Why is admin not able to create FBP for employees?

Created by Product Content Team, Modified on Wed, 18 Jun at 12:02 PM by Product Content Team

A Flexible Benefit Plan, is an employee benefit program that allows employees to choose from a range of pre-tax benefits and allocate a portion of their compensation to these benefits based on their individual needs.

The admin is unable to create FBP for employees for the following reasons:  

  1. If the FBP entitlement is not available.
  2. If the FBP plan is already created and released for the employee.

To create an FBP, the admin must perform the following actions:

  1. From the greytHR Admin portal, navigate to Settings icon > System Settings Payroll FBP Policy. The FBP Policy page opens.
  2. Click the + Add Policy button. A form appears.
  3. In the Policy Name text box, enter the new policy name.
  4. From the Effective From dropdown calendar, select the required date.
  5. Click Save to add a new policy. The policy appears on the FBP Policy page with the status In Progress and icons to edit the header, edit the policy, and delete the policy.

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