How can admin remind employees to submit their POI declaration?

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

The Proof of Investment (POI) process validates the employees' investment activity. It is required for various purposes, such as tax filings, loan applications, or regulatory compliance. 

To remind employees to submit their POI declaration, the admin must perform the following actions:

  1. From the greytHR Admin portal, navigate to Payroll Admin POI Overview. The POI Overview page opens.

  2. Under the Released tab, select the employee(s) to whom you want to send the reminder.
    Note: The Released tab displays the list of employees who still need to submit their POI form.

  3. Under Employees Selected, select Remind. The Remind pop-up appears.

  4. Click Submit to send POI form submission reminders to employees.

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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 learn more about POI, click here.

Product Update- To read about the product update, click here.


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