Setting Up a Flex Benefit Plan

Access the Plan Master form.

To set up a flex benefit plan:

On the Work With Plan Master form, click Add.
On the Plan Master form, complete the Plan ID field.
In the unlabeled field following the Plan ID field, enter the name of the plan.
Select the General Info tab and complete the Provider/Trustee field.
Complete these optional fields:
- Policy/Reference Number
- Plan Type
- Status Code
Select the Flex Plan option.
Select the Calc./Eligibility tab and complete any of these fields:
- ER Paid Benefit (employer paid benefit)
- EE Flex Cost
- ER Flex Credits
Complete the Init Elig Table (initial eligibility table) and the Cont Elig Table (continuing eligibility table) fields.
Complete any other optional fields, and then click OK:
- Policy/Reference Number
  Enter the certificate or policy number of the benefit plan.
- Status Code
  Enter a code from UDC 08/ST that defines the current state of the benefit plan. For example, you might use A to define the plan as active.
- Flex Plan
  Enter a code that identifies the plan as a flex plan.
- ER Paid Benefit (employer paid benefit)
  Specify the DBA in the F069116 that the system uses to calculate the dollar amount that the employer contributes to the employee enrolled in the plan. In most cases, this DBA is defined as a benefit to add pay to the enrolled employee's check.
- EE Flex Cost (employee flex cost)
  Specify the DBA in the F069116 that the system uses to calculate the points amount that the employee contributes by enrolling in the plan 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.