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

1.      This mass action can be utilized to post benefit plan records for a group of employees; via an external Excel sheet.

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

3.      Select the benefit ‘Plan’ & ‘Option’ that will be posted; along with specifying the relevant ‘Doc. Status’ & ‘Workflow’ document.

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

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

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

7.      Select the proper option whether ‘¤ Insert a Benefit’ or ‘¤ Update Closed & Opened Benefit’.

8.      A user may check imported benefit plan details before posting, via pressing Print link.

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