Export Files
Export files electronically send enrollment data to your carriers weekly, transmitting eligibility changes for your plans. This includes updates such as new hires, terminations, enrollment changes and demographic information for members.
Exports are slightly different from eligibility files. They are Excel or CSV files, used for carriers that cannot accept 834 eligibility files. Common export files include: FSA, HSA, HRA, Cobra, Legal, Wellness, and more.
Navigate to Exports page from the Benefits Administration Menu.
Scheduling Export Files
Contact your Bentek Account Manager for questions related to scheduling export files. Administrators do not have access to schedule files. Access can be granted, if appropriate.
Run Export Files Manually
To run a file manually, select the file you want to run from the Export Type drop-down.
Select appropriate Run Date and Run.
Export run dates can vary. For guidance on exports contact your Bentek Account Manager.
Once generated, the file appears below under the Exported Files section. The download icon allows you to open the file. The File Transaction Log records all actions on the page.
If the export is configured to be sent to a designated SFTP (Secure File Transfer Protocol) location, a Send icon is available next to the generated file under Actions column. Administrators select the Send icon to securely transmit the file to carrier.
Do not send Export files to your carrier off schedule unless they are expecting it. Exports should be sent at the same time each week. If you need to send an off-schedule file, contact your carrier to let them know to expect it and process it.