greytHR Help
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Perform tasks quickly with Search Actions
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Encourage employee involvement with greytHR Engage
Employee Lifecycle Management
Enable Employee Self Service (ESS)
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
Add/Edit employee's insurance details
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
View employees' information summary at a glance
Add an employee in Employee Directory
Rehire former employee as new employee
Add contract employee as regular employee
Invite employees to use ESS mobile app
Send passwords to new joiners
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
Performance Management
Know about Performance Management
Set up performance period in greytHR
Create goal plans in greytHR
Manage goal plans in greytHR
Create review cycles in greytHR
Manage review cycle in greytHR
Add SMART goals using greytHR PMS
Add new employee onboarding goals
Payroll Management
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, and consider employees’ income tax declarations
Declare income tax on behalf of an employee
Manage Flexible Benefits Plan (FBP)
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
Customize POI settings
Release and manage POI declaration form
Download employees' quick salary statement
View and download payroll difference report
Re-release and consider POI submissions
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
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
View budget changes for FY 2024-25
View income tax slabs
Lock reimbursement claim date for employees
Reject, lock, and delete POI forms
Payroll Management - Reports
Access payroll payout and payroll control reports
View income tax related reports
Access MIS and loan management reports
Leave Management
Apply permission (short leave) for an employee
View employee leave information summary at a glance
Grant leave to employees
Create a holiday list
View leave calendar
Manage employee leave details
Recalculate employees' leave
Override employees’ weekends
Change employee’s working days
Consider/Ignore overtime records
View employees’ auto-granted overtime and comp off records
Add a leave reviewer
Process leave year end activities manually
Process leave year end activities automatically
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
Generate API key for attendance swipe API
Configure greytHR Employee Portal (Attendance Marking)
Leave and Attendance Management - Reports
View attendance and leave reports
Letter Management
Configure letter templates
Configure signatories for letter templates
Create letter template
Generate and publish letters
Simplify official communication with greytHR Letter module
Letter Management - Use Cases
Craft clear confirmation letters
Draft address proof letters for employees
Issue experience letters to employees
Announce new roles to employees through promotion letters
Generate employee’s joining letter
Issue salary increment letter to employees
Workflows
Delegate workflow to an employee
Add workflow levels
Add workflow reviewer type
Employee Onboarding Workflow
Letter Requests 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
Understand Regularization and Permissions workflow
Experience gryetHR's efficient Reimbursement Workflow
Form 16 generation workflow
Automate Workflows for Date-Based Events
Setup Date-Based Event Workflow policy
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
Map ASTRA with greytHR workflow
Workflows - Use Cases
Automate employees last working day activities
Simplify employee’s hiring process with greytHR Workflows
Set up resignation approval process
Automate contract expiry process with greytHR Workflows
Process employee confirmation
Shift Management
Split Shift - Automate and streamline shifts
Enable Split Shift
Create regular shifts and split shifts
Create shift rotation policy
View shift rotation policy
View, reassign, override, and finalize employees' split shift
Override employees' shifts
Override shift details
Reports
Generate and download the reports
View recently generated reports
Create custom reports using Query Builder
Generate Split Shift report using Query Builder
Expense Claims
Configure the organization’s claim template
Create a claims batch
Assign claims reviewer
Verify advance claims
Create claim on behalf of an employee
Utilize claims reports for effective expense management
Assets Management
Manage assets/asset groups
Integrations in greytHR
Automate Journal Vouchers with greytHR-Tally Integration
greytHR PayNow with HSBC
Explore Unite's integrated marketplace for corporate solutions
Simplify your employees tax filing with Unite’s ClearTax
Streamline hiring with Unite's Recruitment apps
Empower connections with Unite’s Corporate Gifting apps
Maximize employee financial well-being with Unite’s Advance Salary apps
Boost employee financial wellness with Digital Lending apps
Integrate greytHR with Tally, set up API, and extract JV
Enhance workplace integrity with Unite's Background Verification apps
greytHR PRO
Enhance PSP operations with greytHR PRO
Get started with greytHR PRO
Simplify role management in greytHR PRO
Setup and track clients’ payroll calendar using greytHR PRO
Organize payments with Invoices
DataShare Hub
Get started with DataShare Hub
Create a data exchange category for customers
Configure automatic cut-off date
Share data inputs with your PSP
Use customers' data inputs
Share reports/data output with customers
Download reports/data shared by PSPs
Statutory Compliance Reports - ESI, PF, Gratuity, Wages, LWF
Generate statutory compliance reports
General Settings
Customize your company settings
Configure general system settings
Add/Edit sequence number series
Customize password options
Manage list of values
Add your company’s bank branch details
Update your company’s bank details
Add your company details
Manage your company state details
Manage multiple companies’ information
Map currency for the organization
Add details of your service provider
Add new task template
Identity Provider Integration for Enhanced Mobile App Security
Create API users
Boost mobile app security by customizing password complexity
Generate API credentials in greytHR-Tally integration
Debug mobile app performance using Diagnostic Logs option
Employee Settings
Add/Edit employee number series
Create employee segments
Assign roles to employee
Create an employee filter
Configure access duration of Alumni Portal
Set up/Edit user profile details
Set up employee categories
Add/Edit employee categories
Customize employees' leaving reasons
Add asset groups
Configure employee details in employee/team directory
Create new FBP policy
Add/Edit event notification
Customize page layout for payslips
Configure mail event handlers
Disable Employee Self Service (ESS)
Manage notifications for greytHR mobile app
Configure employees’ notice period
Employee information setup
Configure employees’ probation period
Configure tasks and checklists
Configure employee onboarding form
Configure employee RehireCheck settings
Payroll Settings
Assign reimbursement claims reviewer
Create a pay item group
Customize payroll preferences
View organization's LWF policies
Manage reimbursement reviewer
Add/Edit PF, PT, ESI, & LWF Filing Location
Create/Customize JV template
Map professional tax location
View/Update professional tax slabs
Configure Form 16
Configure Form 24Q
Map Form 12BA components
Add claim items for the organization
Manage claims group custom fields
Configure access rights for Mobile Income Tax (IT) declaration
Enable loan workflow feature
Leave Settings
Configure access rights for enhanced control
Configure leave rules for your employees
Configure leave reviewer settings
Customize leave options
Manage leave types for the organization
Define organization's weekend policy
Configure leave scheme for the organization
Add/Edit leave event reminder
Configure reasons for applying leave
Attendance Settings
Assign attendance scheme
Configure attendance settings
Create attendance policy and set attendance policy rules
Configure greytHR Visage
Generate and share access codes with employees
Configure Geofence Office Locator feature in greytHR mobile app
Setting up office locations
Define compensatory off and overtime policy
Configure shift precedence
Enable DeviceDetect feature to stop proxy attendance
Helpdesk Settings
Create help desk category
Customize help desk options
Add help desk reviewer/manager
Know More About greytHR
Leave and Attendance policy comparison between Starter and Premium plans
Update for Customers! greytHR Prices are Changing from March 2023
greytHR’s Super Plan vs. Growth Plan: What’s the Difference?
Update for New Customers! greytHR Prices are Changing from January 2024
Feature comparison of Starter and Essential plans
Recruit
Introduction to greytHR Recruit
Get started with greytHR Recruit
Understand greytHR Recruit’s Overview page
Add a job to greytHR Recruit
Add candidates to job
Schedule and manage interviews
Check interviewer’s availability for interview
Manage letters, forms, and documents
Add and manage an agency
What's New on greytHR
September 2024, New Feature Releases and Enhancements
August 2024, New Feature Releases and Enhancements
July 2024, New Feature Releases and Enhancements
May and June 2024, New Feature Releases and Enhancements
April 2024, New Feature Releases and Enhancements