My Daily Work à Mass Actions à HR Processing à Benefits: Get External Benefit Plans

1.       This mass action can be utilized to post benefit plan records for a group of employees; via an external Excel sheet.

2.       Prepare a relevant excel sheet with the following columns structure; ‘Emp. ID’, ‘Name’ & ‘Enroll Date’. Also you may add ‘Coverage’, ‘Compensation Level’, ‘Supplier’, & ‘Service’, columns. Afterwards, you may specify the value of the ‘Post’ column; either with value (1) for posting or (0) for not posting.

3.       Select the benefit ‘Plan’ & ‘Option’ that will be posted; along with specifying the relevant ‘Doc. Status’ & ‘Workflow’ document.

4.       Browse to select the predefined excel sheet, then press Import link.

5.       Verify & edit imported data at the grid, via Edit link per record to mark □ Post check box.

6.       You may utilize; Select All, Deselect All, Select Current Page or Deselect Current Page.

7.       A user may check imported benefit plan details before posting, via pressing Print link.

8.       Click Post to load a batch of benefit plan records with various details for a group of employees.