BenSelect:Admin:CensusUpload:From File - Revision history

Shannon Krakosky: /* Census Uploads */

2024-09-12T18:01:13Z

‎Census Uploads

Shannon Krakosky: /* Using the Calculate Column in the Census Template */

2023-01-09T21:53:53Z

‎Using the Calculate Column in the Census Template

Shannon Krakosky: /* Calculating Coverage */

2023-01-09T19:18:26Z

‎Calculating Coverage

Shannon Krakosky at 19:08, 9 January 2023

2023-01-09T19:08:21Z

Shannon Krakosky: /* Census Uploads */

2021-04-05T03:46:08Z

‎Census Uploads

Shannon Krakosky: /* Census Uploads */

2017-09-25T14:43:14Z

‎Census Uploads

Shannon Krakosky at 15:15, 22 September 2015

2015-09-22T15:15:49Z

Shannon Krakosky: /* Update Employee */

2015-09-22T15:15:15Z

‎Update Employee

Shannon Krakosky: /* Update Employee */

2015-08-04T18:37:49Z

‎Update Employee

Shannon Krakosky: /* Upload types */

2015-01-23T19:30:08Z

‎Upload types

← Older revision		Revision as of 18:01, 12 September 2024
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	Checking "Preview" will load the file in "preview" mode only. When this happens, you will see what the results from the upload would be (how many changes, adds, deletions, and errors), but the file will not actually be loaded into the system. This is a "what if" tool.		Checking "Preview" will load the file in "preview" mode only. When this happens, you will see what the results from the upload would be (how many changes, adds, deletions, and errors), but the file will not actually be loaded into the system. This is a "what if" tool.
		+
		+	'''Note:''' If you do NOT select Preview when uploading a census, a warning dialog box will display. Selerix recommends using the Preview option at all times.

	==Special note on "As of Date"==		==Special note on "As of Date"==

@@ Line 56: / Line 56: @@
 ==Using the Calculate Column in the Census Template==
-The Current Benefits tab in the standard census template contains a column that will allow you to calculate coverage based on the plan setup (rates, etc.) and additional fields. This column is "Calculate". This can be used in any of the census upload modes that performs recalculations. These modes include: Update Employee, Repair Coverage, Update Coverage, and Update Coverage and Dependents.
+The Current Benefits tab in the standard census template contains a column that will allow you to calculate coverage based on the plan setup (rates, etc.) and additional fields. This column is "Calculate", and requires that you use a "Y" as the value for the mode to recalculate. This can be used in any of the census upload modes that performs recalculations. These modes include: Update Employee, Repair Coverage, Update Coverage, and Update Coverage and Dependents.
 ===Calculating Coverage===
-Use the Calculate column anytime you want the system to recalculate coverage based on the contents of the census upload. For example, if during OE the rates for a plan were entered incorrectly, you can use the Calculate column to recalculate existing coverage for those who are enrolled in the plan with the wrong rates.
+Use the Calculate column (with a value of "Y") anytime you want the system to recalculate coverage based on the contents of the census upload. For example, if during OE the rates for a plan were entered incorrectly, you can use the Calculate column to recalculate existing coverage for those who are enrolled in the plan with the wrong rates.
 You can create a census upload file that contains all the employees who have the incorrect rates for the plan, and use the Calculate column to force the system to recalculate coverage. In this instance, you would need to complete the following:
 <li>Employees tab, using the Employee identifier (either SSN or EID and Location), and the As Of date</li>

← Older revision		Revision as of 19:18, 9 January 2023
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	<li>Employees tab, using the Employee identifier (either SSN or EID and Location), and the As Of date</li>		<li>Employees tab, using the Employee identifier (either SSN or EID and Location), and the As Of date</li>
	<li>Current Benefits tab, using the Employee identifier, the Calculate column, as well as plan name/product name to be updated</li>		<li>Current Benefits tab, using the Employee identifier, the Calculate column, as well as plan name/product name to be updated</li>
		+
		+	Ensure you use the correct upload mode, along with the necessary fields to update the data in the system.

← Older revision		Revision as of 19:08, 9 January 2023
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	===Custom Imports===		===Custom Imports===
	If you have created any custom imports under Plug-ins, they will show up in the drop down as well. In general, fields listed in a Custom Import are all required.		If you have created any custom imports under Plug-ins, they will show up in the drop down as well. In general, fields listed in a Custom Import are all required.
		+
		+	==Using the Calculate Column in the Census Template==
		+	The Current Benefits tab in the standard census template contains a column that will allow you to calculate coverage based on the plan setup (rates, etc.) and additional fields. This column is "Calculate". This can be used in any of the census upload modes that performs recalculations. These modes include: Update Employee, Repair Coverage, Update Coverage, and Update Coverage and Dependents.
		+
		+	===Calculating Coverage===
		+	Use the Calculate column anytime you want the system to recalculate coverage based on the contents of the census upload. For example, if during OE the rates for a plan were entered incorrectly, you can use the Calculate column to recalculate existing coverage for those who are enrolled in the plan with the wrong rates.
		+	You can create a census upload file that contains all the employees who have the incorrect rates for the plan, and use the Calculate column to force the system to recalculate coverage. In this instance, you would need to complete the following:
		+	<li>Employees tab, using the Employee identifier (either SSN or EID and Location), and the As Of date</li>
		+	<li>Current Benefits tab, using the Employee identifier, the Calculate column, as well as plan name/product name to be updated</li>

@@ Line 7: / Line 7: @@
 Checking "Auto Add departments" will add any department values from the file to the available departments in the case.  If this is not checked, and a department is listed on the file that is not in the case, you will be presented with a mapping link on the errors from upload.
-Checking "Employees will complete life events" will initiate a life event, but only if the event code, event description, and event date are included in the census upload (on the Employees tab). The life event will be processed the next time that the employee logs into the system. The employee will be prompted to complete the life event by making changes to any coverage that is configured to allow changes based on that life event.
+Checking "Upload will initiate life events" will initiate a life event, but only if the event code, event description, and event date are included in the census upload (on the Employees tab). The life event will be processed the next time that the employee logs into the system. The employee will be prompted to complete the life event by making changes to any coverage that is configured to allow changes based on that life event.
 Checking "Preview" will load the file in "preview" mode only.  When this happens, you will see what the results from the upload would be (how many changes, adds, deletions, and errors), but the file will not actually be loaded into the system.  This is a "what if" tool.

← Older revision		Revision as of 14:43, 25 September 2017
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	Checking "Auto Add departments" will add any department values from the file to the available departments in the case. If this is not checked, and a department is listed on the file that is not in the case, you will be presented with a mapping link on the errors from upload.		Checking "Auto Add departments" will add any department values from the file to the available departments in the case. If this is not checked, and a department is listed on the file that is not in the case, you will be presented with a mapping link on the errors from upload.
		+
		+	Checking "Employees will complete life events" will initiate a life event, but only if the event code, event description, and event date are included in the census upload (on the Employees tab). The life event will be processed the next time that the employee logs into the system. The employee will be prompted to complete the life event by making changes to any coverage that is configured to allow changes based on that life event.

	Checking "Preview" will load the file in "preview" mode only. When this happens, you will see what the results from the upload would be (how many changes, adds, deletions, and errors), but the file will not actually be loaded into the system. This is a "what if" tool.		Checking "Preview" will load the file in "preview" mode only. When this happens, you will see what the results from the upload would be (how many changes, adds, deletions, and errors), but the file will not actually be loaded into the system. This is a "what if" tool.

← Older revision		Revision as of 15:15, 22 September 2015
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	Used to perform maintenance type updates after a case goes live. System looks for changes to '''coverage data''' and performs appropriate life events and recalculations for those events. '''''Will recalc.'''''		Used to perform maintenance type updates after a case goes live. System looks for changes to '''coverage data''' and performs appropriate life events and recalculations for those events. '''''Will recalc.'''''
−

	===Update Coverage and dependents===		===Update Coverage and dependents===

@@ Line 24: / Line 24: @@
 ===Update Employee===
-The Update Employee load will only look at the Employees tab.  SSN or EID is required, along with any fields that you wish to update, and As Of Date.
+The Update Employee load will only look at the Employees tab (and Pay History tab if enabled).  SSN or EID is required, along with any fields that you wish to update, and As Of Date.
 Used to perform maintenance type updates after a case goes live.  The System looks for changes to '''employee data''' and performs appropriate life event rules and recalculations for those rules. '''''Will recalc.'''''

@@ Line 28: / Line 28: @@
 Used to perform maintenance type updates after a case goes live.  The System looks for changes to '''employee data''' and performs appropriate life event rules and recalculations for those rules. '''''Will recalc.'''''
-For example, if the purpose of your upload is to do salary updates, you would fill in the Employees tab with only the following data:  SSN (or EID), Annual Salary, and As of Date.  Leave all other fields blank and run as "Update Employee" to update salary only.
+For example, if the purpose of your upload is to do salary updates, you would fill in the Employees tab with only the following data:  SSN (or EID), Gross Salary, and As of Date.  Leave all other fields blank and run as "Update Employee" to update salary only.
 Does not update dependent data.
 ===Update Employee and dependents===

@@ Line 29: / Line 29: @@
 For example, if the purpose of your upload is to do salary updates, you would fill in the Employees tab with only the following data:  SSN (or EID), Annual Salary, and As of Date.  Leave all other fields blank and run as "Update Employee" to update salary only.
 ===Repair Coverage===
@@ Line 36: / Line 41: @@
 ===Update Coverage===
-The Update Coverage load will make changes to coverage while trying to still follow enrollment rules, and looks at the Employees tab (SSN or EID and As of Date only), the Current Coverage tab at the minimum.  If data is on the Benefit Detail, Beneficiaries, Riders, or Answers tab, those will be updated as well.  No employee data from the Employees tab other than SSN/EID and As of Date will be loaded.
+The Update Coverage load will make changes to coverage while trying to still follow enrollment rules, and looks at the Employees tab (SSN or EID and As of Date only), the Current Coverage tab at the minimum.  If data is on the Benefit Detail, Riders, or Answers tab, those will be updated as well.  No employee data from the Employees tab other than SSN/EID and As of Date will be loaded.
 For example, if the purpose of your upload is to add a Deduction Option code to a plan that had not been populating it on enrollment previously, you would fill in the Employees tab with SSN (or EID) and As of Date only.  The Current Coverage tab would contain SSN (or EID), to match the Employees tab, and the following other fields:  Plan name, Product name, Coverage Tier, Coverage Option.  It is generally considered safer to keep other known fields on the upload as well, such as Benefit Amount, Effective Date, EE Cost, Pretax, and ER cost.
 Used to perform maintenance type updates after a case goes live.  System looks for changes to '''coverage data''' and performs appropriate life events and recalculations for those events. '''''Will recalc.'''''
 ===Custom Imports===
 If you have created any custom imports under Plug-ins, they will show up in the drop down as well.  In general, fields listed in a Custom Import are all required.