Create annual FSA utilization task for payroll team
Create annual FSA utilization task for payroll team
Your annual FSA report requests lack clear ownership, slowing payroll reconciliation. Coordinators receive a standard task so reports are completed before the next reporting cycle.
Overview
Missed year-end FSA handoffs force payroll teams into last-minute reconciliation and increase audit risk. This scheduled flow creates a clear, standardized task for payroll and benefits coordinators so reports are prepared before the next reporting cycle.