Client Benefit Plans Export

Use the Client Benefit Plans Export merge to export Active Offered Benefit Plans (OBPs) to PrismHR via their built-in import functionality. Plan setup details and rate groups are included in the export.

Configuration

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

Client Benefit Plans Merge Admin Detail 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 Export Client Benefit Plans link.

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

  4. Open the file and then click the Create Export File button to run the macro.

    Note: 

    • This gets the file in the correct format for importing into the PrismHR application.

    • If you need assistance importing the data into PrismHR, please refer to the "Importing Company Benefits" topic in the PrismHR application Help.

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

How the Client Benefit Plans Export Sets the Rate Group

For health plans that use risk tiers, set the Default Rate Group for an Offered Benefit Plan from the parent Benefit Plan. Otherwise set the Default Rate Group on the Benefits Batch associated with the OBPs. For more information on setting default rate groups, seeSetting Default Rate Groups.

 

Then, when you use the Client Benefit Plans Export, the Default Rate Group is referenced to set the Rate Group column correctly in the merge for all of the associated Offered Benefit Plans in a batch:

  • If the Rate Source on the parent Benefit Plan is defined as "Manual", then set the Rate Group field for the associated OBPs in the merge to the value in the Title field of the Rate Group Detail record.

  • If the Rate Source on the parent Benefit Plan is defined as "Percentage", then set the Rate Group field for the associated OBPs in the merge to the Default Rate Group value from the parent Benefit Plan (not the Default Rate Group from the Benefits Batch.)

  • If no Default Rate Group is defined on the parent Benefit Plan, set the Rate Group field for the associated OBPs in the merge using the Default Rate Group defined on the Benefits Batch, if a value is present.

  • If no Default Rate Group is defined on either the parent Benefit Plan or the Benefits Batch, set the Rate Group on for the associated OBPs in the merge to STANDARD.

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