Setting Up a Lump Sum Credit Category

Access the Categories By Benefit Group form.

To set up a lump sum credit category:

1. Select a benefit group rule.

   The benefit group rule determines whether the benefit group contains flex plans, and whether the system tracks flex credits that remain after an employee has enrolled in benefit plans.

2. Complete the Group Category and Seq. Num. fields on a blank row in the detail area:

3. Enter 1 for employer lump sum credits in the Category Type field.

4. Click OK.