How can admin customize the POI re-release options, on the POI Overview page?

The Proof of Investment (POI) allows employees to declare their investments to gain tax benefits. 

A POI re-release option allows the employees to correct the already submitted forms and maximize their tax savings.

To customize the POI re-release options, on the POI Overview page, 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 window opens.

3. 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.

4. 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.

5. 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. 

6. Click Save Settings to save your changes in the POI Settings.

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.