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Dokumentation

OHBEN1173 - Define Spending Account General Data

In this step, you define general data for flexible spending accounts (FSAs).

You have created the appropriate plan type, plan status, and benefit provider in the preceding steps.

1. Decide which FSA plans you want to offer.
2. Choose "New entries".
3. Enter a four-character identifier and description for the plan.
4. Enter the validity dates.
5. Enter the plan type, plan status, and benefit provider.
6. Enter the plan number.
7. Enter a short text. The short text is used in the system for example in report lists, where abbreviations are required.
8. Save your entries.
9. Repeat steps 2 to 8 for each FSA plan.