This document provides a summary of updates to the greytHR HR software, including the ability to: 1) Record arrears on flexible benefit plan components for both new and existing employees. 2) Upload employee documents in bulk and categorize them for storage. 3) Generate state/location-based statutory reports. 4) Easily create employee segments for segmentation and filtering. 5) Customize letter templates by choosing paper size and orientation. 6) Send mass SMS communications to employees. 7) Access a help desk function within the greytHR mobile app to track support tickets.

1. V5.3.4 Product Update
(As seen on the Webinar)

2. 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
(C) Greytip Software Pvt. Ltd.,

3. What is FBP?
(C) Greytip Software Pvt. Ltd.,
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

4. How do I do it? It’s the middle of the financial year, will it be beneficial?
(or)
Can greytHR help me do this?
(C) Greytip Software Pvt. Ltd.,

5. FBP Arrears concept in greytHR
(C) Greytip Software Pvt. Ltd.,
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)

6. Select ‘Employee Documents’
Employee → Information → Employee Documents
(C) Greytip Software Pvt. Ltd.,
Step 1
Upload documents in Bulk for an employee

7. Upload your file ‘ZIP or Individual files’ (based on given
files types)
Maximum size allowed per file is 10 Mb
(C) Greytip Software Pvt. Ltd.,
Step 2

8. (C) Greytip Software Pvt. Ltd.,
Step 3
Select the category for each uploaded file → and click ‘Submit’

9. Final output – Uploaded documents view
(C) Greytip Software Pvt. Ltd.,

10. State based ‘Statutory Reports’
10
View your state based/ statutory region based reports

11. (C) Greytip Software Pvt. Ltd.,
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

12. Hassle-free ‘Employee Segments’ creation with greytHR
12

13. (C) Greytip Software Pvt. Ltd.,
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

14. Create a segment
(C) Greytip Software Pvt. Ltd.,
Step 1

15. 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
(C) Greytip Software Pvt. Ltd.,
Step 2

16. 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’
(C) Greytip Software Pvt. Ltd.,

17. Choose your ‘paper size’ and ‘page orientation’- generating letters
17

18. (C) Greytip Software Pvt. Ltd.,
Select ‘Letter template’ from
Employee → Setup → Letter template
Where is the Letter template option?

19. How to change the paper size and orientation?
(C) Greytip Software Pvt. Ltd.,

20. Change your page size and orientation here
(C) Greytip Software Pvt. Ltd.,

21. Sending mass SMS to your employees
21

22. (C) Greytip Software Pvt. Ltd.,
Select ‘Mass Communication’ from Employee → Admin → Mass
Communication

23. (C) Greytip Software Pvt. Ltd.,
How to send the communication?
Step 1: Click ‘Compose’

24. Select the category of the
message
and
Select the list of employees to
whom it should be sent
(C) Greytip Software Pvt. Ltd.,
Step 2

25. (C) Greytip Software Pvt. Ltd.,
→ Select SMS at the top
→ Enter your text
→ Click ‘Send’
Step 3

26. Help Desk application in Mobile
26

27. What is the Help Desk application in greytHR ?
Is it really required in a company?
What value does it bring to my
organization?
(C) Greytip Software Pvt. Ltd.,

28. Once you install and login into greytHR mobile app you will find:
‘Help Desk’
(C) Greytip Software Pvt. Ltd.,
You can download our app from Google Play store (or) Apple
store

29. How to use the Help desk?
• Select the tab with ‘ticket symbol’
• Raise a ticket
(C) Greytip Software Pvt. Ltd.,
Once you raise a ticket it will be directed to the concerned
team and you can track the same.

30. For more details, check out
https://www.greythr.com/in/
For any queries, write to us at webinar@greytip.com
Thank you