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PeopleWorks Payroll

- FBP
- Reimbursement claim
Table of contents
Slide No

FBP update by Employee................................................. 3

Reimbursement claim by Employee......................................... 7

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Employee FBP Planning
Input Path: Myself >>My Compensation >> FBP

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Employee FBP Planning
Input Path: Myself >>My Compensation >> FBP

Employee can view


his CTC details here.
CTC is divided into
Fixed and Flexible

Employee can view


latest and earlier plan
information on this page.
Select respective month
plan to see the data.

Yearly : Annual
value of CTC.

Proportionate:
Part of the CTC
payable for the
year

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Employee FBP Planning
Input Path: Myself >>My Compensation >> FBP
Non editable fields are configured
such that employee cannot plan

Editable fields can be


Drop down : Employee can
select from drop down only

Yearly field where employee


can update/change the number

Monthly component where


employee gets paid every
month.

When ever employee changes the


FBP component Special allowance
changes. System will not allow
employee to make special allowance
negative

Click on save button at the bottom


of the page after entering all the
information

Components appearing in the PPT


are for this help manual purpose only

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Input Reimbursement Claim
Path: Myself>>My Compensation>>Reimbursement Details

Employee can claim


reimbursements though the path
mentioned in this slide.

All the components applicable for


reimbursement will appear here in
different tabs.

In this case, you can see four -


Medical, Telephone, LTA and
Vehicle in Separate tab. Rest of
the reimbursement components
will appear under Others.

Refer next slide

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Input Reimbursement Claim

Path: Myself>>My Compensation>>Reimbursement Details

From the drop down in others


Components which are part of
reimbursement can be selected
to claim the reimbursements.

Note: This is for other than


Telephone, Medical, LTA and
Vehicle Reimbursement.

Save after updating the


amount.

Refer next slide

History of
reimbursement claims,
vouched and paid
amounts and balance
available for claiming
can be viewed here

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Input Reimbursement Claim

Path: Myself>>My Compensation>>Reimbursement Details


Telephone Reimbursement fields

Fields highlighted with red


asterisks are mandatory.

Additional bills can be added


by clicking on the Add
Slab

Medical Reimbursement fields Click on Save before moving


to the subsequent tab.

User can also upload the soft


copies of the proof
document.

LTA Reimbursement fields

8
Input Reimbursement Claim

Path: Myself>>My Compensation>>Cover Notes

Print Cover note


After clicking on submit , you
will have to click on the
menu Cover Notes under
My Compensation.

Select the month, and all the


cover notes for the month
will appear. Click on this
symbol to download the
cover note.

Print the PDF, attach the


bills and hand it over for
vouching.

Once the bills are submitted


user can update the
Postal/Courier number and
save Cover note.

Printed cover note along with supporting documents to be sent to the below address
Sriraman V C/o Visishta
No 9, 7th Main, Nanda Gokula Layout,
Near LR Bande Power Station
RT Nagar post
Bangalore - 560045
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Output Employee Self Service

Path: My Self>>My Compensation

Employee can see these


reports in the path
mentioned above.

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Output Employee Self Service

Path: My Self>>My Compensation>>Salary

Salary details report

Employee can view his


CTC details in this report.
Previous CTC details can
also be viewed.

To view the break up of


CTC, click on View
Breakup.

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Output Employee Self Service

Path: My Self>>My Compensation>>FBP

If Employee is eligible
for FBP, this page will
be available .

Employee will be able


to plan the
components in the
Flexible Components
page provided
permissions are given
.
FBP update options
can either be given to
employee every
month, or for selected
months and days.

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Output Employee Self Service

Path: My Self>>My Compensation>>Payslip

Employee payslips are


available in this page

Previous months
payslips can be viewed
by selecting it from the
dropdown [payslip for the
month of] and
downloaded by clicking
on the PDF logo.

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Output Employee Self Service

Path: My Self>>My Compensation>>IT Statement

Employee can view his


Income Tax statement
in this path.

Latest Income tax


statement will be
available here.

Can download the


same by click on the
symbol

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Output Employee Self Service

Path: My Self>>My Compensation>>YTD

Employees payout for the


year will be available in this
path.

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Output Employee Self Service

Path: My Self>>My Compensation>>Reimbursement Slip

Reimbursement slip will be


available in the above
mentioned path.

Reimbursement slip will also


be sent as an email.

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