Benefits Batch Age-Banded Rates Merge

The Benefits Batch Age-Banded Rates merge exports Benefits Batch data from ClientSpace into an Excel spreadsheet. The spreadsheet summarizes the renewal plans, premiums, and contributions in the batch, and lists the age-banded rates of each offered benefit plan that uses age bands. Benefits managers can use it to check a renewal batch while they set it up, before clients review the offering in the Benefit Plan Manager (BPM).

Configuration

The merge record and its link are not created by default. To use the merge, add a merge record and then add a link to the Benefits Batch that runs the merge.

The merge's stored procedure, peo_merge_excel_benefitssummary_banded_Sept2026, is included in ClientSpace. The age-banded Excel template is not. To get the template, log an extranet case or contact Professional Services.

To add the merge record:

  1. Go to System Admin > Outputs > Merges and click Add.
    The Merge Admin Detail window displays.
  2. In Name, type a descriptive name for the merge.
  3. In Template File, upload the age-banded Excel template that you received from Professional Services.
  4. In Type, select "Excel".
  5. In Procedure, select peo_merge_excel_benefitssummary_banded_Sept2026.
  6. In Output Type, select "Excel".
  7. Click Save.

For details on each field, see Merges.

To add the link to the Benefits Batch:

  1. Go to System Admin > Advanced > Custom Links and click Add.
    The Configure Links Detail form opens.
  2. In Location, select "Benefits Batch".
  3. In Display Value, type the link name. This is the name that displays in the Action Center under Reports.
  4. In Group, select "Report".
  5. In Display Action, select "Run Report".
  6. In Report/Merge, select the merge record you added.
  7. Click Save.

Note: A Global Administrator with an Advanced Administration certificate can add custom links. For display conditions, security, and the other link options, see Configuring Custom Dataform Links .

Running the Merge

To run the merge:

On the renewal Benefits Batch, click the link you added in the Action Center under Reports.

You can retrieve the spreadsheet from your Windows Downloads folder.

RenewalPlans Tab

The RenewalPlans tab is titled "<year> Benefit Renewal Summary", where the year comes from the effective date of the renewal plans. It has a client summary at the top, followed by a section of renewal plans for each plan type.

The client summary includes the following:

  • Client Name: The client's name.

  • Affiliated: The name and client number of each client with an active Benefits Batch whose Benefit Parent Company is this client. If there are none, it is blank.

  • Client ID: The client number.

  • Benefit Contact: The Renewal Client Contact on the Benefits Batch.

  • Supplemental Accepted: Displays "Yes" when the Benefits Batch has an active offered benefit plan in the Supplemental category with a selection status of "Selected" or "Active". Plans set to "Suppress From Entire Presentation" or "Suppress From Signature Page Only" in the Suppress From Presentation field are not counted. Otherwise, it displays "None".

  • HSA Contribution Offered: Displays the HSA Plan Offered value from the Benefits Batch, followed by "Contribution:" and the HSA Contribution amount when one is entered. If HSA Plan Offered is blank, it displays "None".

  • FSA Contribution Offered: Displays the FSA Plan Offered value from the Benefits Batch. If it is blank, it displays "None".

  • Commuter Plan Offered: Displays the Commuter Plan Accepted value from the Benefits Batch. If it is blank, it displays "None".

  • Authorized Signature and Date: Lines for the client's signature and the signing date.

Below the client summary, the tab has a section for each plan type: Health, Dental, Vision, STD, LTD, Life, and Other. Each section lists the active offered benefit plans of that plan type. Plans with a selection status of "Rejected", or set to "Suppress From Entire Presentation" or "Suppress From Signature Page Only", are not listed. A section with no plans displays "No plans".

Each row shows the following:

  • Benefit Group: The benefit group of the offered benefit plan.

  • Carrier: The carrier of the benefit plan.

  • PlanID: The plan title of the benefit plan.

  • Effective Date: The effective date of the offered benefit plan.

  • Premium: The premium for each coverage level: Employee Only, Employee + Spouse, Employee + Child(ren), and Family.

  • Contribution (Employer / Employee): The employer contribution and the employee's share of the premium for each coverage level, for example, "$100.00 / $25.00". When the benefit plan has active age bands, these cells display "See Banded Rates" instead of an amount. See Banded Rates Tab.

ClientRenewalNotes Tab

The ClientRenewalNotes tab displays exported notes from the Client Renewal Notes field on the Benefits Batch record. See Adding a Benefits Batch.

Banded Rates Tab

The Banded Rates tab has a section for each plan type: Health, Dental, Vision, STD, LTD, Life, and Other. Each section lists the age bands of the offered benefit plans in that plan type, sorted by plan name and then by age range. A section with no age-banded plans displays "No banded rates".

Each row shows the following:

  • Plan Type and Plan Name: The plan type and plan title of the benefit plan.

  • Premium Coverage: The premium basis of the plan's Benefits Plan Category (for example, "Per employee per month"). See Configuring the Benefit Plan Category Premium Basis.

  • Band Name, Band Type, Age From, and Age To: The values from the age band record.

  • EO, ES, EC, EF, and EK: The band's rate for each coverage level.

Note: An age band is listed only when the age band record is active and its offered benefit plan is active. The offered benefit plan must not have a selection status of "Cancel", "Expired", or "Rejected", or be set to "Suppress From Entire Presentation" or "Suppress From Signature Page Only".

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