Common Fields Used in Flexible Benefits

Allow Enrollment at Plan Level

Select to specify whether an employee can enroll in the plan when plan options are available. Values include:

0: The employee cannot enroll.

1: The employee can enroll.

Category Type

Enter a code that identifies categories for DBAs that use special flex calculation plans, such as lump sum employer flex credits and employee flex deductions when remaining flex credits are negative.

ER Flex Credits (employer flex credits)

Select the DBA in the Payroll Transactions Constants table (F069116) that the system uses to calculate the points amount that the employer contributes to an employee who is enrolled in a flexible spending environment.

DBAs that are used for points in a benefit plan or option must meet two requirements:

  • The DBA must have blanks in the specification for gross effect and net effect (see data items PAYG and PAYN) so that the use of non-dollar points does not add or subtract dollars from employee pay.

  • The DBA must have an M in the specification for journal entry (see data item NMTH) so that the use of non-dollar points does not affect the General Ledger system.

Flex Plan

Enter a code that identifies the plan as a flex plan.

Mandatory

Specify whether the plan is required for all employees. Values are:

Y: Yes, the plan is required.

N: No, the plan is optional.