Exporting Benefit Plans to PrismHR

Once you have selected the offered benefits that your client wants to offer to their employees, you can export the selected plan data to PrismHR using the Benefits API.

The combination of the Benefit Plan, Rate Group and Benefit Group comprise a unique benefit plan. These fields must match corresponding fields in PrismHR for a Benefit Plan export to occur. For a complete list of all of the Benefit Plan fields and Benefit Plan Rules that export to PrismHR, click the "ClientSpace to Prism Benefit Plan Export Field Mapping and Benefit Rules (Excel file)" link located on the Attachments and Templates article.

To export benefit plans to PrismHR:

1. From the modules bar, click Workspaces.
   
   The Workspace Search dashboard opens.
2. Select a workspace and click (Open).
   
   The Workspace page opens.

3. Move down the page to the administrative tiles where you see the dataform categories.

   

4. Enter "Benefits Batch" in the search for dataform field and then click the Benefits Batch tile.

   The Benefits Batch window displays.

5. Click (Open) next to the Benefits Batch containing the plan information you want to export. (The batch Status shown in the grid should be listed as "Pending".)

6. On the Benefits Batch window, in the Action Center under Workflow, select Export Plans to Prism.

   Note: You can export plans that have not been activated yet. However, since the Benefits API export is a one-way export, remember to update the plan statuses in ClientSpace once they are activated.

   

   If no errors occur during export, a confirmation message displays indicating that the export was successful. You can then verify the exported data in PrismHR. See Viewing Exported Benefit Plans in PrismHR.