Benefits Batch Dashboard

Use the Benefits Batch dashboard (Benefits Batch Search) to find, open, and manage Benefits Batch records for your clients.

You can:

• Use Quick Search to find batches by Client Number (exact match), or begin the search with % to find batches whose Client Name contains the text you enter.

• Use More Search to filter by Client Number, Client Name, Batch Type, Plan Category, Carrier, Effective Date, Batch Status, Parent Company, Assigned To, Secondary ID, Renewal Date, Date Created, and Date Updated. Use the Show filter to display Active, Archived, or All batches.

• Sort the grid by a column. For example, sort by Date Created or Date Updated to find a batch you recently renewed or changed.

• Click a Client Number to open the client's Client Master record, or a Client Name to open the client workspace.

• Click (Open) next to a batch, or select a batch and click Edit, to open it. Click Add to add a new Benefits Batch.

• Check batches in the Select column and click Mass Update to update or renew the selected batches together.

Note: The ability to Add, Edit, or Mass Update batches depends on your assigned access permissions. The Mass Update button displays only for users with Edit access to Benefits Batch records and access to the biz_benefitsbatch_massupdate security entity.

Accessing the Benefits Batch Dashboard

From the modules bar, click Benefits Batch. The Benefits Batch Search dashboard opens.

Tip: You can also open the dashboard from a client workspace. Scroll down to the dataform tiles and click the Benefits Batch tile.

Related Topics:

• Adding a Benefits Batch

• Manually Renewing a Benefits Batch

• Using the Benefits Batch Mass Update  Feature

• Benefits Batch Status Definitions

• Quick Search

• More Search