Defining Flex Credits Based on Lifestyle

You can define flex credits based on these 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.

See Defining flex credits.

You must also define the employee's lifestyle credits on theEmployee Benefits (HR11.1) tab.

See Infor Human Resources User Guide.

  1. In the Flex Credits (BN08.1), click Lifestyle to open Lifestyle Credits (BN08.5).
  2. In the Date field, select the date you use to determine employee lifestyle credits. This table shows the available 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. You can use the month and day that you specify in the As of Date field.
  3. Specify this information:
    As of Date and Year

    Specify the date you use to determine the number of lifestyle credits.

    • If you selected As of Date in the Date field, specify the month and day.
    • If you leave the Year field blank when you use the As of Date, you can calculate an employee's number of lifestyle credits on the latest month and day specified.
    • If you specify 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 use to calculate flex credits.

  4. Click OK.
  5. In the Flex Credits (BN08.1), click Change.
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