Resource benefit export records

The Resource Benefit Export captures changed benefits data to interface to a provider or third-party payroll administrator. Set up requires:

• The Benefits module must be enabled on Interface Setup.

• Employee deduction is enabled on Interface Setup.

• The export for the specific benefit plans must be enabled.

This captures data for:

• Employee/retiree benefit enrollment (including gratuity and leave travel allowance)

• Dependent benefit enrollment

• Beneficiary designation

• Investment designation

• Specific Resource/Retiree/Dependent changes (address, contact, name, etc., show an Action Type of Update)

To review Resource Benefit Export records:

Select Benefits > Utilities > Interface > Export Records > Resource Benefit Export

or

Select Administrator > Utilities > Interface > Benefits Interface > Export Records > Resource Benefit Export.