1. Implementing Benefits
  2. Manage Benefits Derived Factors in the Integrated Workbook

Manage Benefits Derived Factors in the Integrated Workbook

Use the integrated Microsoft Excel workbook available in the Manage Derived Factors page to create, edit, and delete multiple derived factors simultaneously.

The workbook contains the following tabs with each tab enabling you to configure derived factors belonging to a particular type:

  • Age

  • Length of Service

  • Age and Service

  • Compensation

  • Hours Worked

  • Full-Time Equivalent

You perform these basic steps to configure derived factors using the workbook:

  1. Generate and populate the workbook.

  2. Create, edit, or delete derived factors in multiple tabs.

  3. Upload edits.

  4. Resolve errors if required.

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

Generating and Populating the Workbook

Perform these steps:

  1. Navigate to the Plan Configuration work area, Manage Derived Factors page.

  2. Click Prepare in Workbook.

Creating Derived Factors

For example, if you want to enter derived factors for Age:

  1. Select the Age worksheet.

  2. Click Search on the Derived Factors tab that is available as part of the Excel ribbon toolbar.

  3. Insert a row at the end of the search results and enter the data for the new derived factor.

  4. Click Upload. You can enter data in multiple workbooks.

Making Changes to Existing Derived Factors

For example, to make changes to a Compensation derived factor:

  1. Select the required worksheet and enter the name of the specific derived factor you want to make changes to.

  2. Click Search.

  3. Make the required changes to the derived factors.

  4. Click Upload.

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.