How can admin customize the POI re-release workflow?

In the Proof of Investment (POI) process, employees submit documents to verify their investment claims, thereby qualifying for tax benefits under income tax regulations during the tax filing process.

As an admin, you can now set up a workflow for the employees to resend forms and add new documents. To do this, you must first customize the POI settings as per your company policy requirements. 

To customize the POI Settings, 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. Make the changes in the following settings as per your requirements. The POI Settings include the following:

   1. General settings

   2. Family Details Mandatory for dependent Claims?
      Once you enable the option, the family details become mandatory for any claim.

   3. General Instructions
      Enter the instructions related to POI declaration for your employees. These instructions are displayed on the POI declaration page.

   4. Select the Allow employees to submit Income from Previous Employer details(in IT declarations and POI pages) checkbox to allow your employees to submit their income details from previous employment.

   5. Re-Release Settings
      The employees can request the re-release of their POI items directly from their ESS portal, simplifying the process for both parties.

      1. 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.

      2. 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.

      3. 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.
         Note: You can view the re-release requests made by your employees under the Re-Release Request tab available on the POI Overview page. 

   6. Attachments

   7. Enable Attachments
      Select this option for allowing employees to attach their POI for declaration.

   8. Mandatory
      Select this option to make the POI attachment mandatory for the employees either section-wise or for all the components. Employees cannot submit the declaration until they attach the proof of their investment to the form.

   9. Attachment For 

   10. Section Wise: Select this option to enable individual attachments for each section in the employees' POI form.

   11. Common: Select this option to enable proof attachment in bulk upload for employees. 

   12. Employee ESS settings

       1. Allow employees to change regime while submitting POI: This option allows the employees to change their regime at the time of submitting their POI form.

       2. Allow new Joinee without IT declaration to select regime during POI declaration: This option allows a new hire to select regime at the time of declaring POI without declaring IT.

       3. Allow employees to acknowledge their declaration: This option allows you to provide a declaration note to your employees, which they must acknowledge before submitting their POI.

       4. Make Landlord Name and PAN mandatory: This option makes your employees mandatorily submit their Landlord name and PAN.

       5. Make Lender's Name and PAN mandatory: This option makes your employees mandatorily submit their Lender's name and PAN.

       6. Make Date of Availing House loan mandatory in Section 24: This option makes your employees mandatorily mention the date of availing a house loan.

       7. Make Date of Acquisition mandatory in Section 24: This option makes your employees mandatorily mention the date of acquisition.

   13. Declaration Note: In the Declaration Note description box, you can enter the note that employees must acknowledge before submitting the POI.

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

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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.