Defining Flex Credits Based on Dependents

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 the number of dependents.

Before you define flex credits based on dependents, define the basic flex credit information. Defining flex credits

To define flex credits based on dependents

  1. Click the Dependents button, on Flex Credits (BN08.1), to open Dependents Credits (BN08.5).
  2. Select the date, you want to use to determine number of dependents in the Date field. The table below explains the date options.
    Select To determine an employee's number of dependents
    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.
  3. Use the following guidelines to complete the form:
    As of MMDD and Year

    Type the date you want to use to determine an employee's number of dependents.

    • 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 dependents on the latest month and day specified.

    • If you type a Year, the employee's number of dependents is 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.

  4. Click the OK button.
  5. Select the Change form function on Flex Credits (BN08.1).