Manage Proof of Investments (POI) through greytHR PRO

Updated in April - 2025 | Subscribe to watch greytHR how-to video

Proof of Investment (POI) refers to the documents employees submit to validate their eligible investments and expenses for tax deductions. These documents include receipts or statements for contributions to retirement funds, life insurance premiums, home loan interest, medical insurance, and other tax-saving instruments.

Payroll processors managing multiple clients must log into each client’s greytHR account to track POI-related metrics, such as form releases, pending submissions, and final processing. This repetitive process is time-consuming, inefficient and creates unnecessary administrative overhead.

greytHR PRO simplifies the POI management process with its centralized POI Overview page that:

• Consolidates POI data from all client accounts into a single interface.

• Enables payroll processors to monitor:

  • Form releases

  • Pending submissions and reviews

  • Final tax processing status

• Allows access to data across multiple clients by eliminating repeated logins.

• Simplifies the verification process, ensuring smoother tax deduction calculations.

View POI dashboard in greytHR PRO

To view the POI dashboard on the POI Overview page, log in to your greytHR PRO account > click POI Overview.

The POI Overview page provides a consolidated dashboard to manage and review the client’s POI (Proof of Investment) details. Following is the breakdown of the functionalities and features available:

1. Financial year selection

   1. Select the required financial year to view the client's POI details.

   2. POI details are available from the financial year 2023-24 onwards.

2. Consolidated POI dashboard: View POI details across client accounts in a single dashboard.

3. POI status: The POI status for multiple clients is classified into the following categories, with respective counts displayed for each:

   • Yet to be Released

   • Released

   • Pending for Review

   • Pending for Payroll

   • Re-release Requests

   • Considered

   This helps PSPs track the POI progress across clients at a glance.

4. Filter by Assigned Users: Use the Filter by option to filter client accounts based on assigned users.

5. Export POI Details: Click the Kebab icon (three dots) to export payroll details for the selected clients. The data is exported in .csv format, making it easy to view, share, or analyze.

6. Sync POI Details: Click the same icon to manually sync payroll details and ensure you’re viewing the most updated information.
   Note: Data is synced automatically, but you can trigger a manual sync anytime. The last sync timestamp is displayed above the table.

7. Direct client account login: Log in directly to specific client accounts by clicking the Login option.

Other related links:

• View payroll insights at a glance with greytHR PRO

• Monitor Flexible Benefit Plans across clients in greytHR PRO

• Track employee reimbursement activities using greytHR PRO

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