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.
- Hard coded dates are typically not needed.
Schedule tab
- Check that the schedule is correct and that any required dependencies are listed properly.
Now you are all done.