My Daily Work à Mass Actions à Benefitsà Get External Benefit Items

1.      This mass action can be utilized to post new or updated benefit items values upon employees’ benefit plan records; via an external Excel sheet.

2.      Prepare a relevant excel sheet with the following columns structure; ‘Emp. ID’, ‘Name’ & ‘Amount’. Also you may add ‘Quantity’ column. Afterwards, you may specify the value of the ‘Post’ column; either with value (1) for posting or (0) for not posting.

3.      Specify required details for the relevant Benefit Plan record; upon which the benefit item will be posted.

4.      Select the benefit item that will be posted; along with specifying its relevant details; in terms of ‘Date’, ‘Supplier’ & ‘Service’.

5.      Check ‘□ Overwrite Existing Values’ option to overwrite the existing values at the following criteria; ‘Plan’, plan ‘Status’, ‘Benefit Item’ & benefit item ‘Date’. Accordingly, the new posted record will replace the old one.

6.      Choose file to select the predefined excel sheet, then press Import link.

7.      Verify & edit imported data at the grid, via Edit link per record to mark □ Post check box.

8.      You may utilize; Select All, Deselect All, Select Current Page or Deselect Current Page.

9.      Click Post to load a batch of benefit item records with various details for a group of employees.