Setting Up a Flex Deduction Plan

Access the Plan Master form.

To set up a flex deduction plan:

1. On the Plan Master form, complete the Plan ID field.

2. In the unlabeled field following the Plan ID field, enter the title, or name, of the plan.

3. Enter the address book number of the company in the Provider/Trustee field.

4. Complete the Status Code field.

5. If all employees are required to enroll in this plan, click the Mandatory option.

6. Select the Enter Amount/Rate option.

7. Select the Calc./Eligibility tab.

8. Enter the flex deduction DBA in the EE Payroll Deduction field.

9. Complete the Init Elig Table (initial eligibility table) and the Cont Elig Table (continuing eligibility table) fields.

10. Click OK.

Status Code

Enter a user-defined code (UDC) 08/ST that defines the current state of the benefit plan. For example, you can enter A to define the plan as active.

Enter Amount/Rate

Enter a code that indicates whether you can enter an amount or rate when you enroll an employee in a benefit plan. Typically, you enter Y when the employee determines the amount of a deduction or a benefit. Examples include 401(k) percentages, dependent care, and health care reimbursements.

EE Payroll Deduction (employee payroll deduction)

Specify the DBA in the F069116 table that the system uses to calculate the dollar amount that the employee contributes by enrolling in the plan. In most cases, this DBA is defined to deduct pay from the enrolled employee's check.