FBP Declaration Report
The FBP Declaration Report provides an employee-wise summary of Flexible Benefit Plan (FBP) declarations submitted for a selected period. It helps you review declared earnings and reimbursement components, such as LTA and other FBP benefits, and track submission details for payroll processing and compliance.
Access FBP Declaration Report
To access the FBP Declaration Report:
- Click Reports on the left sidebar.
- Under Report Category, click Declarations & Investments and select FBP Declaration Report.
INSIGHT: You can also search for FBP Declaration Report using the search bar at the top and navigate directly to the report.
- Use the date selector at the top left to choose a date within the current fiscal year. The report will display FBP declaration data from the selected date up to the current date.
The FBP declaration details for the selected period will be displayed in a tabular format.
Components of FBP Declaration Report
The following table explains the components displayed in the FBP Declaration Report:
| Component | Description |
|---|---|
| ID | Unique identifier assigned to the employee. |
| Name | Name of the employee who submitted the FBP declaration. |
| Submitted Date | Date on which the employee submitted the FBP declaration. |
| Earnings | Earnings components declared under FBP, such as Leave Travel Allowance (LTA). |
| Reimbursements | Reimbursement components declared under FBP, such as Leave Travel Allowance or other eligible reimbursements. |
Export FBP Declaration Report
To export the report:
- Click Reports on the left sidebar.
- Under Report Category, click Declarations & Investments and select FBP Declaration Report.
- Click Export as at the top right.
- Choose the required export format: PDF, XLS, XLSX, or Zoho Sheet.
- To protect the exported file, enable Protect this file with a password and enter a password with at least six characters.
- Click Export.