How can admin re-release selected components of POI form to an employee?

Proof of Investment is a document that demonstrates an individual or entity's financial investment in a particular asset, project, business, or financial instrument.

To re-release the selected components of 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 Review/Pending for Payroll tab, select Active/Resigned as per your requirement.
3. Select Individual Details option.
   
4. Select an employee from the displayed list.
5. Under Employees Selected card, click View Form.
6. On the employee’s Review POI page, under Summary, click Re-release.
7. Select the components from the list.
8. Click Re-Release Selected. The Re-Release pop-up appears.
9. Click Re-Release. A success message appears.
   Note: To re-release a particular component before you complete the employee's POI review, use the Pending for Review tab. To re-release the form to collect more information from the employee after the review, use the Pending for Payroll tab.

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Related Links:

❓FAQs- To read more FAQs about the POI, click here.

📃Documentation- To read more about POI page, click here.

▶Video- To watch the video on POI, click here.

📢Product Update- To read about the product update, click here.