Manage Person Benefit Groups in the Integrated Workbook

You can download person benefit group information to the integrated Microsoft Excel workbook. Use the integrated workbook to view and edit person benefit group assignments for multiple persons and groups. Then, upload your changes back into the application database.

The basic process for managing person benefit groups using the workbook is:

1. Generate and populate the workbook.

2. Edit, add, and delete person benefit groups in the workbook.

3. Upload edits.

4. Resolve errors.

Repeat these steps as many times as required to accommodate revisions.

Generating and Populating the Workbook

In the Evaluation and Reporting work area:

1. In the Upload Person Benefit Groups row of the Person Data Loaders tab, click the Go to Task button.

2. In the Upload Person Benefit Groups dialog box, enter a session effective date.

3. Click Prepare in Workbook.

Editing, Adding, and Deleting Person Benefit Groups in the Workbook

After the download is complete, view, edit, add, and delete existing person benefit group assignments.

• Edit the Benefits Group value.

  The upload process ignores edits in any other columns.

• Insert a row to add a person benefit group assignment.

• Delete data from the application database using these steps:

  1. Double-click the Mark for Deletion field in each workbook row that you want to delete.

  2. Click Delete Selected Rows.

Tip:

• You can't edit or enter the effective date in the workbook. To change the effective date, use one of these methods:

  • Generate a new workbook with the new session effective date.

  • Edit the date directly in the application using the Manage Benefit Groups task in Plan Configuration work area.

• You can't retrieve data deleted as part of the upload process.

Uploading Edits

After you complete your edits, click Upload.

The process:

1. Uploads into the application database the workbook rows marked as Changed

2. Uses the session effective date that you set when generating the workbook as the start date for any edits or new group assignments that you entered in the workbook

3. End dates the prior group assignments as of the previous day for each edited row

4. Retains the history

5. Deletes permanently all of the related effective-dated records from the application database for each workbook row that is marked for deletion

For each row marked for deletion in the workbook, the application permanently deletes all of the related effective-dated records from the application database.

Resolving Errors

The upload process automatically updates the Status field in each workbook row. If there are errors that require review, the process:

1. Rolls back the change in the application database

2. Sets the workbook row status to Upload Failed

3. Continues to the next workbook row

To view and resolve an error:

1. Double-click Update Failed in the Status field.

2. Fix any data issues in the workbook.

3. Upload the latest changes.