-hire-eligibility-during-employee-separation) Was this helpful? --- # smHRt Payroll | Pocket HRMS Payroll process facility in Pocket HRMS enables seamless processing of smHRt Payroll for all employees, which can be done for a single employee, all employees, or selective employee in one go. This document contains the following: Prerequisites * Payroll Checklist * Working of smHRt Payroll * Payroll workflow with manual Income tax * Payroll workflow with updated Income tax declaration ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#toc123304783) Payroll Checklist Below are the pointers that need to be checked before processing the payroll. * Whether the active and inactive employees are updated correctly as of the date in the portal or not. * Holiday applicability data are correctly updated. * Monthly input that includes the variables (earning / deductions) & extra duty payment details are correctly updated. * If we are processing the income tax manually, then the tax value needs to be updated through monthly input. * All the attendance regularization, on-duty & leave request needs to be approved/reject accordingly. * Increment details should be up to date in the portal. * All reliever leave requests received through the helpdesk module should be actioned. * Roster needs to be updated correctly for the particular month. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#toc123304784) Working of smHRt Payroll Path: Cloud Login > Payroll > Utilities > SmHRt Payroll > Select Employees > Select Month & Options > Pre-process Check > Run smHRt Payroll > Save. **Step 1**: In the Cloud portal select the ā€˜Payrollā€™ menu, then ā€˜Utilitiesā€™ tab and click on ā€˜SmHRt Payrollā€™ sub tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FcdzEEfDk7gOE4YO9pHmC%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d0a18bd4&sv=2) On the screen of ā€˜smHRt Payroll Processā€™ page you can see the payroll processing status of months in a year as described below. * Yellow Strip - If payroll processing in ongoing * Blue Strip - If payroll processing is completed * Grey Strip - If payroll is yet to be processed **Step 2**: Selecting employees for payroll processing: 1. Click on the ā€˜Employee Wiseā€™ tab to enter employee code for a single employee or multiple employees. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzCJ0sDwteLMXIlNBg9Vs%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d82d03d3&sv=2) 1. Select the ā€˜Selective Employeesā€™ tab to process payroll according to various employee categories. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZyxVaBHXQlgjrDVdFW2Z%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=221d519c&sv=2) 1. Click on ā€˜All Employeesā€ tab to process payroll for all the employees. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMfPi6xUL2jupbci3vFUk%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f1f603af&sv=2) **Step 3**: Select the month and the year for which payroll has to be processed. * Time consolidation is used to run monthly attendance with all the prior settings and it runs according to settings for a particular month. * Leave posting is used to process and post monthly leaves taken by employee for a particular month. It can be done with single employee as well as with a category of employees. After selecting this, the leave post will be reflected in the employeeā€™s account. * Payroll Posting is done after the payroll for posting salary slips to individual userā€™s account. You can view the salary slip by logging in to the ESS portal. * Monthly input is used to give employee's salary details and any other deduction to be done for that particular month. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbRoA75EZ9CPPgwCpYPDd%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7b9ca76&sv=2) **Step 4:** Tick the ā€˜perform pre-process checkā€™ (especially for doing the payroll for the first time) to identify any error in the following: * Formula * Configuration * Data Audit ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWCwLhR3nu7A0ahhV8EWW%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c723cb31&sv=2) Note: You can click on the ā€˜Re-Processā€™ button to run payroll again with the same settings after making some minor changes in payroll-related data. **Step 5:** On the right-hand side of the screen you should check whether all the parameters are checked for biometric attendance and then click on the ā€˜Run smHRt Payrollā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJBQoG9VY6WX33fTIObn1%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=99c1101e&sv=2) **Step 6:** You can click on the ā€˜Saveā€™ button once payroll process is completed. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#toc123304785) Payroll workflow with manual Income tax #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#toc123304786) Prerequisites Ensure that following tasks are done before proceeding to payroll processing. * All the monthly input that includes the variables (Earning / deductions) & extra duty payment details are updated. * Update the increment details for the particular month. * Income tax values for the particular month are updated. **Step 1**: Freeze the attendance, process the time consolidation for the specific month. 1. Click on the ā€˜Attendanceā€™ menu and then on the ā€˜Transactionā€™ tab and then ā€˜Time consolidation allā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fqukl3j42MesMCYJfLqPg%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f58e8a4e&sv=2) 1. Select the month and year for payroll process ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3lN6bSaZKNswXADw9ItY%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=760a4452&sv=2) **Step 2**: Download the generated attendance report to verify the frozen attendance. Go to ā€˜Payrollā€™ then click on ā€˜Transactionā€™ and select ā€˜Time Consolidation Allā€™ to Download the report. **Step 3**: Process the payroll for the specific month. 1. Select the ā€˜Payrollā€™ then click on the ā€˜Utilitiesā€™ tab and then next on the ā€˜Payroll processā€™ subtab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFtjdMneQajo97HO2d0JL%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=222d050&sv=2) 1. Select the month and year then select the categories and click on the ā€˜Processā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDj9nL5LLS2tRS4ybJwG8%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1bc0108f&sv=2) **Step 4**: Download the salary register. 1. Click on ā€˜Analyticsā€™ menu and then select the ā€˜Data-wizardā€™ sub-tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FE9PpA3axY4tETTOVv4FS%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=369902f2&sv=2) 1. Click on the ā€˜Select Settingsā€™ drop down menu then select the month & year and click on download button as shown below. **Step 5**: Post the Pay slip to the ESS portal: ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkYpYVHIMjRUxNZIShMkB%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a4788cf4&sv=2) 1. Select the ā€˜Payrollā€™ menu then on the ā€˜Utilitiesā€™ tab and the ā€˜Self-service Postā€™ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8g0jMgU0tLjSEKzhRqNN%252Fslf%2520srv%2520post.png%3Falt%3Dmedia%26token%3Ddf16e6bd-e43c-4aaa-a006-014b7890f6cc&width=768&dpr=3&quality=100&sign=6068a36f&sv=2) 1. Select the month & year and click on the ā€˜Postā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FosAQrJHB93JGNEHTAthL%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=921267b&sv=2) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#toc123304787) Payroll workflow with updated Income tax declaration #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#prerequisites) Prerequisites Ensure that following tasks are done before proceeding with payroll processing. * All the monthly input that includes the variables (Earning / deductions) & extra duty payment details need to be updated in the system. * Update the increment details for the particular month. **Step 1**: Close the declaration window for employees: Click on ā€˜ESS Settingsā€™ go to ā€˜Declaration Activationā€™ menu and then un-select all the check boxes and then click on the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVrorwObeOameGhicu2Kx%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2555ef48&sv=2) **Step 2**: Import the tax declaration from the ESS portal through web post. 1. In Cloud portal click on the ā€™Income taxā€™ then on the ā€˜Utilitiesā€™ tab and the ā€˜Web postā€™ subtab. Select the second option for importing the declaration values. Then select the month & year and click on the ā€˜Postā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwEDeJZW1ueJ0U0E2ol5p%252F16.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1bf3e347&sv=2) 1. You can also follow path in Cloud portal click on ā€™Income taxā€™ then on ā€˜Utilitiesā€™ tab and ā€˜Web postā€™ subtab. Select the third & fourth options for importing the proof values & document respectively then select the month & year and click on the ā€˜Postā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvvyCxdFWpKjEnLHMwMW3%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9a6be4c5&sv=2) **Step 3**: Freeze the attendance, process the time consolidation for the specific month. Select the ā€˜Payrollā€™ and click on the ā€˜Transactionā€™ then the ā€˜Time consolidation allā€™ select the month & year. **Step 4**: Download the generated attendance report to verify the freeze attendance. Click on ā€˜Payrollā€™ select ā€˜Transactionā€™ menu and ā€˜Time consolidation allā€™ and download the report **Step 5**: Process the payroll for the specific month 1. Select the ā€˜Payrollā€™ go to the ā€˜Utilitiesā€™ tab and select the ā€˜Payroll Processā€™ subtab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUj3uEK05SaxZkyqrhNge%252F18.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fe42fc41&sv=2) 1. Select the month & year and categories then click on the ā€˜Income taxā€™ checkbox and click on the ā€˜Processā€™ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0Imtcxj6ZPDFQhetskLu%252F19.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d3ba1f03&sv=2) **Step 6**: Download the salary register Click on ā€˜Analyticsā€™ then select the ā€˜Data-wizardā€™, click on the ā€˜Select the settingsā€™ then select the month & year next, click on the ā€˜Downloadā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPZo1woqmTY8iDxyNGwv0%252F20.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5bba33a2&sv=2) **Step 7**: Post the pay slip to the ESS portal. A. Select the ā€˜Payrollā€™ then the ā€˜Utilitiesā€™ tab and then the ā€˜Self-service postā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWlDDUcuJjjGl2gXzvUtV%252FA.png%3Falt%3Dmedia%26token%3D209905f9-239f-44f6-85ca-bb6aa2925d5f&width=768&dpr=3&quality=100&sign=d5b54031&sv=2) B. Select the month & year and click on the ā€˜Postā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCBpcfLGydeMTHC6IcPjt%252FB.png%3Falt%3Dmedia%26token%3D56b8fc89-d843-41ac-af7a-641d5ad8fb45&width=768&dpr=3&quality=100&sign=ad0975ca&sv=2) For any queries, kindly connect with us at [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#25414053565055554a575165554a464e40514d5748560b464a48) [PreviousPayroll with Attendancechevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/payroll-with-attendance) [NextLOP Settingschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/lop-settings) Last updated 15 days ago Was this helpful? * [Payroll Checklist](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#toc123304783) * [Working of smHRt Payroll](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#toc123304784) * [Payroll workflow with manual Income tax](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#toc123304785) * [Payroll workflow with updated Income tax declaration](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/smhrt-payroll#toc123304787) Was this helpful? --- # Employee | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5nux7wWhCYGU34m8kSph%252FManager%25E2%2580%2599s%2520Guide.png%3Falt%3Dmedia%26token%3Db9f8a54b-4414-4433-9bd5-18959ade37eb&width=1248&dpr=3&quality=100&sign=c24c68fe&sv=2) [šŸ‘Øā€šŸ’¼Profilechevron-right](https://docs.pockethrms.com/ess-portal/employee/profile) [šŸ—“ļøLeave Attendance & On Dutychevron-right](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty) [šŸ’¶Expensechevron-right](https://docs.pockethrms.com/ess-portal/employee/expense) [āœ…Confirmchevron-right](https://docs.pockethrms.com/ess-portal/employee/confirm) [āœˆļøTravelchevron-right](https://docs.pockethrms.com/ess-portal/employee/travel) [šŸ—£ļøHelpchevron-right](https://docs.pockethrms.com/ess-portal/employee/working-with-tickets) [šŸŽ–ļøPMSchevron-right](https://docs.pockethrms.com/ess-portal/employee/pms) [āž”ļøExitchevron-right](https://docs.pockethrms.com/ess-portal/employee/exit) [ā³Timesheetchevron-right](https://docs.pockethrms.com/ess-portal/employee/timesheet) [PreviousESS Portalchevron-left](https://docs.pockethrms.com/ess-portal) [NextProfilechevron-right](https://docs.pockethrms.com/ess-portal/employee/profile) Last updated 11 months ago Was this helpful? Was this helpful? --- # ESS Setting | Pocket HRMS [ā™¦ļøOLTS Settingchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/olts-setting) [ā™¦ļøEmployee Access Workflowchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow) [PreviousTwo-way authenticatorchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/organization/two-way-authenticator) [NextOLTS Settingchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/olts-setting) Was this helpful? Was this helpful? --- # May 2025 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5hclEC1X3ik1ocbOdS6l%252Fmay%25202025.png%3Falt%3Dmedia%26token%3Dbd11cdff-455c-42ac-9d4d-bdc993bd0df8&width=1248&dpr=3&quality=100&sign=42ae92e8&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of May 2025, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#enhanced-weekly-off-upload-process) Enhanced Weekly Off Upload Process HR/Admin users can upload weekly offs in two ways: week-wise and date-wise, especially when weekly offs are set per employee. Earlier, only date-wise uploads were allowed. Now, users can: * Assign weekly offs in bulk using a week-wise format * Create reusable templates * Set custom date ranges * Map Excel columns easily based on format Furthermore, the built-in checks ensure data accuracy, making the process faster and reducing manual work. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fe4HLcZILthEE0FKJ4YtZ%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=555b8330&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#shift-wise-data-now-available-in-monthly-summary) Shift-wise Data Now Available in Monthly Summary A new ā€œShow Shift Detailsā€ checkbox is now available in the Attendance Monthly Summary Report. When HR/Admin selects it, the downloaded Excel will include each employeeā€™s shift name by date, along with attendance details ā€” making shift verification easier. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1C25IiK0MJMIXHeYWGJ9%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a9408fda&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFP0edAUvHmZcup46hvNu%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9352ae1e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#export-of-appraisal-parameters-and-questions) Export of Appraisal Parameters and Questions Admins can now export Appraisal Parameters and Questions in Excel format. The report is generated Business Unit-wise and Stage-wise, based on selected filters, and shows the details configured in the system. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FC4rEIm9YcHVV1ZkVSkgX%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b2f798c2&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FjUDUtoNIzrZ4wN6ccdC5%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7373f048&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#multi-trainer-setup-for-learning-sessions-and-enhanced-attendance-setting) Multi-trainer Setup for Learning Sessions & Enhanced Attendance Setting #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#multiple-trainers-per-session) Multiple Trainers per Session: * Earlier, only one trainer could be assigned to a session. * Now, you can assign multiple trainers to a single session. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#viewing-access) Viewing Access: * All assigned trainers can view the session under their employee sessions tab. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#attendance-marking-rights) Attendance Marking Rights: * Only one trainer (among the assigned ones) can mark attendance. * This avoids confusion and ensures only one accurate status (Present or Absent) is recorded. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMqmDYqaqoMGGtLlCCrEB%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4fd9d0b0&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#progress-monitoring-for-reference-materials) Progress Monitoring for Reference Materials Now you can track progress on reference materials in a learning program. * Admins can now add multiple reference documents while setting up the program from the Cloud portal. * Once published, employees can view these materials in the ESS portal under the assigned program. * Progress starts at 0% and updates as employees click ā€œNEXTā€ on each material, marking it as read. * A progress bar shows how much has been completed (e.g., reading 2 of 4 files = 50% progress). This helps both employees and managers monitor engagement and ensure assigned materials are read. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDnXUyfhIV2NzaRuauVrC%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=47fa824d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSVDOaLRaFz1vfc22b0xG%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f374cbd1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#detailed-training-overview-report) Detailed Training Overview Report Weā€™ve added three new training reports in the Cloud portal: * Training Master Report ā€“ Full training history with quiz scores and feedback * Employee Training Card Report ā€“ Employee-wise summary with average score * Training Progress Report ā€“ Real-time progress with % completed and time taken You can filter by employee, training name, date, or learning type. Reports are available in PDF and Excel formats with the ease to track quiz marks, grades, feedback, and exam attempts, with color-coded bars to show progress at a glance. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fl7Im6NsiuGvaiKwYcgT1%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1dce0d5e&sv=2) **Training Master Report:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWyORo6zcJlwVVuklskkL%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4742d593&sv=2) **Employee Training Card:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FtcVcJ9vWE5mBsEIEuKqi%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=cfa853e7&sv=2) **Training Progress Report:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGQYQMCBJFW1SiVGril4P%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=578def71&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#date-range-filtering-added-to-hr-reports-for-applied-and-expense-dates) Date Range Filtering Added to HR Reports for Applied and Expense Dates You can now select a date range for Applied Date and Expense Date in HR reports instead of just one day. This helps you view more entries at once and get accurate results within the valid date range. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#earlier-limitation) Earlier Limitation: * Users could only select a single date for Applied Date and Expense Date, showing data for just one day. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#new-enhancement) New Enhancement: * You can now choose a date range for both fields to view more expense records at once. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#validation-check) Validation Check: * The selected range must be within the actual available dates to ensure accurate results. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7E4Ps8c406J2lv6Qo9U4%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=30d5a008&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#track-active-inactive-employees-in-joined-list-report) Track Active/Inactive Employees in Joined List Report You can now easily track employee status in the Joined List Report with the added option to view active or inactive records. This enhancement improves visibility and helps in better workforce analysis. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#new-filter-added) New Filter Added: * An Employee Status filter has been added to the Joined List report. #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#filter-options-available) Filter Options Available: * Active (Default) * Inactive * Both #### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#purpose) Purpose: * Enables users to generate the joined employee list based on the selected employee status for more targeted reporting. * Reports can be downloaded in PDF or Excel format. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7A6TitwEPaCGGr6xa1Zd%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8b99f164&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#new-separation-type-field-introduced-with-updated-labels) New Separation Type Field Introduced with Updated Labels A new field called Separation Type has been added to classify employee exit as ā€˜Voluntaryā€™ (employeeā€™s choice) or ā€˜Involuntaryā€™ (otherwise). The list of options like Resignation, Termination, Absconding is now called Separation Category, and reasons like Better Opportunity or Better Pay are now grouped under Separation Reason. These options are available to HR during employee separation from both Cloud and ESS. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FsfX4x3zI8GwjYV3VJndf%252Fimage.png%3Falt%3Dmedia%26token%3D362ee201-1908-41df-b9bf-171c763fb1d3&width=768&dpr=3&quality=100&sign=5e6d5457&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#790a0c0909160b0d3909161a121c0d110b140a571a1614) [PreviousJune 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/june-2025) [NextApril 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/april-2025) Last updated 9 months ago Was this helpful? * [Enhanced Weekly Off Upload Process](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#enhanced-weekly-off-upload-process) * [Shift-wise Data Now Available in Monthly Summary](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#shift-wise-data-now-available-in-monthly-summary) * [Export of Appraisal Parameters and Questions](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#export-of-appraisal-parameters-and-questions) * [Multi-trainer Setup for Learning Sessions & Enhanced Attendance Setting](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#multi-trainer-setup-for-learning-sessions-and-enhanced-attendance-setting) * [Progress Monitoring for Reference Materials](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#progress-monitoring-for-reference-materials) * [Detailed Training Overview Report](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#detailed-training-overview-report) * [Date Range Filtering Added to HR Reports for Applied and Expense Dates](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#date-range-filtering-added-to-hr-reports-for-applied-and-expense-dates) * [Track Active/Inactive Employees in Joined List Report](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#track-active-inactive-employees-in-joined-list-report) * [New Separation Type Field Introduced with Updated Labels](https://docs.pockethrms.com/product-updates/updates-2025/may-2025#new-separation-type-field-introduced-with-updated-labels) Was this helpful? --- # October 2025 | Pocket HRMS We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of October 2025, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#unassigned-shift-and-week-off-email-trigger) Unassigned Shift & Week Off Email Trigger This feature automatically sends emails to managers based on Go Rule Engine settings. * **Unassigned Shift Alerts:** * Sent daily within the configured date range (e.g., 17thā€“22nd of each month). * Lists employees without assigned shifts. * Sent to managers as per the Shift Schedule Approval Matrix. * **Week Off Alerts:** * Sent after each week ends (Mondayā€“Sunday). * Lists employees without assigned week offs. * Sent to managers as per the Leave Approval Matrix. The email format can be customized in the **Email Template Setup**. Each email includes an **Excel attachment** showing the respective employees. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F9lG5SkERLbZ0Kdnj7B91%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=546ede36&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FfueuR0rvdiQf6jiaqFtO%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=62e36381&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#master-absenteeism-report) Master Absenteeism Report The report can be generated for the full financial year, with filters for **Live**, **Separated**, or **All** employees. It shows a **month-wise count of absences** based on data from the Time Consolidation process. The report can be **downloaded in Excel, PDF, or Word format**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FpynECzphFjEBY7VnT99R%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=2fb046ba&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#enhanced-permission-flow) Enhanced Permission Flow The **Permission Approval Flow** is now available under the **Leave module** for easier access. Managers can **approve or reject** permissions directly from **Leave ā†’ Approval**, instead of the Profile section. Label updates for better clarity: * ā€œFrom Hour ā€“ To Hourā€ ā†’ **Time-Based Permission** * ā€œSingle Hourā€ ā†’ **Hourly-Based Permission** Status updates (Approved, Rejected, Skipped) appear **in real time**, and managers can add **remarks** while approving or rejecting. Permission Configuration: ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F62PKD6qLflnK8GKYznSe%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=6efe05d4&sv=2) Approval Time-based UI: ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fgi4lSa4nahi2KvNrIDtt%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=819fef0a&sv=2) Approval Hourly-Based UI: ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FxYm7RjMFTuHoToXdnyrP%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=153e737e&sv=2) View Details UI: ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FiCmIbparc5SeXrvZ9cIq%252Fimage.png%3Falt%3Dmedia%26token%3D3d85125b-b02f-4afa-bbf0-e25229de860c&width=768&dpr=3&quality=100&sign=2535a48&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#final-rating-rounding) Final Rating Rounding This feature lets you **show final ratings as whole numbers** instead of decimals using a Go Rule Engine setting. * **Rounding logic:** * Values ā‰¤ 0.5 ā†’ rounded down to the lower whole number. * Values > 0.5 ā†’ rounded up to the next whole number. The rounded rating appears in both **Excel** and **PDF Detailed Reports** on the **ESS portal**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FRVzYLBDEGau6fYmlUyrC%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=49f77658&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FtA1p1iIZFgAFRoHQpk9i%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=2c136b6a&sv=2) A graph with text and numbers AI-generated content may be incorrect. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#expense-eligibility-override) Expense Eligibility Override * A new **ā€œEnable Eligibility Overrideā€** option is added under **Expense Eligibility** in Cloud. When enabled, employees can **submit claims exceeding** the set limit. * A **confirmation pop-up** appears in ESS if the amount is higher than eligibility. * On confirmation, the claim goes to the manager for review. Managers see such claims marked with a **red upward arrow** and a tooltip showing the exceeded amount. * This ensures **flexibility for genuine claims** while keeping **approval control and transparency**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fqyi9OivpEbdDYXGfI22t%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=ab616a3a&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FDKPkw0Z99UD3uZGeRppX%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=5de07b7a&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FifkGBL1lx78vFXmCxVHu%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=391f4f2c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#bulk-expense-control) Bulk Expense Control * A new **Expense Lock screen** allows admins to **lock or unlock expenses in bulk** for a selected date range. Locks can be applied by **Business Unit** and **Expense Type**. * When locked, employees **cannot submit claims** for that expense type until the period ends. * Added filters to view **All**, **Locked**, or **Unlocked** expenses. * Displays key details like **Business Unit**, **Expense Type**, **Lock Date**, and **Status**. * Added **ā€œSelect All Across Pagesā€** option to apply lock/unlock actions to all records at once. * This update saves time and ensures **faster period closures** with **better control** over expense data. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FueDupMOYQMQmiqNLK7ek%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=939db15a&sv=2) A screenshot of a computer AI-generated content may be incorrect. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#control-joining-document-access) Control Joining Document Access Added a new checkbox **ā€œShow document on ESS and Mobile Appā€** in the Joining Document window. It is **checked by default**, making documents visible to employees on both platforms. * HR/Admin can **uncheck** it to hide specific documents. * Existing documents can also be updated to change their visibility. * This gives HR/Admin **better control** over which documents employees can view during onboarding. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Ffqu7w6QKex50qzilpWUJ%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=5560346a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#random-quiz-feature-in-learning) Random Quiz Feature in Learning ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#current-behavior) **Current Behavior:** * All learners can view and attempt every question in a quiz. * There is no option to randomize or limit the number of questions. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#enhanced-behavior) **Enhanced Behavior:** Added a new field **ā€œRandomized Quiz Setā€** in the quiz configuration. Trainers can set how many questions (out of the total) each learner will see. Example: If a quiz has 5 questions and the value is set to 3, only 3 random questions will appear. The system automatically selects the questions at random for each learner. Learners see only the randomly chosen questions in their ESS portal. This update gives trainers **more flexibility**, creates **varied quiz experiences**, and makes learning **more dynamic**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5stf8Qgpp6DooV7zVeXX%252Fimage.png%3Falt%3Dmedia%26token%3Df81a7bec-8c81-4c09-bd67-dea76ab96729&width=768&dpr=3&quality=100&sign=b74eeb67&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FlmrF5s9Ppnj2szco2Hky%252Fimage.png%3Falt%3Dmedia%26token%3D753333e3-c9d7-428c-9360-493cf8146611&width=768&dpr=3&quality=100&sign=f4d4cc55&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#flexible-fnf-no-dues-trigger) Flexible FnF No Dues Trigger Added new trigger option Earlier, FnF started **only after separation** (default). But now, HR/Admin can choose when to trigger **FnF No Dues**: * * **On Employee Separation** (default) * **On HR Approval** (after HR approves separation) * **X Days before LWD** (auto-trigger before last working day) **smHRt Recommended:** Use **ā€œX Days before LWDā€** for smoother and faster closure. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FwPzmRLiz9d5vJCt8LoEc%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=8baaa453&sv=2) A screenshot of a computer AI-generated content may be incorrect. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FLvP6ZaxNIpiGUGUmRsDP%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=4dc49423&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#external-cc-in-make-an-offer) External CC in Make an Offer Added a new field **ā€œAdditional CC Email ID(s)ā€** in the **Make an Offer** window. Recruiters can now **add external CC recipients** while sending offer letters. * **Multiple email IDs** can be entered, separated by commas. * All added IDs will appear in the **CC section** of the offer email. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FP3poBtsbEyiQY9IufpOD%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e8e87b60&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#additional-salary-details-field) Additional Salary Details Field Added a new text field **ā€œAdditional Info / Salary Benefitsā€** under **Apply Job** in: * **Candidate Creation (ESS ā€“ Recruiter view)** * **Career Portal (Candidate view)** Used to mention **allowances, bonuses, or special benefits**. Helps capture **complete compensation details** during job application. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FX4tmcjbXPDYbHsbcNnrf%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e2c80949&sv=2) A screenshot of a computer AI-generated content may be incorrect. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F4CPRDHC1H9JO0KqZxwf0%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=d1679d94&sv=2) A screenshot of a computer AI-generated content may be incorrect. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#ess-disable-setting-after-separation) ESS Disable Setting After Separation Added a new control to set **when employee ESS and Mobile App access is disabled after separation**. Options available: * **After X Days:** Access auto-disables at midnight after the set number of days. * **Instantly:** Access is removed immediately upon separation. Applies to separations from both **ESS and Cloud**. HR can **override the default setting** while processing a separation. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fy9MGWbkVT0UzeJ4Ae9Su%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=73906d33&sv=2) A screenshot of a chat box AI-generated content may be incorrect. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FeRrrXU4v0jr5Bo0kCxjb%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=1640cf8e&sv=2) A screenshot of a computer screen AI-generated content may be incorrect. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJ28PwUA1FxhVvxxjqUss%252Fimage.png%3Falt%3Dmedia%26token%3D7ba0b010-fbb9-4b40-8671-8b88e010179e&width=768&dpr=3&quality=100&sign=5fc19ba0&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FmBE2xwzgRCgXhL5puhdS%252Fimage.png%3Falt%3Dmedia%26token%3D4f62f274-259f-4942-8661-22dc294450c8&width=768&dpr=3&quality=100&sign=6d2a2e7e&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#3645434646594442764659555d53425e445b451855595b) [PreviousNovember 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/november-2025) [NextAugust 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/august-2025) Last updated 4 months ago Was this helpful? * [Unassigned Shift & Week Off Email Trigger](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#unassigned-shift-and-week-off-email-trigger) * [Master Absenteeism Report](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#master-absenteeism-report) * [Enhanced Permission Flow](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#enhanced-permission-flow) * [Final Rating Rounding](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#final-rating-rounding) * [Expense Eligibility Override](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#expense-eligibility-override) * [Bulk Expense Control](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#bulk-expense-control) * [Control Joining Document Access](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#control-joining-document-access) * [Random Quiz Feature in Learning](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#random-quiz-feature-in-learning) * [Current Behavior:](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#current-behavior) * [Enhanced Behavior:](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#enhanced-behavior) * [Flexible FnF No Dues Trigger](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#flexible-fnf-no-dues-trigger) * [External CC in Make an Offer](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#external-cc-in-make-an-offer) * [Additional Salary Details Field](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#additional-salary-details-field) * [ESS Disable Setting After Separation](https://docs.pockethrms.com/product-updates/updates-2025/october-2025#ess-disable-setting-after-separation) Was this helpful? --- # Recruitment Setup | Pocket HRMS Pocket HRMS makes employee recruitment management very easy with required modules at same place. Below are steps involved in configuring recruitment template. **Step 1:** Go to 'Settings' ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDoaZoqHie65LtnIYx%252F-MYDpXlOD_RsDIK7LtcZ%252F1.png%3Falt%3Dmedia%26token%3Df96ebe4f-ec18-4b76-8773-abdc28622e90&width=768&dpr=3&quality=100&sign=d29b6697&sv=2) **Step 2:** Proceed to 'Recruitment' column. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDoaZoqHie65LtnIYx%252F-MYDp_oBdhoDGOm_U90J%252F2.png%3Falt%3Dmedia%26token%3D8c223499-58e2-4b67-9f41-658594ec9412&width=768&dpr=3&quality=100&sign=c432e204&sv=2) **Step 3:** Select 'Recruitment Location' to create new location for hiring process. After editing details, click on 'Save'. You can anytime edit/ delete and enter new address details. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDoaZoqHie65LtnIYx%252F-MYDpcnvJKz8wK8adCLu%252F3.png%3Falt%3Dmedia%26token%3Da86925de-4abc-466e-9955-c8756f24a080&width=768&dpr=3&quality=100&sign=eee53fe8&sv=2) **Step 4:** 'Career Page' allows you to configure recruitment career page using color theme and layout as required. After selecting required parameters, click on 'Save'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDoaZoqHie65LtnIYx%252F-MYDpfWmjcN9jYmKYnsq%252F4.png%3Falt%3Dmedia%26token%3D69c7f492-6c08-4835-bec0-94873ddb9d1a&width=768&dpr=3&quality=100&sign=8e26aa16&sv=2) _**Note:**_ _If you are unable to set up recruitment module, kindly contact us at_ [_\[emailĀ protected\]_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#dfacaaafafb0adab9fafb0bcb4baabb7adb2acf1bcb0b2) [PreviousLearning Modulechevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/training-managment/learning-module) [NextHealthchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/health) Last updated 11 months ago Was this helpful? Was this helpful? --- # Device Lock | Pocket HRMS In the ever-evolving landscape of workplace technology, the need for secure and accountable employee punch systems has never been more critical. Ensuring the integrity of attendance records and preventing unauthorized access are paramount for any organization's operational efficiency and trustworthiness. In this, we delve into the implementation of an advanced device lock mechanism that not only registers devices seamlessly but also acts as a robust gatekeeper against potential security breaches. From the initial setup of a new device to the prevention of cross-device and cross-employee punch attempts, we explore how organizations can fortify their employee punch systems for a secure and accountable workplace. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#how-to-do-settings-for-device-lock-on-a-cloud-portal) How to do settings for device lock on a cloud portal? Go to the ESS Setting menu from the left-hand sidebar and under the ā€˜Profileā€™ tab click on the ā€˜Global Settingsā€™ subtab. From the ā€˜Device Lockā€™ drop-down click on the ā€˜Yesā€™ to activate the device lock function. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0d72rBc0GAH9Sn9PiAT8%252FDevice%2520Lock%25201.png%3Falt%3Dmedia%26token%3D378f5c33-90e6-4d15-b398-d08f93b4c8a6&width=768&dpr=3&quality=100&sign=459b18b0&sv=2) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#how-to-do-initial-device-registration) How to do initial device registration? When the new user logs into their ESS app and clicks on the punch button in the unregistered device for 1st time this popup will display i.e. ā€œTo punch in, you must first register your deviceā€ After clicking on the ā€˜Submitā€™ button the device will get registered with this Emp ID and the user can punch after that. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwfwiFFs9mDk3LM4e6ap5%252FDevice%2520Lock%25202.png%3Falt%3Dmedia%26token%3Dff18d346-173b-41ca-9983-cd59394f2443&width=768&dpr=3&quality=100&sign=cb0c48bb&sv=2) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#preventing-cross-profile-punch-attempts) Preventing Cross-Profile Punch Attempts Pocket HRMS registers a profile with a device when a person attempts their first-ever punch. So, when someone tries to punch from a new device for a profile registered with another device they will get a pop-up display i.e. ā€™Raise a device reset request?ā€™ Once an employee clicks on the ā€˜Resetā€™ button, an HR/Admin will receive a notification to reset the device with that employee ID. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWlQqfGVvYEN87hC7v5bv%252FDevice%2520Lock%25203.png%3Falt%3Dmedia%26token%3D2122b73d-3923-4ade-a193-cf129db8b0bb&width=768&dpr=3&quality=100&sign=329d19a8&sv=2) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#how-to-reset-employee-device) How to Reset Employee Device? When an HR receives a notification for employees request to change their registered device they can easily do that from the ā€˜Device Lockā€™ screen. For that log into the cloud portal with the Admin portal and click on the ā€˜ESS Settingsā€™ from the left-hand side menu bar. Under the ā€˜Leaveā€™ tab click on the ā€˜Device Lockā€™ subtab. You can use the ā€˜Searchā€™ to find the employee and unique device registered with it. Once you click on the ā€˜Resetā€™ button the system will unregister the present unique device ID, essentially resetting the device connection or association. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fyl7DtID57pU2vAyWEg5A%252FDevice%2520Lock%25204.png%3Falt%3Dmedia%26token%3D9ed480a1-7b95-42d0-8604-6174d857bf8e&width=768&dpr=3&quality=100&sign=11059c9d&sv=2) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#how-does-the-system-stop-cross-device-punch-attempts) How does the system stop cross-device punch attempts? If an Employee attempts to punch from a device that is registered with another Employee ID the system will not allow them to punch and will show a pop-up i.e. ā€œDevice already registered with another account. Use the different device for punchā€. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUfDLJAtedsAiJDtD76gX%252FDevice%2520Lock%25205.png%3Falt%3Dmedia%26token%3Daf6f9055-dd3a-4777-a6ed-74468b4593c9&width=768&dpr=3&quality=100&sign=d267d866&sv=2) [PreviousProfile Infochevron-left](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info) [NextRole Allocationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/role-allocation) Last updated 1 month ago Was this helpful? * [How to do settings for device lock on a cloud portal?](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#how-to-do-settings-for-device-lock-on-a-cloud-portal) * [How to do initial device registration?](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#how-to-do-initial-device-registration) * [Preventing Cross-Profile Punch Attempts](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#preventing-cross-profile-punch-attempts) * [How to Reset Employee Device?](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#how-to-reset-employee-device) * [How does the system stop cross-device punch attempts?](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock#how-does-the-system-stop-cross-device-punch-attempts) Was this helpful? --- # Self Service Role | Pocket HRMS Integrated self-service portal helps in empowering employees. Pocket HRMS based ESS system allows you to check pending leave approvals, payslips, upcoming events, track reimbursement, etc. on your own. The admin can easily set up and activate employee self service portal through dashboard. Once, employee profile is successfully created and added to the dashboard, the admin can follow below mentioned steps to receive login credentials for ESS portal. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/setup-and-activation#how-to-activate-self-service-log-in-for-an-employee) **How to activate self-service log in for an employee?** **Step 1:** Go to 'Employee' ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDjeVMcZXWOjvjVBAG%252F-MYDk6T3OL1v9qvpz0Mr%252F1%2520%281%29.png%3Falt%3Dmedia%26token%3D69ceefbb-d719-4f45-a4f4-a5941381fdd8&width=768&dpr=3&quality=100&sign=ae64e5c9&sv=2) **Step 2:** Follow 'Employee' > 'Employee List' **Step 3:** Select your employee by clicking on their profile or 'Employee Filter' as shown below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDjeVMcZXWOjvjVBAG%252F-MYDk9z7pFysatzVdM-y%252F2.png%3Falt%3Dmedia%26token%3Dfdc6643d-7722-4e2f-8837-debf51342803&width=768&dpr=3&quality=100&sign=b93657b6&sv=2) **Step 4:** After the employee profile appears, find 'Self Service Role' option as shown in the screenshot below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDjeVMcZXWOjvjVBAG%252F-MYDkDWMAHkd-CPh3RIz%252F3.png%3Falt%3Dmedia%26token%3D6b074487-8419-4913-9f88-cd68b306e6ed&width=768&dpr=3&quality=100&sign=d214a311&sv=2) **Step 5:** Now, select the role of the employee and click on 'Save'. Upon confirmation, you will get a default password for self-service portal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDjeVMcZXWOjvjVBAG%252F-MYDkGUqTcTlYmkCoM4y%252F4.png%3Falt%3Dmedia%26token%3D11a31968-db4a-454a-8225-13ef9a8c5369&width=768&dpr=3&quality=100&sign=ffc973e0&sv=2) Ask employee to login with the new generated password along with company code & Employee code detail **Path**: Cloud>Employee>Employee List>Profile>Self service Role>Save **Link**: [https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=10941&module=employeepunch&empstatus=1arrow-up-right](https://cloud.pockethrms.com/Employee/employee/Profile?employeeID=10941&module=employeepunch&empstatus=1) _**Note:**_ _If you are unable to setup ESS account for employees, kindly contact us at_ [_\[emailĀ protected\]_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#fc8f898c8c938e88bc8c939f979988948e918fd29f9391) [PreviousApproval Matrixchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/approval-matrix) [NextAssign Assetchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/assign-asset) Last updated 11 months ago Was this helpful? Was this helpful? --- # Analytics | Pocket HRMS [šŸ“‰Reportchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report) [šŸ“ŠDashboard Creationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/dashboard-creation) [PreviousAuto Assign Shift Import Timechevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/auto-assign-shift-import-time) [NextReportchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report) Last updated 11 months ago Was this helpful? Was this helpful? --- # Employee Access Workflow | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#employee-access-workflow) Employee Access Workflow **The "Employee Access" module in Pocket HRMS transforms the HRMS from just a data storage system into an active platform that manages IT resource access and provisioning for employees.** Employee Access Module in **Pocket HRMS** helps your organization: * Automatically provide IT assets to employees (Laptop, Email ID, VPN etc.) * Modify access when employees are promoted or transferred * Revoke access when employees resign or exit Instead of manually informing IT team through emails or calls, the system will: * Raise request * Get approvals * Notify IT team * Maintain records of issued assets All within Pocket HRMS itself. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#configuration-of-employee-access-in-cloud-portal) Configuration of Employee Access in Cloud Portal **Path:** Cloud > ESS Settings > Profile Info > Employee Access control > Fill in details such as Enabled/disable Employee Access Form, Create or Edit Access form by clicking on Form Master > Click on Add to Add Access Form Scenarios/Triggers > Save **Step 1:** Log in to the **Cloud portal**, navigate to the **ā€˜ESS Settingsā€™** module from the main menu and Select the **ā€˜Profile Infoā€™** tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FgYQcogD1eNa8BbZdISm3%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e0ba6ddd&sv=2) **Step 2:** Then click on **ā€˜Employee Access Controlā€™**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FojvfvYTozu6OerIH099r%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=8bec7f19&sv=2) **Step 3:** Toggle the settings to **Enable** or **Disable** the Employee Access Form as needed. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FIqaLW6JIdilCRovwuxUQ%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=9f473274&sv=2) **Step 4:** Click on **ā€˜Form Masterā€™** to create a new access form or edit an existing one. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FStdVqpRoUeXANiaHVc5N%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e9480d8c&sv=2) **Step 5:** Click the **ā€˜Addā€™** button to set up specific **Access Form Scenarios/Triggers** (e.g., triggering an approval workflow when an employee updates their address). ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FkpIAs89Re1jBMm1SO1iK%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=52f86bcd&sv=2) **Step 6:** Click **ā€˜Saveā€™** to apply your new configurations. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FBxjqXhuOFwsdPQoIUcMD%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=f2b2ce65&sv=2) **Link:**[**https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=EmployeeAccessControl**arrow-up-right](https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=EmployeeAccessControl) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#managers-role-allocation-for-employee-access) Managerā€™s Role Allocation for Employee Access ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#managers-role-cloud-portal) Managerā€™s Role: Cloud Portal **Path**: Cloud login > ESS Settings > Profile info > Role Allocation > Module (Profile), Role (Manager) > Search > Enable Employee access by ticking on the same > Save. **Step 1:** Log in to the **Cloud portal**. **Step 2:** Navigate to the **ā€˜ESS Settingsā€™** module from the main menu. Select the **ā€˜Profile Infoā€™** tab, then click on **ā€˜Role Allocationā€™**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FgYQcogD1eNa8BbZdISm3%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e0ba6ddd&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FY3pK3LaSsZjV4HXxihgm%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=906bdbd8&sv=2) **Step 3:** From the dropdown, select **ā€˜Profileā€™** from the Module dropdown and **ā€˜Managerā€™** from the Role dropdown. Click **ā€˜Searchā€™** to pull up the specific permission settings for that role and module. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FPcwvd0BqHA7Zil5ijC6E%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=de6b6b54&sv=2) **Step 4:** Locate the **ā€˜Employee accessā€™** setting in the generated list and enable it by ticking the corresponding checkbox. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Ft2019U5qdlEAGB4jz57U%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=d9e9fd0d&sv=2) **Step 5:** Click **ā€˜Saveā€™** to apply the new permissions to all users with the Manager role. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FK86fbwiQjz8I8KIBGqw0%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=128e07ba&sv=2) **Link:**[https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocationarrow-up-right](https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#managers-role-ess-portal) Managerā€™s Role: ESS Portal **Path:** ESS > Profile > Employee Access > Manager **Step 1:** Log in to the **ESS portal** using your manager credentials. **Step 2:** Navigate to the **ā€˜Profileā€™** module from the main menu. Select the **ā€˜Employee Accessā€™** section. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F9heeTL2u0thimJ1L2emU%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e4369386&sv=2) **Step 3:** Click on the **ā€˜Managerā€™** tab or view. This will display the list of employees reporting to you and the specific profile information you are authorized to access or edit. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FCGE1891hBpT1GW1og27R%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=2b50ae65&sv=2) **Link**: [https://ess.pockethrms.com/Employee/Profile/EmployeeAccess?Menu=Requestarrow-up-right](https://ess.pockethrms.com/Employee/Profile/EmployeeAccess?Menu=Request) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#it-personnel-role-allocation-for-employee-access) IT Personnel Role Allocation for Employee Access ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#it-role-cloud-portal) IT Role: Cloud Portal Path: **Path**: Cloud login > ESS Settings > Profile info > Role Allocation > Module (Profile), Role (IT) > Search > Enable Employee access by ticking on the same > Save. **Step 1:** Log in to the **Cloud portal**. **Step 2:** Navigate to the **ā€˜ESS Settingsā€™** module from the main menu. Select the **ā€˜Profile Infoā€™** tab, then click on **ā€˜Role Allocationā€™**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FgYQcogD1eNa8BbZdISm3%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e0ba6ddd&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FY3pK3LaSsZjV4HXxihgm%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=906bdbd8&sv=2) **Step 3:** From the dropdown, select **ā€˜Profileā€™** from the Module dropdown and **ā€˜ITā€™** from the Role dropdown. Click **ā€˜Searchā€™** to pull up the specific permission settings for that role and module. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F3KBoAgXFnBTuP1whoZUF%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=dc4e09f0&sv=2) **Step 4:** Locate the **ā€˜Employee accessā€™** setting in the generated list and enable it by ticking the corresponding checkbox. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FkIXRhe5x7YhQKgBkQeIY%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=ab6c68f8&sv=2) **Step 5:** Click **ā€˜Saveā€™** to apply the new permissions to all users with the Manager role. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FGO7FHPGim0l4KvMI3Vk3%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=282cd688&sv=2) **Link:**[https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocationarrow-up-right](https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#it-personnels-role-ess-portal) IT Personnelā€™s Role: ESS Portal **Path:** ESS > Profile > Employee Access > IT **Step 1:** Log in to the **ESS portal** using your manager credentials. **Step 2:** Navigate to the **ā€˜Profileā€™** module from the main menu. Select the **ā€˜Employee Accessā€™** section. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F9heeTL2u0thimJ1L2emU%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e4369386&sv=2) **Step 3:** Click on the **ā€˜ITā€™** tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FgG42DuS4pt0ak0zkfdPT%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=94e93081&sv=2) **Link**: [https://ess.pockethrms.com/Employee/Profile/EmployeeAccess?Menu=Approvalarrow-up-right](https://ess.pockethrms.com/Employee/Profile/EmployeeAccess?Menu=Approval) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#f3808683839c8187b3839c909896879b819e80dd909c9e) [PreviousOLTS Settingchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/olts-setting) [NextESS Configurationschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations) Last updated 14 days ago Was this helpful? * [Employee Access Workflow](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#employee-access-workflow) * [Configuration of Employee Access in Cloud Portal](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#configuration-of-employee-access-in-cloud-portal) * [Managerā€™s Role Allocation for Employee Access](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#managers-role-allocation-for-employee-access) * [Managerā€™s Role: Cloud Portal](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#managers-role-cloud-portal) * [Managerā€™s Role: ESS Portal](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#managers-role-ess-portal) * [IT Personnel Role Allocation for Employee Access](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#it-personnel-role-allocation-for-employee-access) * [IT Role: Cloud Portal](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#it-role-cloud-portal) * [IT Personnelā€™s Role: ESS Portal](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow#it-personnels-role-ess-portal) Was this helpful? --- # Income Tax | Pocket HRMS [šŸŸ©Form 24Qchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/form-24q) [šŸŸ©Income Tax - New Financial Yearchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/income-tax-new-financial-year) [šŸŸ©eTDSchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/etds) [PreviousLoan Managementchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/loan-management-process) [NextForm 24Qchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/form-24q) Last updated 11 months ago Was this helpful? Was this helpful? --- # Pocket HRMS Payroll Process | Pocket HRMS **Pre-requisites:** āœ”ļø Admin credentials āœ”ļøUser rights _Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below._ ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/pocket-hrms-payroll-process#how-to-process-payroll) **How to process payroll?** Pocket HRMS also allows you to perform payroll for selective employees like any category or all employees in one click. Explained below are the steps involved in payroll processing. Path: Cloud Login > Payroll > Utilities > SmHRt Payroll > Select Employees > Select Month & Options > Pre-process Check > Run smHRt Payroll > Save. **Step 1**: In the Cloud portal select the ā€˜Payrollā€™ menu, then ā€˜Utilitiesā€™ tab and click on ā€˜SmHRt Payrollā€™ sub tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FcdzEEfDk7gOE4YO9pHmC%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=d0a18bd4&sv=2) On the screen of ā€˜smHRt Payroll Processā€™ page you can see the payroll processing status of months in a year as described below. * Yellow Strip - If payroll processing in ongoing * Blue Strip - If payroll processing is completed * Grey Strip - If payroll is yet to be processed **Step 2**: Selecting employees for payroll processing: 1. Click on the ā€˜Employee Wiseā€™ tab to enter employee code for a single employee or multiple employees. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzCJ0sDwteLMXIlNBg9Vs%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=d82d03d3&sv=2) 1. Select the ā€˜Selective Employeesā€™ tab to process payroll according to various employee categories. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZyxVaBHXQlgjrDVdFW2Z%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=221d519c&sv=2) 1. Click on ā€˜All Employeesā€ tab to process payroll for all the employees. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMfPi6xUL2jupbci3vFUk%252F3.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=f1f603af&sv=2) **Step 3**: Select the month and the year for which payroll has to be processed. * Time consolidation is used to run monthly attendance with all the prior settings and it runs according to settings for a particular month. * Leave posting is used to process and post monthly leaves taken by employee for a particular month. It can be done with single employee as well as with a category of employees. After selecting this, the leave post will be reflected in the employeeā€™s account. * Payroll Posting is done after the payroll for posting salary slips to individual userā€™s account. You can view the salary slip by logging in to the ESS portal. * Monthly input is used to give employee's salary details and any other deduction to be done for that particular month. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbRoA75EZ9CPPgwCpYPDd%252F4.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=7b9ca76&sv=2) **Step 4:** Tick the ā€˜perform pre-process checkā€™ (especially for doing the payroll for the first time) to identify any error in the following: * Formula * Configuration * Data Audit ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWCwLhR3nu7A0ahhV8EWW%252F5.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=c723cb31&sv=2) Note: You can click on the ā€˜Re-Processā€™ button to run payroll again with the same settings after making some minor changes in payroll-related data. **Step 5:** On the right-hand side of the screen you should check whether all the parameters are checked for biometric attendance and then click on the ā€˜Run smHRt Payrollā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJBQoG9VY6WX33fTIObn1%252F6.png%3Falt%3Dmedia&width=300&dpr=4&quality=100&sign=99c1101e&sv=2) **Step 6:** You can click on the ā€˜Saveā€™ button once payroll process is completed. _**Note:**_ _If you are unable to process payroll, kindly contact us at_ [_\[emailĀ protected\]_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#ccbfb9bcbca3beb88cbca3afa7a9b8a4bea1bfe2afa3a1) [PreviousLOP Settingschevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/payroll-guide/lop-settings) [NextIncrementchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/increment) Last updated 2 months ago Was this helpful? Was this helpful? --- # Leave Attendance On-duty | Pocket HRMS [āœ”ļøLeavechevron-right](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-leave) [āœ”ļøAttendancechevron-right](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization) [āœ”ļøOn Dutychevron-right](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-on-duty) [āœ”ļøShiftchevron-right](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/shift) [PreviousProfilechevron-left](https://docs.pockethrms.com/ess-portal/manager/profile) [NextLeavechevron-right](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-leave) Last updated 1 month ago Was this helpful? Was this helpful? --- # New Company | Pocket HRMS This option allows you to create a NEW company on the dashboard. Pocket HRMS dashboard can have multiple companies with unique user rights and configuration. The configuration may include salary structure, attendance system, leave rule, etc. This module of initial setup and administration will help you learn the step-wise procedure to set up and configure new companies on the dashboard. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/new-company#how-to-create-a-new-company) How to create a new company? **Step 1:** Go to 'Settings' ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MY4f1bCFM2vGwUDHH7Z%252F-MY4heG0rQbbwJzvmSUa%252Fnew%2520company%25201.png%3Falt%3Dmedia%26token%3D2a76168e-a077-4031-8b75-93607258717a&width=768&dpr=3&quality=100&sign=30d3c08a&sv=2) **Step 2:** Proceed to 'Company Profile' and click on the '+' sign as shown in the screenshot below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MY4f1bCFM2vGwUDHH7Z%252F-MY4hjFD-7gtWuJxFwR1%252Fnew%2520company%25202.png%3Falt%3Dmedia%26token%3D0c88d4ae-9033-4f6c-a91e-899593e3f6ef&width=768&dpr=3&quality=100&sign=8f8714b6&sv=2) **Step 3:** Upon clicking on the '+' button, a screen asking basic information about the new company will pop-out. Fill in the details like Company name, Company address, Self Service Company Code, and Telephone. Click on 'Create Company'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MY4f1bCFM2vGwUDHH7Z%252F-MY4iLsdgMI2W9T-u_IH%252Fnew%2520company%25203.png%3Falt%3Dmedia%26token%3D70116f04-1d2a-4d35-b4cb-83b88e09affe&width=768&dpr=3&quality=100&sign=c2e5a8ed&sv=2) Now you have successfully created a new company on your dashboard in Pocket HRMS. _**Note:**_ _If you see any error or need personal assistance in creating a new company, find us at_ [_\[emailĀ protected\]_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#a9dadcd9d9c6dbdde9d9c6cac2ccddc1dbc4da87cac6c4) [PreviousCompany Setupchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration) [NextCategory & Pop-upschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/category-and-mandatory-pop-up-components) Last updated 11 months ago Was this helpful? Was this helpful? --- # HR | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr#id-1.-how-to-upload-form16-for-all-employees) 1\. How to upload Form16 for all employees? Follow the steps below to upload Form 16 for all employees. * Download Part A and Part B of Form 16 from TRACES * Prepare the Files * Use the Utility to Upload Form 16 #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr#step-1-download-part-a-and-part-b-of-form-16-from-traces) Step 1: Download Part A and Part B of Form 16 from TRACES: * Log in to **TRACES** using the employer credentials (youā€™ll need the TAN login). * Go to the ā€˜**Downloadsā€™** and click on the ā€˜**Form 16ā€™** option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwlMBJXyjF8392EAYhsBN%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=41bd6038&sv=2) * Download **Part A** and **Part B** of Form 16 for each employee **without Digital Signature**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fi3sqWZGULC9xYgxOzjwQ%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4b327a06&sv=2) #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr#step-2-prepare-the-files) Step 2: Prepare the Files: * Ensure both Part A and Part B are correctly downloaded in PDF format * Keep the **digital signature dongle** ready * Make sure the files Part A files and the Part B files are saved in the separate folders. * PAN number should be updated for all the employees in the Cloud portal. #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr#step-3-use-the-utility-to-upload-form-16) Step 3: Use the Utility to Upload Form 16: * Once you have Part A and Part B are ready, you can let us know to use the utility. * ā€˜Select Companyā€™ for ā€˜Part Aā€™ and ā€˜Part Bā€™ select folders from the respective fields and click on the ā€˜Sign And Uploadā€™ button. **Note**: For utility installation, we recommend using a system where the digital signature is already installed. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3RuvYTEJaCR4QLxWShYR%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fe907233&sv=2) * We will update the utility to upload the Form 16 documents to the employee portal, so employees can access them directly **from their ESS portal**. #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr#path-for-employees-to-access-their-form-16) Path for employees to access their ā€˜Form 16ā€™ * Employee can log into the ESS portal, go to the ā€˜Profileā€™ menu and click on the ā€˜My Tax Detailsā€™ submenu ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSWN0FAkAV1dGwIqsJsv6%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1961e5fe&sv=2) * Click on the ā€˜From 16ā€™ tab and the Form 16 can be downloaded from here. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAb7l7nZAhRjHMeOjHp3T%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1fbf5f3&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#2c5f595c5c435e586c5c434f474958445e415f024f4341) [PreviousUserschevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/users) [NextTransfer Settingchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/transfer-management) Last updated 1 month ago Was this helpful? Was this helpful? --- # Loan Management | Pocket HRMS Pocket HRMS software allows you to provide loans to your employees. It can be included as a regular deduction component to their salary. An admin or HR can select or deselect interest application on a loan. If the admin chooses to deduct loan installment along with interest, the employee then needs to provide monthly installments plus the interest amount. Whereas, Pocket HRMS dashboard makes it very easy to apply and configure loans for employees and admin respectively. #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/loan-management-process#pre-requisites) Pre-requisites: āœ”ļø Admin credentials āœ”ļøUser rights _**Note**_ _- Kindly contact your Admin/ HR for rights if you are not able to perform the steps below._ ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/loan-management-process#how-to-allow-loan-request-for-employees) **How to allow Loan request for employees?** **Step 1:** Go to 'Settings' ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB4FTaQxI0xQR0gZzM%252F-MYB57iajeS4QFQgMDr4%252F1%2520%281%29.png%3Falt%3Dmedia%26token%3Db20f6922-81a2-4302-b0ef-5b8611c94f20&width=768&dpr=3&quality=100&sign=12c91f38&sv=2) **Step 2:** Select 'Payroll' ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB4FTaQxI0xQR0gZzM%252F-MYB5FyXtidoExiOeHpZ%252F2.png%3Falt%3Dmedia%26token%3D171dcf73-84ad-48f1-a7b8-d1fb846d8643&width=768&dpr=3&quality=100&sign=6da00ba2&sv=2) **Step 3:** Proceed to 'Salary Components' and select 'Deductions' from deduction details as shown in the screenshot below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB4FTaQxI0xQR0gZzM%252F-MYB5K6i_N4xpHpHTD2w%252F3.png%3Falt%3Dmedia%26token%3De8c8c439-d772-45ea-8a8c-c4b5088025d9&width=768&dpr=3&quality=100&sign=aca91cf6&sv=2) **Step 4:** Find 'Loan Deduction' under the deductions column ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB4FTaQxI0xQR0gZzM%252F-MYB5UT6sku1RSX_rvlm%252F4.png%3Falt%3Dmedia%26token%3Dab6a4d88-7711-45b8-9ac8-a51b95b04b33&width=768&dpr=3&quality=100&sign=e6b35150&sv=2) **Step 5:** After selecting loan deduction, a page - Field Details & Behavior will open. Fill in the required details and check 'Installment' to allow or disallow loan requests. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB4FTaQxI0xQR0gZzM%252F-MYB5YRKaeohPCMdsBza%252F5.png%3Falt%3Dmedia%26token%3Daab2bd70-e6ca-43bc-82b0-2896fb0ad23e&width=768&dpr=3&quality=100&sign=5288f025&sv=2) After successfully filling in details, click on 'Save'. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/loan-management-process#how-to-add-a-new-employee-loan) **How to add a new employee loan?** **Step 1:** Go to 'Employee' ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB4FTaQxI0xQR0gZzM%252F-MYB5aglga39Q9KFEOaB%252F1%2520%281%29%2520%281%29.png%3Falt%3Dmedia%26token%3Def5354a6-9bc1-4ec7-8b15-0db81fe6ab25&width=768&dpr=3&quality=100&sign=f9c21153&sv=2) **Step 2:** Follow 'Employee' > 'Employee List' **Step 3:** Select your employee by clicking on their profile or 'Employee Filter' as shown below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB4FTaQxI0xQR0gZzM%252F-MYB5gI6mCvoDD-t0-9Z%252F1%282%29%2520%281%29.png%3Falt%3Dmedia%26token%3D2e2c8f51-4c2f-4c04-aabd-a38301a033f8&width=768&dpr=3&quality=100&sign=16467d19&sv=2) **Step 4:** Once the loan applicant's/ employee's profile opens, proceed to the 'Payroll' column. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB4FTaQxI0xQR0gZzM%252F-MYB5koG8Z337f356r19%252F3%2520%281%29.png%3Falt%3Dmedia%26token%3D6f7aaafd-623e-4292-b508-a72f59f712b9&width=768&dpr=3&quality=100&sign=365bc80&sv=2) Now, a page showing loan details will appear. Here you can add new details by clicking on '+' button as shown in the screenshot below. **Step 5:** Fill in the details like loan date, apply year and date, loan amount, and number of installments. After you have entered all the required data, click on 'Save'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB4FTaQxI0xQR0gZzM%252F-MYB5oStwkHDRdnInhOB%252F4%2520%281%29.png%3Falt%3Dmedia%26token%3Dc703c125-ffcc-43a7-a3c6-13b11657ed5e&width=768&dpr=3&quality=100&sign=282ccacb&sv=2) _**Note:**_ _If you are unable to manage loans, kindly contact us at_ [_\[emailĀ protected\]_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#8af9fffafae5f8fecafae5e9e1effee2f8e7f9a4e9e5e7) [PreviousIncrementchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/increment) [NextIncome Taxchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax) Last updated 1 year ago Was this helpful? * [How to allow Loan request for employees?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/loan-management-process#how-to-allow-loan-request-for-employees) * [How to add a new employee loan?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll/loan-management-process#how-to-add-a-new-employee-loan) Was this helpful? --- # Timesheet | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/ess-portal/admin/timesheet#employee-timesheet-report) Employee Timesheet Report Using the ā€˜Employee Timesheet Reportā€™ admin or HR can view the employeeā€™s timesheet data and download it using filters. The reports are available in Excel format and can be downloaded according to Project, Task, Status, Client, and Date. #### [hashtag](https://docs.pockethrms.com/ess-portal/admin/timesheet#process-for-timesheet-management) Process for Timesheet Management It starts with the employee submitting a ā€˜Timesheet Entryā€™ through ā€˜Timesheet Requestā€™. Their manager will receive the request and can approve or reject it accordingly. In case, there is no manager for the timesheet module, the entry will be auto-approved. **Path for Employee Report** ESS > TimeSheet -> EmployeeTimesheetReport > Employee TimeSheetReport ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVwonaA0TqFLOaGnUsHwM%252FTimesheetReport.png%3Falt%3Dmedia%26token%3D5bd80be7-ab89-453b-ab39-910364f0574e&width=768&dpr=3&quality=100&sign=f0b41eb&sv=2) Multiple Filters Available to Download Timesheet Reports 1. Project-Wise Hours Worked Report 2. Project-Wise Employee Worked Report 3. Employee-Wise Project Hours Worked Report 4. Employee Wise Hours Worked Report Also, Admin or HR is able to download All Employee ā€˜TimeSheetReportā€™ without any filter. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fw6TldufWdMvDsM1sQpAP%252FTimesheetReport1.png%3Falt%3Dmedia%26token%3Df8b71092-7eb2-4156-accf-c3e592f25280&width=768&dpr=3&quality=100&sign=31baa8f0&sv=2) Here we are going to know about All Employee Timesheet Report in detail #### [hashtag](https://docs.pockethrms.com/ess-portal/admin/timesheet#all-employee-timesheet-report-without-any-filter) All Employee Timesheet Report without any filter: Here is the Timesheet report of employees where Admin or HR is able to see All Employee Timesheet Details including Project, Task, Status, Employee Details, Approver Name, and more. You can see the Project details with respective Tasks and the total time required to complete that task. It also shows the Status of the task and the respective Approver Name. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FxbvIQYxIsI9YQqpYzCuQ%252FTimesheetReport2.png%3Falt%3Dmedia%26token%3D7eb8cb2f-56ba-4cdc-b792-627a036d1718&width=768&dpr=3&quality=100&sign=50f6d2d8&sv=2) 1. Project-Wise Hours Worked Report: Using Project-wise Hours worked report Admin/HR can map data such as: ā€¢ Working hours taken by various projects ā€¢ Status of the respective project ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FyCrIJnSMx4TLKj9Rfoi9%252F11.png%3Falt%3Dmedia%26token%3Dfbf0f9f5-65d8-4cd1-af7f-b22d91cd0f12&width=768&dpr=3&quality=100&sign=f8c610fc&sv=2) 1. Project-Wise Employee Worked Report: Using Project-wise Employee Worked Report Admin/HR can map the following data ā€¢ Various employees working on a particular project ā€¢ Working hours by respective employees ā€¢ Status of that project ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6SFXjpeR3uED0LFBlDBg%252F22.png%3Falt%3Dmedia%26token%3De1999fe3-99fb-4eb1-9dbb-63b6f99f469e&width=768&dpr=3&quality=100&sign=872e00c&sv=2) 1. Employee-Wise Project Hours Worked Report: Using the Employee wise project hours worked filter Admin/HR can track the employee tasks. The Report gives brief information about ā€¢ The project that a particular employee is working on ā€¢ Working hours spent on that particular project ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fjcq5qZd36PrOFVVELWr1%252F33.png%3Falt%3Dmedia%26token%3Dbd504272-2b59-48eb-9332-5156f54278ca&width=768&dpr=3&quality=100&sign=5814449f&sv=2) 1. Employee Wise Hours Worked Report: Using Employee Wise Hours Worked Report Admin/HR is able to see the data of employees with respect to their Working Hours which are entered by employees in the timesheet. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0RB13FF9PHaja3aR4cIa%252F44.png%3Falt%3Dmedia%26token%3D6a926e3d-d7e7-4369-9a59-924dc4ebd79c&width=768&dpr=3&quality=100&sign=5f443c0a&sv=2) _**Note: If you are unable to view or approve the timesheet entries, kindly contact us at**_ [_**\[emailĀ protected\]**_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#ff8c8a8f8f908d8bbf8f909c949a8b978d928cd19c9092) [PreviousProjectchevron-left](https://docs.pockethrms.com/ess-portal/admin/project) [NextFnF HRchevron-right](https://docs.pockethrms.com/ess-portal/admin/fnf-hr) Last updated 1 year ago Was this helpful? Was this helpful? --- # Exit HR | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/ess-portal/admin/exit-hr#how-to-respond-to-employees-resignation-separation-request-as-an-hr) How to respond to employeeā€™s resignation/Separation Request as an HR? As an HR you can take following actions for employee separation request. * Respond to Employee Separation Request * Generate Exit Interview Form * Send No dues form for various departments Log into the ESS portal and click on the ā€˜Exitā€™ menu followed by ā€˜Separationā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ffr4uRWvY8deaBoML1Ob3%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ad1abb09&sv=2) Click on the ā€˜HR Separation Approvalā€™ tab. HR can also change the last working date for the employee, the employee and other stakeholders will be notified about it. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FO0eT9fd8kIUpnAWAZHzk%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=becbbde6&sv=2) You can select the checkbox to open exit the interview form for the employee. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIT4Tt5B3et9Y8MQ2hCQt%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b81856df&sv=2) Now when employee will log into the ESS portal they will see the exit interview form. Once employee fills the form you can find it under the ā€˜HR Separation Dataā€™ tab and download Interview Report in Excel and PDF format. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHpE3wGeQbObIdQpyQGJo%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2b227ff3&sv=2) Click on the ā€˜Detailsā€™ button and ā€˜Separation Dataā€™ Pop-up will open, ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FtWFV441TP0DLtcN1MI3n%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d38128ae&sv=2) Check box for the respective asset to release the asset from the employee. Click on the ā€™Withdrawā€™ button to withdraw the resignation. You can change ā€˜Separation Statusā€™, add remark and click on the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FyPTlo4AMKtTgFeoUM4t4%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=93541034&sv=2) Once you click on the save button no dues form will be sent to various departments. [PreviousFnF HRchevron-left](https://docs.pockethrms.com/ess-portal/admin/fnf-hr) [NextHelpchevron-right](https://docs.pockethrms.com/ess-portal/admin/help) Last updated 1 year ago Was this helpful? Was this helpful? --- # Asset Management | Pocket HRMS Pocket HRMS provides comprehensive Asset Management to upgrade your experience and give you greater efficiency. This guide provides step-by-step instructions and intuitive interface to simplify asset management and ensure streamlined processes and enhanced productivity. With the help of this guide, you will learn how to create, categorize and assign assets to employees, and generate detailed reports tailored to your organization's needs. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/asset-management#how-to-add-asset-category) How to add Asset Category? Log into the pocket HRMS cloud portal and click on the ā€˜Settingsā€™ menu and click on the ā€˜HRā€™ tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FEUu2h2UAVqOSt47k2lfn%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5f9dce29&sv=2) Scroll down to select the ā€˜Asset Infoā€™ submenu to view asset categories. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoT8E27AidhVDrmeSeFUj%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f20199b8&sv=2) Under asset info you can see existing asset categories and click on the ā€˜+ā€™ to create a new asset category. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FuM5DIVXS8GGzn4IourZG%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a46d1a80&sv=2) An ā€˜Asset Infoā€™ pop-up will appear where you need to enter ā€˜Titleā€™ and ā€˜Notification Emailā€™ to create a new asset category. That way you will experience systematic asset management. A notification will be sent to this email every time an asset is assigned to an employee, the person in charge will always stay updated. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FxNumZx0pFhDXwljZ6Qy8%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=20bcaab9&sv=2) Once you click on the ā€˜Saveā€™ button a new category will be created which will automatically appear under ā€˜Asset Infoā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FsohAuKYbtDX3WGC6yxtr%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a5300a8a&sv=2) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/asset-management#how-to-add-assets) How to add Assets? To view all the assets in the company you need to click on ā€˜Settingsā€™ menu and under the ā€˜HRā€™ tab and click on the ā€˜Asset Listā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDH7mKmqsECf5NsIwunsF%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9ac00c26&sv=2) If you want to create a new asset you can click on the ā€˜+ā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FkKMGK3nSy3gNE8F2NjC4%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e61be0b5&sv=2) ā€˜Update Assetā€™ pop-up will appear which allows you to enter various details about the asset. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F69VmcizB4LJ5IQzGJwLn%252F7.png%3Falt%3Dmedia&width=300&dpr=3&quality=100&sign=e3e34d0f&sv=2) Choose an asset category from the drop-down so you can add a new asset under it. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fg6a232kgKiBkDR2avBt3%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5049bc33&sv=2) You also need to enter the details such as ā€˜Asset Nameā€™, ā€˜Asset Tagā€™ and ā€™Model Nameā€™. This makes every asset unique and helps to easily identify the asset. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUhsJ5yvyXU0YQyXCkX2R%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=66ecd63&sv=2) You can select the ā€˜Asset Statusā€™ from the drop-down. You can also segregate assets here depending on whether it is broken or have been requested which further improves the asset management process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0Xd2L5nvK3uPkJcc3mLq%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6df2c758&sv=2) You can also add details such as ā€˜Serial Numberā€™ and ā€˜Vendor Nameā€™ to further increase accuracy. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFLaetqR1i7zoXJLV9O3y%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=81cadcae&sv=2) You can also add ā€˜Purchase Dateā€™, and ā€˜Default Locationā€™ and also add specific ā€˜Descriptionā€™ for the asset if you want. In addition to that you can easily ā€˜Choose Fileā€™ from your computer if you want to ā€˜Upload Imageā€™ and ā€˜Attach Invoiceā€™ so, you will ā€˜Saveā€™ all the essential details at the same place. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ft1ievjFvzXouRpLKm1xN%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=98a94d44&sv=2) [arrow-up-right](https://youtu.be/Sw-9cnShW4c) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#1b686e6b6b74696f5b6b7478707e6f7369766835787476) [PreviousEmployee Exitchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/employee-exit) [NextPassword Generationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/password-generation) Last updated 1 month ago Was this helpful? * [How to add Asset Category?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/asset-management#how-to-add-asset-category) * [How to add Assets?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/asset-management#how-to-add-assets) Was this helpful? --- # Organization | Pocket HRMS [landmarkCompany Setupchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration) [usersUserschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/users) [PreviousCloud Configurationchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration) [NextCompany Setupchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration) Last updated 11 months ago Was this helpful? Was this helpful? --- # March 2025 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FGwodnhFtrKoslRt0Exqc%252FMarch%25202025%2520%281%29.png%3Falt%3Dmedia%26token%3D9ebb38c3-8b42-41bd-96dd-53c8c23d1d15&width=1248&dpr=3&quality=100&sign=3c28cebd&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of March, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#quick-attendance-summary-now-in-in-out-reports) Quick Attendance Summary Now in In-Out Reports Weā€™ve added a new ā€˜Show/Hide Summaryā€™ checkbox in the In-Out Details report. When turned on, it shows a clear summary of key attendance data like: * Total working hours * Leaves taken * Late arrivals and more The summary changes automatically based on the date range and what youā€™re viewingā€”whether itā€™s one employee, a team, or multiple employees. It helps you understand the numbers better and tooltips are available with extra info for each metric. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHmZXoIvuRqkEV8Ny8UX5%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a6f3d61d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#advanced-leave-tracking-with-smaller-deductions) Advanced Leave Tracking with Smaller Deductions We've improved the leave deduction system to allow for more flexible options. Now, leave can be deducted in smaller incremental portions, 0.25 or 0.75 days based on your companyā€™s leave policy. This update helps ensure leave records are more accurate and better aligned with your organizationā€™s rules. It also works smoothly with attendance and payroll systems, so everything stays in sync. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#apply-on-duty-for-multiple-dates-all-at-once) Apply On-Duty for Multiple Datesā€”All at Once Now user can apply on-duty for multiple dates and also choose the Day Type for each selected date in one go. Based on this, the system will automatically pick the right shift timings. In addition to that for Night Shifts, thereā€™s a new option to set whether the ā€˜To Timeā€™ should be considered for the same date or the next day. This gives you more control over how night shifts are managed and saves you time and effort. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8ra6QgnJVhbjT1WRM3rE%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1498f24e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#set-sequence-for-appraisal-questions) Set Sequence for Appraisal Questions Now through ā€˜Order Numberā€™ field, you can set appraisal questions in specific order to be shown in ESS Portal. This makes the appraisal process more organized and easier to follow. You can assign order numbers while uploading questions in bulk, and the system will keep everything in the right order automatically. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FhcP7TkHV99sQHNVD6i6P%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c79a2557&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIswcjSWi4UCnsDI1psXN%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=44115ae3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#boosted-accuracy-in-shift-and-punch-management) Boosted Accuracy in Shift & Punch Management This enhancement ensures that attendance punches are accurately captured and assigned to the most appropriate shift, while also incorporating flag-based punch recognition for improved attendance management. **Smarter Auto-Shift Assignment** When a punch doesnā€™t match any shift, the system now uses reverse logic to assign the most suitable one. It checks shifts in order and assigns the first one where punch time is before the shiftā€™s start time. This works regardless of the existing auto shift detection settings. For Example: Punch is at 14:43 Shift A- (08:00ā€“10:00): Punch is after ā†’ skipped Shift B- (20:00ā€“23:00): Punch is before ā†’ Shift B ā†’ assigned **Improved Accuracy with Flag-Based Punches** Instead of just using the first IN and last OUT, the system now reads flag data from punches. This helps in more accurate shift mapping and reporting. **Better In-Out Punch Import** Once a shift is assigned, the system records the actual punch time as IN, even if itā€™s outside the shift range. OUT time is calculated based on the assigned shiftā€™s logic. For Example: (continuing the above example) Assigned shift is ā€˜Shift Bā€™ IN punch: 14:13 ā†’ Recorded as IN OUT: 08:07 AM (based on shift logic) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FjmjTTvb9xU1Tj1V7l6B6%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=21e953d5&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#speed-up-with-bulk-delete-for-appraisal-parameters-and-questions) Speed Up with Bulk Delete for Appraisal Parameters & Questions Earlier, users had to delete Appraisal Parameters and Questions one by one, which took a lot of time. Now, with our new bulk delete option, users can select and delete multiple Appraisal Parameters and Questions items at once. This improves efficiency by making the process faster and much easier. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FptmUDfnsFrbB4DEajxuE%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=bab16465&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fu7MwESn4Tp1CFgliiRev%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9ea193e3&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#effective-news-display-with-ess-pop-ups) Effective News Display with ESS Pop-Ups Now the news updates will be displayed in the pop-up window, so employees wonā€™t miss them in the ESS portal. That ensures that employee gets the updates instantly. Admins can check and select the news items as well as control how and when the news is shown through the settings from the cloud portal. Ensuring that the news is delivered to employees appropriately. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFfSBww8pPZm7Bcq3bWkg%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b071e251&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2hD54VTHQ8TVDRItinj3%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f21d2abe&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#smart-consent-upload-and-review-files-with-ease) Smart Consent: Upload and Review Files with Ease Previously, employees couldnā€™t upload files in the consent settings. Now, weā€™ve added a file upload feature. This lets employees view the attached document before giving their acknowledgement on the ESS portal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJlntoPZ0hMEGnSPa8DM6%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c1f2d82d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fk109t65x9t3qrd4zABkv%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4182a135&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#approval-matrix-manager-now-more-insightful) Approval Matrix Manager: Now More Insightful The Approval Matrix Manager screen has been updated with some helpful new features that give all the relevant information at a glance * **Created Date:** You can now see when each approval entry was added, making it easier to track them. * **Module Name:** Each entry now shows which module it belongs to, like Attendance Regularization, Daily Working Hours, or Earning Deduction, so it's clearer. * **Company Info:** Shows if an approver is from the same company or a different one, helping you understand the workflow better. * **Search & Filter:** A search bar lets you quickly find entries by employee name, module, or priority. * **Action Buttons:** You can now easily add, export, or delete entries with the new buttons, making the tool more user-friendly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F61xgDWkU2lK8Yd5devNG%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1b31827f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#keep-emails-relevant-exclude-employees-with-ease) Keep Emails Relevant: Exclude Employees with Ease A new feature lets administrators choose specific employees and the types of emails to exclude them from. In other words, which employees should not receive certain email notifications. Admins can configure multiple exclusion rules, based on employeeā€™s role, department and specific needs. This helps HR teams send the right messages to the right people, keeping communication focused and relevant. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FyyuMm9JJJS1fzzCRkXhd%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8fcf5228&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZmfxUixyeP9E21QbD1hE%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8390e5e6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#easily-filter-and-export-finance-data) Easily Filter and Export Finance Data Now can can filter finance reports more easily with the new employee-based filter options and export this information. Here is how you can do that. * **Choose key employee information**: Bank Account Number, Blood Group, Branch, Category, Employee ID, Cost Centre, Department and Designation. * **Set your own filter rules:** Use AND/OR conditions to combine filters. Also, you can add multiple filters easily with the ā€˜Insert Rowā€™ option. * **Export Your Data:** Search, view, and export the filtered results to Excel. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FnZeo585oUSCtl7AhUULN%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7bcac024&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#everyone-notified-every-step-of-the-exit) Everyone Notified, Every Step of the Exit Multiple new reminder events have been added to the Exit Notification Settings. Employees will now get automatic email alerts for each event. Admins and HRs can also set up email notifications for others involvedā€”like Managers, HRs, and Department Headsā€”making the exit process smoother and more organized. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fw9PfeNtIpkUUigthILWd%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8fbbc1c8&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#45363035352a373105352a262e20312d3728366b262a28) [PreviousApril 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/april-2025) [NextFebruary 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/february-2025) Last updated 10 months ago Was this helpful? * [Quick Attendance Summary Now in In-Out Reports](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#quick-attendance-summary-now-in-in-out-reports) * [Advanced Leave Tracking with Smaller Deductions](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#advanced-leave-tracking-with-smaller-deductions) * [Apply On-Duty for Multiple Datesā€”All at Once](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#apply-on-duty-for-multiple-dates-all-at-once) * [Set Sequence for Appraisal Questions](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#set-sequence-for-appraisal-questions) * [Boosted Accuracy in Shift & Punch Management](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#boosted-accuracy-in-shift-and-punch-management) * [Speed Up with Bulk Delete for Appraisal Parameters & Questions](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#speed-up-with-bulk-delete-for-appraisal-parameters-and-questions) * [Effective News Display with ESS Pop-Ups](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#effective-news-display-with-ess-pop-ups) * [Smart Consent: Upload and Review Files with Ease](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#smart-consent-upload-and-review-files-with-ease) * [Approval Matrix Manager: Now More Insightful](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#approval-matrix-manager-now-more-insightful) * [Keep Emails Relevant: Exclude Employees with Ease](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#keep-emails-relevant-exclude-employees-with-ease) * [Easily Filter and Export Finance Data](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#easily-filter-and-export-finance-data) * [Everyone Notified, Every Step of the Exit](https://docs.pockethrms.com/product-updates/updates-2025/march-2025#everyone-notified-every-step-of-the-exit) Was this helpful? --- # Currency Option | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option#id-1.-currency-option-for-salary-ctc) 1\. Currency Option for Salary (CTC) A new currency selection feature has been added, allowing you to choose the preferred currency before entering Current and Expected CTC values. It helps organizations capture salary details in the currency they actually use. This will further help global teams to enter pay in the right currency. By default, the system continues to display values in **INR**. However, users can now select alternate currencies before entering Current and Expected CTC amounts. Additional currencies can be enabled for your organization with consultant support. Please contact us in case you need more flexibility or currency option in your system. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option#how-to-set-currency-option) How to Set Currency Option? You can view and set the currency option through two different paths: 1. When Candidates sets it for self. 2. When HR/Admin Sets it #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option#hlk208323914) When Candidate Sets Currency Option: Candidates can set the currency option for self by following the path below: **Path:** Visit the Companyā€™s Career Page > Apply for your desired Job > Fill in the details > Proceed > fill details > change the currency option > Apply. **Step 1:** Visit career page, click on ā€˜Applyā€™ for your desired Job. Then it will take you to job application page, fill in all the details (Name, Dob, email, etc), and click proceed. Then, change the currency option and click on ā€˜Applyā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FlSY0lkjtSSoThnX8L5X6%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2c619e88&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FOB2Fx0NJS35msFUy9v6V%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5e5c2cdd&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9qyEUyq5eyE2v7mN9q0r%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b8d8f4aa&sv=2) **Link**: Career Page of your Company #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option#when-hr-admin-sets-currency-option) When HR/Admin sets Currency Option: Follow the path below when. HR/admin/recruiter sets the currency: **Path:** ESS login > Hire > Candidate > Candidates> Edit Icon > Apply for Job > Change the currency option > save. **Step 1:** Login to ESS portal, go to ā€˜Hireā€™ menu, and select ā€˜Candidateā€™ sub-menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FHMBGBvvRqJW1z30F9Jvr%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e2cd2133&sv=2) **Step 2:** Select ā€˜Candidatesā€™ tab, and click on the ā€˜Edit iconā€™ below the employee card. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLWH3GeGwPRT1VJhrdxZ6%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e8369914&sv=2) **Step 3:** Select the ā€˜Apply for Jobā€™ option and change the currency option as per your requirement. Then click on ā€˜Saveā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDtz7oIE5XGmATQkSFMaZ%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b4998acd&sv=2) **Link:** [https://ess.pockethrms.com/Recruitment/Transaction/Candidate?Menu=EditCandidate&CanId=1511arrow-up-right](https://ess.pockethrms.com/Recruitment/Transaction/Candidate?Menu=EditCandidate&CanId=1511) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option#where-will-be-currency-option-visible) Where will be Currency Option Visible? It will be visible in two places: 1. In Candidate Profile ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FcTkbXFTmqDHQnqDzmx5h%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=da52d2b7&sv=2) 1. Candidate Cards (Candidate List Page) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fps9nu1EyUMgBKfpKmjgl%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=93a1aa6f&sv=2) For any queries, connect with us at [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#295a5c5959465b5d6959464a424c5d415b445a074a4644) [PreviousDynamic Country- State Selectionchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/dynamic-country-state-selection) [NextLeavechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/leave) Last updated 6 months ago Was this helpful? * [1\. Currency Option for Salary (CTC)](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option#id-1.-currency-option-for-salary-ctc) * [How to Set Currency Option?](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option#how-to-set-currency-option) * [Where will be Currency Option Visible?](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option#where-will-be-currency-option-visible) Was this helpful? --- # January 2026 | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#product-update-january-2026) Product Update January 2026 ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#auto-comp-off-expiry) Auto Comp-Off Expiry Earlier, the comp-off lapse had to be processed manually through a separate screen. This has now been automated. Based on the configured lapse days, eligible comp-off balances will automatically expire after the defined period, removing the need for manual action and ensuring timely and accurate balance updates. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F1O37wg62W363IoNIgxsC%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=21556fdd&sv=2) **Comp off Lapse Days Configuration:** ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fsz2gyu5QKX6eocK7iqsb%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=753d784b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#leave-balance-extraction) Leave Balance Extraction The Leave Balance screen now includes a Download (Excel) option. Earlier, users could only view team leave balances on the screen. With this update, managers and HR users can export leave balance details to Excel for easier review, sharing, and offline record-keeping. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FHjMCGJSt7zDCRbIS4ja5%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=16dd796&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#manager-break-shift-report) Manager Break Shift Report The Break Shift Report in the ESS Portal allows managers to view and download break-shift attendance details of their direct reporting employees. Managers can select one or multiple employees, choose an optional date range, and generate the report in either of the following formats:ā€¢ Alternate In/Out Punchesā€¢ Dedicated In/Out Flags If no employee is selected, the report includes all employees under the manager. If no date range is selected, all available data is considered. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FpNSxFpXNSpuKLTfiAg2m%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=c972107c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#unpunched-report-email-upgrade) Unpunched Report ā€“ Email Upgrade The Continuous Unpunched Report email has been enhanced to include more employee details when someone has not punched in for three consecutive days. In addition to Employee Code and Name, the email now also shows:ā€¢ Reporting Manager Nameā€¢ Locationā€¢ Departmentā€¢ Category This helps stakeholders quickly identify the employee and take necessary action without checking the system separately. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FnShx1EIRk9V7MPFfKTlI%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=b57d67d6&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#pms-stage-activation-alert) PMS Stage Activation Alert A new notification feature has been added in PMS to inform employees when a stage becomes active in the workflow. Once a stage is activated, the system automatically notifies the relevant employees, ensuring better visibility, timely action, and smoother communication throughout the PMS cycle. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F1QmVErV292vJ8Od6dSgC%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=cf9641b1&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#custom-event-notifications) Custom Event Notifications * Added configurable email and ESS notifications for key events like Profile Updates and Device Reset Requests. * Automatically informs HR, approvers, and employees when an action is triggered or completed. * Prevents unnoticed profile changes and pending device reset requests. * Reduces manual follow-ups and dependency on HR calls. * Minimizes attendance and payroll issues caused by delays. * Improves transparency, response time, and overall employee experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FLkgboZcXizRZ0Zq0fgnG%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=d26c4010&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FiYhTy6pi2kFkOy26Y9ot%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=fa98787&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#draft-option-for-travel-and-reimbursement) Draft Option for Travel & Reimbursement * Added a **Save as Draft** option for Travel and Reimbursement Requests, allowing employees to save entries without submitting them. * Employees can partially fill details and continue later without losing data. * Draft requests are shown separately under **Drafted Entries**. * Employees can edit or delete drafts before final submission. * Only complete requests are submitted to approvers, reducing errors and rework. * Improves flexibility, accuracy, and overall user experience. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F51uuMyPGFWnqiNMIPLQj%252Fimage.png%3Falt%3Dmedia%26token%3D6d7c4138-a55f-4019-86a0-1300d4c566b8&width=768&dpr=3&quality=100&sign=dbcc671b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPWvHs91ZzlF0z7QDMdFW%252Fimage.png%3Falt%3Dmedia%26token%3D03f9cd4e-f667-431e-81e5-eb6f07bc9d81&width=768&dpr=3&quality=100&sign=3f805400&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FlGPcvLFlPhe82dEALtE0%252Fimage.png%3Falt%3Dmedia%26token%3D6f036c4b-6b67-4d0b-91b9-a52198968ad8&width=768&dpr=3&quality=100&sign=6b8e0c46&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#9eedebeeeef1eceadeeef1fdf5fbeaf6ecf3edb0fdf1f3) [PreviousUpdates 2026chevron-left](https://docs.pockethrms.com/product-updates/updates-2026) [NextFebruary 2026chevron-right](https://docs.pockethrms.com/product-updates/updates-2026/february-2026) Last updated 1 month ago Was this helpful? * [Product Update January 2026](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#product-update-january-2026) * [Auto Comp-Off Expiry](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#auto-comp-off-expiry) * [Leave Balance Extraction](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#leave-balance-extraction) * [Manager Break Shift Report](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#manager-break-shift-report) * [Unpunched Report ā€“ Email Upgrade](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#unpunched-report-email-upgrade) * [PMS Stage Activation Alert](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#pms-stage-activation-alert) * [Custom Event Notifications](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#custom-event-notifications) * [Draft Option for Travel & Reimbursement](https://docs.pockethrms.com/product-updates/updates-2026/january-2026#draft-option-for-travel-and-reimbursement) Was this helpful? --- # Income Tax | Pocket HRMS #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/income-tax#id-2.-how-to-download-export-income-tax-declaration-details-report) 1\. How to download/export income tax declaration details report? Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year. [![Logo](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Ficon%252FsgcFodd2iFFEXCwR0BrQ%252FPocket%2520HRMS%2520Logo.png%3Falt%3Dmedia%26token%3Dc9c622b4-4b96-4e1e-8d75-1127189759bd&width=48&height=48&sign=5c056a2b&sv=2)Income Tax | Pocket HRMSdocs.pockethrms.comarrow-up-right](https://docs.pockethrms.com/faqs/cloud-portal/settings/income-tax#id-8.-how-to-change-the-default-financial-year) **Path**: Analytics>Reports>Income Tax>Declaration Details Export>select Category/Month>Entry Type (Declaration/Proof)>Select Tax Section as required>Export Excel (download) **Step 1**: Log into the cloud portal, go to the ā€˜Analyticsā€™ menu and click on the ā€˜Reportā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7D4FjTVKYGDdjcuQjVgv%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=ec67cf57&sv=2) **Step 2**: Under the ā€˜Income Taxā€™ tab, click on the ā€˜Declaration Details Exportā€™ submenu. Select the details such as Category, Month, Year, Entry Type (Declaration/Proof) and Tax Section from the respective fields as required and click on the ā€˜Export Excelā€™ button and the income tax declaration report will be downloaded accordingly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoL5Frld5HOglbjbIVOJi%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=9ca69a2e&sv=2) **Link**: [https://www.figma.com/design/mSQQU8o4zS2R7dCDfR1GPu/Shital?node-id=991-9&node-type=frame&t=sZol1t5zcNcrOrU7-0arrow-up-right](https://www.figma.com/design/mSQQU8o4zS2R7dCDfR1GPu/Shital?node-id=991-9&node-type=frame&t=sZol1t5zcNcrOrU7-0) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#9deee8ededf2efe9ddedf2fef6f8e9f5eff0eeb3fef2f0) #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/income-tax#id-8.-how-to-download-income-tax-proof-details-report) 2\. How to download income tax proof details report? Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year. [![Logo](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Ficon%252FsgcFodd2iFFEXCwR0BrQ%252FPocket%2520HRMS%2520Logo.png%3Falt%3Dmedia%26token%3Dc9c622b4-4b96-4e1e-8d75-1127189759bd&width=48&height=48&sign=5c056a2b&sv=2)Income Tax | Pocket HRMSdocs.pockethrms.comarrow-up-right](https://docs.pockethrms.com/faqs/cloud-portal/settings/income-tax#id-8.-how-to-change-the-default-financial-year) **Path**: Analytics > Reports > Income Tax > Declaration Details Export > select details > Proof > User/Authorised Entry > tick ā€˜Tax Sectionā€™ > Export Excel **Step 1**: Log into the cloud portal, go to the ā€˜Analyticsā€™ menu and click on the ā€˜Reportā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FQxNfl3aUOpwstem0Emkr%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=bc9e0441&sv=2) **Step 2**: under the ā€˜Income Taxā€™ tab, click on the ā€˜Declaration Details Exportā€™ subtab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoEdJ2TtvOKBgvVmHq39S%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=43000f6c&sv=2) **Step 3**: Select Category, Month, Year, Proof, User/Authorized Entry options as required. Tick the checkboxes for the ā€˜Tax Sectionā€™ as required and click the ā€˜Export Excelā€™ button and the report will be downloaded accordingly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXlPVs3tkBUjbTZQyKX4B%252F2.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=b68f7852&sv=2) **Note**: Proof entry is available only in the Excel format and not in PDF format. **Link**: [https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=DeclarationDetailsExportarrow-up-right](https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=DeclarationDetailsExport) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#e89b9d9898879a9ca898878b838d9c809a859bc68b8785) #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/income-tax#id-10.-how-to-check-the-income-tax-declaration-in-one-excel-sheet-for-the-all-employees) 3\. How to Check the Income Tax Declaration in One Excel Sheet for the All Employees? Before downloading any TDS or Tax reports make sure the default year is set correctly for the year you want to download the report. Follow the process in the link mentioned below to change the default financial year. [https://docs.pockethrms.com/faqs/cloud-portal/settings/income-tax#id-8.-how-to-change-the-default-financial-yeararrow-up-right](https://docs.pockethrms.com/faqs/cloud-portal/settings/income-tax#id-8.-how-to-change-the-default-financial-year) To download the income tax declaration of all the employees in one Excel sheet, please follow the below path: **Path:** Cloud > Analytics > Report > Income tax > Declaration detail export > Fill in details such as category, month, year, entry type (declaration), at least one selection from the ā€˜Tax Sectionā€™> Click Export Excel. **Step 1:** Login to ā€˜Cloud portalā€™, go to ā€˜Analyticsā€™ menu, and select ā€˜Reportā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKoztuf0YzSIQZzf5nKfW%252F0.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=e7f4dc83&sv=2) **Step 2:** Select ā€˜Income taxā€™ tab, click on ā€˜Declaration Detail Exportā€™, fill in details such as ā€˜Categoryā€™, ā€˜Monthā€™ (for which you want the declaration Excel), ā€˜Yearā€™ (for which you want the declaration Excel), ā€˜Entry Typeā€™ (click on radio button of declaration), at least one selection from the options in ā€˜Tax Sectionā€™ and click ā€˜Export Excelā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDBbuMLKJvmrbXkK5Hw5Z%252F1.png%3Falt%3Dmedia&width=768&dpr=4&quality=100&sign=4d6b4425&sv=2) **Note:** You can find the Excel file in the download location of your system. Link:[https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=DeclarationDetailsExportarrow-up-right](https://cloud.pockethrms.com/Reports/Report/Index?module=incometax&submodule=DeclarationDetailsExport) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#e2919792928d9096a2928d818987968a908f91cc818d8f) [PreviousApproval Matrix Reportchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/hr/approval-matrix-report) [NextForm 16chevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/analytics/report/income-tax/form-16) Last updated 1 month ago Was this helpful? Was this helpful? --- # April 2023 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9dzb1isv6jpHrJfwcXIQ%252FPocket%2520HRMS%2520Monthly%2520Updates%2520%285%29.png%3Falt%3Dmedia%26token%3D855eafc6-25d0-4569-9d58-061dd74d69bd&width=1248&dpr=3&quality=100&sign=24a32d1d&sv=2) 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. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-1.-employee-joining-insights) 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. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYF0jZX9QQVp6NTeCvOHf%252F1.png%3Falt%3Dmedia%26token%3D68af61e0-60c0-4acd-a035-a86a7ec9c93b&width=768&dpr=3&quality=100&sign=618ef76b&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-2.-viewing-increment-records-easily) 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. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F5KRUCgmOzTcBUzU8xpWt%252F2.jpg%3Falt%3Dmedia%26token%3D3448d99c-cc93-4917-9ba7-c56f1e9cc0cf&width=768&dpr=3&quality=100&sign=6516447c&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-3.-personalise-tickets-priority-and-status) 3\. Personalise Ticketā€™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. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1TjJJaYGFtnkjHWP11JH%252F3.png%3Falt%3Dmedia%26token%3D6d44326e-2718-47a3-be80-48fae80ceaeb&width=768&dpr=3&quality=100&sign=3d44844c&sv=2) * 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. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FeDdBCx0xKjLaDj9kizbs%252F4.png%3Falt%3Dmedia%26token%3Df1f17f78-e38f-471f-bed8-d4fb46012183&width=768&dpr=3&quality=100&sign=9b70e36f&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-4.-convenient-bulk-asset-mapping) 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 ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwgH7KSt7NN1AfOZtspHw%252F4.1.png%3Falt%3Dmedia%26token%3Dc690fff6-b1dd-44fe-8063-0c6005d56b5d&width=768&dpr=3&quality=100&sign=21cd94dc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-5.-enhanced-assets-history) 5\. Enhanced Assets History We added new functionality in the employee module in which users would see ā€˜Assets Historyā€™. HR will have better visibility into the history of assets assigned to employees. This enhanced tracking helps in preventing asset misplacement or loss. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLHbNnIkyhsrzANiCb3df%252F5.png%3Falt%3Dmedia%26token%3Daa33eeab-09b8-46f7-a253-2f148f5b6b7d&width=768&dpr=3&quality=100&sign=5470af0d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-6.-easy-asset-insights) 6\. Easy Asset Insights In this enhancement, the user would be able to view the ā€œAssets Reportā€ in the ESS portal. They will be able to view the current assets and history of assets in the ā€œMy Assetsā€ 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. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-7.-simplified-filters) 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. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F70dhWpHeF4UtchUa0BWb%252F6.png%3Falt%3Dmedia%26token%3D8c0449f0-1352-4ed2-adbc-a8feb9a8f34b&width=768&dpr=3&quality=100&sign=7cefea46&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-8.-effortless-approval-management) 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 employeesā€™ active stage will be displayed on the Employee Appraisal Page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FLAlwcFMRITbmQcW1oUr2%252F7.jpg%3Falt%3Dmedia%26token%3D9fdd9812-0838-4d3c-a2f7-835c0e30f9d9&width=768&dpr=3&quality=100&sign=42dc7475&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-9.-travel-module-in-mobile-app) 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 ā€˜Travel fromā€™, ā€˜Travel toā€™, 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. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDkLXLQhRuqhDCZLasqD7%252F8.png%3Falt%3Dmedia%26token%3Dc54416b0-fb89-4b39-89cc-7afee25d6d8f&width=768&dpr=3&quality=100&sign=7c34f350&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-10.-improved-ticket-management-with-sorting) 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 ā€˜Unassigned Ticket Reportā€™ 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. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoaOxcENoYiVcEaQMS0A0%252F9.png%3Falt%3Dmedia%26token%3Dd913d04f-228d-48d1-bed2-ff19b5498001&width=768&dpr=3&quality=100&sign=164d555b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJ6vX9iqJKP10dW5zHrlq%252F10.png%3Falt%3Dmedia%26token%3D3db766e4-33e6-4b69-94da-3ef23984e82f&width=768&dpr=3&quality=100&sign=2e7680ec&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-11.-transparent-managerial-insights) 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. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8uX8HWaHrlxXUQsCLdnO%252F11.jpg%3Falt%3Dmedia%26token%3Da283a903-2ef0-4140-8855-376d3c61fd3f&width=768&dpr=3&quality=100&sign=3f3503f2&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-12.-simplified-talent-management) 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 employeeā€™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. ā€¢ Set skills in the job title. ā€¢ Name the Skill Set ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FuRV4qgFJROH9y0O3aFFO%252F12.jpg%3Falt%3Dmedia%26token%3D6a369494-d7e0-4318-a7f6-2a6fc1be06bd&width=768&dpr=3&quality=100&sign=908036f4&sv=2) ā€¢ User will get to set skill for the job as shown below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAWrqlfwZq6yrTDYebwD1%252F13.png%3Falt%3Dmedia%26token%3D11d59fe9-d224-4ffe-996a-4f96907982df&width=768&dpr=3&quality=100&sign=dec8f11f&sv=2) ā€¢ User can find the details of the particular Skill Set by clicking the eye icon. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FM8U84Ve2V5QEdrtzNKYE%252F14.png%3Falt%3Dmedia%26token%3D07004ded-a26e-47e2-9f73-65ec276d36fc&width=768&dpr=3&quality=100&sign=205cfca6&sv=2) ā€¢ Managers can approve data with the skill set ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2qm8wD8gFbphQnoIUH5H%252F15.jpg%3Falt%3Dmedia%26token%3D09643ab1-e0c5-4894-bea0-95f2e94f83aa&width=768&dpr=3&quality=100&sign=508153ed&sv=2) Ā· After creating a job, the user will also receive an e-mail Ā· After clicking on Rate, A skill option, the user can rate a candidate as shown screenshot below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FydAlQwOrr6LnTdG0U0ZM%252F16.png%3Falt%3Dmedia%26token%3D632763aa-5d62-4d36-b9ce-2508ac3a4207&width=768&dpr=3&quality=100&sign=62f1f29c&sv=2) Ā· On the Career page, the user will get the all job details with the Skill Description. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDe32JrEQUcav6do1OUg4%252F17.png%3Falt%3Dmedia%26token%3D0b3e2ee4-e350-4e6a-9784-28ab122168c8&width=768&dpr=3&quality=100&sign=cf298cc&sv=2) Ā· User can also track the activity record of the candidate in the candidate Timeline ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPsPAZPUrJckXJmJOsHuv%252F18.png%3Falt%3Dmedia%26token%3D40d3b1b7-eb4d-40a8-beb8-bfe212918984&width=768&dpr=3&quality=100&sign=8e3a79ee&sv=2) Ā· The candidateā€™s skill details will reflect on a particular employee profile after onboarding. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSV6RXU2BcHJCm5GCtkmd%252F19.png%3Falt%3Dmedia%26token%3Dddd30237-7e01-4997-a35d-6f4030c2d3ca&width=768&dpr=3&quality=100&sign=5954a594&sv=2) [PreviousMay-June 2023chevron-left](https://docs.pockethrms.com/product-updates/updates-2023/may-june-2023) [NextMarch 2023chevron-right](https://docs.pockethrms.com/product-updates/updates-2023/march-2023) Last updated 1 year ago Was this helpful? * [1\. Employee Joining Insights](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-1.-employee-joining-insights) * [2\. Viewing Increment Records Easily](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-2.-viewing-increment-records-easily) * [3\. Personalise Ticketā€™s Priority and Status](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-3.-personalise-tickets-priority-and-status) * [4\. Convenient Bulk Asset Mapping](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-4.-convenient-bulk-asset-mapping) * [5\. Enhanced Assets History](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-5.-enhanced-assets-history) * [6\. Easy Asset Insights](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-6.-easy-asset-insights) * [7\. Simplified Filters](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-7.-simplified-filters) * [8\. Effortless Approval Management](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-8.-effortless-approval-management) * [9\. Travel Module in Mobile APP](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-9.-travel-module-in-mobile-app) * [10\. Improved Ticket Management with Sorting](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-10.-improved-ticket-management-with-sorting) * [11\. Transparent Managerial Insights](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-11.-transparent-managerial-insights) * [12\. Simplified Talent Management](https://docs.pockethrms.com/product-updates/updates-2023/april-2023#id-12.-simplified-talent-management) Was this helpful? --- # Accept/Reject Offer | Pocket HRMS **Introduction** This page will help you with the steps to accept or reject the offer letter using the candidateā€™s self-service portal. #### [hashtag](https://docs.pockethrms.com/ess-portal/candidate-self-service-portal/accept-reject-offer#pre-requisites) Pre-requisites: āœ”ļø Credentials āœ”ļøUser rights _Note - Kindly contact your HR for rights if you are not able to perform the steps below._ ### [hashtag](https://docs.pockethrms.com/ess-portal/candidate-self-service-portal/accept-reject-offer#how-to-accept-or-reject-the-offer-letter) **How to accept or reject the offer letter?** **Step 1:** Open the email received on your personal email ID and follow the provided link. Use the credentials provided in the email to login. **Step 2:** Once logged in, select the ā€˜CTC/Offer Letterā€™ tab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MaSXLNNFOjxBszQIrxM%252F-MaSYGRVKo7NgAcSRH4m%252Faccept-reject-offer-2.png%3Falt%3Dmedia%26token%3D4708f0be-b0c4-4db0-9971-af24087185a8&width=768&dpr=3&quality=100&sign=e7162a37&sv=2) **Step 3:** Click on the ā€˜Accept Offerā€™ or ā€˜Reject Offerā€™ buttons respectively to either accept or reject the offer. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MaSXLNNFOjxBszQIrxM%252F-MaSYR758NChvJNb9GXg%252Faccept-reject-offer-3.jpg%3Falt%3Dmedia%26token%3D719254e8-39dd-4c68-9f4f-949be6d77f1b&width=768&dpr=3&quality=100&sign=d6af51b2&sv=2) _**Note: If you are unable to accept or reject the offer, kindly contact your HR.**_ [PreviousLog Inchevron-left](https://docs.pockethrms.com/ess-portal/candidate-self-service-portal/login) [NextUpload Documentschevron-right](https://docs.pockethrms.com/ess-portal/candidate-self-service-portal/upload-documents) Last updated 1 year ago Was this helpful? Was this helpful? --- # Face Recognition | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/face-recognition#face-recognition) Face Recognition ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/face-recognition#how-to-upload-face-for-face-recognition) How to Upload Face for Face Recognition? **Path:** Login to Pocket HRMS 2.0 mobile app > Go to Leave > Face Recognition > Read the details > Confirm and start > Upload Photos (center view, right profile and left profile) > Upload **Step 1:** Log in to the **Pocket HRMS 2.0 mobile app**. **Step 2:** Navigate to the **ā€˜Leaveā€™** module from the main menu. Then Select the **ā€˜Face Recognitionā€™** option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FQ0xvCNV9JsJZSL1SDqpM%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=c2c5259b&sv=2) **Step 3:** Carefully **read the ā€˜Set Up Guideā€™ details** and instructions provided on the screen regarding facial capture. Tap on **ā€˜Confirm and startā€™** to begin the camera capture process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FAlgNSuWQpwonaXBxyBEf%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=c47f32db&sv=2) **Step 4:** Follow the on-screen prompts to capture and **upload photos** of your face from three specific angles: ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F1GgJHtN0XGhNcmYOiBp2%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=4c9428fd&sv=2) * Centre view * Right profile * Left profile ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FA34MzsWFhOvBPDncc3kX%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=86553114&sv=2) **Step 5:** Once all three angles are captured successfully, tap **ā€˜Save face imagesā€™** to submit your facial data to the system. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FBU3BZkpWYqAGJl11rshG%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=748cd5bc&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#295a5c5959465b5d6959464a424c5d415b445a074a4644) [PreviousSet Addresschevron-left](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/request/set-address) [NextMy Reportchevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report) Last updated 6 days ago Was this helpful? * [Face Recognition](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/face-recognition#face-recognition) * [How to Upload Face for Face Recognition?](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/face-recognition#how-to-upload-face-for-face-recognition) Was this helpful? --- # Hire | Pocket HRMS [šŸ”·Dynamic Country- State Selectionchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/dynamic-country-state-selection) [šŸ”·Currency Optionchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option) [PreviousReminder Settingschevron-left](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/helpdesk/reminder-settings) [NextDynamic Country- State Selectionchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/dynamic-country-state-selection) Was this helpful? Was this helpful? --- # Group Configuration | Pocket HRMS **How to create groups for the Help Desk:** **Step 1:** Select 'ESS Settings' from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqJrg25D6Bb6Ymh6jAvol%252FHelpDesk%2520GroupConfig%25201.png%3Falt%3Dmedia%26token%3D72e26eb1-8503-4b52-8ccc-837b663b9b2c&width=768&dpr=3&quality=100&sign=f1f31f97&sv=2) **Step 2:** Select ā€˜HelpDeskā€™ tab inside the ESS Settings page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzNPuCBYOKxPvG4iHovEl%252FHelpDesk%2520GroupConfig%25202.png%3Falt%3Dmedia%26token%3D4c34540d-a5bd-4d66-ad94-ee68b227a57f&width=768&dpr=3&quality=100&sign=fb9d95d2&sv=2) **Step 3:** Select 'Groups Page' tab from the tabs section to the left of the HelpDesk page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWSzl5n2twT4vBgfcy8d6%252FHelpDesk%2520GroupConfig%25203.png%3Falt%3Dmedia%26token%3D9bd70611-dc18-49a4-b846-dcf9ca27f0ec&width=768&dpr=3&quality=100&sign=ea5db2d5&sv=2) **Step 4:** Select ā€˜+ā€™ icon as shown below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F0e59gFW7tS2nrDeTkFFZ%252FHelpDesk%2520GroupConfig%25204.png%3Falt%3Dmedia%26token%3D92602947-07cf-47a9-8b62-df07dde64499&width=768&dpr=3&quality=100&sign=b72c881f&sv=2) **Step 5:** Enter the relevant details and select the 'Save' button to create a new group. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCiOM7sApBXjyco21Zipy%252FHelpDesk%2520GroupConfig%25205.png%3Falt%3Dmedia%26token%3Db6b776cb-db8e-4124-b47d-f65bdd023efa&width=768&dpr=3&quality=100&sign=77f41930&sv=2) **How to edit groups for the Help Desk:** **Step 1:** Select 'ESS Settings' from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqJrg25D6Bb6Ymh6jAvol%252FHelpDesk%2520GroupConfig%25201.png%3Falt%3Dmedia%26token%3D72e26eb1-8503-4b52-8ccc-837b663b9b2c&width=768&dpr=3&quality=100&sign=f1f31f97&sv=2) **Step 2:** Select ā€˜HelpDeskā€™ tab inside the ESS Settings page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzNPuCBYOKxPvG4iHovEl%252FHelpDesk%2520GroupConfig%25202.png%3Falt%3Dmedia%26token%3D4c34540d-a5bd-4d66-ad94-ee68b227a57f&width=768&dpr=3&quality=100&sign=fb9d95d2&sv=2) **Step 3:** Select 'Groups Page' tab from the tabs section to the left of the HelpDesk page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FWSzl5n2twT4vBgfcy8d6%252FHelpDesk%2520GroupConfig%25203.png%3Falt%3Dmedia%26token%3D9bd70611-dc18-49a4-b846-dcf9ca27f0ec&width=768&dpr=3&quality=100&sign=ea5db2d5&sv=2) **Step 4:** Select the edit icon corresponding to the group that needs to be edited. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FdWo4O29aDjirtNLEaZ6Q%252FHelpDesk%2520GroupConfig%25206.png%3Falt%3Dmedia%26token%3Dc2b002bd-7d64-42a4-b4a9-ed2455cfc0e7&width=768&dpr=3&quality=100&sign=3b660a49&sv=2) **Step 5:** Change the relevant details and select the 'Save' button to edit the selected group. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fu1Fim3ApW9ev7SGWuNWD%252FHelpDesk%2520GroupConfig%25207.png%3Falt%3Dmedia%26token%3Dc50411de-cc7a-49cb-92ce-9389455d98a2&width=768&dpr=3&quality=100&sign=70c0ec15&sv=2) _**Note: If you are unable to configure the groups for the Help Desk, kindly contact us at**_ [_**\[emailĀ protected\]**_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#85f6f0f5f5eaf7f1c5f5eae6eee0f1edf7e8f6abe6eae8) [PreviousHelp Deskchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/helpdesk) [NextAdding Tagschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/helpdesk/adding-tags) Last updated 11 months ago Was this helpful? Was this helpful? --- # ESS Configurations | Pocket HRMS [šŸ‘Øā€šŸ’¼Profile Infochevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info) [šŸ’µExpensechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/expense) [šŸ§³Travelchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/travel) [šŸ—£ļøHelp Deskchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/helpdesk) [šŸ¤Hirechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire) [šŸ–ļøLeavechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/leave) [PreviousEmployee Access Workflowchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/ess-setting/employee-access-workflow) [NextProfile Infochevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info) Last updated 21 days ago Was this helpful? Was this helpful? --- # Travel | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/travel#travel-module-admin) Travel Module ā€“ Admin The Travel Management module of Pocket HRMS is an advanced suite of multi-functional features that automates the management of employee travel. The travel module make it a smooth experience for all the stakeholders involved. This document aims to guide you on all the functions of travel module. Let us start with setting up the module according to companyā€™s requirement. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/travel#how-to-set-travel-module) How to set travel module? Log in to Cloud portal, click on the ā€˜ESS Settingsā€™ menu. Go to the ā€˜Travelā€™ tab followed by clicking on the ā€˜Travel Masterā€™ subtab and click on the ā€˜+ā€™ icon. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fkb85bmFMr2rCKVUf8qzw%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ac707406&sv=2) A ā€˜Travel Masterā€™ pop-up will open, from the ā€˜Select Travel Masterā€™ drop-down you can to select option such as, 1. Purpose of Travel, 2. Mode of Travel, & 3. Other Miscellaneous. You can ā€˜Select Travel Masterā€™ add ā€˜Descriptionā€™ and click on the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fb686xj15YarqvTUGDBlq%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2292be24&sv=2) 1. Adding ā€˜Purpose of Travelā€™ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FG6tmm1eynvgF969NJ8PB%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8e9a1fd4&sv=2) 1. Adding ā€˜Mode of Travelā€™ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVqstwVyo3tkY48VTh76D%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4b41aba7&sv=2) 1. Adding ā€˜Other Miscellaneousā€™ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSdJcHBVg14eBpZ36BEgk%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=148167ee&sv=2) You will find these under the ā€˜Travel Masterā€™ once you save it. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fcj37rN91cHl1XGQIPGWQ%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=250db76f&sv=2) From a dedicated ā€˜Travel Form Builderā€™, you can customize the travel request and reimbursement requests. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fb3SSk8SyP5P86CcetTpq%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7d65789e&sv=2) Next, you can go to ā€˜Travel Notification Settingsā€™ option to set the manager for travel and add their email id for the travel notifications. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoVpgP719HNfW4bMVstU2%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d92ab9d5&sv=2) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/travel#how-can-admin-access-employee-travel-report) How can admin access employee travel report? Admin can access employeeā€™s travel report easily on the ESS portal. For this go to ā€˜Travelā€™ menu and click on the ā€˜Employee Reportā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3a5dKPMU10VRYCiP4JRJ%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=188e0d39&sv=2) Under the ā€˜Travel Reportā€™ tab you get various customization options. You can start will applying ā€˜Filterā€™ from the drop down and then select the date range and click on the search button. The system also allows you to ā€˜Select Employeeā€™ individually by entering their employee code. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIhuV5h0pYXUTtBV4Rlkx%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=24489504&sv=2) Here you can click on quick access buttons for ā€˜Travel Detailsā€™ and ā€˜Reimbursement Detailsā€™ as well as click on a download icon to download ā€˜Reimbursement Attachmentā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fpf1HpyluXzwixUAS0eOW%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=fd9579c9&sv=2) View details by clicking on the ā€˜Travel Detailsā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FnK9WxuT6MxgHmDcDlV6F%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f07413c7&sv=2) The system allows you to easily ā€˜Printā€™ or ā€˜Download Excelā€™ report by using respective buttons. For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#3c4f494c4c534e487c4c535f575948544e514f125f5351) [PreviousExpensechevron-left](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/expense) [NextHelp Deskchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/helpdesk) Last updated 1 month ago Was this helpful? * [Travel Module ā€“ Admin](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/travel#travel-module-admin) * [How to set travel module?](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/travel#how-to-set-travel-module) * [How can admin access employee travel report?](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/travel#how-can-admin-access-employee-travel-report) Was this helpful? --- # On duty | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/request/on-duty#on-duty) On-Duty ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/request/on-duty#how-to-apply-on-duty-in-pocket-hrms-2.0-application) How to Apply On-duty in Pocket HRMS 2.0 Application? Path: Login to mobile app of Pocket HRMS 2.0 > click on plus sign > Select Apply On-duty/WFH > Fill in the details such as (Date, Day type, time range, On duty type, remarks) > Save Request. **Step 1:** Log in to the **Pocket HRMS 2.0 mobile app**. **Step 2:** Tap on the **plus sign (+)** icon, which is typically located on the home dashboard for quick actions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FYGXF0uB5ZflWxpjZo4fe%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=d3cb0377&sv=2) **Step 3:** Select the **ā€˜Apply On-duty/WFHā€™** option from the menu that appears. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fdi50OOXPlSp33S5ezwKU%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=ccd8f3a7&sv=2) **Step 4:** Accurately fill in the required details for your request, which include: * **Date:** Select the specific date for your request. * **Day type:** Specify whether you are requesting a full day or a half day. * **Time range:** Enter your expected working hours for that day. * **On duty type:** Choose the appropriate category from the dropdown (e.g., Work From Home, Client Visit, Training). * **Remarks:** Add a brief reason or any necessary context for your manager. **Step 5:** Tap **ā€˜Save Requestā€™** to formally submit your application for approval. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FpUeWcmVvaGuoZ3HLy8VT%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=a34ac547&sv=2) **Alternate way:** **Path:** Login to mobile app of Pocket HRMS 2.0 > click on 3 horizontal lines > Leave menu > Request > Select Onduty/Wfh Tab > > Fill in the details such as (Date, Day type, time range, On duty type, remarks) > Save Request. **Step 1:** Log in to the **Pocket HRMS 2.0 mobile app**. **Step 2:** Tap on the **three horizontal lines** (hamburger menu) located at the top left corner of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FtcC6cS5S8AsMXKD1m88m%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=61209cc9&sv=2) **Step 3:** Select the **ā€˜Leaveā€™** module from the menu and tap on **ā€˜Requestā€™**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FfqFjpq89eeYCQfoTmBZS%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=dccb727&sv=2) **Step 4:** Select ā€œOn duty/Work from homeā€™ tab ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fb5CGnlgyNya4yZBXVA2B%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e166ea7d&sv=2) **Step 5:** Accurately fill in the required details for your request, which include: * **Date:** Select the specific date for your request. * **Day type:** Specify whether you are requesting a full day or a half day. * **Time range:** Enter your expected working hours for that day. * **On duty type:** Choose the appropriate category from the dropdown (e.g., Work From Home, Client Visit, Training). * **Remarks:** Add a brief reason or any necessary context for your manager. **Step 6:** Tap **ā€˜Save Requestā€™** to formally submit your application for approval. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FpUeWcmVvaGuoZ3HLy8VT%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=a34ac547&sv=2) **Note:** You can also view the details of previous on-duty application and approvals by clicking on **ā€˜View Previous Entriesā€™**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FL3fXlVUbILigMe4XDqfq%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=96b45693&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fmtb8x0gEoeQHwWk3DquZ%252Fimage.png%3Falt%3Dmedia%26token%3D3ac9fa3d-fd96-4e76-8f2f-2eb6d21a6c3d&width=768&dpr=3&quality=100&sign=a6560f2c&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#33404643435c414773435c505856475b415e401d505c5e) [PreviousAttendance Regularizationchevron-left](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/request/attendance-regularization) [NextSet Addresschevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/request/set-address) Last updated 20 minutes ago Was this helpful? * [On-Duty](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/request/on-duty#on-duty) * [How to Apply On-duty in Pocket HRMS 2.0 Application?](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/request/on-duty#how-to-apply-on-duty-in-pocket-hrms-2.0-application) Was this helpful? --- # Leave | Pocket HRMS [šŸŸ©Yearly leave limit for compensatory offchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/leave/yearly-leave-limit-for-compensatory-off) [PreviousOrientation for Learning Certificatechevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/learning/orientation-for-learning-certificate) [NextYearly leave limit for compensatory offchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/setting/leave/yearly-leave-limit-for-compensatory-off) Was this helpful? Was this helpful? --- # Create & Publish Jobs | Pocket HRMS **Introduction** This page provides the steps for creating and publishing a new job opening. **Pre-requisites** āœ”ļø Admin credentials āœ”ļø User rights _**Note:**_ * _Kindly contact your Admin/HR for rights if you are not able to perform the steps below._ * _You will be required to assign a Job Manager before proceeding._ ### [hashtag](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/create-and-publish-jobs#how-to-create-a-new-job-opening) **How to create a new job opening?** **Step 1:** Select ā€˜Hireā€™ and then ā€˜Jobsā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fjq6wfH83lvh6ujf7i5kM%252FCreate%2520Job%25201.png%3Falt%3Dmedia%26token%3Dd9642fec-1f55-4047-b191-f9638ab46f03&width=768&dpr=3&quality=100&sign=fbfad2fc&sv=2) **Step 2:** Select ā€˜Job Listā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCe3INfcxVOiXM9VJb2B0%252FCreate%2520Job%25202.png%3Falt%3Dmedia%26token%3De681a395-ac95-43bd-9e3d-a9e06ddba3ed&width=768&dpr=3&quality=100&sign=acbde895&sv=2) **Step 3:** Click on the ā€˜+ Addā€™ button to the top right corner. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FqK0Zl7X44UwXSgJtBiHu%252FCreate%2520Job%25203.png%3Falt%3Dmedia%26token%3D135db268-ace5-442a-aaf2-2e8c68f0f9fe&width=768&dpr=3&quality=100&sign=23f84f0a&sv=2) **Step 4:** Enter the required details, upload the documents for ā€˜Job Summaryā€™ and ā€˜Othersā€™ if required and click on the ā€˜Save & Continueā€™ button to proceed. The job will be added to the ā€˜Job Listā€™ page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZBJtPTRvWaVUbFL3FaSu%252FCreate%2520Job%25204.png%3Falt%3Dmedia%26token%3D0440286f-59d8-4587-aba8-6695fe780370&width=768&dpr=3&quality=100&sign=84c2fc7d&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9WTJjeccRZREX3GGZSg3%252FCreate%2520Job%25205.png%3Falt%3Dmedia%26token%3D9bbc218a-3a2b-4590-b939-740257f33201&width=768&dpr=3&quality=100&sign=b8e1144e&sv=2) _**Note:**_ * _If the ā€˜Manager Approvalā€™ option is set, the created job will be displayed in the ā€˜Pending Approvalā€™ modal box from where, you can check whether the job has been approved by the manager or not._ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2xYtoiKKbBQSMAPITrBQ%252FCreate%2520Job%25206.png%3Falt%3Dmedia%26token%3D0b81e918-36ea-4252-952a-0284803e038e&width=768&dpr=3&quality=100&sign=df1000c8&sv=2) * _The newly created jobs defaults to ā€˜Unpublishedā€™ status. Click on the ā€˜Unpublishā€™ quick filter to view the created job and make sure to sort the list as ā€˜Newest Firstā€™ to display the newest jobs at the top of the list._ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMaR0R1uTAaxQbsMn1ZTr%252FCreate%2520Job%25207.png%3Falt%3Dmedia%26token%3D422c0d69-46c8-4039-895e-17ee59c19e51&width=768&dpr=3&quality=100&sign=2927ff33&sv=2) * _You can also filter the jobs as per your requirement by clicking on the ā€˜Filterā€™ button and clicking on the ā€˜Applyā€™ button after setting the required parameters._ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJG9pFOsYpPirjwEfmPZO%252FCreate%2520Job%25208.png%3Falt%3Dmedia%26token%3D049d2e4d-9252-4d86-b7ba-696c51e808ff&width=768&dpr=3&quality=100&sign=91962c01&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FhdA1iOILd6E7MKcJyZou%252FCreate%2520Job%25209.png%3Falt%3Dmedia%26token%3Dcc873d5d-9e8f-4c06-99af-33335e3cd063&width=768&dpr=3&quality=100&sign=81ad62ea&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/create-and-publish-jobs#how-to-approve-a-newly-created-job) **How to approve a newly created job?** **Step 1:** Select ā€˜Hireā€™ and then ā€˜Jobsā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbZG3kZqoyL3OZyBeUoTG%252FApprove%2520Job%25201.png%3Falt%3Dmedia%26token%3D6ef64374-7244-43b5-82b1-59b6f8a479ea&width=768&dpr=3&quality=100&sign=79d77cd5&sv=2) **Step 2:** Select ā€˜Job Manager Approvalā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKL3tEdrLnXq6TUGohryH%252FApprove%2520Job%25202.png%3Falt%3Dmedia%26token%3D4390249b-9755-4d57-aea4-0238548a477f&width=768&dpr=3&quality=100&sign=7c8f7bd4&sv=2) **Step 3:** Select the ā€˜View Detailsā€™ button adjacent to the job. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSkr0te3rzqFPOIzQvsCX%252FApprove%2520Job%25203.png%3Falt%3Dmedia%26token%3Dba898a42-5d66-4dae-9189-0d2e1fa77c0d&width=768&dpr=3&quality=100&sign=116fd93f&sv=2) **Step 4:** Enter the remarks and click on the ā€˜Approveā€™ or ā€˜Rejectā€™ button to approve or reject the job respectively. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSQNla3nhhitAH3bdS2qR%252FApprove%2520Job%25204.png%3Falt%3Dmedia%26token%3D38236e90-5340-45f1-b556-7968683c0148&width=768&dpr=3&quality=100&sign=65a2d027&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/create-and-publish-jobs#how-to-publish-a-newly-created-job) **How to publish a newly created job?** **Step 1:** Select ā€˜Hireā€™ and then ā€˜Jobsā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FcxB4ErO51p6lsgGb6Fd5%252FPublish%2520Job%25201.png%3Falt%3Dmedia%26token%3D555f7c78-64cc-4aa5-b8ff-3b6bb80697d3&width=768&dpr=3&quality=100&sign=bbe0d460&sv=2) **Step 2:** Select ā€˜Job Outlineā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FRG8udeVF5PBkdHHkgTiO%252FPublish%2520Job%25202.png%3Falt%3Dmedia%26token%3D9869a0ed-ef00-4f76-b692-1b14004ffd73&width=768&dpr=3&quality=100&sign=6deacf83&sv=2) **Step 3:** Select the ā€˜UnPublishedā€™ button at the top to filter the jobs that are not published. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F6AawWE3q1ImvqofxVZLc%252FPublish%2520Job%25203.png%3Falt%3Dmedia%26token%3D7efbf328-58a8-4d83-8696-f3d7cf0d7630&width=768&dpr=3&quality=100&sign=8c09115b&sv=2) **Step 4:** Select the ā€˜Publishā€™ drop-down option adjacent to the job that you wish to publish. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbOd9IiZxE4tbv1bplN6z%252FPublish%2520Job%25204.png%3Falt%3Dmedia%26token%3D8b909ac1-e688-431d-9809-38730e2115d4&width=768&dpr=3&quality=100&sign=5606a8c8&sv=2) _**Note:**_ * _You can publish, unpublish, and archive jobs using the steps above and selecting the corresponding option from the drop-down menu._ * _You can also click on the ā€˜Career Pageā€™ button if you wish to view the published job._ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F75PwSJ9jmQxAKDYBAvMh%252FPublish%2520Job%25205.png%3Falt%3Dmedia%26token%3Dd1ee3cad-aa1e-44ef-9503-5ecf14e1695f&width=768&dpr=3&quality=100&sign=3b2813a&sv=2) * _You can also click on the ā€˜Add to Websiteā€™ button if you wish to add the job to your companyā€™s official website. You will be provided the embed code that you can paste into your website to embed the job._ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMdvFDOKbbD4PmRj3xLj8%252FPublish%2520Job%25206.png%3Falt%3Dmedia%26token%3D9ca7aed4-2a9e-48b7-a514-37094d427a6c&width=768&dpr=3&quality=100&sign=10a89c97&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4L2BE9I5WTcwiIA45HHg%252FPublish%2520Job%25207.png%3Falt%3Dmedia%26token%3Da75ff53d-4703-4b55-bb27-d27c861eafd3&width=768&dpr=3&quality=100&sign=e302f472&sv=2) _**Note: If you are unable to create, publish or edit a new job opening, kindly contact us at**_ [_**\[emailĀ protected\]**_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#15666065657a676155657a767e70617d6778663b767a78) [PreviousHirechevron-left](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management) [NextAdd a Candidatechevron-right](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/add-a-candidate) Last updated 1 year ago Was this helpful? * [How to create a new job opening?](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/create-and-publish-jobs#how-to-create-a-new-job-opening) * [How to approve a newly created job?](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/create-and-publish-jobs#how-to-approve-a-newly-created-job) * [How to publish a newly created job?](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/create-and-publish-jobs#how-to-publish-a-newly-created-job) Was this helpful? --- # Employee FnF | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-separation-and-release#full-and-final-f-and-f) Full and Final (F&F) This section will explain how you can separate, and process the full and final settlement. You will also learn how to release employee or activate an employee. **Note-** Release Employee signifies activating an employee or making them re-join. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-separation-and-release#a-how-to-separate-or-exit-employees) **A) How to Separate or Exit Employees?** Follow the path below to separate or exit an employee: **Path:** Cloud Login > Payroll > Transaction > Separation > Fill in the Details > save. **Step 1:** Login to the cloud portal, go to ā€˜Payrollā€™ menu and Under ā€˜Transactionā€™ sub-menu, select the ā€˜Separationā€™ option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCBW3QbCXzCMGNQBRzENt%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=26a00ec9&sv=2) **Step 2:** Fill in all the details such as ā€˜Employeeā€™, ā€˜Separation typeā€™, ā€˜Separation Categoryā€™, ā€˜Separation Reasonā€™, ā€˜Last Working Dateā€™, ā€˜Resignation Dateā€™, ā€˜Disable Self Service Loginā€™, ā€˜Employee Rehireā€™, ā€˜Employee Rehire Remarkā€™, and click on ā€˜Saveā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FhCM3SR4HJJN2m9M1gn9Z%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=22632f5c&sv=2) If you want to check the employees who have left the organization, then click on ā€˜Left Employeesā€™. All the details such as ā€˜Name of employeeā€™, ā€˜Employee codeā€™, ā€˜Date of Joiningā€™, ā€˜Date of Separationā€™ and ā€˜Reason of separationā€™ of separated employees will be reflected. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F1hBel3PkFwRRurNeIgZr%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2b23a6fa&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FA20GLERxZkdFzL1oCuJu%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=459155d7&sv=2) **Link:** [https://cloud.pockethrms.com/Payroll/Transaction/separationarrow-up-right](https://cloud.pockethrms.com/Payroll/Transaction/separation) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-separation-and-release#b-how-to-release-or-activate-separated-employee) B) How to Release or Activate Separated Employee? To release or active separated employee, follow the path below: **Path:** Cloud login > Payroll > Transaction > Release Employee > Fill in the details > Save **Step 1:** Login to cloud portal, go to ā€˜Payrollā€™ menu, Under the ā€˜Transactionā€™ sub-menu select ā€˜Release employeeā€™ option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FCOjgYp5HhPzb4Lr6lgE2%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5c664bfe&sv=2) **Step 2:** Fill in the details such as separated employee name you want to re-join in ā€˜Employeeā€™ section. The system will automatically fetch all details. Then, fill the ā€˜Release Dateā€™ (date in which employee will re-join) and click on ā€˜Releaseā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FbnYXTkpOl49lvxbk0P9Q%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=eabd9663&sv=2) **Link**: [https://cloud.pockethrms.com/Payroll/Transaction/separationReleasearrow-up-right](https://cloud.pockethrms.com/Payroll/Transaction/separationRelease) _**Note:**_ _If you are unable to separate employees, kindly contact us at_ [_\[emailĀ protected\]_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#e5969095958a9791a5958a868e80918d978896cb868a88) [PreviousNew Employeechevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/new-employee) [NextApproval Matrixchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/approval-matrix) Last updated 6 months ago Was this helpful? * [Full and Final (F&F)](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-separation-and-release#full-and-final-f-and-f) * [A) How to Separate or Exit Employees?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-separation-and-release#a-how-to-separate-or-exit-employees) * [B) How to Release or Activate Separated Employee?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-separation-and-release#b-how-to-release-or-activate-separated-employee) Was this helpful? --- # Leave Opening | Pocket HRMS **Pocket HRMS** allow users schedule interviews, process onboarding, etc. with just a few clicks. It is an end-to-end Human Resource Management System. Every HR responsibility like creating job templates, scheduling interview rounds, shortlisting candidates, generating offer letter, etc. can be handled easily with this software. When new employees join the company, we update the Employee Master and follow it with Leave Opening for the employees. We can do this in a couple of ways in Pocket HRMS- ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-opening#leave-opening-manual-entry) Leave Opening Manual Entry In case the Admin wants to make Leave Entry for the database employees, follow this process- 1. Login to Pocket HRMS on next.pockethrms.com ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXEK5ddMhhMRV71f1vn3r%252F2.jpeg%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=72100ce9&sv=2) 1. Click on **Employee ā†’** Select **Employee List** and click on the required Employee ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FyKYieOkJVcRqX0a1b3Iv%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=bdd9618d&sv=2) 1. In the Employee Profile, select the **Leave** Tab. From here you can see the types of leaves available. You can easily set Leave opening by selecting the **Three Dots** Symbol on each of the leave types 2. Now, you can enter the Leave Opening and Credit details. Click Save and repeat the process for other leave types as required. 3. You are done. Great Work! ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fb5lAyRS97Xjgtm9ZD2WZ%252F6.jpeg%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=31d3151e&sv=2) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-opening#leave-opening-import) Leave Opening Import Pocket HRMS also allows you to set Leave Opening for multiple employees simultaneously by importing Excel Files (.xlsx format only). The process is very simple and user-friendly. Let us see how we can use Leave Opening Import tool- 1. Login to next.pockethrms.com 2. Select **Leave ā†’** Under **Import**, choose **Leave Opening** 3. In the new page, we will first setup the setting. We will be using the **Sample Excel File** as an example which can be downloaded from this page itself. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FeQvYyD6aL4WRgNmpe4d3%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1b6ce029&sv=2) 1. Click on Add New and type a setting Name. Select Add to finalize the setting name. 2. Fill the appropriate fields as per your excel file. We have filled the data as per the sample excel file mentioned earlier. 3. Click on Save Settings. Now, the setting is ready to be used. 4. Letā€™s come back to Leave Debit Import Utility or just hit Refresh. Select your setting and the fields will auto load. 5. Upload the excel file and sheet name will be selected automatically. You can also change the sheet name as desired. 6. Click Upload File and weā€™re done! ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvpfaYZOfO17F0DU44une%252F14.jpeg%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f2ce4720&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJ1nVVfuIBs8jF11vYJXV%252F15.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=babf71be&sv=2) Remember that you do only need to setup a setting once to reuse whenever you require for future use. For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#b3c0c6c3c3dcc1c7f3c3dcd0d8d6c7dbc1dec09dd0dcde) [PreviousLeave Debitchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-debit) [NextLeave Debit Entrychevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-debit-entry) Last updated 1 month ago Was this helpful? * [Leave Opening Manual Entry](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-opening#leave-opening-manual-entry) * [Leave Opening Import](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-opening#leave-opening-import) Was this helpful? --- # Password Generation | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/password-generation#id-1.-how-to-set-ess-password-or-log-in-credentials-for-employees) 1\. How to set ESS password or log in credentials for employees? To set the ESS password or login credentials for employees refer the below link: [![Logo](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Ficon%252FsgcFodd2iFFEXCwR0BrQ%252FPocket%2520HRMS%2520Logo.png%3Falt%3Dmedia%26token%3Dc9c622b4-4b96-4e1e-8d75-1127189759bd&width=48&height=48&sign=5c056a2b&sv=2)HR | Pocket HRMSdocs.pockethrms.comchevron-right](https://docs.pockethrms.com/faqs/cloud-portal/settings/hr#id-29.-how-to-generate-employee-password-and-send-it-in-direct-mail-to-the-employees) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#691a1c1919061b1d2919060a020c1d011b041a470a0604) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/password-generation#id-2.-how-to-generate-log-in-credentials-or-password-and-username-for-new-employees-and-send-it-through) 2\. How to generate log in credentials or password & username for new employees and send it through email? To generate login credentials for new employees refer to the link below: [![Logo](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Ficon%252FsgcFodd2iFFEXCwR0BrQ%252FPocket%2520HRMS%2520Logo.png%3Falt%3Dmedia%26token%3Dc9c622b4-4b96-4e1e-8d75-1127189759bd&width=48&height=48&sign=5c056a2b&sv=2)HR | Pocket HRMSdocs.pockethrms.comchevron-right](https://docs.pockethrms.com/faqs/cloud-portal/settings/hr#id-29.-how-to-generate-employee-password-and-send-it-in-direct-mail-to-the-employees) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#fd8e888d8d928f89bd8d929e969889958f908ed39e9290) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/password-generation#id-3.-how-to-change-update-or-create-generate-password-for-a-new-employee-and-sent-it-over-email) 3\. How to change/update or create/generate password for a new employee and sent it over email? [![Logo](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Ficon%252FsgcFodd2iFFEXCwR0BrQ%252FPocket%2520HRMS%2520Logo.png%3Falt%3Dmedia%26token%3Dc9c622b4-4b96-4e1e-8d75-1127189759bd&width=48&height=48&sign=5c056a2b&sv=2)HR | Pocket HRMSdocs.pockethrms.comchevron-right](https://docs.pockethrms.com/faqs/cloud-portal/settings/hr#id-29.-how-to-generate-employee-password-and-send-it-in-direct-mail-to-the-employees) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#25565055554a575165554a464e40514d5748560b464a48) [PreviousAsset Managementchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/asset-management) [NextEmployeechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management) Last updated 10 months ago Was this helpful? * [1\. How to set ESS password or log in credentials for employees?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/password-generation#id-1.-how-to-set-ess-password-or-log-in-credentials-for-employees) * [2\. How to generate log in credentials or password & username for new employees and send it through email?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/password-generation#id-2.-how-to-generate-log-in-credentials-or-password-and-username-for-new-employees-and-send-it-through) * [3\. How to change/update or create/generate password for a new employee and sent it over email?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/password-generation#id-3.-how-to-change-update-or-create-generate-password-for-a-new-employee-and-sent-it-over-email) Was this helpful? --- # Health | Pocket HRMS Through health module of Pocket HRMS dashboard you can keep track of employee health parameters. The HRMS allows you to set health related questions and frequency of tracking easily. The employees then answer the set questions on set frequency to help HR/ admin know their health status. Stepwise procedure to set health module is explained below. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/health#how-to-set-health-module) **How to set health module:** **Step 1:** Go to 'Settings' ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDz70J49zom83QY0Hr%252F-MYDzQF0nHuhepEr18uc%252F1.png%3Falt%3Dmedia%26token%3Ddd66ae95-14dc-4039-867f-978a64caf5a5&width=768&dpr=3&quality=100&sign=6f9b4bfa&sv=2) **Step 2:** Proceed to 'Health' module ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDz70J49zom83QY0Hr%252F-MYDzTvymidoHokdBf3K%252F2.png%3Falt%3Dmedia%26token%3D74ab3828-df7c-4336-b3d2-6774400eca9d&width=768&dpr=3&quality=100&sign=4aaf0d75&sv=2) **Step 3:** Select 'Settings' option. Here you can enable or disable the module. Also, you can set frequency and select day to track employee health. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDz70J49zom83QY0Hr%252F-MYDzZIM7nIyOhtvLj9z%252F3.png%3Falt%3Dmedia%26token%3D80a2fcf7-4103-420f-a67d-bc7d064de3b7&width=768&dpr=3&quality=100&sign=9bb9469f&sv=2) **Step 4:** Select 'Field Creation' option. This option helps you create health-related questions to be asked to your employees. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDz70J49zom83QY0Hr%252F-MYDzlEGIKz0cuhD5RKS%252F4.png%3Falt%3Dmedia%26token%3Dfdc44207-eee2-423b-a50b-fdbe1ce9ee39&width=768&dpr=3&quality=100&sign=828425f9&sv=2) _If you are unable to create health templates or facing similar issue, kindly contact us at_ [_\[emailĀ protected\]_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#2f5c5a5f5f405d5b6f5f404c444a5b475d425c014c4042) [PreviousRecruitment Setupchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/recruitment-setup) [NextSurveychevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/survey) Last updated 11 months ago Was this helpful? Was this helpful? --- # Profile Info | Pocket HRMS [mobile-notchDevice Lockchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock) [user-tie-hair-longRole Allocationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/role-allocation) [shield-checkBulk KYC Verificationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/bulk-kyc-verification) [PreviousESS Configurationschevron-left](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations) [NextDevice Lockchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock) Last updated 21 days ago Was this helpful? Was this helpful? --- # Biometric system | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/mobile-app/leave/biometric-system#introduction) Introduction Biometric system for attendance management makes it accurate and foolproof for the HR and payroll department to operate. Minimized errors and accurate attendance data are some prime benefits of biometric attendance management. Automated biometrics in managing attendance include fingerprint attendance, iris scanners, etc. Pocket HRMS allows easy integration of biometric system with its attendance management system and makes payroll easy. Employees can also provide their log data through punching system available on mobile self-service app as shown in screenshot below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoqGSkgmhgjPG9oPLJCPn%252FLeave%2520%2526%2520Attendance%2520Mobile%2520App%2520-%25201.png%3Falt%3Dmedia%26token%3D0ab07df3-afd0-4557-be20-9ba40b4d587c&width=768&dpr=3&quality=100&sign=13cc3afa&sv=2) To learn more - [Biometric Attendance Systemarrow-up-right](https://www.pockethrms.com/biometric-attendance-system/) _**Note: Steps can only be performed by employees with authorized access. If you are unable to perform the aforementioned steps, kindly contact your HR/ manager.**_ [PreviousLeavechevron-left](https://docs.pockethrms.com/mobile-app/leave) [NextLeave and Attendance Mobile Appchevron-right](https://docs.pockethrms.com/mobile-app/leave/mobile-app) Last updated 1 year ago Was this helpful? Was this helpful? --- # Pocket HRMS 2.0 Mobile App | Pocket HRMS [šŸ“±Dashboardchevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/dashboard) [šŸ–ļøLeavechevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave) [šŸ’µExpensechevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/expense) [šŸ’²Pay slipchevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/pay-slip) [šŸ†˜Helpdeskchevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/helpdesk) [PreviousMobile App User Manualchevron-left](https://docs.pockethrms.com/mobile-app/mobile-app-user-manual) [NextDashboardchevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/dashboard) Was this helpful? Was this helpful? --- # Employee | Pocket HRMS [šŸ”¹On-boardingchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/on-boarding) [šŸ”¹Employee Documentchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-document) [šŸ”¹New Employeechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/new-employee) [šŸ”¹Employee FnFchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-separation-and-release) [šŸ”¹Approval Matrixchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/approval-matrix) [šŸ”¹Self Service Rolechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/setup-and-activation) [šŸ”¹Assign Assetchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/assign-asset) [šŸ”¹Modified Punch Remarkchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/modified-punch-remark) [šŸ”¹Geo Location Employee Tagging Bulk Importchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/geo-location-employee-tagging-bulk-import) [šŸ”¹Bulk Category Transferchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/bulk-category-transfer) [PreviousPassword Generationchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/hr/password-generation) [NextOn-boardingchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/on-boarding) Last updated 3 months ago Was this helpful? Was this helpful? --- # Leave Details | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/leave-details#leave-details) Leave Details ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/leave-details#how-to-check-leave-details-in-pocket-hrms-2.0-mobile-app) How to check Leave Details in Pocket HRMS 2.0 Mobile App? **Path:** Login to mobile app of Pocket HRMS 2.0 > click on 3 horizontal lines (Hamburger menu) > > Leave > My Reports > Leave Details **Step 1:** Log in to the Pocket HRMS 2.0 mobile app and click on the 3 horizontal lines (Hamburger menu) on the top left. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F60nlfF17YanVdrFagBF8%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=40c5e990&sv=2) **Step 2:** From the menu list, select the ā€˜Leaveā€™ module, then Navigate to the ā€˜My Reportsā€™ section within the Leave module. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FInfxhtbLIvKYcX3AvqNn%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=ef6acefc&sv=2) **Step 3:** Click on ā€˜Leave Detailsā€™ to view the comprehensive report of your leave records. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FKIzwIDdu0eNN0HiP8Xa1%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=f52ac365&sv=2) **Note:** Leave details displays various leaves applied in the current month along with the detailing such as: * Type of leave: Earned leave, PL, EL or optional leave etc. * From date- To Date * Half/full day leave * No. of days * Status: If the leave is approved, or pending. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FelekCzjP5vQIaY7ma8b0%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=e175693c&sv=2) ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/leave-details#filter-icon) Filter Icon ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FODZ2446V4W8IpEzCQS62%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=831be0d1&sv=2) It allows you to filter any specific leave. Click on the filter icon and fill in details such as ā€˜Report Typeā€™, ā€˜Leave Typeā€™, ā€˜From date-to Dateā€™, and click on ā€˜Searchā€™ to get the report for your required leave. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FNbJLPe5eQIBDEVKzWMcZ%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=de3dc7ea&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#9deee8ededf2efe9ddedf2fef6f8e9f5eff0eeb3fef2f0) [PreviousLeave balancechevron-left](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/leave-balance) [NextAttendance Regularization Reportchevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/attendance-regularization-report) Last updated 41 minutes ago Was this helpful? * [Leave Details](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/leave-details#leave-details) * [How to check Leave Details in Pocket HRMS 2.0 Mobile App?](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/leave-details#how-to-check-leave-details-in-pocket-hrms-2.0-mobile-app) * [Filter Icon](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/leave-details#filter-icon) Was this helpful? --- # FnF HR | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/ess-portal/admin/fnf-hr#how-to-check-no-dues-responses-from-all-departments) How to Check No dues responses from all departments? You can check the all the responses from all the departments. For that go to the ā€˜F&Fā€™ menu and click on the ā€˜Approvalā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fphbe12M5k8wPPN9ylbkR%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=55fd9ada&sv=2) Under the ā€˜Full Final Approvalā€™ tab you will find the entries click on the ā€˜Viewā€™ button against employeeā€™s name, and you will see forms filled by different departments. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FmnWmrO3rsiMzctnyXZhn%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c298a73e&sv=2) Here you will also find the forms filled by various departments as well as a form for HR department for which you can select your response and click on the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fs59BSkewbseeQpegjTGt%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=230ae255&sv=2) Once it is saves you have to open the entry again ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwyB3Ku7029Aw5dbIhbfi%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=bc0e765e&sv=2) and click on the ā€˜Submit button and it can be accessed from the cloud portal. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FF2GJrVEstRLEtSw3BsIo%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e530dcd3&sv=2) [PreviousTimesheetchevron-left](https://docs.pockethrms.com/ess-portal/admin/timesheet) [NextExit HRchevron-right](https://docs.pockethrms.com/ess-portal/admin/exit-hr) Was this helpful? Was this helpful? --- # Leave | Pocket HRMS [šŸ“ƒRoaster Managementchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/leave/roaster-management) [PreviousCurrency Optionchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/hire/currency-option) [NextRoaster Managementchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/leave/roaster-management) Was this helpful? Was this helpful? --- # Email Templates | Pocket HRMS Email module of Pocket HRMS dashboard helps you create and customize HR templates in clicks. Automated HR template generation helps make employee handling and HRM less time-consuming. Given below are steps involved in editing HR email templates. **How to create new email templates?** **Step 1:** Go to 'Settings' ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDyYTl0mRJgc8nMMc7%252F-MYDyzUv9-L8lNWxwcWM%252F1.png%3Falt%3Dmedia%26token%3D074f6a92-1b5b-40c8-b61a-5a6e7e4ac153&width=768&dpr=3&quality=100&sign=7165ad13&sv=2) **Step 2:** Proceed to 'Organization' module ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDyYTl0mRJgc8nMMc7%252F-MYDz1pHkIqbIGRiI7r4%252F2.png%3Falt%3Dmedia%26token%3D54057b6a-75c6-4c5d-9114-5c0dd35d068a&width=768&dpr=3&quality=100&sign=800d02a9&sv=2) **Step 3:** Select 'Email Templates' option ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYDyYTl0mRJgc8nMMc7%252F-MYDz4nTWDa0tLFIB_j_%252F3.png%3Falt%3Dmedia%26token%3Dccb4965b-5e72-4cb6-8112-b937c158a204&width=768&dpr=3&quality=100&sign=5e5e4a0c&sv=2) Here, you can preview and edit email templates like payslip, Form16, password reset email, etc. _**Note: If you are unable to configure HR templates, kindly contact us at**_ [_**\[emailĀ protected\]**_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#0d7e787d7d627f794d7d626e666879657f607e236e6260) [PreviousTemplates Setupchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/initial-company-setup-administration/templates-setup) [NextUserschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/organization/users) Last updated 11 months ago Was this helpful? Was this helpful? --- # Expense | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/ess-portal/finance/expense#how-approve-expense-claims-as-a-finance-person) How approve expense claims as a finance person? As a Finance person, you need to log into the ESS portal and click on the ā€˜Finance Approvalā€™ under the ā€˜Expenseā€™ menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8lJKN4KSqRO7qOWCI8rn%252FFinance%2520Approval%2520subtab.png%3Falt%3Dmedia%26token%3D0bad7757-6d66-4ddd-9529-cd1a4189d15e&width=768&dpr=3&quality=100&sign=5783a24&sv=2) Under the ā€˜Finance Approvalā€™ tab select the ā€˜Monthā€™ and click on the ā€˜Searchā€™ button. The expense requests will appear, click on the ā€˜Detailsā€™ button for more information. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXIcu7v51QGr8Xxi6M00k%252FFinance%2520requests.png%3Falt%3Dmedia%26token%3D7dcb0c46-9dcd-47b2-8754-2f5a096672cb&width=768&dpr=3&quality=100&sign=b7521a56&sv=2) The ā€˜Expense Detailsā€™ pop-up will open, you can edit the ā€˜Finance Amountā€™ and scroll left to ā€˜Approveā€™ or ā€˜Rejectā€™ the request. Enter the ā€˜Finance Remarkā€™ and click on the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F99ixHD6tc8oOlikBNsne%252FExpense%2520Details%2520pop%2520up.png%3Falt%3Dmedia%26token%3D14aaaaa9-e767-421d-a62f-620bb7f7f29d&width=768&dpr=3&quality=100&sign=91f593cb&sv=2) [PreviousFinancechevron-left](https://docs.pockethrms.com/ess-portal/finance) [NextTravelchevron-right](https://docs.pockethrms.com/ess-portal/finance/travel) Last updated 1 year ago Was this helpful? Was this helpful? --- # Profile | Pocket HRMS [šŸ“„TDS Entrieschevron-right](https://docs.pockethrms.com/ess-portal/employee/profile/tds-entries) [šŸ’¶My Loan Detailschevron-right](https://docs.pockethrms.com/ess-portal/employee/profile/loan-request-and-approval) [PreviousEmployeechevron-left](https://docs.pockethrms.com/ess-portal/employee) [NextTDS Entrieschevron-right](https://docs.pockethrms.com/ess-portal/employee/profile/tds-entries) Last updated 11 months ago Was this helpful? Was this helpful? --- # Bulk Category Transfer | Pocket HRMS This feature allows you to **bulk transfer employee categories using an Excel file**, whereas previously, this process had to be completed **individually for each employee**. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/bulk-category-transfer#how-to-do-bulk-category-transfer) How to do Bulk Category Transfer? **Path:** Cloud Login > Employee > Import > From select import template, click on Category Transfer Import from drop down > Download category transfer import sample file > Make changes in the downloaded Excel as per your requirement and save it > Select or Add setting name > Import template (import the Excel file that you have saved after making changes) > Fill the starting and ending row > Map the components as per you Excel file > Save settings > Upload File. **Step 1:** Log in to the **Cloud portal**. Navigate to the **ā€˜Employeeā€™** module, select **ā€˜Importā€™**. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FQXzvz1fXpZQeYznV3Zel%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=37359d5&sv=2) **Step 2:** Click on ā€˜**Select Import Templateā€™** and select **ā€˜Category Transfer Importā€™from drop-down and click** the option to **ā€˜Download category transfer import sample fileā€™** to get the standard template. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FglZgOsNvRhvpejI8iFK5%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=3a7dbfbf&sv=2) **Step 3:** Open the downloaded Excel sheet, fill in the required employee and category transfer details as per your requirements, and save the file to your computer. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Ffwc8J2QhVEi7SNbYzP5i%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=b181884a&sv=2) **Step 4:** Return to the portal and select an existing **ā€˜Setting Nameā€™** from the dropdown menu, or type to add a new one. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FCocUsHBMUj2n6n8D5XNC%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=da7578b5&sv=2) **Step 5:** Click on **ā€˜Import Templateā€™** to browse and select the Excel file you just prepared and saved in your system. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FuW1ILAYhFCuZjE8rIedk%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=5024257a&sv=2) **Step 6:** Specify the **Starting Row** and **Ending Row** so the system knows exactly where your data begins and ends in the spreadsheet. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fs0MVQ3O2io2W09mnvPt4%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=5fbb26ca&sv=2) **Step 7:** **Map the components** by carefully matching the system fields to the corresponding column headers in your Excel sheet. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FufbTSiELHnMSUmzHTSlC%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=757a7d80&sv=2) **Step 8:** Click **ā€˜Save Settingsā€™** to store this configuration for future use. Finally, click **ā€˜Upload Fileā€™** to execute the bulk transfer. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2Fphd7k2pSIbwB6yzN5NFe%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=a19eac42&sv=2) **Link**: [https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#arrow-up-right](https://cloud.pockethrms.com/Employee/Employee/EmployeeImport?import=1#) [arrow-up-right](https://youtu.be/PLzYoZ4QBoQ) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#f88b8d8888978a8cb888979b939d8c908a958bd69b9795) [PreviousGeo Location Employee Tagging Bulk Importchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/geo-location-employee-tagging-bulk-import) [NextPayrollchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/payroll) Last updated 5 days ago Was this helpful? Was this helpful? --- # Income Tax - New Financial Year | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/income-tax-new-financial-year#how-to-change-the-financial-year-for-income-tax-calculations) **How to change the financial year for income tax calculations?** **Step 1**: Go to 'Income Tax' > 'Utilities' > 'Year End Transfer'. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB3QzDbjFIPduhLn-j%252F-MYB3fQ2Gs5XFpQ2jc0a%252F12041.jpg%3Falt%3Dmedia%26token%3D2c1d8527-972e-48d1-9ad1-880d8ab70c6c&width=768&dpr=3&quality=100&sign=503296ec&sv=2) **Step 2:** Select the checkboxes for the companies and click on the 'Transfer' button to complete the process. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYB3QzDbjFIPduhLn-j%252F-MYB3jXmwyanXUgHNt76%252F12042.jpg%3Falt%3Dmedia%26token%3D62215d71-8d36-4bf0-b68b-107548178b59&width=768&dpr=3&quality=100&sign=e38d062a&sv=2) _**Note: If you are unable to transfer the income tax calculations to the next financial year, kindly contact us at**_ [_**\[emailĀ protected\]**_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#93e0e6e3e3fce1e7d3e3fcf0f8f6e7fbe1fee0bdf0fcfe) ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/income-tax-new-financial-year#how-to-do-the-challan-entry) How to do the Challan Entry? Log into the cloud portal, click on the ā€˜Income Taxā€™ menu and then select the ā€˜Transactionā€™ sub-menu followed by the ā€˜[Challan Entryarrow-up-right](https://cloud.pockethrms.com/Itax/transaction/challanentry) ā€™ option. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FfNqwf946Lrhf11LIoNNG%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a6dab623&sv=2) Click on the ā€˜+ā€™ button to add the month-wise challans. A pop-up window will open. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FPesog7cz9lwF7Nh6yT0O%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5abe68c9&sv=2) Fill in the details in the form and click the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZiag7dXtC4GRW68K9U8O%252Fetds%2520challan.png%3Falt%3Dmedia%26token%3D9d65e3af-eddb-4bc7-9046-89d605606151&width=768&dpr=3&quality=100&sign=4eae26e2&sv=2) For any queries, contact [\[emailĀ protected\]](https://docs.pockethrms.com/cdn-cgi/l/email-protection) [PreviousForm 24Qchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/form-24q) [NexteTDSchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/etds) Last updated 11 months ago Was this helpful? * [How to change the financial year for income tax calculations?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/income-tax-new-financial-year#how-to-change-the-financial-year-for-income-tax-calculations) * [How to do the Challan Entry?](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/income-tax-new-financial-year#how-to-do-the-challan-entry) Was this helpful? --- # Attendance | Pocket HRMS **Introduction** This page provides the steps for approving the attendance regularization requests from your employees. You will be able to do this process using any of the following 4 methods: * ESS * Mobile App * App Notification * Email _Note - Kindly contact your Admin/ HR for rights if you are not able to perform the steps below._ ### [hashtag](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-approve-reject-attendance-regularization-requests-using-ess-portal) **How to approve/reject attendance regularization requests using ESS Portal?** **Step 1:** Log into the ESS portal with your manager credentials. Select ā€˜Leaveā€™ and then ā€˜Approvalā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqU9HSVC7rPVb823VZ%252FAttendance%2520Regln-Approve-ESS-1.png%3Falt%3Dmedia%26token%3D8bfc713c-a6e9-4dc7-bf44-394a2f4b3ef1&width=768&dpr=3&quality=100&sign=94a2d7e9&sv=2) **Step 2:** Select ā€˜Attendance Regularizationā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqUCHdYTgF7TCe-5v-%252FAttendance%2520Regln-Approve-ESS-2.png%3Falt%3Dmedia%26token%3D144023a7-f491-4a58-ac81-68ef3a5bab8f&width=768&dpr=3&quality=100&sign=90b65f42&sv=2) **Step 3:** Optionally, search for the employeeā€™s name. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqUGo9jhIWfQyUE253%252FAttendance%2520Regln-Approve-ESS-3.png%3Falt%3Dmedia%26token%3Dbff1c795-f084-416a-ad81-58fef8cee6fa&width=768&dpr=3&quality=100&sign=e3210118&sv=2) **Step 4:** Select the ā€˜From Dateā€™ and ā€˜To Dateā€™ between which you need to regularize the attendance entries. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqUK_3xMByXCrGzRZR%252FAttendance%2520Regln-Approve-ESS-4.png%3Falt%3Dmedia%26token%3D39c7d13b-be85-4971-bdc1-b6ab5234fa16&width=768&dpr=3&quality=100&sign=6f8b5bce&sv=2) **Step 5:** Select the ā€˜Searchā€™ button to start searching for the regularization requests. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqUNHN8jztotgJiB2w%252FAttendance%2520Regln-Approve-ESS-5.png%3Falt%3Dmedia%26token%3D206292bb-392c-49c6-8e7c-a8de9f817523&width=768&dpr=3&quality=100&sign=91191a38&sv=2) **Step 6:** Select the bullet points / radio buttons next to each requestā€™s row to accept or reject the requests. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqUQbeFmU4gTnRByHe%252FAttendance%2520Regln-Approve-ESS-6.png%3Falt%3Dmedia%26token%3Dbaace01b-cb03-4404-bb75-375c36c36ac3&width=768&dpr=3&quality=100&sign=975aebad&sv=2) **Step 7:** Alternatively, you can select the check box next to ā€˜ACCEPTā€™ or ā€˜REJECTā€™ to approve or reject all of the requests. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqUTdtPE5xdnU4_ZCY%252FAttendance%2520Regln-Approve-ESS-7.png%3Falt%3Dmedia%26token%3De80d59b4-7617-4578-9b07-6f90fd22f636&width=768&dpr=3&quality=100&sign=e2b2156&sv=2) **Step 8:** Once you are satisfied with the selections, select the button ā€˜Saveā€™ to confirm the changes. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqUYHgvWzdzXc1YtHY%252FAttendance%2520Regln-Approve-ESS-8.png%3Falt%3Dmedia%26token%3Dbdf1619a-9530-4fad-bacf-44553e52478c&width=768&dpr=3&quality=100&sign=15becd9f&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-approve-reject-attendance-regularization-requests-using-the-pocket-hrms-mobile-app) **How to approve/reject attendance regularization requests using the Pocket HRMS Mobile App?** **Step 1:** Log into the ESS portal with your manager credentials. Log into the ESS portal with your manager credentials. Open the side menu by tapping on the ā€˜Hamburger Menu Iconā€™ and select the option ā€˜Leaveā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqVYxV-0nDwm0f8Vev%252FAttendance%2520Regln-Approve-App-1.png%3Falt%3Dmedia%26token%3Db416321a-a95e-4e27-843c-db5a0ac2f40a&width=768&dpr=3&quality=100&sign=7b492fc3&sv=2) **Step 2:** Tap on the option ā€˜Approvalā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqVaSGlRs-e6xIhvAc%252FAttendance%2520Regln-Approve-App-2.png%3Falt%3Dmedia%26token%3Dc6b5ae91-1c06-4213-9fdd-44d8d59192f4&width=768&dpr=3&quality=100&sign=f7bc39fc&sv=2) **Step 3:** Tap on the ā€˜Attendance Regularizationā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqVeFYLvEdiR9p3XTc%252FAttendance%2520Regln-Approve-App-3.png%3Falt%3Dmedia%26token%3D48034e65-9421-4e2f-9043-d8f206bf4317&width=768&dpr=3&quality=100&sign=cbb39765&sv=2) **Step 4:** Tap on the filter button at the bottom right and select the relevant filters and then tap on ā€˜Searchā€™ button to find the requests. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqVgpA8-fnOI9G-3Rf%252FAttendance%2520Regln-Approve-App-4.png%3Falt%3Dmedia%26token%3D742e7b7f-1362-4e3b-a8f5-0a13bd79f4e8&width=768&dpr=3&quality=100&sign=738377df&sv=2) **Step 5:** Approval: Tap on the ā€˜Approveā€™ button corresponding to each request to approve it and get the ā€˜Successā€™ notification at the bottom of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqVr-nlIR0gWUERcCm%252FAttendance%2520Regln-Approve-App-5.png%3Falt%3Dmedia%26token%3D221455f8-fc4c-4114-ac40-0ad1d635331a&width=768&dpr=3&quality=100&sign=4e18985d&sv=2) **Step 6:** Rejection: Tap on the ā€˜Rejectā€™ button corresponding to each request to reject it and provide the reason for the same in the pop-up menu and select ā€˜Okā€™ to confirm your selection. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqVuKfSGvMcZ5x6dg0%252FAttendance%2520Regln-Approve-App-6.png%3Falt%3Dmedia%26token%3D2f8947f9-6023-4f1c-a587-e6241f9e6d4e&width=768&dpr=3&quality=100&sign=92fb14ba&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-approve-reject-attendance-regularization-requests-using-the-app-notification) **How to approve/reject attendance regularization requests using the app notification?** **Step 1:** Tap on the bell icon at the top right corner of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqWlU2j3EKzufjKpQ0%252FAttendance%2520Regln-Approve-Notfcn-1.png%3Falt%3Dmedia%26token%3D1c1ca594-3891-4418-9e0f-7a64985c9385&width=768&dpr=3&quality=100&sign=ad59b683&sv=2) **Step 2:** Tap on the regularization request notification titled, ā€˜Regularization Pendingā€™ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqWniYV_VvmcD69tjw%252FAttendance%2520Regln-Approve-Notfcn-2.png%3Falt%3Dmedia%26token%3D9c7f2654-f807-4e7c-a2ca-a89118e66148&width=768&dpr=3&quality=100&sign=823ca5f2&sv=2) **Step 3:** Approval: Tap on the ā€˜Approveā€™ button corresponding to the request to approve it and get the ā€˜Successā€™ notification at the bottom of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqWqxReXGNaWgCK4Tj%252FAttendance%2520Regln-Approve-Notfcn-3.png%3Falt%3Dmedia%26token%3Da938ed86-846e-401a-8d11-317192bedf8b&width=768&dpr=3&quality=100&sign=c78d1bce&sv=2) **Step 4:** Rejection: Tap on the ā€˜Rejectā€™ button corresponding to the request to reject it and provide the reason for the same in the pop-up menu and select ā€˜Okā€™ to confirm your selection. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqWtuBVkLdcp_OWYik%252FAttendance%2520Regln-Approve-Notfcn-4.png%3Falt%3Dmedia%26token%3D7fd48044-9f60-481f-9dd4-cdc44adbb3dd&width=768&dpr=3&quality=100&sign=c6e5c481&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-approve-reject-attendance-regularization-requests-using-your-official-email) **How to approve/reject attendance regularization requests using your official email?** **Step 1:** Log into the ESS portal with your manager credentials. You will get an attendance regularization approval email with the ā€˜Approveā€™ and ā€˜Rejectā€™ links. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqXZDGQgxLXAM4C6wq%252FAttendance%2520Regln-Approve-Email-1.png%3Falt%3Dmedia%26token%3D2719ec61-9aec-47f5-a0a6-07d79d38a890&width=768&dpr=3&quality=100&sign=851fb9ea&sv=2) **Step 2:** Approval: On clicking the ā€˜Approveā€™ link, a new window or tab will open where you can enter any remarks and click on ā€˜Approveā€™ button to approve the request. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqXao76Fbk2A8KWfxb%252FAttendance%2520Regln-Approve-Email-2.png%3Falt%3Dmedia%26token%3D225b5f89-1df0-41b0-b821-0690588b7381&width=768&dpr=3&quality=100&sign=f36be113&sv=2) **Step 3:** Rejection: On clicking the rejection link, a new window or tab will open where you need to enter the reason for rejection and click on ā€˜Saveā€™ to reject the request. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqREQKk4z3RLKvrnSr%252F-MkqXdDMlyDOI3wGaN-O%252FAttendance%2520Regln-Approve-Email-3.png%3Falt%3Dmedia%26token%3D1154488a-1dc8-485a-af0e-9fe1444cbcbc&width=768&dpr=3&quality=100&sign=26b58476&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-generate-your-teams-attendance-regularization-report-in-the-ess-portal) **How to generate your teamā€™s attendance regularization report in the ESS portal?** **Step 1:** Log into the ESS portal with your manager credentials. Select ā€˜Leaveā€™ and then ā€˜My Team Reportā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqvY_ANXWATDamcbZx%252F-Mkqxk7i8m7hFl4Dcd6M%252FAttendance%2520Regln-MyTeamReport-1.png%3Falt%3Dmedia%26token%3Dc036545d-e3e0-4ab6-b275-9f06ce522d4d&width=768&dpr=3&quality=100&sign=1de3bcd5&sv=2) **Step 2:** Select ā€˜Attendance Regularizationā€™ tab at the top. In some cases, depending on your screen resolution, it might be under the ā€˜Moreā€™ menu at the end of the tabs section. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqvY_ANXWATDamcbZx%252F-MkqxmqAxh_LJZH64zc0%252FAttendance%2520Regln-MyTeamReport-2.png%3Falt%3Dmedia%26token%3Da2a1ee32-3fd6-4c4d-99bb-e2bb5c1a1ff9&width=768&dpr=3&quality=100&sign=e8ae07e7&sv=2) **Step 3:** Search for the employeeā€™s name, the type of regularization as well as the period for which you need to generate the report. Once selected, select the ā€˜Searchā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkqvY_ANXWATDamcbZx%252F-MkqxpR7H6DUSdNLZ5q2%252FAttendance%2520Regln-MyTeamReport-3.png%3Falt%3Dmedia%26token%3Da9519910-73ae-40f6-a561-a7edd0ed2a52&width=768&dpr=3&quality=100&sign=d81b7935&sv=2) **Note:** If you are unable above steps, kindly contact us at [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#a1d2d4d1d1ced3d5e1d1cec2cac4d5c9d3ccd28fc2cecc) [PreviousLeavechevron-left](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-leave) [NextOn Dutychevron-right](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-on-duty) Last updated 1 year ago Was this helpful? * [How to approve/reject attendance regularization requests using ESS Portal?](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-approve-reject-attendance-regularization-requests-using-ess-portal) * [How to approve/reject attendance regularization requests using the Pocket HRMS Mobile App?](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-approve-reject-attendance-regularization-requests-using-the-pocket-hrms-mobile-app) * [How to approve/reject attendance regularization requests using the app notification?](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-approve-reject-attendance-regularization-requests-using-the-app-notification) * [How to approve/reject attendance regularization requests using your official email?](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-approve-reject-attendance-regularization-requests-using-your-official-email) * [How to generate your teamā€™s attendance regularization report in the ESS portal?](https://docs.pockethrms.com/ess-portal/manager/leave-attendance-on-duty/approving-rejecting-attendance-regularization#how-to-generate-your-teams-attendance-regularization-report-in-the-ess-portal) Was this helpful? --- # Candidate Onboarding | Pocket HRMS This page provides the steps for onboarding a candidate. **Pre-requisites** āœ”ļø Admin credentials āœ”ļø User rights _**Note:**_ _Kindly contact your Admin/HR for rights if you are not able to perform the steps below._ ### [hashtag](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/candidate-onboarding#how-to-onboard-a-candidate) **How to onboard a candidate?** **Step 1:** Select ā€˜Hireā€™ and then ā€˜Recruiterā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FfpnzNc2e4yFbKdhBnj4t%252FOnboarding%25201.png%3Falt%3Dmedia%26token%3D3538f579-5af0-4ba2-bed8-fdfc8def18a4&width=768&dpr=3&quality=100&sign=da3a11bc&sv=2) **Step 2:** Select ā€˜Candidate Onboardingā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgRZefeQWMArAT0BG5MqK%252FOnboarding%25202.png%3Falt%3Dmedia%26token%3D1054e127-dcc5-4605-8d47-070a8f458201&width=768&dpr=3&quality=100&sign=2ea8e5ca&sv=2) **Step 3:** Enter the ā€˜Employee Codeā€™ and click on the ā€˜Addā€™ button against the employee that is being onboarded. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FwXsV59POIhltIS0A7GIw%252FOnboarding%25203.png%3Falt%3Dmedia%26token%3Dc7e43c47-273b-40f7-8c5e-8f9c52567ef7&width=768&dpr=3&quality=100&sign=d945acde&sv=2) **Step 4:** Enter the required details, tick the ā€˜Send Password Reset Emailā€™ checkbox and click on the ā€˜Add Employeeā€™ button to send the email to the candidate with the ESS portal login credentials and the URL. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F7lggX0klG4d7AJeAKuxl%252FOnboarding%25204.png%3Falt%3Dmedia%26token%3Ddcd8e488-2eba-4f23-bf4a-3b7cfb190c8d&width=768&dpr=3&quality=100&sign=df1f61fc&sv=2) _**Note: If you are unable to onboard any candidate, kindly contact us at**_ [_**\[emailĀ protected\]**_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#5e2d2b2e2e312c2a1e2e313d353b2a362c332d703d3133) [PreviousCandidate Documentation Approvalchevron-left](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/candidate-documentation-approval) [NextRecruitment Overviewchevron-right](https://docs.pockethrms.com/ess-portal/recruiter/recruitment-management/recruitment-overview) Last updated 1 year ago Was this helpful? Was this helpful? --- # Employee Document | Pocket HRMS This page explains how you can add new joining documents for employees to submit once they are onboarded. Once you successfully add document requirements, employees can submit them through their self-service portal. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/employee-document#how-to-add-edit-employee-document) **How to add/ edit employee document?** **Step 1**: Go to settings ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYAnp6yPYOUaue4Z6G2%252F-MYAo3Q6rBwF02RuZwZu%252F1.png%3Falt%3Dmedia%26token%3Dcb1109a5-993e-40dd-9414-d218efe96632&width=768&dpr=3&quality=100&sign=96c747d&sv=2) **Step 2:** Proceed to the 'HR' column ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYAnp6yPYOUaue4Z6G2%252F-MYAo97iqtp6Zk5Wqmdv%252F2.png%3Falt%3Dmedia%26token%3D2f13a7ae-9d4f-4e9c-a4bd-29f9df5a3de2&width=768&dpr=3&quality=100&sign=19615ae3&sv=2) **Step 3:** Select 'Joining Document'. Here, you can add a new requirement by clicking on '+' button. Also, you can edit/ delete any document as shown in the screenshot below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MYAnp6yPYOUaue4Z6G2%252F-MYAoEVdBgL1jPlgV6Zk%252F3.png%3Falt%3Dmedia%26token%3Df55e3bea-bc93-4445-a410-5f264400c71f&width=768&dpr=3&quality=100&sign=b7d19845&sv=2) _**Note:**_ _If you are unable to create employee documents, kindly contact us at_ [_\[emailĀ protected\]_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#f0838580809f8284b0809f939b958498829d83de939f9d) [PreviousOn-boardingchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/on-boarding) [NextNew Employeechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/employee-management/new-employee) Last updated 11 months ago Was this helpful? Was this helpful? --- # Attendance | Pocket HRMS [laptop-binaryDevice Masterchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/device-master) [calendar-checkAuto Shift Detectchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/auto-shift-detect) [timerAuto Assign Shift Import Timechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/auto-assign-shift-import-time) [PreviouseTDSchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/income-tax/etds) [NextDevice Masterchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/attendance/device-master) Last updated 11 months ago Was this helpful? Was this helpful? --- # February 2025 | Pocket HRMS ![Page cover](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fn4Iq8KoXFkrTend2wcJu%252FJanuary%25202025%2520%281%29.png%3Falt%3Dmedia%26token%3D3a5f9d92-0608-4c9a-982a-1221f0ef9f73&width=1248&dpr=3&quality=100&sign=7e906d0d&sv=2) We are thrilled to present our Monthly Update, with enhanced user-friendly tools to elevate your HR experience. Our commitment to innovation and efficiency drives us to bring you seamless updates that transform your HR processes. For the month of February, we have the following enhancements. ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#monthly-count-report-more-clarity-better-decisions) Monthly Count Report: More Clarity, Better Decisions Weā€™ve added a Monthly Count Report to the Attendance module, making it easier to track and analyse attendance. * **Detailed Insights**: View punch records (Biometric, Web, etc.), attendance regularization, and leave status. * **Better Visibility**: Easily track present and absent days for a specific period. * **Flexible Data Access**: Retrieve attendance data for any selected month and year. * **Excel Export**: Download reports in Excel for deeper analysis. * **Advanced Filtering**: Use multiple filters to refine report generation. This update provides accurate and flexible attendance reporting, helping HR and management make informed decisions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FnedmWgaEqGBAre6YuF2o%252FFrame%2520147.png%3Falt%3Dmedia%26token%3D11b0667d-54c2-4765-b1c9-7b7a4e7c5ef7&width=768&dpr=3&quality=100&sign=32f971cf&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FUEwmB0uBGpRpVRdLWUcK%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d78601ce&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#prevent-overlapping-deductions-in-sandwich-leave) Prevent Overlapping Deductions in Sandwich Leave Now you get an option to ensure that sandwich deduction will not be applied when ā€˜Working Hourā€™ or ā€˜Invalid Leave Deduction Ruleā€™ are applicable. You can simply click the checkboxes to exclude these scenarios being calculated in the sandwich rule deduction. This removes confusion and unnecessary deductions. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJvr0FPc6yVfbd5mivAlW%252FFrame%2520148.png%3Falt%3Dmedia%26token%3D2f659354-8e1a-48e0-a120-98ea67e197f9&width=768&dpr=3&quality=100&sign=67f1a3e&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#repeat-employee-detail-for-better-clarity) Repeat Employee Detail for Better Clarity We have added a ā€˜Repeat Data Formatā€™ checkbox to enhance our monthly summary report further. Selecting this checkbox ensures that the Code, Name, Category, Department, and Designation will be replicated and displayed against all entries. So, you get a consistent and structured report, making it easier to analyze and interpret data. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FByUwCS9Zzm9Cud048j8q%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c75c518b&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ff8K3hWpmWjdLh9UGA2ZP%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d666c048&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIdnNrgxISJRQkQRZpwIp%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f9dd3391&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#flexible-leave-deductions-for-unassigned-shift) Flexible Leave Deductions for Unassigned Shift Ensure employees arenā€™t paid for unassigned shifts unless a leave deduction rule applies. HR/Admins can set accurate deduction rules, choose leave type (Paid/Unpaid), apply Half-Day or Full-Day deductions, and control weekend/holiday deductions. If leave is exhausted, the system deducts an alternative type. This ensures fair and accurate payroll management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F3ySMITJad51Ld9UW27lH%252FM4%2520%282%29.png%3Falt%3Dmedia%26token%3D2143ba33-a0b7-417e-aed3-a9538fec1be3&width=768&dpr=3&quality=100&sign=da8ad084&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#quarterly-leave-credit-made-flexible-for-mid-joiners) Quarterly Leave Credit Made Flexible for Mid-Joiners The **Pro-rata & Mid-Joining Leave Credit** feature now supports **Quarterly Frequency**. This allows proportionate or fixed leave credits for mid-joiners within a quarter, ensuring flexible and fair leave allocation. The system applies either **pro-rata credit** or a **fixed mid-joining credit**, based on your settings. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FoJ5qVjdrOeLZ5GePOfpd%252FFrame%2520146%2520%281%29.png%3Falt%3Dmedia%26token%3Da1e4ccd1-7780-47d6-a474-048b00f5d9dc&width=768&dpr=3&quality=100&sign=d3776ede&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#customized-hr-letters-made-simple) Customized HR Letters Made Simple Now along with the custom predefined template the system allows you to create custom HR letters under the newly added option ā€˜Othersā€™. Selecting the template type as ā€˜**Othersā€™ from the dropdown** allows you to name and define your own template. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FiUjyT71lBoJBGvsxXowN%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c74dca9d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#easily-view-tax-details-in-a-pop-up) Easily View Tax Details in a Pop-Up We have changed the way an employee can view the description of the Tax Sections on their declaration page. As compared to earlier where the description was being shown in a tool tip hover, it is now shown in a pop-up enhancing the readability of the same. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDgsIQM9xl9KHCjQ6i46e%252F9.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d2017c56&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FtdrLMEJY4X4V51YQmlsh%252F10.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=db0f957&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#boost-action-in-confirmation-with-multi-level-reminder-cc) Boost Action in Confirmation with Multi-Level Reminder CC With the help of a simple drop down, you can add senior managers (Level 2, Level 3, HR, Admin) according to your companyā€™s hierarchy to be CCā€™d in the 2nd and 3rd reminder emails for employee confirmation. That means if the 1st level manager doesnā€™t act over the 1st reminder the selected seniors will also get notified in 2nd and 3rd reminder emails ensuring accountability and prompt action. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F9l4DW9xKMo97jTlTrFDZ%252F11.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=86c18d97&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#approve-today-separate-on-the-last-working-day) Approve Today, Separate on the Last Working Day HR can now pre-approve resignation requests with a future Last Working Day (LWD) instead of waiting until the actual date. The system will automatically separate the employee on the approved LWD. For example, if the LWD is 21/03/2025, the employee will be separated on 22/03/2025 in the morning. HR can also track Manager and Department Head approvals more efficiently with our new structured view. Additionally, they have the option to immediately separate an employee by updating the LWD to today. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F4wUZAikH6pr0pORm3OvY%252F12.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=ab62e940&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fq4CFn7D6tMq0ydhFDIUB%252F13.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=5005b071&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FZBGGjZgtNZK86jNFIvGK%252F14.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e0571c75&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#multi-company-fnf-approvals-made-easy) Multi-Company FnF Approvals Made Easy HRs can now assign cross-company department heads for Full & Final approvals, either individually or in bulk. Department heads will also see the company name for approvals received, keeping them well informed and improving FnF management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFTmP6MA42WwZJUx6JvEI%252FFrame%2520137.png%3Falt%3Dmedia%26token%3Dd98de1a9-ce8b-437c-a698-ac3e3011cce2&width=768&dpr=3&quality=100&sign=e487baf8&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#customize-career-page-branding) Customize Career Page Branding Now the Admin/HR can decide whether or not to show the company name on the career page along with the company profile. This enhancement will be useful for the customers who host the Pocket HRMS career page on their websites. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzUfkYSPnc5B3IqqMX0K2%252Fm11%2520%283%29.png%3Falt%3Dmedia%26token%3D6fea1290-78c7-4506-90ea-4576e7364a8f&width=768&dpr=3&quality=100&sign=962663fc&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#instant-payslip-notifications) Instant Payslip Notifications Now, simply toggle to ensure that your employees will receive an email and ESS notification when their payslips are posted. Admin/HR can enable or disable these notifications during the Web Post. Providing ease, efficiency and convenience to everyone. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FfpW0xWoQXBFizilOMqdA%252F17.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=4fe26253&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FMJp1mfRs2a48KZVn2iWf%252F18.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=dcf8430a&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#double-check-payroll-with-maker-checker) Double-Check Payroll with Maker-Checker Weā€™ve added Maker-Checker functionality to smHRt Payroll! Now, you Can assign a Maker who is responsible for processing the payroll. In addition to that, there can be multiple checkers, who can review and approve it before finalization. This feature adds an extra layer of checks to eliminate possibilities for errors. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVCMd8tiM9tUks08INsph%252F19.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=486bcc6d&sv=2) ### [hashtag](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#lock-attendance-data-for-payroll-accuracy) **Lock Attendance Data for Payroll Accuracy** A new feature lets you disable Attendance Payroll Components from manual edits in Monthly Input screens. This ensures that only approved data will go to Payroll, preventing unauthorized changes. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FYTEy1wcUjlaCc8pDhSgn%252F20.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e2dec41d&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#1e6d6b6e6e716c6a5e6e717d757b6a766c736d307d7173) [PreviousMarch 2025chevron-left](https://docs.pockethrms.com/product-updates/updates-2025/march-2025) [NextJanuary 2025chevron-right](https://docs.pockethrms.com/product-updates/updates-2025/january-2025) Last updated 1 year ago Was this helpful? * [Monthly Count Report: More Clarity, Better Decisions](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#monthly-count-report-more-clarity-better-decisions) * [Prevent Overlapping Deductions in Sandwich Leave](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#prevent-overlapping-deductions-in-sandwich-leave) * [Repeat Employee Detail for Better Clarity](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#repeat-employee-detail-for-better-clarity) * [Flexible Leave Deductions for Unassigned Shift](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#flexible-leave-deductions-for-unassigned-shift) * [Quarterly Leave Credit Made Flexible for Mid-Joiners](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#quarterly-leave-credit-made-flexible-for-mid-joiners) * [Customized HR Letters Made Simple](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#customized-hr-letters-made-simple) * [Easily View Tax Details in a Pop-Up](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#easily-view-tax-details-in-a-pop-up) * [Boost Action in Confirmation with Multi-Level Reminder CC](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#boost-action-in-confirmation-with-multi-level-reminder-cc) * [Approve Today, Separate on the Last Working Day](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#approve-today-separate-on-the-last-working-day) * [Multi-Company FnF Approvals Made Easy](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#multi-company-fnf-approvals-made-easy) * [Customize Career Page Branding](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#customize-career-page-branding) * [Instant Payslip Notifications](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#instant-payslip-notifications) * [Double-Check Payroll with Maker-Checker](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#double-check-payroll-with-maker-checker) * [Lock Attendance Data for Payroll Accuracy](https://docs.pockethrms.com/product-updates/updates-2025/february-2025#lock-attendance-data-for-payroll-accuracy) Was this helpful? --- # In Out Raw Details | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/in-out-raw-details#in-out-raw-details) In Out Raw Details ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/in-out-raw-details#how-to-get-in-out-raw-details-report-from-pocket-hrms-2.0-mobile-application) How to get In Out Raw Details Report from Pocket HRMS 2.0 Mobile Application? **Path:** Login to mobile app of Pocket HRMS 2.0 > click on 3 horizontal lines (Hamburger menu) > Leave > My Reports > In Out Raw Details **Step 1:** Log in to the Pocket HRMS 2.0 mobile app. **Step 2:** Tap on the three horizontal lines (hamburger menu) located at the top left corner of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F60nlfF17YanVdrFagBF8%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=40c5e990&sv=2) **Step 3:** From the side menu, select the ā€˜Leaveā€™ module. Navigate to the ā€˜My Reportsā€™ section within the leave menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FInfxhtbLIvKYcX3AvqNn%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=ef6acefc&sv=2) **Step 4:** Select ā€˜In Out Raw Detailsā€™ to view your punch information. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FQjlNPU7klSfcfu1lkPyr%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=55a41c2c&sv=2) It includes the following: * Date and * Time Of every day punch In and punch out ### [hashtag](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/in-out-raw-details#filter-icon) Filter Icon Filers the specific Report type of specific date of your need Click on filter icon> Fill in the date range > search ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2F0yABbXlmjCVFUaOllzGO%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=a21c4003&sv=2) ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2Fcontent.gitbook.com%2Fcontent%2F-MXep_PEmh8mDPVWj49x%2Fblobs%2FEurqikB3oVyFeSP4DGHb%2FUnknown%2520image&width=768&dpr=3&quality=100&sign=8ea2e54d&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#9feceaefeff0edebdfeff0fcf4faebf7edf2ecb1fcf0f2) [PreviousIn Out Detailschevron-left](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/in-out-details) [NextOn Duty Reportchevron-right](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/on-duty-report) Last updated 38 minutes ago Was this helpful? * [In Out Raw Details](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/in-out-raw-details#in-out-raw-details) * [How to get In Out Raw Details Report from Pocket HRMS 2.0 Mobile Application?](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/in-out-raw-details#how-to-get-in-out-raw-details-report-from-pocket-hrms-2.0-mobile-application) * [Filter Icon](https://docs.pockethrms.com/pocket-hrms-2.0-mobile-app/leave/my-report/in-out-raw-details#filter-icon) Was this helpful? --- # Role Allocation | Pocket HRMS Pocket HRMS allows flexibility you to provide access to various modules and features under it for various roles according to the company policies. You follow steps below for various role allocation activities as needed. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/role-allocation#how-to-give-access-rights-to-various-modules-and-features-to-particular-role) How to give access rights to various modules and features to particular role? **Step 1**: Log into the cloud portal, go to the ā€˜ESS Settingsā€™ menu and under the ā€˜Profile Infoā€™ tab and click on the ā€˜Role Allocationā€™ subtab. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FcR01jGh2GLFCdFZON6Xl%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=a44537e1&sv=2) **Step 2**: From respective fields ā€˜Select Moduleā€™ for which you want to give access to the particular role. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fw3SDiAg7bB6g7iwZWDGj%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=87a07455&sv=2) **Step 3**: Then ā€˜Select Roleā€™ for which you want to give access to selected module and click on the ā€˜Searchā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2vrxB0Esv3gKM5RTTfCi%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e32b4030&sv=2) **Step 4**: Once you have selected the module and role click on the ā€˜Searchā€™ button. The options/features for the respective module will appear. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FBCf1yLNg1KMCNm04qJE9%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=d38ebae0&sv=2) **Step 5**: You can select options and the list of features will appear under it. Select the checkboxes for various features for which you want to give access, similarly if you want to remove access untick the respective checkboxes. Click on the ā€˜Saveā€™ button and access to selected features will be allocated for the particular role. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzjzzG8rYnBUo9c9DNhVG%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=8b070c01&sv=2) #### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/role-allocation#example-1) Example 1: We select the module as ā€˜Leaveā€™ and role as ā€˜Managerā€™ and click on the ā€˜Searchā€™ button. We select the checkbox for the ā€˜Approvalā€™ and select options such as leave, OT approval, On Duty/Work From Homeā€™ and more for which approval rights to be given to the ā€˜Manager Roleā€™ and click on the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FY2c14AOkdTDlLfTiFtWQ%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1eda14ad&sv=2) Example 2: We select the module as ā€˜Expenseā€™ and the role as ā€˜Financeā€™ and click on the ā€˜Searchā€™ button. Under the various fields such as approval, request, My trip and more we select the option for which you want to give right to the ā€˜Finance Roleā€™ according to your company policies and click on the ā€˜Saveā€™ button. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FvrVWjQuXkfkR5INqUF9j%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=c5f3a959&sv=2) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#4a393f3a3a25383e0a3a2529212f3e2238273964292527) [PreviousDevice Lockchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/device-lock) [NextBulk KYC Verificationchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/profile-info/bulk-kyc-verification) Last updated 21 days ago Was this helpful? Was this helpful? --- # Leave Credit | Pocket HRMS Pocket HRMS offers a comprehensive leave module that allows you to take care of all your leave management needs and customize it for the needs of your company. Here is a simple guide that walks you through the various functions of the module and how you can utilize Pocket HRMS to streamline your leave management process. ### [hashtag](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-credit#leave-credit) Leave Credit The leave credit feature can be used to credit a particular type of leaves to the employees and set various parameters for it as described below. First you need to log into the Pocket HRMS cloud portal with admin credentials. Now, you can click on the ā€˜**Settingā€™** menu towards the bottom of the left-hand side bar. That will take you to the screen below, select the ā€˜**Leaveā€™** tab from the top and then ā€˜**Leave Credit**ā€™ from the subtab as shown below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzVmyjiYx7CvJmCIboWok%252F0.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=9f567c3a&sv=2) This takes you to ā€˜**Leave Credit Monthlyā€™** window, you can do various settings described in detail below. * Click on the ā€˜**Monthly**ā€™ radio button to set criteria for monthly leave credits. * From the ā€˜**Category**ā€™ drop-down menu, you should select the employee category for which leave credit criteria will apply. That way admin can ensure that the setting you do will be applicable to only for a selected employee category while existing settings for other employee categories stay unaffected. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FcenkohNGoUb6UcK3x2Ib%252F1.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1dd67e26&sv=2) * From ā€˜**Leave**ā€™ drop down menu select the type of leave for which you want to set the leave credit criteria for. Here, you can set different parameters for various types of leaves you have configured in the system. That way you can ensure differentiation in rules for particular type of leave. * For example, rules for crediting casual leave will differ from crediting sick leave. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F8vvSiWjsjXB0bGiW5POi%252F2.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=22c447fd&sv=2) * From option ā€˜**a**ā€™ drop-down select criteria based on which the leaves employees will get the leave credit such as their joining date, birth date, anniversaries and much more. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FKTZO0sWcsQqMugrFjwB9%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=6e1e4be5&sv=2) * In option ā€˜**b**ā€™, fill the sum of opening leaves and leave credits in the text box provided. This setting will ensure that the monthly leave credit and opening does not exceed this limit. This feature allows you to limit maximum leave balance which is beneficial in many ways. It controls liability that company has for unused leaves, donā€™t allow employees to take unreasonable amount of leaves at the same time so you can avoid staffing shortage. It also encourages employees to take regular breaks which helps in building healthy work-life balance. * In option ā€˜**c**ā€™, enter the number of leaves to be credited every month. The option allows you to establish a standardized leave policy across the organization. This ensures consistency and transparency in leave entitlements for all employees. * In option ā€˜**d**ā€™ select the rounding rule for leave credit, so the system will do the rounding accordingly. You can also select option ā€˜NILā€™ if you don't want to use rounding. Rounding rules ensure that leave credits are calculated consistently, and accurately for all employees. It also avoids discrepancies that might arise due to variations in leave accrual calculations. Employees gets clear understanding of their available leave balances. The consistent leave data generated by the system supports better reporting and analytics. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FAoisWS1hWOFGzQIjCpnl%252F4.jpeg%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7d0b85b7&sv=2) * In option ā€˜**e**ā€™ you can enter the formula or change it by clicking the ā€˜Leave Credit Formulaā€™ button set the formula and click on ā€˜Save changesā€™ button so the system will calculate monthly leave credit based on this formula. The ability to set up a leave credit formula allows your company to customize leave accrual calculations to companyā€™s specific needs and policies. This flexibility ensures that the system works in alignment with your organization's unique structure and requirements. If your company has complex leave accrual rules based on factors like tenure, job role, or other variables, the formula feature can handle these calculations accurately reducing the time and effort required for manual calculations Plus, if policies change over time, updating the formula is more efficient than modifying individual leave accrual records for each employee. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FFtEHLHUfMnzsQgALSzFJ%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=e1a051c6&sv=2) In option ā€˜**f**ā€™ select the checkbox if you donā€™t want to credit leave for the employee's first month of joining. When the checkbox is checked the system will exempt the employees for their first month. Often, new employees are placed on a probationary period during their initial months. Exempting leave credits for the first month acknowledges this period and prevents unnecessary accruals before an employee's status is confirmed. The checkbox automates this process, saving HR time and reducing errors also simplifying tracking and calculations. * In option ā€˜**g**ā€™ you can select the text box to apply pro rata so the system can credit the leaves by pro rata. Pro rata calculations ensure that leave credits are proportionate to an employee's actual service duration. Useful for employees joining or leaving the company in the middle of the year. By applying pro rata calculations, the system accurately reflects the leave entitlement of employees based on the exact time they have been with the company. This prevents overestimating or underestimating leave balances. * In option ā€˜**h**ā€™ check the box if you want to set different criteria for employees who are joining the company in the middle of month. After checking the box, you will get an option **ā€˜**Mid Joining Daysā€™ to set a value to define mid joining as greater than equal to the set number of days. You can set the number of leave to be credited for mid joining employees in the field against ā€˜Leave Credit Days for Mid Joiningā€™. Enabling the option to set different criteria for employees who join the company in the middle of the month provides them with an appropriate number of leave days based on their actual working days in the month. This option allows you to customize leave benefits to your company's unique requirements. The automated calculation gives you correct calculations and avoids possible disputes and confusion over the leave credit. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2PRotp2Nrr8PeRuvCUV2%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=b963e7fa&sv=2) * In option ā€˜**i**ā€™, you can enter the formula for leave credit eligibility in the given field or set formula by clicking on the ā€œLeave Credit Eligibilityā€™ button. Based on this formula the system will decide if the employee is eligible to receive the leave credit. With the ability to define a formula you can customize leave credit eligibility based on various factors. If company policies change, the formula can be adjusted accordingly providing you additional flexibility. It also ensures precise leave balance projections, enabling better workforce planning and resource management. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FDUg4WVMrlFejAd2XGqBz%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=80f3530c&sv=2) * In option ā€˜jā€™ can be used to set what would be the cut off value. Setting a cut-off value can provide your company with more control and flexibility over how leave credits are allocated to employees. So, the employees who meet or exceed the specified criteria will receive the allocated leave credits, while those who fall below the cut-off value may receive a different amount or no credits. Allocating leave credits to employees who meet the criteria also reduces the overall leave-related financial burden. * Click on the ā€˜Saveā€™ button so the system will store the criteria you chose and use it to credit leaves for your employees. [PreviousConfigurationschevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/configuration-and-reports) [NextLeave Debitchevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/leave/leave-debit) Last updated 1 year ago Was this helpful? Was this helpful? --- # Learning Management | Pocket HRMS [šŸ”¶Learning Modulechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/training-managment/learning-module) [PreviousAppraisal V2chevron-left](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/performance/appraisal-v2) [NextLearning Modulechevron-right](https://docs.pockethrms.com/hr-and-admin-portal/cloud-configuration/training-managment/learning-module) Last updated 1 month ago Was this helpful? Was this helpful? --- # Leave | Pocket HRMS Leaves are an integral part of employment. As a result, it is a necessity and is authorized by the company as a part of the employeeā€™s employment contract. Hence, Pocket HRMS helps you in easy management of employee leaves. **This section will cover an in-detail guide to the leave management process.** * Requesting Leave * Check Status * ESS * Mobile App * App Notification * Cancel Leave Request * Report ### [hashtag](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-apply-for-leaves-using-ess-portal) **How to apply for leaves using ESS Portal?** **Step 1:** Log into the ESS portal, select ā€˜Leaveā€™ and then ā€˜Requestā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr2KImQZ-2YjCjbKby%252FLeave-Apply-ESS-1.png%3Falt%3Dmedia%26token%3De8e8a67d-3007-4312-871f-a1d667e89e70&width=768&dpr=3&quality=100&sign=8340d448&sv=2) **Step 2:** Select the ā€˜Leaveā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr2N-ccv8GM0eikpS7%252FLeave-Apply-ESS-2.png%3Falt%3Dmedia%26token%3Db26de46e-bac4-48d8-a618-4a9a72072cd5&width=768&dpr=3&quality=100&sign=8bf0ff20&sv=2) **Step 3:** Select the type of leave from the drop-down menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr2PIzzlTYNKaqOKX2%252FLeave-Apply-ESS-3.png%3Falt%3Dmedia%26token%3Da9883acb-ec3a-4946-93bd-90d81e236922&width=768&dpr=3&quality=100&sign=f461fa5a&sv=2) **Step 4:** Select the start date and end date as well as the duration of the same. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr2S1143wbXkIk8peZ%252FLeave-Apply-ESS-4.png%3Falt%3Dmedia%26token%3De61fb2c7-a960-4d75-9552-d56687a67e37&width=768&dpr=3&quality=100&sign=fd5d35c&sv=2) **Step 5:** State the reason for the leave and select whether you are going out of the station. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr2UaA4rc8D46hz8F3%252FLeave-Apply-ESS-5.png%3Falt%3Dmedia%26token%3D37f45064-c541-4892-926f-6ca267c4fd77&width=768&dpr=3&quality=100&sign=53d2b12b&sv=2) **Step 6:** Optionally, you can provide a vacation address and contact number. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr2X3iNTH4o8Uqeohh%252FLeave-Apply-ESS-6.png%3Falt%3Dmedia%26token%3Da3097c13-3f14-4be8-9814-072417a55dae&width=768&dpr=3&quality=100&sign=962fe586&sv=2) **Step 7:** Select the button ā€˜Addā€™ to apply. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr2ZZvwrBWiN_mV0hd%252FLeave-Apply-ESS-7.png%3Falt%3Dmedia%26token%3D31aecccd-9ccf-44cf-a5f3-120afc07f38c&width=768&dpr=3&quality=100&sign=d636cbe5&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-apply-for-leaves-using-the-ess-mobile-app) **How to apply for leaves using the ESS Mobile App?** **Step 1:** Log into the ESS mobile app, open the left side menu by tapping on the ā€˜Hamburger Menu Iconā€™ (3 Lines) and select the option ā€˜Leaveā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr3Vhjw-DWigGnEoUj%252FLeave-Apply-App-1.png%3Falt%3Dmedia%26token%3D1964025b-552c-4d7c-8c3a-9bea8aec4489&width=768&dpr=3&quality=100&sign=c8ea176a&sv=2) **Step 2:** Tap on the option ā€˜Requestā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr3YfXtRkvksUwATAi%252FLeave-Apply-App-2.png%3Falt%3Dmedia%26token%3D2924dbbd-8f3a-48e0-9ab0-15dc395fa19d&width=768&dpr=3&quality=100&sign=70699e84&sv=2) **Step 3:** Tap on the ā€˜Leaveā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr3a_AqY80ODwqUInu%252FLeave-Apply-App-3.png%3Falt%3Dmedia%26token%3D5e0ec987-2df2-4c7f-9ea6-0a64965e6124&width=768&dpr=3&quality=100&sign=c8a88bae&sv=2) **Step 4:** Select the start date and end date as well as the duration of the same. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr3eF7oN4eGVaQXjxp%252FLeave-Apply-App-4.png%3Falt%3Dmedia%26token%3Dc5d97c19-e772-4f34-8d9a-cf155e1fead2&width=768&dpr=3&quality=100&sign=bcddfa58&sv=2) **Step 5:** Select the type of leave, and the reason for leave and mention whether you are going out of station. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr3gdVGDVMsR_s8qcP%252FLeave-Apply-App-5.png%3Falt%3Dmedia%26token%3D139a9a5f-bdb4-4940-a47a-b50c573785ad&width=768&dpr=3&quality=100&sign=dc4960c&sv=2) **Step 6:** Optionally, you can provide a vacation address and contact number if you are going out of station. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr3ig9K1EfR-Tnosbb%252FLeave-Apply-App-6.jpg%3Falt%3Dmedia%26token%3D1f45f86c-e820-4eef-b27b-77a4ed48d172&width=768&dpr=3&quality=100&sign=581d26c2&sv=2) **Step 7:** Tap on the ā€˜Saveā€™ button to apply. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr-ULwOWwsbTyjaFlw%252F-Mkr3kqjwL42pdorHZB3%252FLeave-Apply-App-7.png%3Falt%3Dmedia%26token%3D014c971f-cbec-4b1b-99f2-bbf38708a6b5&width=768&dpr=3&quality=100&sign=718fc7a5&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-check-leaves-request-status-using-ess-portal) **How to check leavesā€™ request status using ESS Portal?** **Step 1:** Log into the ESS portal, select ā€˜Leaveā€™ and then ā€˜My Reportā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr8sSDDgvjECsLgZO8%252FLeave-Status-ESS-1.png%3Falt%3Dmedia%26token%3Da4f57873-a7f6-4293-b26f-64e54232babd&width=768&dpr=3&quality=100&sign=e03069f4&sv=2) **Step 2:** Select ā€˜Leave Detailsā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr8vHcW-66OGOKKj8r%252FLeave-Status-ESS-2.png%3Falt%3Dmedia%26token%3D5bb042eb-8b1a-4405-bdcd-79fc28f0d751&width=768&dpr=3&quality=100&sign=730a856a&sv=2) **Step 3:** Your previous leaves are displayed here. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr8xLOE9MH-haTRssJ%252FLeave-Status-ESS-3.png%3Falt%3Dmedia%26token%3D78ccb060-ea6a-4a06-8bbe-158f7c96afc2&width=768&dpr=3&quality=100&sign=d018e6dc&sv=2) **Step 4:** If you wish so, you can select the relevant filters at the top and select the ā€˜Searchā€™ button to find the status of a particular leave. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr94nnScWzD4zdVvnc%252FLeave-Status-ESS-4.png%3Falt%3Dmedia%26token%3Dca3baf40-1525-47b8-824a-bdb45ecc00d8&width=768&dpr=3&quality=100&sign=994b7190&sv=2) **Step 5:** You will also be able to find further details about a particular leave by selecting the corresponding button under the ā€˜Leave Typeā€™ column. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr97Xt07557CsDamJ8%252FLeave-Status-ESS-5.png%3Falt%3Dmedia%26token%3D463a592d-6f9e-44a4-b9cc-494bf9365396&width=768&dpr=3&quality=100&sign=44ed51ab&sv=2) **How to check leavesā€™ request status using ESS Mobile App?** **Step 1:** Log into the ESS mobile app, open the left side menu by tapping on the ā€˜Hamburger Menu Iconā€™ (3 Lines) and select the option ā€˜Leaveā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr9ewzWH_r9c5yRq_1%252FLeave-Status-App-1.jpg%3Falt%3Dmedia%26token%3D65cd41f2-1b73-4cb3-a038-f1271207f4d6&width=768&dpr=3&quality=100&sign=917b9b61&sv=2) **Step 2:** Tap on the option ā€˜My Reportā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr9hG19-dPtQp21mqz%252FLeave-Status-App-2.png%3Falt%3Dmedia%26token%3Df80914a9-37ba-43d3-8243-c151c66fb882&width=768&dpr=3&quality=100&sign=63a51e62&sv=2) **Step 3:** Tap on the ā€˜Leave Detailsā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr9jtmMQi2n10seCaz%252FLeave-Status-App-3.png%3Falt%3Dmedia%26token%3D8fe2854c-ec1e-4186-9386-cb9bf8d53bda&width=768&dpr=3&quality=100&sign=7d181ae0&sv=2) **Step 4:** Your previous leaves in the current financial year are displayed here. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr9m7cUWvWQISSjICa%252FLeave-Status-App-4.png%3Falt%3Dmedia%26token%3D3a9660f4-1f8d-4a2b-90dd-7d7b0f5882f5&width=768&dpr=3&quality=100&sign=68108998&sv=2) **Step 5:** If you wish so, you can select the filter button at the bottom right and select the relevant filters and then tap on ā€˜Searchā€™ button to find the status of a particular leave. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-Mkr9oRQunilyFgriPyP%252FLeave-Status-App-5.png%3Falt%3Dmedia%26token%3D29f384a3-f3a5-45ca-9062-5d5cadf8acd6&width=768&dpr=3&quality=100&sign=6e827af1&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-check-leaves-request-status-using-ess-mobile-app-notification) **How to check leavesā€™ request status using ESS Mobile App Notification?** **Step 1:** Log into the ESS mobile app, tap on the bell icon at the top right corner of the screen. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-MkrANqJ_aYegUOu4sK1%252FLeave-Status-Notfcn-1.png%3Falt%3Dmedia%26token%3D4f6c9baa-39c6-44d6-8a8d-7a1fc89226fc&width=768&dpr=3&quality=100&sign=8e50e5c9&sv=2) **Step 2:** You will be able to view whether your leave request has been approved or rejected based on the notifications titled ā€˜Leave Acceptedā€™ or ā€˜Leave Rejectedā€™ ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-Mkr7Ne83wuKN48vWBqS%252F-MkrASveJ1abUpidxZNI%252FLeave-Status-Notfcn-2.png%3Falt%3Dmedia%26token%3D47c60e90-08f4-4086-8715-b4e6c69655b8&width=768&dpr=3&quality=100&sign=48b45587&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-cancel-leave-requests-from-the-ess-portal) **How to cancel leave requests from the ESS portal?** **Step 1:** Log into the ESS portal, select ā€˜Leaveā€™ and then ā€˜Requestā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkrAVUt9eX3SL4d6sYg%252F-MkrBUBCoOF6oV1up_qI%252FLeave-Cancel-1.png%3Falt%3Dmedia%26token%3Dfffab24c-0700-432b-a120-d61576d2d901&width=768&dpr=3&quality=100&sign=544fd8b6&sv=2) **Step 2:** Select the ā€˜Leaveā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkrAVUt9eX3SL4d6sYg%252F-MkrBWoRZjFov7_usnfR%252FLeave-Cancel-2.png%3Falt%3Dmedia%26token%3Dd1aa4ab1-a880-403d-ae66-d0468747341c&width=768&dpr=3&quality=100&sign=d502575d&sv=2) **Step 3:** You will be able to view the previously applied leaves at the bottom of the page under the table titled ā€˜Previous Leavesā€™. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkrAVUt9eX3SL4d6sYg%252F-MkrBZ8j3ARG20TQFYFb%252FLeave-Cancel-3.png%3Falt%3Dmedia%26token%3D60e0bf80-24be-457f-bcc9-74fd97349193&width=768&dpr=3&quality=100&sign=bcaba47f&sv=2) **Step 4:** Select the ā€˜Cancelā€™ button under the ā€˜Actionā€™ column corresponding to the leave that you wish to cancel and select ā€˜OKā€™ on the pop-up to confirm your selection. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkrAVUt9eX3SL4d6sYg%252F-MkrBal5Fd52iV9egdNC%252FLeave-Cancel-4.png%3Falt%3Dmedia%26token%3D57bf896b-3b5e-4be1-82ad-c26b508a2dd4&width=768&dpr=3&quality=100&sign=64141492&sv=2) ### [hashtag](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-generate-your-own-leave-report-from-the-ess-portal) **How to generate your own leave report from the ESS portal?** **Step 1:** Log into the ESS portal, select ā€˜Leaveā€™ and then ā€˜My Reportā€™ from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkrBkRwEQAYCGkx__ak%252F-MkrCf_NKcn9EAC0s73s%252FLeave-MyReport-1.png%3Falt%3Dmedia%26token%3D30cc7204-a529-4a32-8970-2c286fef46c0&width=768&dpr=3&quality=100&sign=e7062edb&sv=2) **Step 2:** Select the ā€˜Leave Detailsā€™ tab at the top. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkrBkRwEQAYCGkx__ak%252F-MkrChricL-XwLnjfGqj%252FLeave-MyReport-2.png%3Falt%3Dmedia%26token%3Db425de97-bbe7-44dc-9a61-875438df783d&width=768&dpr=3&quality=100&sign=6b95ef1a&sv=2) **Step 3:** Your previous leaves are displayed here. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkrBkRwEQAYCGkx__ak%252F-MkrCk-IFPmsSUafEf9n%252FLeave-MyReport-3.png%3Falt%3Dmedia%26token%3D6f1b4010-91ac-42b1-b072-f976131750d7&width=768&dpr=3&quality=100&sign=6e69e3b2&sv=2) **Step 4:** If you wish so, you can select the relevant filters at the top and select the ā€˜Searchā€™ button to find the status of a particular leave. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkrBkRwEQAYCGkx__ak%252F-MkrCmSKrJ2FOyuEFyHh%252FLeave-MyReport-4.png%3Falt%3Dmedia%26token%3Dd43742d0-06c0-4f95-9b97-22855801abf7&width=768&dpr=3&quality=100&sign=1db3b744&sv=2) **Step 5:** You will also be able to find further details about a particular leave by selecting the corresponding button under the ā€˜Leave Typeā€™ column. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-legacy-files%2Fo%2Fassets%252F-MXep_PEmh8mDPVWj49x%252F-MkrBkRwEQAYCGkx__ak%252F-MkrCpfKy8vEdpCHOlCO%252FLeave-MyReport-5.png%3Falt%3Dmedia%26token%3D1c7f5f21-150b-4c0a-9a06-6fa27334b70a&width=768&dpr=3&quality=100&sign=c8c0ecd6&sv=2) **Note**: If you are unable to follow above steps, kindly contact us at [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#aad9dfdadac5d8deeadac5c9c1cfdec2d8c7d984c9c5c7) ### [hashtag](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-check-my-geo-tracking-details-from-the-ess-portal) How to check my geo-tracking details from the ESS portal? **Step 1:** Log into the ESS portal, go to the ā€˜Leaveā€™ menu and click on the ā€˜Geo-trackingā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FzpS9XYBhNTJ33VlQzUtH%252F6.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=1c4ecd92&sv=2) **Step 2**: Click on the ā€˜Geo Track Employeeā€™ tab, ā€˜Choose Employeeā€™ and the date from the respective fields. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Feb8Pnj0rTl8eI5nbgMLN%252F7.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=2276386e&sv=2) The geo-tracking details will appear for the selected date and you can see the ā€˜location pinsā€™ on the map. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Ft47sDciorryoc0ccih8C%252F8.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=7fd42979&sv=2) For any queries, connect with us at [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#2a595f5a5a45585e6a5a4549414f5e4258475904494547) [PreviousLeave Attendance & On Dutychevron-left](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty) [NextAttendancechevron-right](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/attendance-regularization) Last updated 1 year ago Was this helpful? * [How to apply for leaves using ESS Portal?](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-apply-for-leaves-using-ess-portal) * [How to apply for leaves using the ESS Mobile App?](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-apply-for-leaves-using-the-ess-mobile-app) * [How to check leavesā€™ request status using ESS Portal?](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-check-leaves-request-status-using-ess-portal) * [How to check leavesā€™ request status using ESS Mobile App Notification?](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-check-leaves-request-status-using-ess-mobile-app-notification) * [How to cancel leave requests from the ESS portal?](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-cancel-leave-requests-from-the-ess-portal) * [How to generate your own leave report from the ESS portal?](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-generate-your-own-leave-report-from-the-ess-portal) * [How to check my geo-tracking details from the ESS portal?](https://docs.pockethrms.com/ess-portal/employee/leave-attendance-and-on-duty/leave#how-to-check-my-geo-tracking-details-from-the-ess-portal) Was this helpful? --- # Profile | Pocket HRMS ### [hashtag](https://docs.pockethrms.com/ess-portal/admin/profile#how-to-check-permission-entries-as-an-hr-or-admin) How to check permission entries as an HR or admin? **Step 1**: Log into the ESS portal with manager rights, go to the ā€˜Leaveā€™ menu and click on the ā€˜Approvalā€™ submenu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252Fc3h8dqE1YWIiTAEEjhfh%252F3.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=859e970c&sv=2) **Step 2**: Go to the ā€˜HR Approvalā€™ tab, select ā€˜Moduleā€™ as ā€˜Selfservice Permissionā€™, select Date Range and click on the ā€˜Searchā€™ button. The permission entries will appear. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FgTkpN13WaXMqy7QwaHXA%252F4.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=efc2aaed&sv=2) **Step 3**: Select radio button from the ā€˜Approveā€™ or ā€˜Rejectā€™ column for the respective entry and click on the ā€˜Saveā€™ button. The permission request will be accepted or rejected accordingly. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252F2NjqWzT2pOqWlmkpExnJ%252F5.png%3Falt%3Dmedia&width=768&dpr=3&quality=100&sign=f3dde6b8&sv=2) **Path**: ESS Portal with HR log in>Profile>Approval>HR Approval>Module-Selfservice Permission >Select Date Range>Search>Approve/Reject>Save **Link**: [https://ess.pockethrms.com/Employee/Profile/EmployeeApprovals?Menu=managerapprovearrow-up-right](https://ess.pockethrms.com/Employee/Profile/EmployeeApprovals?Menu=managerapprove) For any queries, contact [\[emailĀ protected\]envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#7605030606190402360619151d13021e041b055815191b) [PreviousAdminchevron-left](https://docs.pockethrms.com/ess-portal/admin) [NextLeavechevron-right](https://docs.pockethrms.com/ess-portal/admin/leave) Last updated 1 year ago Was this helpful? Was this helpful? --- # Adding Tags | Pocket HRMS **How do you create tags for the Help Desk?** **Step 1:** Select 'ESS Settings' from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FC9QuiAxanncHJDWPcqBM%252FHelpDesk%2520Tags%25201.png%3Falt%3Dmedia%26token%3D729af1ab-8df8-4018-80e6-ad902fb84598&width=768&dpr=3&quality=100&sign=30aaa844&sv=2) **Step 2:** Select ā€˜HelpDeskā€™ tab inside the ESS Settings page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FC7KK86IgQsPmV2BjEWRY%252FHelpDesk%2520Tags%25202.png%3Falt%3Dmedia%26token%3Dc2b97fd0-36d9-4531-8140-6eeb67a91fa7&width=768&dpr=3&quality=100&sign=4084ccd7&sv=2) **Step 3:** Select 'HelpDesk Tag' tab from the tabs section to the left of the HelpDesk page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FF078orR7uvIf1kb3T58U%252FHelpDesk%2520Tags%25203.png%3Falt%3Dmedia%26token%3D9f3c9319-b3f4-41aa-a482-e659077697a4&width=768&dpr=3&quality=100&sign=8ad7de2f&sv=2) **Step 4:** Select ā€˜+ā€™ icon as shown below. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FSRCK1UDgmVa1rT7s5nRT%252FHelpDesk%2520Tags%25204.png%3Falt%3Dmedia%26token%3D2880161b-fee3-4ab7-b3c6-6c3c5606b96c&width=768&dpr=3&quality=100&sign=c5a52071&sv=2) **Step 5:** Enter the name of the tag and select the 'Save' button to create a new HelpDesk Tag. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FR0f9n7VhcE4MiUSKQEH0%252FHelpDesk%2520Tags%25205.png%3Falt%3Dmedia%26token%3Db3d5ad3c-1b49-4e07-9ac9-51db90b73ba1&width=768&dpr=3&quality=100&sign=179f7320&sv=2) **How to edit tags for the Help Desk:** **Step 1:** Select 'ESS Settings' from the left side menu. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FC9QuiAxanncHJDWPcqBM%252FHelpDesk%2520Tags%25201.png%3Falt%3Dmedia%26token%3D729af1ab-8df8-4018-80e6-ad902fb84598&width=768&dpr=3&quality=100&sign=30aaa844&sv=2) **Step 2:** Select ā€˜HelpDeskā€™ tab inside the ESS Settings page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FC7KK86IgQsPmV2BjEWRY%252FHelpDesk%2520Tags%25202.png%3Falt%3Dmedia%26token%3Dc2b97fd0-36d9-4531-8140-6eeb67a91fa7&width=768&dpr=3&quality=100&sign=4084ccd7&sv=2) **Step 3:** Select the 'HelpDesk Tag' tab from the tabs section to the left of the HelpDesk page. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FF078orR7uvIf1kb3T58U%252FHelpDesk%2520Tags%25203.png%3Falt%3Dmedia%26token%3D9f3c9319-b3f4-41aa-a482-e659077697a4&width=768&dpr=3&quality=100&sign=8ad7de2f&sv=2) **Step 4:** Select the edit icon corresponding to the tag that needs to be edited. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIZuZvNVZCE3ie78EOpCU%252FHelpDesk%2520Tags%25206.png%3Falt%3Dmedia%26token%3Db4e226fb-174e-402f-a349-9855efa96aba&width=768&dpr=3&quality=100&sign=59353369&sv=2) **Step 5:** Enter the name of the tag and select the 'Save' button to edit the name of the selected HelpDesk Tag. ![](https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FIIZuTRRt5Cz7lPgpPKVg%252FHelpDesk%2520Tags%25207.png%3Falt%3Dmedia%26token%3Dd787a78a-2630-4240-b145-7462c5535954&width=768&dpr=3&quality=100&sign=807c2988&sv=2) _**Note: If you are unable to add or edit tags, kindly contact us at**_ [_**\[emailĀ protected\]**_envelope](https://docs.pockethrms.com/cdn-cgi/l/email-protection#3c4f494c4c534e487c4c535f575948544e514f125f5351) [PreviousGroup Configurationchevron-left](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/helpdesk/group-configuration) [NextReminder Settingschevron-right](https://docs.pockethrms.com/hr-and-admin-portal/ess-configurations/helpdesk/reminder-settings) Last updated 11 months ago Was this helpful? Was this helpful? ---