Overview of flex plan setup

Procedure Description For more information, see
Creating spending account only flex plan Tasks to define a spending account only flex plan. You define the plan year and select the plan's frequency table for the spending account. Creating spending account-only flex plans
Creating full flex plans Tasks to define a full flex plan. You must define a flex credit if you define a full flex plan. Creating full flex plans
Creating flex credits Tasks to define the flex credits you want to give employees before they enroll in benefit plans, and the percentage of unused flex credits they can add to their taxable wages. Creating flex credit records
Creating flex salary rules Tasks to define the rules the application uses to determine each employee's salary for flex credit calculations. Creating flex credits based on salary
Creating flex credits based on age Tasks to assign flex credits based on age. Creating flex credits based on age
Creating flex credits based on years of service Tasks to assign flex credits based on the number of years an employee is employed with your company. Creating flex credits based on years of service
Creating flex credits based on number of dependents Tasks to assign flex credits based on the number of employee dependents. Creating flex credits based on number of dependents
Creating flex credits based on lifestyle Tasks to assigned flex credits based on the number of an employee's lifestyle credits. Creating flex credits based on lifestyle