How can admin release POI form to employees in bulk?

Proof of Investment (POI) refers to documentation or evidence that demonstrates an employee's investment activities or holdings. Releasing Proof of Investment (POI) typically involves providing relevant documentation or evidence to substantiate one's investment activities or holdings. The employee needs to collect and submit the necessary supporting documents that serve as proof of their investments.

To release POI forms to employees in bulk, 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 Yet to be released tab, from the Filter employees as per regime list, select a regime as per your requirement.
3. Select the Bulk Select option.
4. Select the employees for whom you want to release the POI using the checkboxes adjacent to their names.
5. On the right side of the screen, under Employees Selected, select Release. 
6. Click Submit to release POI for selected employees. The Release pop-up appears.
7. You can set the auto-lock due date here. To set the same, under Due Date, click the calendar icon. Select the auto-lock due date from the calendar.  
8. Click Release to release the POI form in bulk.

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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.