Overview of Managing Benefits Objects in Integrated Workbooks

Use integrated Microsoft Excel workbooks to manage multiple records at one time for various Benefits objects.

Here's the list of Benefits objects that you can manage in Integrated Workbooks:

• Enrollments

• Plans and programs

• Rates and variable rates

• Derived factors

• Reporting groups

• Benefit balances

• Benefit groups

• Person habits

• Postal code ranges and service areas

• Regulations

• ACA Override Upload

• Upload Billing Payments

Examples

In the application, when managing person habits, you must enter the Benefits Service Center page for each person individually. With the integrated workbook, you can manage the person habits for multiple persons at one time and upload the data.

Rather than searching for each rate individually when preparing for your next open enrollment period, you can download them to the integrated workbook. Make your edits in the workbook and upload them back to the application.