Understanding the Setup Procedure

You use the FSA Administration components to define a unique flexible spending benefit structure that integrates with the overall benefit program. After you set up the component, you can use it to administer health-care and dependent-care claims for the U.S. and Canada.

To set up the FSA Administration system, you must:

1. Use the Form Table page to define the forms for printing FSA checks.

   If you use the same form for all FSA checks, then set up that check stock. It is then available to you each time you print checks. If you print FSA checks using more than one kind of check stock, define each one. If you add a new check stock later, make another entry in the Form table.

   If your organization uses PeopleSoft Payroll for North America, some forms may already be set up. Your payroll department uses this table to define the stock for paychecks.

2. Define business rules for each benefit program.

   Process claims as necessary for each benefit program. For example, you might select two benefit programs for one claims processing cycle, and for another, you might select one program.

For additional information, see: Setting Up Implementation Defaults