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  1. greytHR Help Desk
  2. Proof of Investment (POI)

Proof of Investment (POI)

Proof of Investments helps employees to submit proof for all their investments. The Proof of Investment (POI) module in greytHR consists of the complete process of declaration of employee's investments to save tax.

  • POI Process - Admin (Video)
  • How to clear IT declaration during the year end if Proof of Investment (POI) is not submitted?
  • How can I download proof of investments attached by an employee?
  • How can I enable attachment option in POI module?
  • How can I consider POI for resigned employees?
  • How can I edit POI values submitted by an employee?
  • Can I rerelease the POI components even after considering a form for payroll?
  • How can I re-release the POI components which are not declared by the employee?
  • How can I ensure that employees acknowledge their POI declaration?
  • Can I activate regime selection while declaring POI only for the new joiners who have not declared IT?
  • How can I delete an approved POI?
  • How can I send reminders for POI submission to the employees?
  • Can I release POI for employees without releasing IT Declaration?
  • Can employee declare additional components in POI form which he/she has not submitted during IT declaration?
  • Can I release IT declaration after releasing POI?
  • What happens if I do not release the POI declaration for employees?
  • Which report should I generate to view POI declaration details in bulk?
  • How can I download a list of employees whose POI submission is still pending?
  • How can I reject and lock an employee’s POI form?
  • Will employee receive any notification after admin approves their POI form?
  • Can employees upload their proof of investments in bulk?
  • Can I re-release selected components of the POI form to an employee?
  • Can I re-release POI for the employee after reviewing his/her declaration?
  • How can I review an employee’s POI declaration?
  • Can I change the Auto Lock due date for POI?
  • How can I lock POI declaration for employees?
  • How can I release the POI declaration for employees?
  • What is POI or Proof of Investment?
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