EDI is the acronym for Electronic Date Interface. This is the method by which data is delivered to a third-party system on an automated, regular basis.

Most commonly, EDI is used to send:

• Election data to a benefit carrier
• COBRA data (terminations and new hires) to a COBRA Administrator
• Benefit deductions to a payroll provider

If you are interested in EDI, you can contact your primary point of contact from Success Center while logged in to Core HR.

EDI Envision Meeting

The EDI process follows the LEAD process. The first step in the process is a call between you and us that includes both L and E, so there is Learning and Envisioning in the first meeting.

• L - You learn about the EDI process, including timelines, Roles, and Responsibilities.
• E - You share your current EDI status and the files to be built and their priorities are discussed and agreed.

The A and D of the process begin after this discussion and the import and audit of Benefit elections.

• A - Apply stage is where the file is actually created and configured for your specific account structure.
• D - Deploy is when the file has completed the testing and is placed into Production. A schedule is established so that the file is automatically sent on the agreed frequency.

EDI Process

Key Points

• Initial Carrier Contact - Obtain Carrier Timeline to confirm when the carrier will assign a resource and begin the testing phase.
  • Q4 can have blackout periods where carriers will not begin any new files.**
• Carrier Testing - Your assistance in resolving discrepancies during the testing phase can greatly reduce the length of time needed for testing.

EDI Timeline

• Benefit Files - Up to 10 weeks
• Payroll Files - Up to 12 weeks
• COBRA Files - Up to 12 weeks