Manage Person Benefit Balances in the Integrated Workbook

You can download person benefit balance information to the integrated Microsoft Excel workbook where you can add, edit, and delete balances. Then, upload your changes back into the application database tables.

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

1. Generate and populate the workbook.

2. Edit, add, and delete person benefit balances 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 Balances row of the Person Data Loaders tab, click the Go to Task button.

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

3. Click Prepare in Workbook.

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

After the download completes, view, edit, add, and delete person benefit balances.

• Edit the Value, Primary Assignment, and Benefits Relationship values.

  The upload process ignores edits in any other columns.

• Insert a row to add a person balance.

  For each new balance, you must enter a value in either the Primary Assignment or Benefits Relationship field, but not both.

• 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 from the application database.

  2. Click Delete Selected Rows.

Tip: You can't edit or enter the effective date in the workbook. To change the effective date, you must generate a new workbook with the new session effective date. You can also edit the date directly in the application. Search for the person in the Benefits Service Center page, then use the Person Benefit Balances task.

Uploading Edits

After you complete your edits, click Upload.

The process:

1. Uploads to the application tables only those rows marked as Changed

2. Uses the session effective date that you set when you generated the workbook as the start date for any edits or new person benefit balances that you entered in the workbook

3. End dates prior balances 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's marked for deletion

Generate a new workbook after the successful upload to verify your edits.