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Plan Utilities for Core HR: Step 3 - Run Utility

After running the utility by clicking "Save and Continue" from "Step 2 - Select Plans", your utility will be placed in a queue visible on "Step 3 - Run Utility" with a status indicator.

Expand for Navigation Steps to Plan Utilities
  1. Expand 'Settings' and click Benefit Management from the menu.

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  2. Click Plan Utilities from the menu bar.

    CHR - Settings - Benefit Management - Plan Utilities - Menu - 01.png

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The tab will list the status of the utility with a "Pending" status initially. You can check back later or refresh to review the status. When the utility is finished, the "Status" column will indicate "Complete" for each benefit run through the utility.

Depending on the number of employees, number of benefits, and complexity of eligibility rules being processed, the utility can complete the process as quickly as about 10-15 minutes and up to several hours. If you have a large number of employees, we recommend allocating one hour per benefit for every 1000 employees that will be processed. If processing over 3000 employees, we recommend processing one or two benefits at a time by repeating steps 3-4 until all benefits are processed. 

The queue will pick up new utilities every 30 minutes as the queue allows.

For example, if at the next 30-minute interval there is room in the queue to pick up the utility you ran, it will be picked up, and the status will change from "Pending" to "In Process" and "Completed" once it has finished running with a date and time stamp of completion. If at the next 30-minute interval the queue does not currently have enough room to pick up your utility, then it will be looked at the next 30-minute interval to be run and will follow the same process once picked up.

Once your utility has completed running, you may go back to "Step 1 - Select Utility" and "Step 2 - Select Plans" and adjust to run any other benefits that you might need to know run based on dependencies.

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