BenSelect:Admin:CensusUpload:Scheduled

The Scheduled tab displays options for file settings and scheduling for file uploads to BenSelect.

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.

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.

What to load from section

Complete the following fields detailing from where BenSelect should retrieve the upload file:

Server name - Type the name of the server where the file is located. Be sure to specify the file transfer protocol as a prefix for the server, otherwise ftp:// will be used, and that is not recommended. Options include:

• ftp:// - plain old File Transfer Protocol
• sftp:// - FTP over SSH (aka Secure FTP)
• ftps:// - FTP over SSL
• https:// - Hypertext Transfer Protocol (aka Secure web)
• http:// - Hypertext Transfer Protocol (unsecured)

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

User Name – Type the user name credentials (for the server).

Password – Type the password credentials (for the server).

Use Certificate Authentication - Select the type of certificate authentication used for this census upload. Options include:

• 4096 bit Selerix RSA SSH Authentication
• 4096 bit Selerix DSA SSH Authentication
• 2048 bit Selerix RSA SSH Authentication
• 2048 bit Selerix DSA SSH Authentication
• 1024 bit Selerix RSA SSH Authentication
• 1024 bit Selerix DSA SSH Authentication

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.

Advanced Options section

a. FTP mode - Select the type of connection that you want to use for this upload. i. Passive mode is the most common mode used. In Passive mode, the FTP client creates both the control and data connection. ii. In Active mode, the FTP client creates the control connection and then waits for the server to create the data connection. b. Force SSH3 –Select either Yes or No; this is a carrier-specific requirement, and as such, you will be instructed whether or not to force SSH v3. c. Sender signature – Enter a signature for the sender. d. Fingerprint – Key used to validate the recipient; some protocols, such as SSH, require that the sender store such a fingerprint to ensure the recipient is authentic. This is a requirement for a secure FTP server. e. File Clean-Up Options -Select an option to have the upload process automatically clean up files on the server. Selections include: i. Do not clean up files ii. Delete file after retrieval iii. Delete files older than 1 day iv. Delete files older than 1 week v. 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.

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.

Deliver To section

• Select users – Select the recipient of the notifications regarding the census upload.
• Send Errors Only – Select to only send errors to the recipients designated.
• Notify me when schedule expires –Select to send a notification to the recipients when the scheduled census upload expires.