Client Benefit Plans Export

The Client Benefit plans Export merge exports benefit plans to PrismHR via their built in import functionality. This includes plan setup details and rate groups.

Configuration

Default configuration on the Merge Admin Detail configuration form is located in System Admin > Outputs > Merges in the Client Benefit Plans record:

Running the Merge

To run the merge:

On a Benefits Batch, click the Client Benefit Plans link located in the Action Center under Reports.

You can retrieve the merge document from your Windows Downloads folder.