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 the flow Run India Flexible Benefits Plan Process for Employees 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.

To allocate the flexible benefits plan to employees:

Navigation: My Client Groups > Payroll > Submit a Flow

1. Select the legislative data group and then select the flow Run India Flexible Benefits Plan Process for Employees.
2. Enter the Flow Parameters as shown here:

   Parameter	Description
   Payroll Flow	Enter a flow name.
   Schedule	Select As soon as possible to run the flow immediately. Select Allocated Schedule to run the flow at a scheduled time.
   Plan Effective Date	Select the date from when the flexible benefit plan is effective.
   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 the 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 flow report. If you select Commit the flow commits all the component and the plan allocation changes.
   Payroll Statutory Unit	Select a PSU from the list.
   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.
   Process Configuration Group	Select a process configuration group from the list.

3. Submit the flow.

   The flow includes two tasks India Flexible Benefits Plan and Run BI Publisher Report. After the flow completes, you can download the flow report and review the errors and warnings.