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:
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Open the Benefits Batch where you want to run the merge.
- From the modules bar, click Workspaces.
The Workspace Search dashboard opens. - Select the desired workspace and click (Open).
The Workspace page opens. -
Move down the page to the administrative tiles where you see the dataform categories.
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Enter "Benefits Batch" in the search for dataform field and then click the Benefits Batch tile.
The Benefits Batch dashboad/search window displays.
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Locate the batch and click (Open) next to it.
- From the modules bar, click Workspaces.
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In the Action Center, under Reports, click the Billing Rules Export link.
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Retrieve the merge document from your Windows Downloads folder.
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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.