greytHR Help

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Get Started with greytHR Admin Portal

Know your greytHR
Explore greytHR’s admin Home page
The New Menu in greytHR
Perform tasks quickly with Search Actions
Explore expert guidance in greytHR Community
Meet Bella - your 24/7 personal assistant
Encourage employee involvement with greytHR Engage
Secure your account with Multi-Factor Authentication (MFA)

Employee Lifecycle Management

View employees' information summary
Onboarding new employees
Add new employee
Enable Employee Self Service (ESS)
Letter Management
Sending manual invites for greytHR ESS portal
Stay connected with former employees through greytHR’s Alumni portal
Add/Edit employee's Bank/PF/ESI details
Add/Edit employee's family details
Add/Edit employee's passport and visa details
Add/Edit employee's asset details
View employee's asset details
Record employee's fines and damages
Add/Edit employee's position history details
Add/Edit employee's previous employment details
Add/Edit employee's access card details
Employee insurance management using greytHR
Add/Edit employee's nomination details
Add/Edit employee's separation details
Customize Alumni Portal access on the Separation/Off-boarding Page
Enable Alumni Portal
Rehire former employee as new employee
Add contract employee as regular employee
Invite employees to use ESS mobile app
Regenerate user password
Regenerate ESS password for employee
Initiate employee onboarding
Verify employees' identity (ID) details
Assign manager and view organizations' hierarchy
Add/Update employee details
Remove employee separation details
Upload and download employee documents
Add/Edit employee's bonus details
Add/Edit contract details
Assign contracts to employees
View, revise, compare, and export employee salary details
Upload employees' profile pictures in bulk
Upload employees' documents in bulk
Import bulk data using excel import
Collect employees' essential information through Data Drive
Extract employee information with Analytics Hub
Create and release Company Policies & Forms
Upload/Edit Frequently Asked Questions (FAQs) for company policies
Post a bulletin for employees
Send email/messages to employees in bulk
Create tasks and checklists
Manage employee's off-boarding process
Process of rehiring employee

Payroll Management

Manage Flexible Benefits Plan (FBP)
Customize POI settings
Release and manage POI declaration form
Re-release and consider POI submissions
Lock reimbursement claim date for employees
Complete leave year-end activities using greytHR
View employee payroll information summary at a glance
View employee's salary revision history
View employee's salary revision analytics
Plan employees' salary revision
Add/Revise employee's salary
Approve/Reject salary revisions
Calculate and process employee's arrears
Update employee’s LOP days
Map PF KYC documents
Update employees’ PAN status
Claim reimbursement on behalf of an employee
Create, view and edit loan
Hold employee’s salary payout
Release employee’s held salary
Process employees’ payroll
Stop employee's salary processing
Manage employees' direct salary transfer
View and edit income tax (IT) components
Manage income tax (IT) declaration
Release, lock, consider, and export employee IT declarations on greytHR
How to import employees’ IT declarations using IT Declarations Plan Importer
Create and release FBP plan
Declare FBP on behalf of an employee
Record remittance details
Lock payroll and release payslips for selected employees
Consider POI declarations for payroll processing
Download employees' quick salary statement
View and download payroll difference report
Restrict POI declarations for specific tax sections for employees in new tax regime
Generate employees' payroll statement
View payslip template gallery
Generate journal voucher
Generate and send employees’ payslips
View and download employee's payslip
View and download employee's reimbursement payslip
View and download employee's overtime payslip
View and download employee's CTC payslip
View and download employee's YTD summary
View and download employee's PF YTD statement
View and download employee's reimbursement statement
View and download employee's loan statement
View and download employee's Income Tax (IT) Statement
View and download overtime register
Generate Form 16 with Part A and Part B
Reject, lock, and delete POI forms
Download challan status inquiry (CSI) file
Generate Form 24Q
Download employees' cheque/cash statement
Process employee's full and final settlement
Process full and final settlement of a contract employee
Process employee’s resettlement
Budget changes for FY 2024-25
Budget changes for FY 2025-26
View income tax slabs
Declare income tax on behalf of an employee

Attendance Management

Overview of Attendance Marking Methods
View employees' attendance information at a glance
Assign attendance scheme to employees
Enhanced email notifications to track employees' sign-in details
View employees' sign-in status
View employees' daily attendance summary
View an individual employee’s attendance information
View employees' attendance details in bulk
Override employees’ attendance manually
Review employees’ swipes details
Resynchronize swipes
Add attendance exception
Assign overtime policy (OT) to employees
Approve overtime requests
Add lock configuration details
Process employees' attendance
Finalize attendance using greytHR
Generate API key for attendance swipe API
Various employee attendance marking methods using greytHR ESS
Customize attendance cycles (calendars) to adjust employees' diverse work schedules

Leave and Attendance Management - Reports

View attendance and leave reports

Workflows

Understand Regularization and Permissions workflow
Set up loan workflow policy
Ensure quick support to employees with Helpdesk workflow
Set up a smooth Loan Workflow
Monitor employees’ workflow requests
Review employee’s onboarding details
Review employee's workflow applications
Track employee's workflow applications
Delegate workflow to an employee
Add workflow levels
Add workflow reviewer type
Employee Onboarding Workflow
Manage employees’ Proof of Investment (POI)
DeviceDetect workflow - Say no to proxy attendance!
Create workflow levels for DeviceDetect
Activate DeviceDetect workflow policy
Configure resignation workflow
Strengthen organization branding with Alumni portal!
Define Regularization & Permission Policy
Experience greytHR's efficient Reimbursement Workflow
Form 16 generation workflow
Automate Workflows for Date-Based Events
Setup date-based event workflow policy
Email-based approval for workflow request

Request Hub Use Cases

Set up access card request workflow with greytHR Request Hub
Efficient management of ID card replacement requests using Request Hub
Set up maternity leave workflow policy using greytHR Request Hub
Manage employee request for business card with greytHR Request Hub workflow
Set up a team training request workflow with greytHR Request Hub
Set up an employee complaint submission workflow with greytHR Request Hub
Create employee referral workflow for open positions with greytHR Request Hub
Create sexual harassment reporting workflow with greytHR Request Hub
Employee inquiry on Income Tax deduction workflow via greytHR Request Hub
Create employee suggestion submission workflow with greytHR Request Hub
Request for creche facility via greytHR Request Hub workflow
Set up an employee contact number change request workflow with greytHR Request Hub
Employee workstation request via Request Hub
Manager nomination for employee rewards workflow with greytHR Request Hub
Manage employee family member addition requests with greytHR Request Hub
Manager nomination for shift allowance payment workflow via greytHR Request Hub
Set up employee ESOP/RSU query workflow with greytHR Request Hub
Create employee professional development course requests with greytHR Request Hub
Create workflow for manager nomination for holiday allowance via Request Hub
Set up employee bank detail change requests with greytHR Request Hub
Set up employee admin asset requests with greytHR Request Hub
Create employee IT asset requests with greytHR Request Hub
Set up employee address change requests workflow with greytHR Request Hub
Employee child care allowance request workflow with greytHR Request Hub
Employee grievance submission workflow with greytHR Request Hub
Manager Nomination for Incentive Payment
Employee Request for Experience Certificate via greytHR Request Hub
Employee Request for Voluntary Provident Fund (VPF) Deduction within greytHR Request Hub
Employee Request for Accommodation Facility through greytHR Request Hub
Employee cab facility request workflow via greytHR Request Hub

Statutory Compliance Reports - ESI, PF, Gratuity, Wages, LWF

Generate statutory compliance reports

Recruit

Introduction to greytHR Recruit
Get started with greytHR Recruit
Understand greytHR Recruit’s Overview page
Add a job to greytHR Recruit
Customize Job IDs with greytHR Recruit
How to manage internal job postings (IJP) and referrals in greytHR Recruit
Add candidates to job
Schedule and manage interviews
How to integrate Google Meet, Microsoft Teams and Zoom in greytHR Recruit
How to schedule an interview with Google Meet in greytHR Recruit
How to schedule an interview with Microsoft Teams in greytHR Recruit
How to schedule an interview with Zoom in greytHR Recruit
Manage letters, forms, and documents
Automate salary structure in offer letters in greytHR Recruit
Add and manage an agency
Allow managers to raise job requests in Recruit
Post jobs on Naukri, Hirist, and IIM Jobs (using Zwayam Amplify) in greytHR Recruit
Use employee categories as job fields in greytHR Recruit
How to automate job approvals using employee categories in greytHR Recruit
Configure/set up email sender domain and SPF in greytHR Recruit
Explainer: Sending emails with custom email IDs: risks & solutions
Customize candidate rejection reasons with greytHR Recruit
Add hired employees from greytHR Recruit