Collecting employees' essential data via data drive typically involves setting up a secure and centralized storage location, such as a shared network folder or cloud-based platform, where employees can upload and manage the data.

The Data Drive page in the greytHR Admin portal allows you to collect employees’ essential data such as Aadhar Card, Bank Details, and Vaccination Details. The page displays the status of each employee's data drive, such as Pending Initiation, Pending Employee Action, To be Reviewed, and Approved.

The page displays the list of employees based on the following filters:

All: Displays the list of all the employees for whom you can re-initiate the data drive.
Pending Initiation: Displays the list of employees for whom you can initiate the data drive.
Pending Employee Action: Displays the list of employees you want to send reminders to submit their information and withdraw the data drives.
To be reviewed: Displays the list of employees whose data drives you can approve/reject.
Rejected: Displays the list of employees for whom you can re-initiate the data drive.
Approved: Displays the list of employees whose data drive details are approved. You can re-initiate the data drive for such employees if you want to collect more information.

You can perform the following actions on the Data Drive page:

Initiate data drive.
Review employees' data drive.
Withdraw initiated data drive.
Re-initiate data drive.

To view the Data Drive page, click Employee > Admin > Data Drive.

Initiate data drive

To initiate a data drive, perform the following actions:

On the Data Drive page, click the Aadhaar Card/Bank Details/Vaccination Details tab as per your requirements. The respective details appear.
From the Status dropdown filter, select Pending Initiation. A list of employees appears.
You can further customize the list of employees using the Employee and Employee Filter dropdown filters as per your requirements.
Select the checkboxes of the required employees.
Click Initiate Data Drive. A pop-up appears.
Click Confirm. A success message appears, and a notification is sent to the selected employees via SMS and email.

Note: After the data drive is initiated, employees can view the initiated data drive as a pop-up in their ESS portals. The employees can fill in all the details and complete the data drive using the pop-up. They can also choose to complete the drive later. When the employee decides to complete the drive later and closes the pop-up, they can complete the data drive from the My To-Dos widget on the Home screen of their ESS portal.

Review employees’ data drive

To review employees’ data drive, perform the following actions:

On the Data Drive page, click the Aadhaar Card/Bank Details/Vaccination Details tab as per your requirements. The respective details appear.
From the Status dropdown filter, select To be reviewed. A list of employees appears.
You can further customize the list of employees using the Employee and Employee Filter dropdown filters as per your requirements.
Select the checkboxes of the required employees.
Click Approve/Reject. A pop-up appears.
Click Confirm. A success message appears.

Note: After approving an employee's vaccination documents, you can view the approved documents on the Employee > Information > Employee Documents page.

Verify employee information

You can verify an employee’s information on the following two pages:

Employee Profile
To verify the approved information of a selected employee, perform the following actions:
1. Click Employee > Information > Employee Profile.
2. On the Employee Profile page, under the Employee Identity section, click the Edit icon adjacent to the data drive information such as Aadhaar Card and Bank Details.
3. Select the Document Verified option to verify the employee's data drive details.
Identity Verification
To verify the approved information of a selected employee, perform the following actions:
1. Click Employee > Admin > Identity Verification.
2. On the Identity Verification page, from the Personal ID Status dropdown filter, select Not Verified.
3. Under the Verified column, select the checkbox of the employee whose details you want to verify. A success message appears.

Withdraw initiated data drive

To withdraw the initiated data drive, perform the following actions:

On the Employee Profile page, click the Aadhaar Card/Bank Details/Vaccination Details tab as per your requirements. The respective details appear.
From the Status dropdown filter, select Pending Employee Action. A list of employees appears.
Select the checkboxes of the required employees.
Click Withdraw. A pop-up appears.
Click Confirm. A success message appears.

Re-initiate data drive

To re-initiate the data drive, perform the following actions:

On the Employee Profile page, click the Aadhaar Card/Bank Details/Vaccination Details tab as per your requirements. The respective details appear.
From the Status dropdown filter, select All/Approved/Rejected. A list of employees appears.
Select the checkboxes of the required employees.
Click Re-Initiate Data Drive. A pop-up appears.
Click Confirm. A success message appears.

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