SAP HRMS portal sunset for India

Flexible Benefit Plan (FBP) and IT declaration To-Be process

Effective from April 1, 2019.

© 2017 IBM Corporation

© 2017 IBM Corporation
SUMMARY

• IBM India moving towards adapting to global best practices and simplification
initiatives in HR
• Current HRMS SAP ESS Portal will be sun set and the processes will be moved to
Vendor.
• FBP declaration process will be sunset and all the allowances will be merged with
Flat allowance. Fixed Allowances will be paid to employees as per the
compensation and there will not be any Kitty balance concept.
• End-to-end Income tax process execution and delivery will be outsourced to
vendor
• Employees will be logging in to Vendor portal through Work Day via SSO.
© 2017 IBM Corporation
© 2017 IBM Corporation
FBP (Basket of Allowances) components current v/s to be
FBP Components Current To-Be Comments
• Part of FBP, employee declares on • Employee will declare in India Employee Declaration Portal.
• No change in income tax
HRA HRMS portal • Employee Exemption will follow the current process [As per rent
computations
amount declared on Income-Tax declaration form]
• CLC EMI is debited from Employee
Kitty balance. • No change in process.
CLC • Perquisite will be charged as per • EE declaration of vehicle registration date will now be on • No change
Income-tax act based on Vehicle vendor portal.
CC.
• Existing Vendor will manage end-
Meal Coupon • Gets deducted from FBP • No change
to-end process.
• Part of FBP, employee declares on • Part of FBP, employee declares on WD Portal.
NPS • NPS went live on WD on Feb 4th
HRMS portal.
• No change in income tax
• Employee will get paid fixed amount, after deducting HRA, computations.
• Part of FBP declaration, on HRMS
Flat Allowance CLC, Meal coupon and NPS from his FBP eligibility. • Concept of Un-availed kitty will
portal
• No EE declaration required. go away.

LTA

Vehicle Insurance • Employees to upload the bills on vendor portal

• Employee will not get paid, he will get the tax exemption to the
Fuel & • Part of FBP claim process on HRMS
extent of Income-Tax limits. • Vendor will manage end to end
Maintenance portal and paid as off-cycle
• Employee can submit proofs through-out the year. Upon process
payment.
Drivers Salary validation and approval from the vendor, the tax exemptions
will be provided (from his total taxable income).
Road Tax
3 © 2017 IBM Corporation
FBP(Basket of Allowances) component limits
FBP Components Current To - be
HRA Can declare to the extent of his full FBP limit. No Change

CLC
Up to 70% of FBP No Change

Meal Coupon INR - 1100 or 2200 No Change

No Change
NPS Up to 10% basic salary
Employee will get paid fixed (balance) amount, after
Can declare to the extent of his full FBP limit.
Flat Allowance deducting HRA, CLC, Meal coupon and NPS from his FBP
eligibility.
LTA No limit, can be claimed to the extent of FBP
No limit - can be claimed to the extent of FBP
No limit - any amount exceeding INR 21,600 will be
Vehicle Insurance
taxed
INR 21,600 (Rs.1,800 per month for <1600 CC) and INR
INR 36,000 - any amount exceeding INR 21,600 will be 28,800 (Rs.2,400 for >1600 CC)
F&M taxed

Only applicable to CLC employees on actuals to the Only applicable to CLC employees on actuals to the
Road Tax
extent of available kitty balance. extent of paid flat allowance.

Driver Salary INR 36,000 - amount above 10,800 is taxed INR 10,800 pa (900 per month)
Note: Employees on CLC will be charged with perk as per the cc of the car and all the expenses towards vehicle will be deducted from taxable
4 income, same process will continue in To-Be process. © 2017 IBM Corporation
Income Tax declaration and Flexible
Benefit Plan claims in vendor system

© 2017 IBM Corporation

© 2017 IBM Corporation
Log in to Workday and click on below worklet

6 © 2017 IBM Corporation

© 2017 IBM Corporation
Income Tax Savings/Investment Declaration

Click on the Link

to Declare your
Income Tax
Savings/Investmen
ts

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 How to add a new Declaration

Click Here to Add new Declaration

Click Here to Declare your Car Details

Note : The Car Tab would be visible if you are eligible for Vehicle Maintenance
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 Declare Car details

Enter details as per your Car holding details. Save & Submit the details

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 Declare HRA Details

Enter details as per your House Rent Details. Save the details Tab wise

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 Declare Housing Loan Interest, Income From House
Property and Other Income

Enter details of
Housing Loan
Interest, Income
from House
property and
Other Income
and Save

Note : Income from Other Sources would be taxed at the Highest Rate of Tax.
© 2017 IBM Corporation
Declare 80 Deductions

Enter the
Details like
80CCG, 80D,
80DDB, 80U,
80DD, 80TTA,
80EE, 80CCC
and 80CCD(1B)
– National
Pension
Scheme in this
Tab.

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 Declare 80 C Contributions

Enter the 80 C
Contributions
like Life
Insurance
Premium, Fixed
Deposits, ULIP,
Mutual Funds,
PPF, Housing
Loan Principal,
Tuition Fees,
Sukanya
Samridhi etc
Save Each Tab Details.

Click on Preview and Submit after saving all Tabs. © 2017 IBM Corporation
 Preview of Details

The Submitted details would be available in the preview

Select the declaration and Press Submit © 2017 IBM Corporation

 Work Item History

Click on the Work Item History to view

the submitted claims

Click on View to view Submitted details.

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 Flexible Benefit Package Claims

Click on the Flexible Benefit Package Claim

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 Flexible Benefit Package Claims
Leave Travel Allowance Claims

Enter the Leave Travel Details, upload the file and Save the claim
Click on Yes and Add claim
You may Delete the line item if wrongly submitted

You can Edit the submitted details before Preview and Submit © 2017 IBM Corporation
 Flexible Benefit Package Claims
Fuel & Maintenance Claim

Click on Yes and Add claim

Enter the Expense of fuel and
Maintenance, upload the file and Save
the claim
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 Flexible Benefit Package Claims
Driver Salary Claim

Click on Yes and Add claim

Enter the Driver Salary Details, upload
the file and Save the claim

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 Flexible Benefit Package Claims
Road Tax and Accessories Claim

Click on Yes and Add claim

Enter the Road Tax & Accessories Details, upload the file and Save the claim

Note : This claim would be visible only if the employee has opted for Company Leased Car
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 Flexible Benefit Package Claims

Preview the details submitted and Submit the claim

Agree to the Disclaimer and Submit the claim

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 Flexible Benefit Package Claims

The status of the claim would

be displayed

The details of your Claim would be visible in Work Item History

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HR T&O

THANK YOU

© 2017 IBM Corporation