Manually creating adjustments to flex plans

You can create time records to adjust flex plans. The adjustments are created for mid-pay period enrollments to stop enrollments, or to retroactively start or stop enrollments.

  1. Select Benefits > Maintenance > By Employees.
  2. Select an employee.
  3. On the Flex Credits tab, select a record and click Open.
  4. In the Time Records section, click Create.
  5. Define the details of the flex plan adjustments:
    Pay Code
    Specify the pay code that is associated to the adjustment type to create.
    Benefits Source
    Select the source of the flex plan adjustment.
    Status
    Select the status of the flex plan adjustment.
    Date
    Specify the date of the flex plan adjustment.
    Amount
    Specify the adjustment amount per pay period.
  6. Click Save.