Final Checks: Things to confirm, before leaving the Production file, to know that it is 100% ready for the upcoming year

Properties tab

• Export is out of Test Mode
• Export is not configured to send to export history only. Typically, should be FTP or SFTP
  • If other than SFTP- make sure there is pgp encryption
• Confirm the checkbox: Include Terminated Dependents from Change Log (Export Reason = 'Coverage Terminated.') is checked.
• Export Effective Date is set to the new package effective date. (unless benefits are off cycle)

Benefits tab

• Correct Package/Benefits are selected. *Note especially the Carriers for the benefits selected.
• Validate Group by Codes

Formatting tab

• Check the mapping for hard coded dates
  • Hard coded dates are typically not needed.
    
    • Exception are some FSA files.
    • You can always reference the current file or reach out to EDI if in doubt.
  • Check the Employee Record.
  • Check the Dependent Record.

Schedule tab

• Check that the schedule is correct and that any required dependencies are listed properly.

Now you are all done.