Entering content frame

Procedure documentation Displaying FSA Balances Locate the document in its SAP Library structure

Procedure

  1. Choose Human Resources ® Personnel Management ® Benefits ® Flexible Spending Accounts ® Account Balance and Claims.
  2. Select the employee(s) for who whom you want to display an FSA balance.
  3. Expand the tree section to the appropriate employee.
  4. To display an individual balance, select the employee's plan and choose This graphic is explained in the accompanying text .

    5. The employee's planned and paid contributions and claims for the current and previous year and also the account balance are shown.

  5. To display an overview of FSA balances for all the selected employees, choose This graphic is explained in the accompanying text .

For each benefit area, first and second program grouping, and plan type and plan, the participating employees are listed. For each employee, the planned and paid contributions and claims for the current year only and also the account balance are shown.

The report also shows totals per plan. The total contributions and claims are also displayed, and also the planned annual balance and year-to-date balance.

Note

Only approved claims are taken into account in the FSA balances.

 Leaving content frame