You can configure FBP based on categories selected like different levels and different locations etc.
On the Home Page click “Transactions”.
Scroll down to “Spend, Loan Management”.
Click “Flexible Benefit”.
Click “Category Mapping” under “Configure”.
Category: This field will get displayed as per the configuration done in Payroll Settings >> Company Profile>> Add-on Modules tab
Branch: Select from the drop-down list.
Click “Apply”.
Check the box against the relevant “FBP COMPONENT”.
Select the “Type” from the drop-down as either Flat or “By%”.
Enter the details in the “Value” box. The values mentioned should be for the annual amount.
If Flat, enter the amount.
If % enter the percentage value.
Click “Apply”.
Click View/Edit on a specific component.
You can do the further mapping:
The Selected Component will be displayed.
Allow lower declarations: Select this option to allow lower declarations than the eligibility set.
Allow carry forward of low/excess bills: Select this option if you want the excess bills carried forward to the next month. The bills carried forward will be paid in the following month as per eligibility.
Allow carry forward of eligibility: Select this option to carry forward the FBP declaration amounts. The eligibility gets accumulated, and employees can claim the accumulated amounts.
Allow Adhoc full claim: This option allows employees to claim against the full year’s eligibility amount, irrespective of any processing month and eligibility.
Allow Annual claim: Select this option to allow declaration with condition/timeline, on selected Restriction month and last date of declaration.
Auto Claim: The selection of this option will allow users to auto-process components without collecting/approving submitted bills, this case would be used on components like Sodexho.
Exclude Component: Select components from the list of FBP components already created. Selected components will not allow employees to declare FBP with the configured components.
Click “Save”.
Note: The video outlining the process is attached for your reference.