How can admin change the auto lock due date for POI?

Created by Product Content Team, Modified on Wed, 18 Jun at 2:08 PM by Product Content Team

The Proof of Investment (POI) process validates the employees' investment activity to avail of maximum tax benefits. The term auto lock due date for POI refers to an automated mechanism or system that sets a deadline or due date for the submission of proof of investment (POI) documents.

To change the Auto Lock due date for POI, the admin must perform the following actions:

From the greytHR Admin login, navigate to Payroll > Admin > POI Overview. The POI Overview page opens.
Under the Released tab, select the Active/Resigned option as per your requirement.
From the employees' list, select the employees whose auto-lock due date you want to change.
On the right side, in the Employees Selected section, select Change Auto-Lock Due Date.
Click Submit. Change Auto-Lock Due Date pop-up appears.
Select a date from the Due Date Calendar.
Click Confirm to change the auto lock due date.

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