Equus Software

Core Flex policies are an optional feature of the Equus Platform™. While the term Core Flex has multiple interpretations, in the Equus Platform™ it refers to Policies that allow for…

Core Flex Overview

In order for the desired benefit amounts for flexible benefits to be saved and costs to be calculated during the Authorization of a Core Flex policy, Authorization User Table fields…

Core Flex User Tables

Authorization Templates that will be used to Authorize Assignments with Core Flex policies should have their Authorization steps configured in such a way that best protects against incorrect data and/

Core Flex Authorization Template

Each Benefit Set Line Item has defined budgeting limits. If the desired benefit amount is outside these limits, an exception is necessary. Each Benefit Set Line Item choice can have…

Core Flex Exceptions

Authorization Scenarios is a feature that allows for experimentation during the Authorization process while also retaining the data used for those experiments. For example, a user may want to compare

Core Flex Scenarios

To enable access to the configuration pages for Core Flex Policies, enable an appropriate role with full access to the following pages on the Security Role Maintenance page:

Benefit Set…

Core Flex Security Roles

A Benefit Set is the heart of the Core Flex policy workflow. A Benefit Set is a set of Line Items. The purpose of those Line Items is to first…

Core Flex Benefit Sets

Benefit Set Line Items define the recommended benefit amount, identify where to store a user’s desired benefit choice, calculate the estimated cost of a user’s benefit choice, set the service…

Core Flex Benefit Set Line Items

Nothing has changed about the behavior of Assignment Packages. The same Merge Documents and Cost Estimate Templates can still be used for Core Flex policies; however, some fields from which…

Core Flex Assignment Package

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…

Core Flex Policies

The Authorization process is different in some major ways when utilizing a Core Flex workflow. The Services and Assignment Package steps change significantly.
After a Policy is selected and saved,…

Core Flex Authorization Process

Core Flex

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.