Flex credit records

To add flex benefits for a flex plan year, you must create a flex credit record for each employee.

This is the available information that are in a flex credit record of an employee:

• The date range of the flex plan
• The annual salary for benefit calculations
• The number of flex credits
• The amount that is spent pre-tax to purchase benefits

You can create flex credit records automatically for all employees in a flex plan. Flex plan records are created by using the Mass Create action, during an enrollment, or manually for one employee. An employee can only have one flex credit record in effect for any given date range. You can stop and start a flex credit if you need to change an employee's flex credit record information.