Employees can receive flexible benefits either pro-rata as part of their salary or as a lump-sum when they claim the benefit. To select the flexible benefits they want to receive pro-rata, employees need to create a new Employee Benefit Application.

1. Pre-requisite

• Employee
• Salary Structure

2. How to create an Employee Benefits Claim Application

To create a new Employee Benefit Application

People > Payroll > Employee Benefit Application

This feature allows employees to see the maximum benefits they can receive based on their assigned salary structure and select the earning components they want to include in their salary slip. They can also enter a specific amount they want to receive.

When generating the salary slip, the maximum benefit amount will be distributed among the selected earning components based on the employee benefit application. If an employee doesn't submit the application before payroll processing, the maximum benefit amount will be distributed proportionally among all the flexible components in their salary structure.

Note: Employees can only submit one Employee Benefit Application for a Payroll Period.

The Employee Benefit Application should include the full amount that the employee is eligible to receive based on the maximum benefit amount, distributed proportionally. However, if the employee's salary structure includes components that are paid out based on employee benefit claims (i.e., salary components with pay against benefit claim), they can submit an employee benefit application that excludes the amount allocated for those components.

It's important to note that components that are paid out based on employee benefit claims can still be included in the application, but will only be paid out as a lump sum when the employee submits a claim for them.