product update v5.3.4

V5.3.4 Product Update

(As seen on the Webinar)

Agenda

• Introduction

• Arrears on FBP components

• Upload documents in bulk for an employee

• State/ Location based statutory reports

• Easy creation of employee segmentation

• Choose your paper size and orientation – generating letters

• Sending mass SMS to your employees

• Help-desk in mobile application

• Conclusion

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What is FBP?

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Employees have the freedom to design (play around) their salary structure within the FBP amount.

It simply means, an employee can reduce his taxable salary by providing proof of expense for the mentioned FBP

heads.

Arrears on FBP Components

How do I do it? It’s the middle of the financial year, will it be beneficial?

(or)

Can greytHR help me do this?

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FBP Arrears concept in greytHR

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No matter which month of the year it is, you can begin using the FBP concept and Arrear options in greytHR (for both freshers/ existing employees)

Select ‘Employee Documents’

Employee → Information → Employee Documents

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Step 1

Upload documents in Bulk for an employee

Upload your file ‘ZIP or Individual files’ (based on given files types)

Maximum size allowed per file is 10 Mb

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Step 2

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Step 3 Select the category for each uploaded file → and click ‘Submit’

Final output – Uploaded documents view

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State based ‘Statutory Reports’

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View your state based/ statutory region based reports

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Choose your ‘State’ from the drop down list under the ‘Reports’ Section in greytHR

More than one state can also be chosen – if your companies are in different locations/ based on any other needs

Hassle-free ‘Employee Segments’ creation with greytHR

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Select ‘Employee Segment’ from Employee → Information → Employee segment

What is Segmentation? Where is this option available?

Note: The ‘advanced’ button is clicked below statutory option

Create a segment

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Step 1

How to add employees into segmentation

There are two ways to select employees for the segmentation, either based on already available filters or you can manually select the employees

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Step 2

How to add employees manually?

You can either copy-paste the name/ number of an employee

into the grid shown

(or)

Select the an employee from the drop down

Then click ‘Save’

Want more rows? Click ‘Add Rows’

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Choose your ‘paper size’ and ‘page orientation’- generating letters

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Select ‘Letter template’ from Employee → Setup → Letter template

Where is the Letter template option?

How to change the paper size and orientation?

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Change your page size and orientation here

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Sending mass SMS to your employees

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Select ‘Mass Communication’ from Employee → Admin → Mass Communication

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How to send the communication?

Step 1: Click ‘Compose’

Select the category of the message

and

Select the list of employees to whom it should be sent

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Step 2

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→ Select SMS at the top→ Enter your text → Click ‘Send’

Step 3

Help Desk application in Mobile

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What is the Help Desk application in greytHR ?

Is it really required in a company?

What value does it bring to my organization?

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Once you install and login into greytHR mobile app you will find:

‘Help Desk’

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You can download our app from Google Play store (or) Apple store

How to use the Help desk?

• Select the tab with ‘ticket symbol’

• Raise a ticket

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Once you raise a ticket it will be directed to the concerned team and you can track the same.

For more details, check out

https://www.greythr.com/in/

For any queries, write to us at webinar@greytip.com

Thank you