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Administrator Guide
Last Updated: 2023-06-23
Example: Create Employer Flexible Spending Account Deduction with Limits (USA)

Example: Create Employer Flexible Spending Account Deduction with Limits (USA)

As the second step in calculating Flexible Spending Account (FSA) deductions with limits, create an employer FSA deduction.
  • Have a pay components group named
    Benefits During Leave
     for non-active workers.
  • Create an FSA plan.
  • Security:
    Set Up: Payroll (Calculations - Payroll Specific)
     domain in the Core Payroll functional area.
  1. Access the
    Create Deduction
     task.
  2. Enter these settings:
    Option Description
    Name
    FSA Employer
    Code
    FSA-ER
  3. Enter these settings on the
    Effective-Dated
     tab:
    Option Description
    Effective Date
    Current date
    Run Category Eligibility
    Regular
    Worker Eligibility
    • Benefits Employer Cost or Pay Input Exists
    • Pay Component Not Previously Paid in Period
    • Processing Primary Job
    Calculation
    Benefits: Employer Cost
    Calculation Proration
    Prorate Using Calendar Days
  4. Enter these settings in the
    Limits
     grid:
    Value
    Balance Period
    Based On
    FSA Employer Match [USA]
    YTD - Current Calendar Year (based on Payment Date)
    FSA Employer Match [USA]
  5. Enter these settings on the
    Non-Effective Dated
     tab:
    Option Description
    Groups
    Benefits During Leave
    Employer Paid Benefits [GBR CAN USA]
    Benefit Plans
    Select the FSA benefit plans.
Add new deductions to the
Regular
 run category.