Understanding Flexible Benefits Setup

Before you can use the flexible benefits features, you need to define the information that the system uses for processing. You set up this information to meet the particular needs of the organization.

The setup of flexible benefits varies depending on the method that you use to administer the flex plan. Typically, you set up a lump sum credit that can be used for all benefit plans, or you set up multiple lump sum credits so that each credit is used for a specified category of benefits, such as medical or dental.