Automatically Create EE Flex Credit Records

This procedure creates flex credits so that each eligible employee becomes a participant in the flex plan. For flex plans where flex credits are issued prior to benefit enrollment, this procedure will automatically calculate flex credits and create a flex credit record for each employee in a flex plan for the entire flex year. If the employee becomes eligible for the flex plan after the start of the flex year, such as a new hire, this procedure will calculate credits and create a flex credit record from the employee's eligibility date to the end of the flex year. For flex plans where flex credits are issued based on benefit elections, this procedure is still used to create flex credit records prior to enrolling eligible employees in benefits.

Note: You can use this procedure to recalculate flex credits until you enroll employees in benefits.

Once you run Employee Flex Credits (BN145) in update mode, flex credit records are created for those eligible employees. If the flex plan lets employees keep a percentage of their unspent flex credits, also when the application creates flex credits, it creates a standard time record, which represents an employee's flex credits that are added to his or her taxable wages.

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

To automatically create EE flex credit records

  1. Access Flex Dollars Calculations (BN145).
    Note: Before you update, review the flex credit setup by selecting Report Only in the Update field.
  2. Type the name of the job in the Job Name field.
  3. Type a job description in the Job Description field. The job description helps you identify a batch job by providing additional information.
  4. Complete the information in the Parameters section using the following guidelines:
    Company Name

    Select the company for the flex plan.

    Flex Plan

    Select a flex plan.

    Start Date

    Type the flex plan year start date. This start date determines which plan parameters on Flex Credits (BN08.1) are used to create flex credits.

    Employee Group

    To calculate flex credits for employees in a particular group, select the employee group.

    Note: The employee group you select must match the employee group for which flex credit parameters were defined on BN08.1.
    All Groups

    Type X to run the update or report for all employee groups for which the flex credits parameters were defined on BN08.1.

    Report Sequence

    Select how you want to sort the report by group, user level, supervisor or employee.

    Employee Sequence

    If you want to override the defined print order, select either alphanumeric (employee name) or numeric (employee number).

    If you leave this field blank, the application uses the order defined on Company (HR00.1).

    Update

    Select either Update or Report Only.

    If you select Update, BN145 creates a flex create record for each eligible employee. If you change flex credit parameters and re-run BN145 to Update. The application recalculates flex credits. You can recalculate flex credits using BN145 until you enroll employees in benefits.

    Caution: 
    Run this form in Report Only first to review employee flex credits. Then run this report as Update.
  5. Select the Add function.
  6. Submit the report.

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)