Data Drive

Collecting employee's information is an essential and regular task for HR admin. With greytHR, you can collect employee's data easily in a hassle-free manner. Data Drive is a process of collecting employee's essential data using the application. With the greytHR's Data Drive, you can collect employee's Aadhaar Card, Vaccination, and Bank Details seamlessly. The Data Drive page displays the status of the data drive initiated for each employee such as Pending Initiation, Pending Employee Action, To be Reviewed, and Approved. You can also export the employee list using the data drive page. On the Data Drive page, you can view the list of employees based on the following filters:

1. All: Displays the list of all the employees. You can re-initiate the data drive for such employees.
2. Pending Initiation: Displays the list of employees for whom you are yet to initiate the data drive. You can initiate the data drive for the selected or all employees.
3. Pending Employee Action: Displays the list of employees who are yet to submit their information using the data drive. You can send reminders or withdraw data drives for such employees.
4. To be reviewed: Displays the list of employees whose data drive details are pending for admin's review. You can approve/reject data drives for such employees. 
5. Rejected: Displays the list of employees whose data drive details are rejected. You can re-initiate the data drive for such employees. 
6. Approved: Displays the list of employees whose data drive details are approved. You can re-initiate the data drive for such employees if you want to collect more information. 

You can perform the following tasks on the Data Drive page:

1. Initiate data drive
2. Review employee data of the initiated drive
3. Withdraw the initiated data drive
4. Re-initiate the data drive

To navigate to the Data Drive page, click Employee > Admin > Data Drive. 

Initiate data drive

To initiate a data drive for your employees, perform the following actions:

1. On the Data Drive page, click the Aadhaar Card/Bank Details/Vaccination Details tab as per your requirements. The respective tab expands. 
2. From the Status drop-down list, select the status as Pending Initiation. List of employees for whom data drive initiation is pending, displays.
3. Use the Employee and Employee Filter drop-down list to filter the list of employees as per your requirements
4. Select the check box adjacent to the Employee Name, select the employees whose information you want to collect. 
5. Click Initiate Data Drive to activate the data drive. Based on your selection, the respective Drive pop-up appears.
6. Click Confirm to initiate the data drive for the selected employees. A success message appears. After you initiate the data drive, a notification is sent to the selected employees via SMS and email.

Review employee information of the initiated data drive

After initiating a data drive for an employee and the employee has completed the drive, you must review the employee information and take actions. To review an employee's data drive information, perform the following actions:

1. On the Data Drive page, click the Aadhaar Card/Bank Details/Vaccination Details tab as per your requirements. The respective tab expands. 
2. From the Status drop-down list, select the status as To be reviewed. List of employees whose data drive review is pending, displays.
3. Review the displayed employee information in the list.
4. Using the check box adjacent to the Employee Name, select the employees whose information you want to approve/reject. 
5. Click Approve/Reject. A pop-up appears.

6. Click Confirm to accept/reject the employee's data drive.
   
   

   After you have approved an employee's vaccination documents, you can view the approved documents on Employee > Information > Employee Documents.

Verify the employee information

You can verify information from the following two pages:

• Employee Profile 

  To verify the approved information of the selected employee on the Employee Profile page, perform the following actions:

  1. Navigate to Employee > Information > Employee Profile. Employee Profile page appears.
  2. On the Employee Profile page, under the Employee Identity section, click the Edit icon available adjacent to the data drive information such as Aadhaar Card and Bank Details.
  3. Select the Document Verified option to verify the employee's data drive details.
• Identity Verification 
  

  To verify the approved information of the selected employee on the Identity Verification page, perform the following actions:

  1. Navigate to Employee > Admin > Identity Verification. Identity Verification page appears.
  2. On the Identity Verification page, from the Personal ID Status drop-down list, select Not Verified.
  3. Under the Verified column, select the check box for the employee whose details you want to verify. A success message appears.