For certain benefit plan types, your organization is able to generate a benefit file (using the carrier's specified file layout) outside of the file's established schedule. This feature may be beneficial when wanting to combine multiple payroll batches onto a single benefit file or to obtain a new file to send to the benefit carrier in response to a carrier's error report.
Note: You must have management access rights to the EDI Utility to use this feature.
To generate a file out of schedule:
1. On the Management Navigation Menu, click Communication > EDI UtilityCommunication > EDI Utility.
The EDI UtilityEDI Utility page displays.
2. Select the Manually Create File item from the Options drop-down menu.
The Manually Create Data FileManually Create Data File page displays.
Note: This page may alternatively be accessed from the EDI File History page by making the identical selection from the Options drop-down menu on that page.
3. Designate the desired parameters to be used when creating the file.
4. Select the desired Delivery Method option:
Note: The utility displays all applicable files based on transmission type:
Transmit to Carrier: If the scheduled files for the respective file feed are normally directly delivered by ExponentHR, selecting this option will have the non-scheduled file manually being created sent directly to the carrier in addition to the ongoing scheduled files.
Download Only: The manually created non-scheduled file feed will be made available for download by your organization for personal review and/or to be manually delivered to the carrier by your organization.
5. Click the Create File button.
Result: The non-scheduled file is generated and made available for download in the EDI File History page for reference to the manually created file.
Related Help Topics:
Understanding Benefit File Feeds
Managing Carrier Notices and Error Reports
Managing Open Enrollment Files
Overriding Enrollment Effective Dates on Benefit File Feed