How can admin activate regime selection while declaring POI only for new joiners who have not declared IT?

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 activate regime selection only for the new joiners who have not declared IT, 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. Click the Settings icon on the right side of the screen. The POI Settings widget opens.
3. Under Employee ESS Settings, deselect Allow employees to change regime while submitting POI.
4. Select Allow new Joinee without IT declaration to select regime during POI declaration.
5. Click Save Settings to activate the regime selection.

Click here to subscribe to our help videos   

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.