Guidelines To Plan & Claim FBP

How to Plan/Declare the FBP
1. Login on to iExperienSE portal (https://iexp-schneiderelectric.peoplestrong.com/#/home)
2. Go to Payroll -> Self Service -> FBP Planner
3. Enter the Yearly amount in “Plan Yearly Amount” field. Do not enter Monthly Amount
4. Click on “Submit” button, once you are done with all entries.
5. Once submitted successfully, you will receive acknowledgement as an auto mailer.
6. The planned amount shall be deducted from your FBP Special Allowance automatically and paid under respective FBP
reimbursement pay components monthly with appropriate tax exemption.
7. The planned FBP Reimbursement portion of amount gets paid with monthly salary on prorated basis as non-taxable.
8. The unplanned amount will be paid with monthly salary as taxable under FBP Special allowance only.
9. Submit documentary proof of expenses anytime during the Financial Year (From 1st to 10th calendar dates of every month)
under Payroll>> Self Service>>FBP Claim.
10. Non-Submission of documentary proof of expenses planned under FBP will be fully taxed in the last month (March) of financial year
2021-22.
Confidential Property of Schneider Electric | Page 1
Go to Payroll -> Self Service -> FBP Planner
2) Enter Yearly value 1) Select Effective Date
Click to read
3) Click on checkbox the instructions
4) Click to Submit
Confidential Property of Schneider Electric

How to Claim/upload Bills for Planned FBP
1. It is mandatory to update FBP in Planner link, before it is claimed. Employee cannot claim the FBP if is it not planned.
2. Go to Payroll->Self Service>> FBP Claim.
3. FBP Claim>>Click on ++ADD NEW CLAIM
4. Enter the claim amount and attach the supporting docs e.g. invoice, bills etc.
5.There are some components which need further details like LTA wherein employee needs to fill-in the extra details.
Employee should fill in the details in one go and attach the document before submitting the claim.
6. Employee can claim FBP reimbursement as per his/her claim limit on monthly basis, the monthly eligibility gets
accrued/accumulated in “Claim Limit” of employee. The claim amount cannot be more than “Claim limit”.
7. The claim submitted usually gets verified between 11th to 20th of the month. However, employee would be able to know
the approval/rejection with reasons via an email notification.
8. The rejected claim cannot be accommodated in the same month, employee needs to re-claim in next month with required
info/documents (s).
9. Employees can again claim and upload the bills in subsequent month if any rejections.
10. Please refer screen shots in next Slide

Go to Payroll -> Self Service -> FBP Claim
Click on FBP Claim

Go to Payroll -> Self Service -> FBP Claim>> Click on +ADD NEW CLIAM
1) Click on Add new claim

Go to Payroll -> Self Service -> FBP Claim>> Click on +ADD NEW CLIAM>> Enter required details
2) Enter claim amount

3) Enter claim amount
4) Add comments if any
5) Click on Checkbox

6) Click on Submit
Documentary proof of expenses to be submitted for planned FBP
1) Academic Books and Research Periodicals Reimbursement
Employees can claim reimbursement of expenses incurred on books, newspaper subscription,, journals and so on. These
reimbursements are tax-free for employees. The maximum amount of reimbursement is limited to, ... Amount provided for books and
periodicals in CTC.
2) Professional Membership Reimbursement

Annual subscriptions you pay to approved professional bodies or learned societies if being a member of that body or society is relevant
to your job.
3) National Pension Scheme (Steps to open New NPS Account)

a) Aadhaar based registration:
https://www.icicidirect.com/mailimages/eNPS-SOP-CorporateSubscribers_Aadhaar-Registration.pdf
b) PAN based registration:
https://www.icicidirect.com/mailimages/eNPS-PAN-SubscriberRegistrationProcessFlow.pdf
Note-Already having PRAN (NPS)Account, then they can update into iExperianSE in FBP Planner link, team will connect with
employee and help to migrate with Schneider.

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How to Plan/Declare the FBP

1. Login on to iExperienSE portal (https://iexp-schneiderelectric.peoplestrong.com/#/home)

2. Go to Payroll -> Self Service -> FBP Planner

5. Once submitted successfully, you will receive acknowledgement as an auto mailer.

Confidential Property of Schneider Electric

10. Please refer screen shots in next Slide

Click on FBP Claim

Confidential Property of Schneider Electric | Page 5

1) Click on Add new claim

Confidential Property of Schneider Electric | Page 6

2) Enter claim amount

Confidential Property of Schneider Electric | Page 7

2) Professional Membership Reimbursement

3) National Pension Scheme (Steps to open New NPS Account)

Confidential Property of Schneider Electric | Page 8

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