Setting Up FSA Administration

This chapter provides an overview of the setup procedure, prerequisites, and discusses how to set up the Flexible Spending Account Administration (FSA) component.

Understanding the Setup Procedure

You use the FSA Administration component to define a unique flexible spending benefit structure that integrates with the overall enterprise benefit program. After you set up the component, you can use it to administer healthcare and dependent care claims for the U.S. and Canada.

To set up the FSA Administration system, you must:

Use the Form Table page to define the forms for printing FSA checks.

If you use the same form for all FSA checks, then set up that check stock. It is then available to you each time you print checks. If you print FSA checks using more than one kind of check stock, define each one. If you add a new check stock later, make another entry in the Form table.

If your organization uses PeopleSoft Enterprise Payroll for North America, some forms may already be set up. Your payroll department uses this table to define the stock for paychecks.
Define business rules for each benefit program.

Process claims as necessary for each benefit program. For example, you might select two benefit programs for one claims processing cycle, and for another, you might select one program.

Setting Up FSA

To set up form IDs and business rules for benefit programs, use the Pay Form Table (PAY_FORM_TABLE), the FSA Run Table (FSA_RUN_TABLE_GBL), and the Benefit Program Definition (BEN_PROG_DEFN) components.

This section discusses how to:

Set up form IDs.
Add business rules for benefit programs.

Prerequisites

Before you can set up form IDs and business rules for FSA Administration, activate FSA Administration on the Installation table.

See Setting Up and Installing PeopleSoft HRMS.

Pages Used to Set Up FSA

Page Name	Object Name	Navigation	Usage
Form Table	PAY_FORM_TABLE	Set Up HRMS, Product Related, Base Benefits, FSA, Check Form Table	Set up form IDs for each type of FSA check stock that your organization uses.
FSA Run Process Table	FSA_RUN_TABLE	Set Up HRMS, Product Related, Base Benefits, FSA, FSA Run Table	Define an FSA Run ID for each benefit program for which you administer FSA claims.
Benefit Program	BEN_PROG_DEFN1	Set Up HRMS, Product Related, Base Benefits, Program Structure, Benefit Program Table	Add business rules for benefit programs.
Benefit Program - Plan Type and Option	BEN_PROG_DEFN2	Select the Plan Type and Options tab on the Benefit Program page.	Link plan types to the benefit program.
Benefit Program - Cost	BEN_PROG_DEFN3	Select the Cost tab on the Benefit Program page.	Link a benefit program and plan type to rate and calculation rules.

Setting Up Form IDs

Access the Form Table page.

Form ID

If you use several check stocks for FSA Administration, set up a form ID for each one.

Last Form Number Used

The first time you print FSA checks using a form ID, enter the last form number that you used. After that, the system updates this field each time you print checks using the form. You can update this field if the form numbers are out of sequence. This can happen, for example, if you delete a check.

Adding Business Rules for Benefit Programs

Access the Benefit Program page.

Flexible Spending Acct Run ID (flexible spending account run ID)

Each time you initiate claim payment processing, identify the run ID for that cycle. The system processes claim data for employees in the benefit programs with those run IDs.

FSA Minimum Check Amount (flexible spending account minimum check amount)

Enter the minimum amount of a check that you print for an employee in the benefit program.

FSA Maximum Annual Pledge (flexible spending account minimum annual pledge)

Enter the maximum amount that an employee in the benefit program is allowed to pledge. For a plan year, this is the total maximum that an employee can pledge for both healthcare and dependent care FSAs.

Form ID	If you use several check stocks for FSA Administration, set up a form ID for each one.
Last Form Number Used	The first time you print FSA checks using a form ID, enter the last form number that you used. After that, the system updates this field each time you print checks using the form. You can update this field if the form numbers are out of sequence. This can happen, for example, if you delete a check.

Flexible Spending Acct Run ID (flexible spending account run ID)	Each time you initiate claim payment processing, identify the run ID for that cycle. The system processes claim data for employees in the benefit programs with those run IDs.
FSA Minimum Check Amount (flexible spending account minimum check amount)	Enter the minimum amount of a check that you print for an employee in the benefit program.
FSA Maximum Annual Pledge (flexible spending account minimum annual pledge)	Enter the maximum amount that an employee in the benefit program is allowed to pledge. For a plan year, this is the total maximum that an employee can pledge for both healthcare and dependent care FSAs.