Benefit Enrollment Integrated Workbook Columns

This topic details the information required when you enter batch records in the integrated Microsoft Excel workbook for benefit enrollments.

1. After completing the integrated workbook, you upload the rows to an interim batch table.

2. After all workbook rows upload without errors, you run the Upload Benefit Enrollments batch process in the Evaluation and Reporting work area.

Workbook Column Explanations

Required fields are marked with an asterisk, *, and you must enter a value for them.

Note: Values that you enter in name fields must exactly match the values already in the application. This applies to names of participants, programs, plans, options, dependents, beneficiaries, and life events.

Column	Description
Changed	Marked automatically when you edit or add a row in the workbook The upload process loads only these rows to the interim batch table.
Mark for Deletion	Double-click this cell to mark the row for deletion. When you click Delete Selected Rows, the upload deletes the data from the interim batch tables so that it’s not available for the batch process.
Status	Provided automatically by the upload process for each row after it loads the data into the interim batch table For rows with errors, click Upload Error to see the details.
*Enrollment Type	Enter this value based on the person for whom you’re entering the data. Valid values are: Participant Enrollment Dependent Designation Beneficiary Designation
*Effective Date	Used when: Fetching person details Validating dependents Processing participant life events Enter the date in your standard local format.
*Person Number	PARTICIPANT_PERSON_NUMBER, a unique numeric identifier for the participant for whom to process the enrollment changes
Additional Person Identifier	Reserved for the application, don't use.
Program Name	Must be valid as of the effective date.
Plan Name	Must be valid as of the effective date.
Plan Disenrolled From	Reserved for the application, don't use.
Option	Must be valid as of the effective date.
Option Disenrolled From	Reserved for the application, don't use.
*Life Event	Must be valid as of the effective date.
*Life Event Occurred Date	Benefits processing derives the existence of a started life event based on the combination of this date and the specified life event. Enter the date in your standard local format.
Original Participant Enrollment Date	Doesn't affect processing, the upload updates the field for the participant enrollment record. Enter the date in your standard local format.
Create Potential Life Event	Yes: The process determines whether the participant has a potential life event for the combination of the life event name, life event occurred date, and benefit relationship. If there is no valid potential life event, it creates and processes one. No: The process doesn't create the potential event or process life events automatically. You must manually add the life event using the Potential Life Event tab.
*Benefit Relationship	Must be valid for the participant as of the effective date Benefits processing derives a valid started life event for the participant based on this value.
Rate Amount	If you enter a rate amount, ensure that there is no value in coverage amount.
Coverage Amount	If you enter a coverage amount, ensure that there is no value in rate amount.
Disenrolled Coverage Amount	Reserved for the application, don't use.
Date of Birth	Dependent's or beneficiary's date of birth Enter the date in your standard local format.
Beneficiary Organizations and Trusts	Enter the name of the existing beneficiary organization or trust. If the beneficiary organization or trust doesn't exist as of the effective date, the beneficiary designation process fails. To create the organization or trust, which you can then use in the workbook, use the Beneficiary Organizations task in the Benefits Service Center page.
Primary Beneficiary Percentage	If you enter a percentage amount, ensure that there is no value in beneficiary amount.
Contingent Beneficiary Percentage	If you enter a percentage amount, ensure that there is no value in beneficiary amount.
Beneficiary Amount	If you enter a beneficiary amount, ensure that there is no value in beneficiary percentage.
Close Life Event Date	Date on which you want to close the life event Enter the date in your standard local format.
*Close Life Event	Yes: The process attempts to close the life event that it’s processing, which is useful if it’s processing multiple life events for the same participant, dependent, or beneficiary. No: The process doesn't close the life event, leaving it in the started state. Suspended results or pending action items don't allow the life event to close. In such cases, it remains unchanged and you must close this event before attempting to process the next event.
Batch Line ID	Don't modify. Uniquely identifies the batch line, which is referenced in error messages.
Message	Don't modify. Describes any errors that occurred during the Upload Benefits Enrollments batch process. Reprocess the batch after correcting the errors.
Row Batch Status	Don't modify. Indicates the Upload Benefits Enrollments batch processing status for the row, such as COMPLETE or ERROR.
Key	Don't modify. Internal value used for Upload Benefits Enrollments batch processing.