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Entering Flexible Spending Data

  1. To enter flexible spending account data, select the Payroll Documents menu group.
  2. Select the Flexible Spending Account component. The Flexible Spending Account page - Find an Existing Value is displayed. The information on this page allows the user to locate an existing employee to enter or change a financial allotment.

 

Flexible Spending Account - Find a Existing Value

Figure 22: Flexible Spending Account - Find an Existing Value

  1. Enter the search criteria.
  2. Select the Search button. The Flexible Spending Account page is displayed.

Financial Allotment/Health Savings Account Page

Figure 23: Financial Allotment/Health Savings Account Page

 

  1. Complete the Flexible Spending Account fields as follows:

 

Field

Description/Instruction

Effective Date

Enter a date or select a date from the calendar icon. This is the date on which a table record becomes effective; the date that an action begins. This date also determines when to view or change information.

Pay Period

Populated with the pay period that corresponds to the effective date.

Auth Date

Displays is the authentication date of the transaction.

User ID

Displays the system identifier and name of the individual who generates the transaction.

Transaction Status

Defaults to In Progress and reflects that status of the transaction. The transaction status will change when the transaction is saved, in suspense, or resent to PPS.

 

  1. Complete the Account Information fields as follows:

 

Field

Description/Instruction

Account Transaction Code

Select the applicable transaction type from the drop down. The valid values are Add, Change, and Delete.

Flex Fund Plan Code

Enter the two-position plan code for the flexible spending account.

Flex Fund Option Code

Populated with a 1.

Flex Fund Plan Type

Enter the applicable plan type for the flexible spending account.

Flex Fund Total Yearly Amount

Enter the applicable total amount.

Tax Deferred?

Check to designate that the amount is tax deferred. Uncheck if applicable.

 

At this point, the following options are available:

 

Step

Description

Select the Save button

Saves the new data entered

Select the Return to Search button

Returns the user to the applicable page to search for another record

Select the Previous in List button

Returns to the previous person in the list

Select the Next in List button

Advances to the next person in the list

Select the Update/Display button

Returns the user to the applicable page to update the data entered

Select the Correct History button

Returns the user to the applicable page to correct history data