How can admin consider POI for individual employee?

Created by Raghul David, Modified on Tue, 20 Feb at 2:48 PM by Product Content Team

Proof of Investment (POI) serves as a validation of the investment activity or holding and may be required for various purposes, such as tax filings, loan applications, or regulatory compliance.

To consider POI for an individual employee, the admin must perform the following actions:

From the greytHR Admin portal, navigate to Payroll > Admin > POI Overview. The POI Overview page opens.
From the Filter employees as per regime dropdown, select a regime as per your requirements.
Select the Individual Details option.
From the Enter Emp. Name or ID search box, search for the employee for whom you want to review the POI form.
On the right side of the screen, under the View Form tab, click View Form. You will be redirected to the Overview tab of the Review POI page. This page displays the items that the employee has declared.
Click the → icon to go to a particular POI component. You can then view all the details and attachments of the selected POI component.
Click Approve or Reject. Accept/Reject pop-up appears.
In the Admin Remarks text box, enter the remarks. It is important to add remarks, especially when you are rejecting a declaration. The remarks help the employee to rectify and resubmit the form.
Click Yes to approve the POI component.
Similarly, review all the components. To review the components, kindly follow the steps from 1 to 7.
Click Review and Consider. You are redirected to the Overview tab of the Review POI page.
Click Consider POI. The POI form moves to the Pending for Payroll tab.