How can I use a workbook to link participant eligibility profiles with a benefit offering?

When you create or edit programs or plans, in the Eligibility step, click Prepare in Workbook. In the spreadsheet that appears, you create a row for each participant eligibility profile that you want to associate with the offering.

You can delete existing participant eligibility profiles that are associated with an offering. Double-click the Mark for Deletion column of the participant eligibility profile row that you want to delete, and upload the workbook.

You can find all the workbook actions, such as upload, search, end date, and delete, in the Manage Eligibility Profiles ribbon tab on the spreadsheet toolbar.