My Flexi Options

The following field details are displayed in the header:

The employee details such as ‘Employee Name’, ‘Designation’, ‘Date of Joining’ and ‘Work Location‘ get displayed .

Periodicity	The “Periodicity” combo is defaulted with header periodicity of Manage Compensation screen along with the option of Yearly periodicity.
Taxable	The Taxable portion of the employee compensation as per the periodicity selected in the “Periodicity” combo.
Non-Taxable	The Non-Taxable portion of the employee compensation as per the periodicity selected in the “Periodicity” combo.
Compensation	The total compensation of an employee as a combination of taxable and nontaxable.

Tax Year	From the drop-down list box, select the tax year for which flexi benefit has been defined. The system displays current tax year by default on launch of the page.
Duration	From the drop-down list box, select the duration. The user can search the records by selecting the duration. The system displays the latest duration by default on launch of the page.
Currency	The “Currency” combo box is loaded with various currency types for you to choose. The combo is defaulted with base currency.
Status	Displays the status of the selected record. 1. On save in “My Flexi Options” screen. Status: Draft 2. On submit in “My Flexi Options” screen. Status: Pending Authorization 3. On authorization by HR in “Manage Compensation” screen. Status: Current 4. On rejection by HR in “Manage Compensation” screen. Status: Rejected

The “Compensation Information” section consists of the following tabs:

Tab – Fixed

The following details are displayed in the multiline:

Component	This field displays the pay element.
Classification	The pay element classification corresponding to the pay element.
Taxable	Displays whether the pay element is taxable or not.
Periodicity	The periodicity of the pay element as selected in ‘Manage Compensation’ screen.
Amount	The opted amount of the pay element as entered in Manage Compensation screen.

Tab – Flexi

The following details are displayed in the multiline:

Component	Displays the pay element.
Classification	The classification of the pay element.
Taxable	Displays whether the pay element is taxable or not.
Mutually Exclusive	Displays whether the pay element is mutually exclusive or not.
Amount	The HR opted amount for the first time. Note: The ‘Amount’ column will be the pay element amount converted in header periodicity of ‘Manage Compensation Information’ screen.
Yearly Value	The Amount column value is converted into Yearly Value.
Already Paid	The Already Paid (Year to Date) pay element wise value is shown corresponding to the tax year selected.
Periodicity	The periodicity as selected in ‘Manage Compensation’ screen along with the minimum and maximum values or enumerated values.
Opted Amount	The opted amount selected by the employee.

On click of “Edit” icon in ‘Flexi’ tab for Non Mutually Exclusive Component, the following details get displayed in the “Flexi Component” popup:

Component	Displays the pay element.
Periodicity	The periodicity as displayed in the multiline.
Min-Max	The min max value.
Enumerated Value	The enumerated value, if any.
Opted Amount	The editable box for employee to choose his amount.
Note	The user guidance comments, if any.

On click of “Edit” icon in “Flexi” tab for Mutually Exclusive Component, the following details get displayed in the “Flexi Component” popup:

Component	From the drop-down list box, select the required component in the mutually exclusive group.
Periodicity	The periodicity as displayed in the multiline.
Min-Max	The min max value, if any.
Enumerated Value	The enumerated value, if any.
Opted Amount	The field for the employee to choose his amount.
Note	The user guidance comments, if any.

Bucket Value

The total amount opted by HR from Flexi-Benefit Total in Summary section of ‘Manage Compensation’ screen.

Action	From the drop-down list box, select either “Correct” or “Update” options as per requirement.
Effective Date	Enter the Effective Date.
Remarks	Key in any remarks or feedback, if any.
Rejection Reason	The reason given by HR for rejection.

Help facility available.