Integrating NetChex into your case takes just a few steps:
Request User Role from Selerix Support
Request and receive NetChex setup information
Add NetChex as a Payroll Provider
Creating the NetChex Adapter on the case
Configuring the NetChex Adapter on the case
Setting up EDI Deduction Codes
STEP 1: REQUEST NEW USER ROLE – API INTEGRATION
Contact Selerix Technical Support (Support@Selerix.com) and request the API Integration role for your user account.
This provides access to Integrations via the Data Management menu.
STEP 2: REQUEST NETCHEX SETUP INFORMATION
Contact your NetChex account manager and request API integration with Selerix. NetChex will charge a nominal fee (typically less than setting up file exchange) for activating this service.
Note that you will have to identify the specific site you are using and may be required to provide the webhook URL (/QX/api/payroll/push/NetChex).
See the Webhooks Table for the specific webhook used where your case resides.
Sign and return the NetChex Automated Data Exchange Agreement provided by your account manager. This agreement outlines the terms and conditions for the integration.
NetChex will provide you with a Group Configuration Spreadsheet that provides all the group-specific information you need to complete the setup.
Use this information in Steps 5 and 6.
STEP 3: ADD NETCHEX ACCESS TO THE CASE
- Select Case Info from the Case Setup menu.
- Click the Access tab.
- Select NETCHEX from the Payroll Administrators list.
- Click Save.
STEP 4: CREATE THE NETCHEX ADAPTER
After receiving the API Integration role, you can then add and configure the NetChex Adapter.
To create a NetChex adapter for API integration with BenSelect:
- Login to your BenSelect site and select the case that is integrating with NetChex.
- Go to Data Management >> Integrations. The Integrations page displays options for adding a new integration.
- Click to create a new integration. The Add Integration dialog box opens.
- Click the Adapter drop-down list and select NetChex Integration Provider.
- Click Add. The NetChex Adapter Setup page displays options.
Now you can configure the NetChex adapter with the case-specific settings. Use the NetChex Configuration Spreadsheet for each field.
STEP 5: CONFIGURE THE NETCHEX ADAPTER
Using the information from NetChex, enter the required information in each section of the NetChex Adapter Setup. Note that hovering your mouse over the label for each field provides additional information about the field.
General Settings
This section provides access to the following sub-sections:
Basic Settings
Users
Error Notifications
Basic Settings
Name - Enter the name identifying the NetChex configuration in the list of active integrations. Recommendation: NetChex Connection for Group_name (# group_number).
Company – Select the payroll company identified on the plans. Note: If you have defined NetChex as a provider, you can set up (in EDI Parameters) deduction codes that are separate from those defined as “Payroll Dept.”
Contact User – Select the user who is responsible for the setup of the integration.
Default User - Select the user that you want to have associated with changes received from NetChex.
Stability Delay – Select the time, in minutes, for the integration to wait in between events for the same employee. Recommended setting is 0.
Deliverable – Associate a deliverable to the integration. This association ensures that any events exchanged via the NetChex integration are tracked on the employee’s EDI tab. Additionally, it ensures any issues associated with the integration are displayed on the Home page Deliverables widget.
Default Company ID – NetChex provides the value for this field. This can be associated with a location in the Locations section of the adapter.
Postpone if After – Set the date after which no data exchange should occur.
Enabled - When you have completed the setup, enable the integration by clicking Yes. Leave this option set to No until the integration setup is complete.
Processing – When all adapter configuration is completed, set Enabled to Yes, then set Processing to Play.
NOTE: If the Enabled setting is set to Yes, but the Processing setting is set to Pause, BenSelect will receive “payloads” (aka decision information), but will not process them. These will be available for viewing on the Integration Dashboard in the Awaiting Approvals section.
Caution: Do not turn off the integration once it has started running. This causes any decision information not to be logged into BenSelect; it would have to be re-sent to the system. However, if the integration is “paused”, the decision information is sent to BenSelect, and can then be processed when the Processing option is set to Play.
Users Settings
Users – Add users to this list if you wish to allow them to change the configuration.
A user’s access to events processed by the configuration is controlled by granting the API integration role to the user. Contact Selerix Technical Support for assistance with this task.
Error Notification Settings
This section contains options for notifications regarding the integration.
Send Error Notifications – Select this option to choose to Send error notifications from the case.
Notification Interval – Select how often error notifications should be sent.
From – This option is preset, based on the user currently logged into the case, going through setup.
To – Select the user to receive the notification.
Add – Click this button to add users to the notification.
Data Settings
This section allows set up for the following sub-sections:
Locations
Job Class
Options
System of Record
Locations Settings
The Locations section allows you to configure the source for the location and the department. These are mapped to fields provided by NetChex.
Location Source – Select the source for the location field.
Department Source - Select the source for the Department field.
Associated Locations - Locations are mapped using Cost Center codes in NetChex. Enter the Company ID and Cost Center Codes from the Group Configuration spreadsheet by adding each location.
Job Class Settings
Job Class Source – Select the source for the Job Class field. Options include Employee Type, Pay Type and Department.
Options Settings
Begin/End Date Processing: Select the date used by the payroll provider to process the deduction. Options include:
Coverage Effective Dates, Coverage Deduction Dates, Pay Period Start, Pay Period End, Pay Period Start +1 and Pay Period End -1. Choose the relevant option according to your payroll deduction schedule.
Skip Updates if employee is inactive (terminated) :When selected, terminated employees will not be updated.
Skip Updates After: Set the number of days after which no updates are made.
System of Record Settings
Set Employees to NetChex; set Benefits to BenSelect.
Communication Settings
This section provides for the following sub-sections:
Connection Settings
Sync Settings
Connection Settings
Connection – Select Production.
Auto-sync – Auto-sync – Select Inbound Events and/or Outbound Events, to automatically sync the system with these types of events. These changes will be made without any HR/Admin review.
Sync Settings
Sync Deductions will create a sync event for all deductions on, or prior to the date you perform this action for all locations or for an individual location based on the selected option.
Sync Future Deductions will alter the behavior of Sync Deductions to include deductions with a future start date. This will also change the behavior on the Integration Dashboard, when manually syncing an employee by using the Resend option. You must save the integration settings for changes to this option to take effect.
Sync All Employees will queue an event to fetch the latest demographic information for all employees in NetChex.
STEP 6: SET UP EDI DEDUCTION CODES
To ensure that the right codes for deductions and earnings are communicated through the NetChex integration, set up EDI Deduction Codes.
This step assumes the following regarding NetChex (as the Payroll department integration):
NetChex is set up as a Payroll department and selected on the associated Pay Groups
NetChex is assigned access (via Case Info >> Access)
NetChex is selected on the Deduction Processing tab on the Benefit Plan
To set up the deduction codes:
- Go to Case Setup >> EDI. The Electronic Data Interchange (EDI) screen displays tabs for setting up EDI parameters.
- Click the Deduction Codes tab.
- Select the Payroll Company (typically set up as NetChex).
- Click the Add icon.
- For each plan that you are sending, set up the Job Class, Plan, Product, Tier, Pretax/Post-tax, Deduction Code, Deduction Name, Deduction Type, Deduction Subcode, and Deduction Subtype as required by NetChex.
- Ensure that the Deduction Code matches the Deduction Codes on the Deduction Codes tab of the spreadsheet.
- Ensure that Deduction Subcodes match the Earning Codes on the Earning Codes tab of the spreadsheet.
- Click Save after you have set up all options.
NOTE: For NetChex to handle imputed income (for Group Term Life), you must set up the Deduction Subcode as GTL exactly. This in turn uses the special earning logic for NetChex to process the earning correctly.
