FBP can be configured either based on FBP Slabs or Categories like DEPARTMENT, LEVELS, etc...

You need first to add the CTC Eligibility Slabs to configure the FBP based on the CTC eligibility slabs.

To know more about the CTC eligibility slabs please refer to the below link,

 How to create CTC Eligibility Slabs for FBP: Help Center 


Once the slabs are created you will have to configure the FBP eligibility rules.

You can specify CTC bands for which the FBP components apply.

On the Home Page click “Transactions”.

 

Scroll down to “Spend, Loan Management”.

Click “Flexible Benefit”.

 

Click “Configure FBP Eligibility Rules” under “Configure”.

 

 

 FBP Component: Select the FBP component from the Dropdown list.

  • From CTC and to CTC: This data will get automatically populated as per the information entered in the slabs.


  • Type: Select whether eligibility is based on Percentage [%] or Flat amount


  • Value: Enter the value based on Type selected.

 

 

 

 

  • Calculated on: Select Basic / CTC, if the Type is select as Percentage [%]

 

  • The amount entered will be the annual eligibility amount.

 

 

Click “Apply”.

 

You can make any changes to the configuration by clicking  “Edit/View” on the slab.

 

 

 

You can make changes by checking/unchecking the box against rules already configured while creating the slab.