Manually Create Employee Flex Credit Records

This procedure enables you to manually add flex credit records for an employee. You can also use this procedure to override automatically generated employee flex credit records.

Note: If your company has more than one flex plan, an employee can only be enrolled in only one of those plans.

For each employee, the following appears on the form: annual salary, base dollars, number of flex credits given before benefit election, pre-tax dollar limits, and the total flex and pre-tax dollars.

Base dollars are the flex credits given to every eligible employee in the flex plan. If the flex credits calculated for an employee are greater than the plan's maximum or less than the plan's minimum, the min./max adjustments increase or decrease the flex credits based on those parameters.

To manually create employee flex credit records

Access Employee Flex Credits (BN45.1).
Enter information for employee inquiry using the following guidelines:

Company

Select the company.

Employee

Select an employee.

Start Date

Type the employee's flex credit record start date.

An employee can have more than one flex credit record for the flex plan year. If an employee has multiple flex credit records the start dates cannot overlap.

Flex Plan

Select a flex plan.

The flex plan of this field determines the flex credit the employee receives and the benefit plans for which the employee is eligible.
Select the Add function
Enter additional employee information using the following guidelines:

Stop Date

Type the stop date for this flex credit record. If you leave this field blank, the stop date defaults to the last day of the flex plan year.

Annual Salary

If you want to override the employee's annual salary on which flex credits are based, type a new annual salary.

The Benefits Administration application determines the salary used for flex calculations using the parameters defined in the Salary subform of Flex Credits (BN08.1).
Select the Recalculate form function. This generates the fields that hold flex credit amount and pre-tax amounts.
Complete the Flex Credits section using the following guidelines:

Base Credits

This field displays the base dollar amount the company gives to the employee to buy benefits for the plan year. This value is the total of the base amount plus a percentage of the employee's salary, as defined in Flex Credits (BN08.1).

Service Credits

The number of credits an employee receives based on years of service displays; you can override this amount. Credits for years of service are added to the total flex credits available for the employee to buy benefits.

The Benefits Administration application determines the years of service credits using the parameters defined in the Service Credits subform of Flex Credits (BN08.1).

Age Credits

The number of credits an employee receives based on age displays; you can override this amount. Credits for age are added to the total flex credits available for the employee to buy benefits.

The Benefits Administration application determines age credits using the parameters defined in the Age Credits subform of Flex Credits (BN08.1) .

Dependent Credits

The number of dependent credits an employee receives displays; you can override this amount. Credits for dependents are added to the total flex credits available for the employee to buy benefits.

The Benefits Administration application determines the number of dependents using the Health Dependents field in the Benefits tab of Employee (HR11.1).

The Benefits Administration application determines dependent credits using the Dependents Credits subform of Flex Credits (BN08.1) .

Lifestyle Credits

The number of credits an employee receives based on lifestyle points displays; you can override this amount. Credits for lifestyle are added to the total flex credits available for the employee to buy benefits.

An employee's lifestyle credits are defined in the Benefits tab of Employee (HR11.1).

The Benefits Administration application determines lifestyle credits using the parameters defined in Lifestyle Credits defined in Flex Credits (BN08.1).
If you want to override the total pretax dollars that an employee can use to buy benefits, type the new amount.
Select the Change form function.

Note: If you override any field on BN 45.1, Flex Credit Calculation (BN145) will not calculate the employee's flex or pretax dollars for the remainder of the flex plan year.

Related Reports and Inquiries


To	Use
View the flex credits an employee received for electing a benefit	Flex Benefits Inquiry (BN46.2)
View the flex benefit periods for an employee	Flex Benefit Periods (BN46.1)