How can admin lock and consider an employee’s FBP?

Flexible Benefit Plan (FBP) allows employees to customize their benefits package based on their individual needs and preferences.

To lock and consider the employee’s FBP, the admin must perform the following actions:

1. From the greytHR Admin login, navigate to Payroll > Admin > FBP Planner. The FBP Planner page opens.
2. Click the Lock/Consider tab. The list of employees appears.
3. Select the employees using the checkbox available next to the employee’s name.
4. Click Lock and Consider for Payroll to lock and consider the employee’s FBP plan.

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Related Links:

Video -

• To watch video on Create and release FBP declaration for employees, click here.
• To watch video on Declare FBP on behalf of an employee, click here.

FAQs: To read more FAQs about FBP, click here.

Documentation -

• To learn how to create and release FBP, click here.
• To learn how to declare FBP on behalf of an employee, click here.
• To learn how to create new FBP policy, click here.

Product Update: To read about the product update, click here.