How can admin allow employees to request for POI re-release?

Created by Product Content Team, Modified on Tue, 20 Feb at 3:41 PM by Product Content Team

The Proof of Investment (POI) process is a declaration of employees' investments to save tax.

The POI re-release request enhancement allows the admins to enable the employees to update their investment information if necessary.

After submitting a POI, employees may request a re-release of their Proof of Investment (POI) items from the admin for several reasons, such as adding new documents for their new investments, updating their existing investment details, and correcting incomplete or inaccurate information.

As an admin, to allow the employees to request for POI re-release you must set up a deadline in the Allow re-release requests till setting.

To set up a deadline in the Allow re-release requests till setting, the admin must perform the following actions:

From the greytHR Admin login, navigate to Payroll > Admin > POI Overview. The POI Overview page opens.
Click the Settings icon on the right side of the screen. The POI Settings window opens.
Under the Re-Release Settings section, under Allow Re-Release requests during, select the Pending for Review, Pending for Payroll, and Considered for Payroll checkboxes as per your requirements.
Note: Enabling this option allows your employees to raise a re-release request for any of their POI items.
Under Auto-Approve Re-Release requests during, select the Pending for Review, Pending for Payroll, and Considered for Payroll checkboxes as per your requirements.
Note: Enabling this option auto-approves the re-release requests raised by your employees and reduces the manual effort to approve each of their POI re-release requests.
From the Allow Re-Release request till dropdown calendar, select the required date until when you can allow your employees to raise a re-release request for their POI items.
Click Save Settings to save your changes in the POI Settings.