Defining Flex Credits Based on Lifestyle

You can define flex credits based on the following credit tables: Age, service, dependents and lifestyle. This procedure outlines the tasks to define your flex credits based on lifestyle.

Before you define the flex credits based on lifestyle credits, define the basic flex credit information. Defining flex credits You also need to define the employee's lifestyle credits on theEmployee Benefits (HR11.1) tab. See the Infor Human Resources User Guide for more information.

To define flex credits based on lifestyle

Click the Lifestyle button on Flex Credits (BN08.1), to open Lifestyle Credits (BN08.5).

Select the date in the Date field, you want to use to determine employee lifestyle credits. The table below explains the date options.


Select	To determine an employee's lifestyle credits
Current	on the system date flex credits are calculated.
First of Month	on the first of the month flex credits are calculated.
As of Date	on a particular month and day. The application uses the month and day that you specify in the AS of MMDD field.

Use the following guidelines to complete the form:
As of MMDD and Year
Type the date you want to use to determine the number of lifestyle credits.
- If you selected As of Date in the Date field, type 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 and day specified.
- If you type a Year, the employee's number of lifestyle credits are determined on the exact month, day, and year you specify.
Rate Table

Select the table you want the application to use to calculate flex credits.
Click the OK button.
Select the Change form function on Flex Credits (BN08.1).