How can admin release POI declaration for employees?

Created by Product Content Team, Modified on Tue, 20 Feb at 3:07 PM by Product Content Team

The Proof of Investment (POI) process validates the employees' investment activity to avail of maximum tax benefits. 

To release the POI declaration for your employees, the admin must perform the following actions:

  1. From the greytHR Admin login, navigate to Payroll > Admin > POI Overview. The POI Overview page opens.
  2. Under the Yet to be released tab, select Bulk Select
  3. From the Employee Name list, select the employee for whom you want to release the POI declaration. 
  4. Under the Employees Selected card, select Release.
  5. Click Submit. The Release pop-up appears.
  6. From the Due Date calendar, set the Auto Lock date.
  7. Click Release to release the POI declaration for the 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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