Setting Up FSA Administration
To set up form IDs and business rules for benefit programs, use the Check Form Table (PAY_FORM_TABLE), FSA Run Table (FSA_RUN_TABLE_GBL), and Benefit Program Definition (BEN_PROG_DEFN) components.
This section lists prerequisites and discusses how to set up form IDs and add business rules for benefit programs.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
PAY_FORM_TABLE |
Set up form IDs for each type of FSA check stock that your organization uses. |
|
|
FSA Run Table (flexible spending account run table) |
FSA_RUN_TABLE |
Define an FSA Run ID for each benefit program for which you administer FSA claims. |
|
BEN_PROG_DEFN1 |
Add business rules for benefit programs. |
|
|
Benefit Program - Plan Type and Option |
BEN_PROG_DEFN2 |
Link plan types to the benefit program. |
|
Benefit Program - Cost |
BEN_PROG_DEFN3 |
Link a benefit program and plan type to rate and calculation rules. |
Before you can set up form IDs and business rules for FSA Administration, activate FSA Administration on the Installation table.
Use the Form Table page (PAY_FORM_TABLE) to set up form IDs for each type of FSA check stock that your organization uses.
Navigation:
This example illustrates the fields and controls on the Form Table page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Form ID |
If you use several check stocks for FSA Administration, set up a form ID for each one. |
Last Form Number Used |
The first time you print FSA checks using a form ID, enter the last form number that you used. After that, the system updates this field each time you print checks using the form. You can update this field if the form numbers are out of sequence. This can happen, for example, if you delete a check. |
Use the Benefit Program page (BEN_PROG_DEFN1) to add business rules for benefit programs.
Navigation:
This example illustrates the fields and controls on the Benefit Program page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Flexible Spending Acct Run ID (flexible spending account run ID) |
Each time you initiate claim payment processing, identify the run ID for that cycle. The system processes claim data for employees in the benefit programs with those run IDs. |
FSA Maximum Annual Pledge (flexible spending account minimum annual pledge) |
Enter the maximum amount that an employee in the benefit program is allowed to pledge. For a plan year, this is the total maximum that an employee can pledge for both health-care and dependent-care FSAs. |