Core Flex Policies

Create a Core Flex policy by navigating to the Create Relocation Policy Definition screen through the Global Search.

A new policy can be created by copying an existing policy. To create a Core Flex policy, tick the box on the Is Core Flex field.

Note: If the original policy is Core Flex, its associated Benefit Set and Assignment Package settings are retained; however, the copying of Benefit Sets and Assignment Packages from one company to another is not supported. Policies that are not Core Flex can be copied to create Core Flex policies and vice versa.

Then assign both a Benefit Set and an Assignment Package to the policy. A policy cannot have its Core Flex attribute changed once saved.

A Core Flex policy must have an Assignment Extension Approval Ruleset and a Policy Field Exception Approval Ruleset. Defaults for these exist and do not require additional configuration to function. In addition, a Core Flex Exception Approval Ruleset is required, and although a default Ruleset exists, it must be configured separately for the Core Flex workflow to function.

Different Core Flex Policies will very likely have different Benefit Sets, and those Benefit Sets can have Benefit Set Line Items that require different data to be entered by the user in order for the correct calculation inputs to exist.

It is possible to simply show all the potentially required fields for all polices during the Authorization, however to support a better user experience, Authorization Override Profiles can be defined per policy.

Override Profiles allow for hiding and showing fields during an Authorization based on the selected policy. Override Profiles can be configured per company or at the system level using the Authorization Override Profile page.

When the Expense Report Template is selected, it designates which expense template will be provided to the employee via the Employee Portal.

Links for quick navigation to the associated configurations screens will appear when a value is selected for any of the following fields:

The Services Associated With This Policy section of the screen behaves differently when the policy is Core Flex. By default, a Service is <Not Available> in the policy.

Because user input during the Authorization determines which services to authorize, the <In-Policy> option is not available. Services that are marked <Available>, will always show as “Available” in the Assignment unless there were already Authorized.