greytHR Help
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Get Started - Admin Portal
View and create posts
Create tasks & checklists
Employee Lifecycle
Employee information overview
Analytics hub
Add, view, and export employee details
Add new employee
View your organization’s employee structure
View employee's reporting structure
Add, edit or update employee details
Add/edit employee's Bank/PF/ESI details
Add and edit employee's family details
Add/edit employee's passport and visa details
View employee's assets
Add employee's asset details
Add and edit employee's position history details
Add and edit employee's previous employment details
Add employee's separation details
Add, edit, and delete employee's access card details
Add, edit, and delete employee's insurance details
Add and edit employee nomination details
Add, download, and upload employee documents
Add, edit, and delete bonus details of an employee
Assign contracts to employees
Revise employee’s salary
Manage employee rejoin cases in the greytHR
Convert contract employee into a regular employee
Generate and publish letters
Import data using Excel Import
Upload employees' photos in bulk
Upload employee documents in bulk
Post a bulletin for employees
Send mass communication
View the employees assigned to policies
View verification status of employees’ ID proofs
View and add the organization’s contract details
Initiate data drive
Launch data drive for employees
Control employees' off-boarding process
Create a letter template
Configure company policies & forms
Add, edit, and delete policy FAQs
Create employee segments
Assign roles to an employee
Create an employee filter
Record employee's fines and damages
Payroll
Payroll information overview
View salary revision history
View salary revision analytics
Add, revise, and process employee's salary
Create, view and edit loan
Approve and reject salary revisions
View and edit income tax components
Apply for claim reimbursement on behalf of an employee
Update employee’s LOP days
Stop an employee's salary processing
Calculate and process arrears
Release an employee’s held salary
Process employee's full and final settlement
Process an employee’s resettlement
View and download overtime register
Process employees’ payroll
Download employees' quick salary statement
Generate payroll statement
View payroll difference report
Generate journal voucher
Transfer employees’ salaries using bank
Download the cheque/cash statement
Generate and send employees’ payslips
Hold employee’s payout
View employee's payslip
View employee's reimbursement payslip
View and download an employee's overtime payslip
View employee's CTC payslip
View employee's YTD summary
View employee's PF YTD statement
View employee’s reimbursement statement
View employee’s loan statement
View employee’s IT statement
Declare income tax (IT) on behalf of an employee
Declare FBP on behalf of an employee
Generate Form 16
Download challan status inquiry (CSI) file
Generate Form 24Q
Release, lock, and consider employees’ IT declarations
Update employees’ PAN card status
Plan employees' salary revision
Record remittance details
Lock payroll and release payslips for selected employees
Manage employees’ Proof of Investment (POI)
Map PF KYC documents
Create and release FBP plan
Create a pay item group
View payslip template gallery
Leave Management
Leave information overview
View leave calendar
View leave information
Grant leave to employees
Process leave year end activities manually
Process leave year end automatically
Consider/Ignore overtime records
Override employees’ attendance manually
Recalculate employees' leave
Create a holiday list
Override employees’ weekends
Change employee’s working days
Add a leave reviewer
Attendance Management
View employees' attendance overview
View employees' sign-in status
Override employees shifts
Review employees’ swipes details
View employees' attendance details in bulk
View an individual employee’s attendance details
Assign attendance scheme to employees
Map ASTRA with greytHR
Process employees' attendance
Finalize attendance
Add attendance exception
Add lock configuration details
Override shift details
Resynchronize swipes
View shift rotation policy
Workflows
Monitor employees’ attendance regularization requests
Monitor overtime requests
Monitor employee’s leave encashment requests
Monitor employees’ reimbursement claims
Monitor claims requests
Monitor employee’s letter requests
Monitor employees’ leave requests
Monitor employees’ compensatory off details
Monitor leave cancel requests
Monitor help desk transactions
Monitor restricted holiday leave requests
Monitor employees' resignation applications
Monitor employees’ confirmation requests
Monitor employees’ loan requests
Review employee’s onboarding details
Review workflow applications
Track employee's workflow applications
Delegate workflow to an employee
Add workflow reviewer type
Add workflow levels
Configure resignation workflows
Monitor permission request
Define permission module policy
Reports
Generate and download the reports
View recently generated reports
Create custom reports using Query Builder
Assets Management
Manage assets/asset groups
Expense Claims
Create a claims batch
Assign a reviewer for claims
Verify the advance claims
Create claim on behalf of an employee
Integrations in greytHR
greytHR PayNow with ICICI
greytHR and ICICI Bank Terms and Conditions
greytHR PayNow with HSBC
Integrate Skills2Talent PMS with greytHR HRIS
Settings
Generate API key for attendance swipe API
Configure checklist and tasks
Configure shift precedence
General settings
Customize your company settings
Configure general system settings
Add/Edit sequence number series
Customize password options for greytHR
Manage list of values
Add your company’s bank branch details
Update your company’s bank details
Add your company details
Manage your company states
Manage multiple companies’ information
Map currency for the organization
Add details of your service provider
Add new task template
Employee settings
Configure and initiate employee onboarding
Employee Options
Add/Edit employee number series
Set up employee categories
Add/Edit employee categories
Customize employees leaving reasons
Add asset groups
Employee details in employee/team directory
Create a new FBP policy
Related Documents
Leave and Attendance policy comparison between Starter and Premium plans
Feature comparison of Starter and Welter plans
Configure greytHR Employee Portal (Attendance Marking) Mobile application
Payroll settings
Customize payroll preferences
View LWF policies of the organization
Manage reimbursement reviewer
Add/Edit PF, PT, ESI, & LWF Filing Location
Create/Customize JV template
Map professional tax location
View/Update professional tax slabs
More Help Resources
Frequently asked questions
Solve your queries with our short videos
Letter settings
Configure letter templates
Configure signatories for letter templates
Income tax settings
Configure Form 16
View income tax slabs
Configure Form 24Q
Map Form 12BA components
Leave settings
Configure leave rules for your employees
Customize leave options
Manage leave types for the organization
Define weekend policy for an organization
Configure leave scheme for the organization
Add/Edit leave event reminder
Configure reasons for applying leave
Claim settings
Add claim items for the organization
Configure the organization’s claim template
Manage claims group custom fields
User settings
Regenerate user password
Set up/Edit user profile details
Attendance settings
Define comp off and overtime policy
Assign attendance scheme
Configure attendance settings
Create a shift
Create a shift rotation policy
Create attendance policy
Helpdesk settings
Customize help desk options
Create help desk category
Add help desk reviewer/manager
Miscellaneous settings
Send passwords to new joiners
Configure Bella for employees and solve queries
Configure greytHR Visage
Configure employees’ notice period
Assign a reviewer for reimbursement claims
Configure employees’ probation period
Search actions
Configure leave reviewer settings
Setting up office locations
Add/Edit event notification
Customize page layout for payslips
Configure mail event handlers
Create API users