This page (revision-10) was last changed on 26-Nov-2021 10:22 by jtolentino

This page was created on 26-Nov-2021 10:22 by JEscott

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Version Date Modified Size Author Changes ... Change note
10 26-Nov-2021 10:22 3 KB jtolentino to previous Added approval information for benefit plans, and loading requirements.
9 26-Nov-2021 10:22 3 KB khiggs to previous | to last
8 26-Nov-2021 10:22 3 KB khiggs to previous | to last
7 26-Nov-2021 10:22 3 KB khiggs to previous | to last
6 26-Nov-2021 10:22 3 KB khiggs to previous | to last
5 26-Nov-2021 10:22 1 KB JEscott to previous | to last
4 26-Nov-2021 10:22 1 KB RForbes to previous | to last
3 26-Nov-2021 10:22 1 KB JEscott to previous | to last
2 26-Nov-2021 10:22 1 KB JEscott to previous | to last
1 26-Nov-2021 10:22 1 KB JEscott to last

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LOADING ELECTIONS ONLY
LOADING ELECTIONS ONLY

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At line 3 added 7 lines
This is a sample of the minimum set up required to load employee benefit coverages using [LBEN]. All the values will be derived from the coverage code indicated in the file. This load sample does not allow individual benefit components to be updated. The value from defaulting from the [IBPN] will be used. In this sample the interface will be expecting a .csv containing no more than 5 fields.
If Approval Required is set to 'Approval Required' on IBPN, an approval is needed before a plan is enrolled.
__Note__: Loading is limited to only the current active employment only. Loading will also not work if there is a Termination Date.
At line 11 added 14 lines
|30| 1| BEL.BPN_ID.PLAN_CODE| -1 |-1| | |
|30| 2| BEL.EEM_ID.EID_ID.PERSON_CODE |-1|-1| | |
|30| 3| BEL.ELECTION_STATUS| -1| -1| | |To update employee enrollments records should be loaded with a value of "11-Elected". These records will use the IBEL logic to change the status to "01-Enrolled". "80-Declined" or "90-Remove" can also be used to remove employees from coverages. "00-Not yet Elected" will result in no changes occurring to the record and should not be used.
|30| 4| BEL.BCG_ID.COVERAGE_CODE| -1| -1| | |
|30| 5| BEL.BE_EFFECTIVE_DATE| -1| -1| | |
|30| 6| BEL.EEM_ID.TERMINATION_DATE|0|0| | |The constant value of two quotation marks (no space) can be used to determine a NULL termination date which will be the ACTIVE employment. Note this field does not need to be included on the file.
----
This interface format is a sample of client specific set up used to load a source file for elections only.
||Rec\\#||Field\\#||Name||Beg\\Pos||End\\Pos||Constant\\Value||Derivation\\Expression||Notes
At line 5 changed 5 lines
|1| 1| BEL.BPN_ID.PLAN_CODE| 3 |15| |{{{ P2K_SMGLX('GWRS_PLAN_TRNSLT',~)}}}|The derivation will decode the policy number to the plan code.
|1| 2| BEL.EEM_ID.EID_ID.PERSON_CODE |46| 55| |{{{ LTRIM(~,'0')}}}|The person code will be trimmed of any leading zeros
|1| 3| BEL.ELECTION_STATUS| -1| -1| 11| | The election status will be hard coded to Elected, LBEN will then enroll the employee.
|1 |4| BEL.BCG_ID.COVERAGE_CODE| -1| -1| |{{{ P2K_SMGLX('GWRS_PLAN_TRNSLT',~)}}}|The derivation will decode the original value from the plan code field to the actual coverage code.
|1| 5| BEL.F_QUALIFIER***| -1| -1| TRUE| {{{ CASE when
|1| 1| BEL.BPN_ID.PLAN_CODE| -1 |-1| |{{{ P2K_SMGLX('GWRS_PLAN_TRNSLT',~)}}}|The derivation will decode the policy number to the plan code.
|1| 2| BEL.EEM_ID.EID_ID.PERSON_CODE |-1|-1| |{{{ LTRIM(~,'0')}}}|The person code will be trimmed of any leading zeros
|1| 3| BEL.EEM_ID.TERMINATION_DATE|-1|-1|‘’| |The constant value of two quotation marks (no space) is used to determine a NULL termination date which will be the ACTIVE employment
|1| 4| BEL.ELECTION_STATUS| -1| -1| 11| | The election status will be hard coded to Elected, LBEN will then enroll the employee.
|1 |5| BEL.BCG_ID.COVERAGE_CODE| -1| -1| |{{{ P2K_SMGLX('GWRS_PLAN_TRNSLT',~)}}}|The derivation will decode the original value from the plan code field to the actual coverage code.
|30| 6| BEL.BE_EFFECTIVE_DATE| -1| -1| | |
|1| 7| BEL.F_QUALIFIER***| -1| -1| TRUE| {{{ CASE when
At line 18 changed 3 lines
;:*Record 0, Field 0 must have a Record Type of 'Header Record'
;:**Record 2, Field 0 must have a Record Type of 'Trailer Record'
;:***Record 1, Field 5 must have a Record Type of "Qualify Record'
;:*Record 0, Field 0 must have a Record Type of "Header Record"
;:**Record 2, Field 0 must have a Record Type of "Trailer Record"
;:***Record 1, Field 5 must have a Record Type of "Qualify Record"
At line 23 removed 2 lines
[{If var='loginstatus' contains 'authenticated'
At line 26 changed 2 lines
![Discussion|Edit:Internal.LOADING+ELECTIONS+ONLY]
[{InsertPage page='Internal.LOADING+ELECTIONS+ONLY' default='Click to create a new discussion page'}]
![Notes|Edit:Internal.LOADING+ELECTIONS+ONLY]
[{InsertPage page='Internal.LOADING+ELECTIONS+ONLY' default='Click to create a new notes page'}]
At line 29 changed one line
}]
This page (revision-10) was last changed on 26-Nov-2021 10:22 by jtolentinoTop