Run the Flexible Benefit Plan Process Flow

Run the flow for enrolling the employees to different plan after you've configured all the flexible benefit plans.

You need to run this flow every time there's an organizational change or salary change, and before opening the flexible benefit plan for employees. You can enroll an employee only in one flexible benefit plan.

Based on the eligibility profiles and the salary basis, employees are enrolled to different plans when you run this flow.

Navigation: My Client Groups > Payroll > Submit a Flow

To allocate the flexible benefits plan to employees:

1. Select the legislative data group and then select the flow Run India Flexible Benefits Plan Process.
2. Enter the Payroll Flow name.
3. Enter the Flow Parameters.

   Parameter	Description
   Payroll Statutory Unit	Select a PSU from the list.
   Plan Effective Date	Select the date from when the flexible benefit plan is effective.
   Payroll Relationship Group	Select the payroll relationship group from the list.
   Person	Select a single employee or an employee group.
   Evaluate Salary Changes	Selecting Yes end dates the existing plan for all the employees irrespective of salary change and creates a new plan record from the plan effective date. This is the preferred option. Selecting No end dates the plan only for employees with a salary change and creates a new plan record from the plan effective date.
   Mode	When you select Validate the flow calculates the component values for all employees and generates a report in a spreadsheet format. The report displays the old values and the newly computed values. Review all the plan allocation for employees along with validation messages, if there are errors in the allocation process, and resolve the errors. Run the flow in validate mode multiple times for a successful flexible plan allocation and no errors in the report. If you select Commit the flow commits all the component and the plan allocation changes.
   Process Configuration Group	Select a process configuration group from the list.
   Schedule	Select As soon as possible to run the flow immediately. Select Allocated Schedule to run the flow at a scheduled time.

4. Submit the flow.

   The flow includes two tasks India Flexible Benefits Plan and Run BI Publisher Report.