Flexi Benefits Dashboard — FY 2025–26
Declaration window open · 152 employees · Pool closes 15 May 2025
Total Pool (all employees)
₹1.84Cr
Across 152 employees
Declarations Submitted
118
of 152 · 78% done
Pending Declarations
34
Window closes in 12 days
Claim-based Utilisation
62%
Apr–Mar running avg
Year-end Lapse Risk
₹8.4L
Unutilised (proj.)
Component Popularity — FY 2025–26
What 118 submitted employees chose
✈️ Leave Travel Allowance94 employees · 80%
🍱 Meal Vouchers108 employees · 92%
📱 Telephone / Internet61 employees · 52%
📚 Books & Periodicals38 employees · 32%
🚗 Driver Allowance14 employees · 12%
👗 Uniform Allowance9 employees · 8%
Alerts & Action Items
Window closes 15 May — items needing attention
🟡
34 employees haven't declared yet
12 days remaining · System will send reminder on Day 10
🔴
8 employees exceeded pool in their basket
Allocation total > entitled pool — validation error
🟡
14 pending LTA claims — bills awaited
Mar claim cycle · Deadline 31 Mar
🟢
Done
Meal voucher auto-pay processed — Apr 2025
108 employees · ₹2,37,600 merged into payroll
🟡
3 employees on grade change — pool needs update
Grade A → B promotions effective 01 Apr 2025
Department-wise Pool Utilisation — Apr 2025
Running month · Based on actual payouts so far
| Department | Employees | Avg Pool / Employee | Declared | Paid Out (Apr) | Claim Pending | Unutilised (proj.) | Utilisation |
|---|---|---|---|---|---|---|---|
| Engineering | 48 | ₹72,000/yr | 46 / 48 | ₹2,68,800 | ₹18,400 | ₹3,12,000 | 78% |
| Sales | 28 | ₹84,000/yr | 28 / 28 | ₹1,47,000 | ₹6,000 | ₹92,000 | 88% |
| HR & Admin | 18 | ₹60,000/yr | 12 / 18 | ₹54,000 | ₹2,200 | ₹1,46,000 | 51% |
| Finance | 14 | ₹60,000/yr | 14 / 14 | ₹63,000 | ₹4,000 | ₹37,000 | 92% |
| Product | 24 | ₹72,000/yr | 18 / 24 | ₹92,400 | ₹8,000 | ₹1,28,000 | 69% |
5 departments · 152 employees · ₹1.84Cr total pool
Benefit Component Master
Define all flexi components — tax treatment, proof rules, payout mode and annual limits
Leave Travel Allowance
Travel benefit · Claim-based
Sec 10(5) exempt
Proof required
Active
Exempt: actual travel cost. Claimed twice per 4-year block. Bills mandatory (transport only, not hotel).
Annual Limit
₹25,000
Payout
On claim
Meal Vouchers
Food benefit · Auto-pay monthly
Exempt ₹50/meal
No proof
Active
Exempt up to ₹50/meal × working days. Typically ₹2,200/month. No bills required. Issued as voucher.
Annual Limit
₹26,400
Payout
Monthly auto
Telephone & Internet
Communication · Claim-based
Fully exempt
Bill required
Active
Exempt for official use on production of bills. Monthly reimbursement on claim. Postpaid bills accepted.
Annual Limit
₹24,000
Payout
Monthly claim
Books & Periodicals
Education · Claim-based
Fully exempt
Bill required
Active
Exempt on production of receipts for books, periodicals, newspapers. Quarterly or annual claim accepted.
Annual Limit
₹12,000
Payout
Quarterly claim
Driver Salary
Transport benefit · Monthly auto
Exempt — Sec 17(2)
Grade A+ only
Active
₹900/mo additional if company car provided. Alternatively, actual driver salary up to ₹12,000/mo exempt.
Annual Limit
₹1,44,000
Payout
Monthly auto
Uniform Allowance
Clothing benefit · Claim-based
Fully exempt
Bill required
Active
Exempt on proof of uniform purchase. Applicable to roles with dress code requirement. Annual claim.
Annual Limit
₹8,000
Payout
Annual claim
Medical Reimbursement
Health benefit · Claim-based
Taxable post-2018
Bill required
Active
Medical reimbursement is fully taxable since FY 2018-19 (standard deduction replaced exemption). Now a taxable flexi component.
Annual Limit
₹15,000
Payout
Quarterly claim
+
Add Component
Tax treatment · Limits · Proof rules
Flexi Pool Configuration
Set annual pool sizes by grade/band, carve-out method and year-end handling rules
ℹ Global pool rules (pool basis, joiner proration, year-end handling) are now managed in Configuration → Flexi Benefit Configuration → Global Pool Rules. Grade-level pool overrides are shown below.
Global Pool Rules
Applied across all grades unless overridden at grade level
Grade-wise Pool Amounts — FY 2025–26
Annual flexi pool per employee in each grade
| Grade / Band | Employees | Annual Pool (₹) | Monthly Equiv. | % of Avg CTC | Components Allowed | Status | |
|---|---|---|---|---|---|---|---|
| VP & Above | 12 | ₹12,000 | 3.0% | All components | Active | ||
| Grade A | 48 | ₹7,000 | 7.0% | All components | Active | ||
| Grade B | 61 | ₹5,000 | 8.3% | 5 components | Active | ||
| Grade C | 31 | ₹3,000 | 9.0% | 3 components | Active | ||
| Contract | 12 | — | — | No flexi plan | Excluded |
+ Add Grade / Band
Component Limits per Grade — Override Table
Some components may have stricter limits for lower grades. Leave blank to apply component's global limit.
| Component | VP & Above | Grade A | Grade B | Grade C | Eligible? |
|---|---|---|---|---|---|
| ✈️ LTA | All grades | ||||
| 🍱 Meal Voucher | All grades | ||||
| 🚗 Driver Salary | Not eligible | Not eligible | Not eligible | VP only |
Declaration Window Management
Control when employees can select or change their flexi basket
ℹ Declaration window dates, mid-year change rules, and reminder notifications are configured in Configuration → Flexi Benefit Configuration → Declaration Window. This view lets you manually open/close the window and see employee status.
✓
Window Opens
01 Apr 2025
→
Declaration Period
01–15 May 2025
3
Window Closes
15 May 2025
4
Baskets Locked
16 May 2025
5
Monthly Payouts Begin
May 2025 Payroll
6
Year-End Processing
Mar 2026
Current Window — FY 2025–26
Status: Open · 34 employees yet to declare
days
HR can manually push late submissions
Mid-year Basket Change Rules
When and why employees can change their basket after the window closes
Allow change on promotion / grade change
When employee moves to a higher pool grade
Allow change on qualifying life event
Marriage, birth of child, death in family — HR approves
Allow admin-initiated change (any time)
HR admin can force-update basket with reason
Allow employee-requested change (any time)
Requires manager + HR approval
Reminder & Notification Schedule
Window Progress
118 / 152
employees declared
78% complete
Declared118
Pending34
Validation errors8
Days remaining12
Past Windows
FY 2024–25 · Apr–May 2024
FY 2023–24 · Apr–May 2023
Employee Benefit Baskets
Admin view — what each employee has chosen, utilisation and exceptions
| Employee | Annual Pool | ✈️ LTA | 🍱 Meal | 📱 Tel/Net | 📚 Books | Other | Total Declared | Balance | YTD Paid | Status | |
|---|---|---|---|---|---|---|---|---|---|---|---|
AP Ananya Patil Engineering · Grade A |
₹84,000 | ₹25,000 | ₹26,400 | ₹18,000 | ₹12,000 | — | ₹81,400 | ₹2,600 | ₹6,700 | Declared | |
RK Rohan Kulkarni Sales · Grade B |
₹60,000 | ₹20,000 | ₹26,400 | — | — | — | ₹46,400 | ₹13,600 | ₹3,867 | Declared | |
SM Sneha Mehta Product · Grade A |
₹84,000 | ₹25,000 | ₹26,400 | ₹24,000 | ₹12,000 | ₹8,000 | ₹95,400 | −₹11,400 | ₹7,950 | Exceeds pool ⚠ | |
VN Vikram Nair Finance · Grade B |
₹60,000 | — Declaration pending — | ₹0 | ₹60,000 | ₹0 | Pending | |||||
PS Priya Shah HR · Grade B |
₹60,000 | ₹15,000 | ₹26,400 | ₹12,000 | — | — | ₹53,400 | ₹6,600 | ₹4,450 | Declared | |
Showing 5 of 152 · 118 declared · 34 pending · 8 with errors
My Flexi Benefit Basket — FY 2025–26
Choose how to use your annual flexi pool · Window closes 15 May 2025
Your Annual Flexi Pool
₹84,000
Grade A · Choose how to split this across components
Allocated
₹81,400
Remaining
₹2,600
Status
Window Open
Pool used96.9% of ₹84,000
ℹ Your selections are locked after 15 May 2025. Mid-year changes are only allowed for qualifying life events (marriage, childbirth) — submit a request to HR.
Leave Travel Allowance
Exempt — Sec 10(5) · Claim-based · Bills required
Allocation (max ₹25,000)₹25,000
₹25,000
Exemption: 2 claims per 4-year block. Current block 2022–2025. Remaining claims: 1
Meal Vouchers
Exempt ₹50/meal · Auto-pay monthly · No bills
Allocation (max ₹26,400)₹26,400
₹26,400
Paid as ₹2,200/month automatic voucher. No action needed each month.
Telephone & Internet
Fully exempt · Monthly claim · Bill required
Allocation (max ₹24,000)₹18,000
₹18,000
Submit phone/broadband bill each month. Reimbursed in next payroll.
Books & Periodicals
Fully exempt · Quarterly claim · Bill required
Allocation (max ₹12,000)₹12,000
₹12,000
Driver Allowance
Grade A only · Monthly auto
Allocation (max ₹1,44,000)₹0 (not selected)
₹0
Uniform Allowance
Fully exempt · Annual claim
Allocation (max ₹8,000)₹0 (not selected)
₹0
Tax Impact Summary
Based on your current basket selection under Old Regime
EXEMPT AMOUNT
₹81,400
LTA + Meal + Tel + Books
TAXABLE AMOUNT
₹0
Year-end unused (if any)
EST. TAX SAVING
₹25,249
At 30% + cess slab
POOL REMAINING
₹2,600
Will be paid as taxable income
Claims & Proof Submission
Claim-based components · Bill upload · Approval workflow · Reimbursement status
Claims Submitted (Apr)
89
₹3,24,200 total
Pending Review
14
Awaiting HR action
Approved & Paid
72
₹2,84,800 reimbursed
Rejected
3
Bill issues / over-limit
AP
Ananya Patil · ✈️ LTA Claim
Submitted 02 Apr 2025 · Claim period: Mar 2025
₹18,400
of ₹25,000 limit
Travel Type
Air travel — Mumbai to Delhi (round trip)
Travel Dates
14–18 Mar 2025
Bills Uploaded
🗎 Boarding pass + ticket (2 files)
RK
Rohan Kulkarni · 📱 Telephone Claim
Submitted 01 Apr 2025 · Claim period: Mar 2025
₹1,249
of ₹2,000 monthly
Bill Provider
Jio Postpaid
Bill Date
28 Mar 2025
Bills Uploaded
🗎 Phone bill Mar (1 file)
SM
Sneha Mehta · 📚 Books Claim
Rejected 29 Mar 2025 · Claim period: Mar 2025
₹3,200
❌ Reason: Bill includes stationery which is not covered under Books & Periodicals. Only books, journals and newspapers are eligible. Please resubmit with eligible items only.
+ Submit New Claim
📎
Drop files here or click to browse
PDF, JPG, PNG · Max 5MB per file · Multiple files allowed
Year-End Processing — FY 2024–25
Close the FY · Handle unutilised pools · Carry-forwards · Taxable payouts · Reset baskets
⚠ Year-end processing runs in March payroll. Lapsed or payout amounts are added to March taxable salary and TDS is adjusted accordingly. This cannot be undone — confirm all baskets and claims are finalised first.
Fully Utilised
94
≥ 95% of pool used
Partially Utilised
41
₹6.2L projected unused
Zero Utilisation
9
Never declared
Carry-forward Eligible
0
Policy: lapse/payout
Employee-wise Year-End Action
VN
Vikram Nair
Finance · Grade B · Pool ₹60,000
Utilised
₹0
Unused
₹60,000
Action: Employee never submitted a declaration. Full pool to be paid as taxable income in March 2025 payroll.
RK
Rohan Kulkarni
Sales · Grade B · Pool ₹60,000
Utilised
₹46,400
Unused
₹13,600
Unused balance ₹13,600 from LTA under-use and unallocated pool.
AP
Ananya Patil
Engineering · Grade A · Pool ₹84,000
Utilised
₹82,140
Unused
₹1,860
✓ Near-full utilisation. ₹1,860 residual will be paid as taxable income. No action needed.
Bulk Year-End Actions
Apply same rule to a group of employees
⚠ Carry-forward requires your pool configuration to allow it (currently set to "Pay as taxable"). Override here is per-employee only.
FY 2024–25 Summary
Total Pool (FY)₹1.84Cr
Total Utilised₹1.41Cr
Unutilised₹43L
77% overall utilisation
To be paid as taxable₹38.6L
To be forfeited₹4.4L
Carry-forward₹0
TDS on taxable amount₹11.6L
Year-End Checklist
✓ All claims for Mar 2025 approved
⚠ 9 zero-declaration employees — action needed
⚠ 41 partially utilised — payout rules confirmed?
✓ TDS impact computed for March payroll
○ Run year-end in March payroll batch