Export Logs: Benefit Change Log

The Benefit Change Log will display all benefits that are pending or processed for a specific benefit package. Users will see each Benefit, Carrier, Export Date, number of Employees in Export, and a View Employees hyperlink. Employees forced into the Change Log are Employees whose changes were not initially processed correctly. Once an export from the HRIS has been executed against the Benefit Change Log, an Export Date will be applied to the summary record, and all new changes made from that point forward will be created within a new Summary Record.

Benefit Changes are used in the administration of benefits either by the company or the company's insurance carrier(s). Changes that need to be transmitted to an insurance carrier can be exported in .csv or .txt formats through the HRIS Export Utility.

Benefit_Change_Log.png

The hyperlink allows users to see specific export data including the current Export Reason. The Export Reason can be edited in the event an Employee is forced into the Change Log.

Benefit_Change_Log_-_01.png

Records are inserted into this log based on defined changes in an employee’s benefit data.  

  • Carrier Plan Change
  • Coverage Level Change
  • Coverage Amount Change
  • Coverage Date Change
  • Dependent Change

When one of the above actions occurs, a record is inserted into the log either as New, Terminate or Change.

A flowchart of the logging process has been provided below.

BenefitChangeLogProcess.png

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