BenSelect:Admin:CensusUpload:Scheduled

The Scheduled tab displays options for file settings and scheduling for file uploads to BenSelect. You must first create a Delivery Plug-in. This allows for testing of the delivery setup before the import must occur.

FTP Plugin section

Plugin – Select the FTP plug-in that you have previously set up. Add button - If you do not have a plugin, click the green plus icon to go to the Plug-in Configuration and add an FTP plug-in.

What to load section

Template – Select the import template that you want to use for the census upload. These options (Update employee, Repair coverage, Update coverage) refer to the census mode based on the standard census file template.

• Default - Treat uploaded information as definitive and complete. Upload both coverage and employee information. Set enrollment status to NotBegun if employee is new or rehire. Otherwise, set enrollment status to Complete.
• Update employee – This mode only uploads data from the Employees tab. Required fields are SSN or EID, As of Date, and any other fields you want to update.
• Repair coverage – This mode is used for changing specific coverage details. No recalculation is done and the Application is not changed.

Do NOT select this option – it can cause SEVERE data damage if you do not consider all ramifications. Only Selerix employees should use this option.

• Update coverage – This mode 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.

Mode – This option provides the following two mode settings for the upload:

• Upload - This mode uploads the file normally on the scheduled basis.
• Preview and Approval - This mode runs the census upload in Preview mode. It provides selection to a list of users who can approve the census. The census must be approved before uploading occurs.

File name - Enter the pattern of the file name; for example, use * to match multiple characters and ? to match single characters.

Files newer than - Enter a date from which files will be selected. For example, if you enter a date of 5/1/2014, the system will upload only those files that are more recent than 5/1/2014. All other files will be ignored.

Auto add departments – Select this option to 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.

PGP Encrypted - Select whether or not the upload file is encrypted.

Start in Folder – Type the name of the specific folder required for the upload file, if necessary. Certain servers require that all files are stored in a specific folder. If no start in folder is required, leave this field blank.

Clean-Up Options - Select an option to have the upload process automatically clean up files on the server. Selections include:

• Do not clean up files
• Delete file after retrieval
• Delete files older than 1 day
• Delete files older than 1 week
• Delete files older than 1 month

Recurrence pattern section

Use this section to schedule how often you want the upload to run.

• Daily – Specify how often and when to run the upload.
• Weekly – Specify how often and on what days to run the upload.
• Monthly - Specify on which day of the month to run the upload.
• Calendar – Specify the report dates in the text box.

Schedule earliest time on scheduled census

Use this field to set the earliest time that you want the census upload to start. Scheduled uploads will not attempt to retrieve a file and upload until the time selected.

Range of recurrence section

• Report Date – Select the first date of the upload.
• Report Range – Select the time period when the report range is active.
• End by – Set the end date for the range of recurrence.

Email Confirmation Recipients

• Deliver To – Select the recipient of the notifications regarding the census upload. Use the Choose Recipients button to select all recipients. You can also use the Search field in the popup to narrow the selection.
• From – Select the sender of the notification of the census upload.
• Deliverable – Select a deliverable from the list to attach to the upload, or click the Plus sign to create a new deliverable for the census upload.This allows for tracking the scheduled upload.
• Send only if there are processing errors – Select to only send errors to the recipients designated if there are errors.
• Notify me when schedule expires –Select to send a notification to the recipients when the scheduled census upload expires.