Manually creating flex credit records for full flex plans

  1. Select Benefits > Maintenance > By Full Flex Plans.
  2. Select a full flex plan.
  3. Click Create.
  4. Select the employment ID.
  5. Select the start and stop dates.
  6. On the Main tab, specify this information:
    Manual Override
    Select this check box to ensure that this record is not evaluated for changes when the Mass Update action is run.
    Currency
    Select a currency to use in the flex credit record.

    The default value is from the flex credit rules.

    Annual Salary
    Specify the employee's annual salary to override the one that is calculated.

    You must specify an annual salary within the minimum and maximum range that is applied from the flex credit rule.

    Employee Pre Tax Amount
    Specify the employee's pre-tax amount.
    Base
    Specify the base amount of flex credits that are given to every eligible employee in the flex plan.
    Service
    Specify the employee's years of service in the flex credit record.
    Age
    Specify the employee's age in the flex credit record.
    Dependent
    Specify the number of employee's dependent in the flex credit record.
  7. Click Save.