Create a data exchange category for customers

Updated in April- 2024 | Subscribe to watch greytHR how-to video

The greytHR DataShare Hub module is a centralized place where the Payroll Service Providers (PSPs) and their customers can exchange or share data securely with each other. Thus helping the PSPs and their customers to save time and achieve efficiency & transparency.
To start using the DataShare Hub module, the first step is to create a category to exchange the data.

The Category List page in the greytHR Admin portal allows you, as PSP, to exchange data with your customers. The exchange might include requesting Inputs for providing payroll service or providing Output as a final result. You can create categories from the Category List page to request customer inputs.

To view the Category List page, click DataShare Hub > Setup > Category.

The page is categorized into the following two tabs:

1. Inputs - The tab displays a list of categories you have already requested from your clients.

2. Output - The tab displays the list of output cards that you have provided to customers.

You can perform the following actions on the Category List page.

1. Create a category to exchange data.

2. Delete the created category. 

Create a category to exchange data 

To request inputs from your customers, you must create an Input category. To share reports with your customers, you must create an Output category. 

To create a category, perform the following actions:

1. On the Category List page, click Create Category. The Create Category page opens.

2. From the Category Type dropdown list, select the Input/Output option. 

   1. Inputs - The option allows you to request data from the customers.

   2. Output - The option allows you to provide data to the customers.

3. In the Category Name text box, enter a name for the category.

4. In the Description box, enter the description for the category.

5. From the Assign Users dropdown list, select the users who can submit the inputs.

6. Click Upload Sample. A dialog box opens. Browse to the folder in your system, select the sample file, and click Open to upload the file.
   This is not a mandatory step. You can use it if you want your customers to provide inputs in a specific format.

7. In the Status, select Active/Inactive as per your requirements.
   Note: Inactive status makes the category invisible to the customers.

8. Click Save to create a new category asking for inputs from the customers. You can view the newly created category as one of the cards on the Category List page.

Note: From the dropdown list available on the Inputs page, select the month to view all the categories created in different months.

Delete the created category

You can delete a category if there are no inputs added to the category. To delete the category, perform the following actions:

1. On the Category List page, select the category card you want to delete and click Edit Category. The selected category form appears.

2. Click the Delete Category option available at the bottom of the page. The Delete Category pop-up appears.

3. Click Confirm to delete the category.
   Note: You can also edit an existing category from the Category List page by clicking the Edit Category.

After creating a category to exchange the data, you, as PSP, must set a cut-off date to set a deadline for your customers to upload the inputs. The customer admin can upload the data input only till the configured date.

Other related links:

• Configure automatic cut-off date

• Share data inputs with your PSP

• Use customers' data inputs

• Share reports/data output with customers

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