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Will the POI forms be directly considered for declaration after my review?

Product Content Team
  • Updated

Yes. The form is directly considered for payroll if Locked and Reviewed tab is not available for you.

If  Locked and Reviewed tab is available then a reviewed form is not considered directly for review. After you have reviewed an employee’s form, the form is moved under Locked and Reviewed tab.
To consider a form for POI, perform the following actions:

  1. Navigate to Payroll > Admin > POI Overview.
  2. On POI Overview page, click Locked and Reviewed tab. 
  3. Select Bulk Select.
  4. Select the employees whose forms you want to consider.
  5. Under Employees Selected, select Push to Payroll.
  6. Click Submit. Push to Payroll pop-up appears.
  7. Acknowledge the information provided in Push to Payroll pop-up.
  8. Click Push to Payroll to consider the selected employees form for POI.

Note: Locked and Reviewed tab is optional. After review of a POI form, If Locked and Reviewed tab is not available, the reviewed form is directly considered for payroll. 

 

Related Links:

  • Documentation Page - To learn more about the POI process from our documentation page, click here.
  • Product Update - To read our product update, click here.
  • Video - To watch the video on the POI process, click here.

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