Can admin re-release POI for employee after reviewing their declaration?

Created by Product Content Team, Modified on Tue, 20 Feb at 3:21 PM by Product Content Team


Yes. As an admin, you can re-release an employee’s POI form after review.
The Proof of Investment (POI) encompasses the entire process of employees declaring their investments for tax savings.
 

To re-release a 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 table, select the Active/Resigned option as per your requirement.
  3. Select employees for whom you want to rerelease the POI form.
  4. Under Employees Selected, select Re-Release.
  5. Click Submit. The Re-release pop-up appears.
  6. Select an Auto Lock due date. This is not a mandatory step.
  7. Click Re-release to release the form to the selected employees.
    Note: You can also re-release selected parts of the POI form to an employee individually.

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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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