Copying flex credits

Use this procedure to copy a flex credit record to reuse the options for a different year. You can then make changes to the copied flex credits as needed.

  1. In Benefits > Plans > Flex Plans, open a flex plan and select the Flex Credits tab.
  2. Select the flex credit record to copy.
  3. Select Actions > Copy.
  4. Specify the starting date for the new flex credit record in the Flex Credits Date field.
  5. Click OK.