How do I approve a declaration/ proof submissions/ promissory declaration/ promissory proofs submitted by an employee?

  • Go to Employees >> Investments
  • You will see the Investment Approvals table with all the pending requests on the top of the list.
  • Scroll to the required request and click on the ‚ÄúTake Action  button to view the details of the declaration
  • Check the amounts on all the tabs. Note that you may edit the final amount before approval (which includes changing the final amount to 0 in cases of requests that you would like to reject)
  • For proof submissions, you can download/preview the proof submitted by the employee; you can also view any prior submissions by the employee
  • Click on the Approve button

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