Best Practices for Open Enrollment Exports

The recommendations to configure Ongoing / Open Enrollment exports and the associated background jobs to send files to the carrier are as follows:

• In the export configuration in Integrations > Data Export Setup > Benefits Data Export:
  1. Select Relative in the Plan Year Date Type drop-down list. It’s recommended that you only select Fixed if the plans for the carrier are expiring and you know that those plans have an end date.
  2. Ensure that the Plan Year Start Date and Plan Year End Date values match those of the plans associated with the carrier in Benefits Setup > Plans and Options.
  3. Set an Ongoing Blackout Date (the blackout date type is your preference) if you need to stop sending the Ongoing file to the carrier for a period of time. From the blackout date until the new plan year begins, the Ongoing file isn't transmitted to the carrier.
• In the background jobs in System Admin > Background Jobs:
  1. Schedule the Dayforce Link Benefits Ongoing Export or the Dayforce Link Benefits Multi-Carrier Ongoing Export background job to run as often as you require (weekly is typical).
  2. Schedule, or manually run, the Dayforce Link Benefits Open Enrollment Export or the Dayforce Link Benefits Multi-Carrier Open Enrollment Export background job at the appropriate time annually.

Unless the plan year dates or carrier details change, your export configuration should require no further changes each year.