Manage Benefit Regulations in the Integrated Workbook

You can record multiple regulations, including rules, policies, and statutory requirements enacted by regulatory bodies governing benefit plans, in a single integrated Microsoft Excel workbook. Then, upload the regulations and associate them with benefit reporting groups for reporting purposes.

The basic process for managing benefit regulations using the workbook is:

1. Generate the workbook.

2. Record regulations and associate them with benefit reporting groups.

3. Upload edits.

4. Resolve errors.

Generating the Workbook

In the Plan Configuration work area:

1. In the Tasks panel drawer, click Manage Regulations to open the Manage Regulations page.

2. In the Search Results section, click Prepare in Workbook.

Creating and Associating Regulations in the Workbook

The workbook columns are the same as the fields in the Create Regulations dialog boxes.

1. In the Regulation section, create rules, policies, or statutory requirements.

2. In the Regulatory Body section, associate regulations with regulatory bodies.

Uploading Edits

After you complete your edits, click Upload to load into the application table those rows that are marked as Changed.

Note: You can't edit regulations in the workbook after they upload successfully. However, you can edit regulations on the Manage Regulations page.

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

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.