Creating flex credits based on lifestyle

  1. In Benefits > Plans > Flex Plans, open a flex plan and select the Flex Credits tab.
  2. Click Create and select the Lifestyle tab.
  3. Specify this information:
    Date Type

    Select the date type to use to determine employee's lifestyle credits.

    • Current: Calculates the employee's lifestyle credits based on the system date flex credits are calculated

    • First of Month: Calculates the employee's lifestyle credits based on the first of the month flex credits are calculated.

    • As Of Date: Calculates the employee's lifestyle credits on the month and day that you specify in the Month Day field.

    Month Day / Year

    If you selected As of Date in the Date Type field, specify the month and day. If you leave the Year field blank when you use the As of Date, the application calculates an employee's number of lifestyle credits on the latest month, day, and year specified. If you specify a Year, the employee's number of lifestyle credits are determined on the exact month, day, and year that you specify.

    Rate Table

    Select the table that the application uses to calculate flex credits.

    Note: The system uses the rates defined in the Flex Credits column of the selected rate table. Ensure that the rate table has values in this column.
  4. Click Save or select another tab to complete the flex credits.