The POI Overview empowers Payroll Service Providers (PSPs) to efficiently manage and track POI (Proof of Investment) data for their clients, ensuring seamless payroll processing.
It simplifies POI management by:
✅ Providing a centralized view of POI process statuses across all client accounts.
✅ Providing quick, downloadable Excel reports.
✅ Allowing admins and managers to filter clients by the payroll executives assigned, making team tracking seamless.
Impact: No more manual effort or scattered data - PSPs can now manage POI season effortlessly with the POI Overview Dashboard.
Detailed Overview Modal Enhancements
Admins could view all support tickets on the greytHR Support page providing a clear view of open issues and progress. The new upgrade includes client-wise and user-wise overviews with search and Excel download options.
It displays ticket counts by status (Open, On Hold, Resolved), enables filtering by clients or team members, and includes search functionality with Excel download options. This ensures streamlined tracking, improved visibility, and efficient management of support tickets.
2. Accessing ticket details via View Details
Ticket Number, Description, Raised By, Raised Date, Assigned Agent, Company, Status, Resolved Date, Category, Sub-Category, and Public Comments history. Attachments support for tickets and responses.
Impact: The enhancement improves visibility and efficiency by enabling admins to monitor ticket progress seamlessly. It reduces response times, enhances accountability, and ensures a more organized support workflow.
Admins can now view all support tickets with status-based filtering, offering a clear overview of open issues and their progress. This feature makes support more accessible and tailored by role, creating a streamlined support experience within gtPRO.
Impact: Centralizing support ticket visibility simplifies issue tracking, allowing quick access to essential support information and faster resolutions.
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Users can now export data from critical tables, including Clients, Users, Helpdesk, Workcenter, and Client-wise invoices, enabling easier reporting, analysis, and compliance tracking.
Impact: This export capability boosts record-keeping efficiency by making key data accessible offline for analysis, tracking, and regulatory compliance.
The new sticky search bar lets users quickly access accounts and vital information from anywhere in the application, reducing time spent navigating.
Impact: A persistent search bar improves productivity, ensuring rapid access to critical information and smoother account management.
Access knowledge base pages, FAQs, and greytHR product updates directly from gtPRO, empowering users to find answers and stay updated independently.
Impact: Easily accessible support resources increase user autonomy and speed up issue resolution, contributing to a smoother user experience.
Minor UI cleanup improves invoice presentation by removing unnecessary icons, ensuring a streamlined and clear view for users.
Impact: All enhancements and fixes contribute to a smoother user experience, with improved data accuracy and a refined interface.
Admins can now assign multiple POCs to a single client, enhancing communication and coordination across teams. This feature streamlines client management, ensuring clients receive more responsive support.
Impact: With multiple POCs per client, communication is more efficient, leading to improved client satisfaction and a smoother support experience.
A new month selector allows users to quickly view payroll data for specific months, offering flexibility and easier navigation through payroll periods.
Impact: This enhancement provides quick access to historical payroll data, boosting user experience with seamless navigation and improved data accessibility.
Placeholders for upcoming features are now visible, allowing admins to preview and give feedback on new ideas. This creates an open channel for user input and fosters continuous improvement.
Impact: Users stay informed about upcoming updates and have a platform for sharing their ideas, reinforcing gtPRO’s commitment to innovation.
gtPRO now includes standard avatars for user profiles, enhancing visual consistency across the platform.
Impact: These avatars contribute to a cleaner, professional look, making profiles easier to recognize and improving the overall interface aesthetics.
gtPRO admins can now view and download the employee list associated with each line item on client-specific invoices. This added visibility helps ensure transparency and enables admins to easily verify billing details for accuracy.
Impact: By enabling PSP admins to download itemized employee lists, this feature significantly enhances transparency and supports a more streamlined billing verification process.
Admins can now view placeholders for upcoming gtPRO features and submit feedback directly. This new interface keeps users informed about future updates while offering a channel for their input on new ideas.
Impact: This feature provides insight into what’s coming in gtPRO and invites user feedback, showing gtPRO's commitment to innovation and improvement through active user involvement.