Benefit Batch Billing Rules Export

The Benefit Batch Billing Rules Export merge exports billing rules to PrismHR via their built-in import functionality. This includes Offered Benefit Plans and plan pricing details.

Configuration

Default configuration on the Merge Admin Detail configuration form is located in System Admin > Outputs > Merges in the Benefit Batch Billing Rules Export record:

Running the Merge

To run the merge:

1. Open the Benefits Batch where you want to run the merge.

   1. From the modules bar, click Workspaces.
      The Workspace Search dashboard opens.
   2. Select the desired 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 dashboad/search window displays.

   5. Locate the batch and click (Open) next to it.

2. In the Action Center, under Reports, click the Billing Rules Export link.

   

3. Retrieve the merge document from your Windows Downloads folder.

4. Open the file and then click Enable Content to run the macros in this file before exporting to PrismHR.

   

   Note: 

   • The Premium and Contribution fields are rounded to 4-digit decimal precision.

   • If you need more information on using this import in the PrismHR application, please contact PrismHR Support.