How can admin delete an approved POI?

The Proof of Investment (POI) process authenticates employees' investment activities and is essential for purposes like tax filings, loan applications, and regulatory compliance. Deleting an approved POI (Proof of Investment) refers to the action of permanently removing or eliminating a POI entry from the system or database after it has been approved for use.

To delete an approved POI form, 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 Pending for Payroll tab, select the Active/Resigned option as per your requirements.
3. Select Bulk Select option.
4. Using check boxes adjacent to the Employee Name, select the employee whose POI you want to delete.
5. On the right side of the POI Overview page, under the Employee Selected card, select Delete.
6. Click Submit. The Delete pop-up appears.
7. Read and select the check boxes displayed in the pop-up to acknowledge your understanding of the points explained in the pop-up.
8. Click Delete to delete the approved POI form of the selected employees.
   Note: The Delete option will be available only when the correct options are selected in the Delete pop-up.

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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.