Proof of Investment (POI) is an annual procedure where employees must submit required documents to verify their investment activities.
In cases where, as employees, your Proof of Investment form does not meet the guidelines and is subject to rejection by the admin, the items can be re-released to the Employee Self-Service portal. This allows you to make necessary adjustments and resubmit the forms directly through your ESS portal for further consideration.
To re-upload the POI documents, the employee must perform the following steps:
From the greytHR ESS login, navigate to Home > Salary > Proof Of Investment. The Proof Of Investment page opens.
Click the Lets get started button. You can see this button only if you are a first-time user. You will be redirected to the Overview tab of the POI page. The Overview tab displays all the POI components required to submit your POI declaration.
Under POI Components, select any component for which you want to fill in the details. You will be redirected to the selected POI page component.
Click +Add against a component to add related details. The component bar expands.
Specify the amount in the Declare Amount text box.
Under Attach Proof, attach the proof of investment for the selected component. You can attach the proof in PDF, JPEG, and PNG format. The maximum file size allowed per file is 15 MB.
Note:
You can attach the proof of investment on an individual component basis.
The individual attachment option must be enabled by the admin. If not enabled, you can see an option to attach all the proof of investments while submitting the POI.
Similarly, fill in all the applicable component forms.
Click Review and Submit to review the form. You will be redirected to the Overview tab. The Overview tab now displays the count for items you have declared, items for which you have attached proofs, and items for which proofs are not attached. Adding an attachment is mandatory to Submit POI.
Click Submit POI to submit the POI declaration.
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Related Links:
Video - To watch the POI submission video, click here.
FAQs - To read more FAQs about the POI, click here.
Documentation - To read more about POI submission, click here.
Product Update - To read about the product update, click here.
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