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.
- Find user manual for Proof of Investment (Admin)
- How can the admin make the lender’s name and PAN fields mandatory for employees?
- How can the admin generate a report with the employees' updates of the lender’s name and PAN details during POI submission?
- How can the admin add the POI declaration details to the Form 12BB?
- How can the admin download proof of investments attached by an employee?
- How can the admin enable attachment option in POI module?
- How can the admin consider POI for resigned employees?
- How can the admin edit POI values submitted by an employee?
- POI Process - Admin (Video)
- How can the admin re-release the POI components even after considering a form for payroll?
- How can the admin re-release the POI components which are not declared by the employee?
- How can the admin ensure that employees acknowledge their POI declaration?
- How can the admin activate regime selection while declaring POI only for the new joiners who have not declared IT?
- How can the admin delete an approved POI?
- How can the admin send reminders for POI submission to employees?
- How can the admin release POI (Proof of Investment) form to employees in bulk?
- Can the admin release POI (Proof of Investment) for employees without releasing IT Declaration?
- Can employee declare additional components in POI form which he/she has not submitted during IT declaration?
- How can the admin release IT declaration after releasing POI?
- What happens if the admin do not release the POI declaration for employees?
- Which report should the admin generate to view POI declaration details in bulk?
- How can the admin download a list of employees whose POI submission is still pending?
- How can the admin reject and lock an employee’s POI form?
- How can the admin delete a released POI form?
- Will the employee receive any notification after admin approves their POI form?
- How can the admin re-release selected components of the POI form to an employee?
- Can the admin re-release POI for the employee after reviewing their declaration?
- How can the admin review an employee’s POI declaration?
- How can the admin change the auto lock due date for POI?
- How can the admin release the POI declaration for employees?