PrismHR Benefits Batch Offered Benefit Plan (OBP) Import - Imported Fields List
These are the list of fields which import from PrismHR to ClientSpace during the PrismHR Benefits Batch Offered Benefit Plan (OBP) Import:
| ClientSpace Form and Field | PrismHR Form and Field | Notes |
|---|---|---|
| Offered Benefit Plan > Category | Benefit Plan Setup > Insurance Class | |
| Offered Benefit Plan > fkBenefitPlanID | Benefit Plan Setup > Plan ID | |
| Offered Benefit Plan > fkPlanTierID | Benefit Plan Setup > Billing Rate Group | The field name in ClientSpace is Rate Group. |
| Offered Benefit Plan > ClientPlanCode | N/A | This field is not imported from PrismHR. It is set via a rule in ClientSpace. |
| Offered Benefit Plan > luSelectionStatus | N/A | This field is not imported from PrismHR. It is set to "A" for Active in ClientSpace by default. |
| Offered Benefit Plan > EffectiveDate | Benefit Plan Setup > Start Date | |
| Offered Benefit Plan > ExpirationDate | Benefit Plan Setup > End Date | |
| Offered Benefit Plan > EEPremium | Benefit Rules > Plan Type | Connects to ClientSpace Benefit Plan's Coverage Level 1-5 Codes. |
| Offered Benefit Plan > ESPremium | Benefit Rules > Plan Type | Connects to ClientSpace Benefit Plan's Coverage Level 1-5 Codes. |
| Offered Benefit Plan > ECPremium | Benefit Rules > Plan Type | Connects to ClientSpace Benefit Plan's Coverage Level 1-5 Codes. |
| Offered Benefit Plan > EFPremium | Benefit Rules > Plan Type | Connects to ClientSpace Benefit Plan's Coverage Level 1-5 Codes. |
| Offered Benefit Plan > EKPremium | Benefit Rules > Plan Type | Connects to ClientSpace Benefit Plan's Coverage Level 1-5 Codes. |
| Offered Benefit Plan > IsOneMonthPrepay | Benefit Plan Setup > One Month Prepay | |
| Offered Benefit Plan > IsAddOneMonthforPrepay | Benefit Plan Setup > Add One Month For Prepay? | |
| Offered Benefit Plan > luAnnualPeriods | Benefit Plan Setup > Annual Periods | |
| Offered Benefit Plan > luCoverageEndsOn | Benefit Plan Setup > Coverage Ends On | |
| Offered Benefit Plan > luBenefitsBillingFrequency | Benefit Plan Setup > Benefit Billing Frequency | |
| Offered Benefit Plan > luPayrollDeductionFrequency | Benefit Plan Setup > Payroll Deduction Frequency | |
| Offered Benefit Plan > IsCafeEligible | Benefit Plan Setup > Café Plan Eligible | |
| Offered Benefit Plan > HasWashRule | Benefit Plan Setup > Use Billing Wash Rule? | |
| Offered Benefit Plan > luWashRuleDay | Benefit Plan Setup > Wash Rule Date On/Before | |
| Offered Benefit Plan > luRoundingMethod | Benefit Rules > Rounding Method | Applies to Life Insurance Plans. |
| Offered Benefit Plan > luMultiplier | Benefit Rules > Multiplier Pay Basis | Applies to Life Insurance Plans. |
| Offered Benefit Plan > luRoundTiming | Benefit Rules > Round Before/After | Applies to Life Insurance Plans. |
| Offered Benefit Plan > CoverageAmount | Benefit Rules > Coverage Amount | Applies to Life Insurance Plans. |
| Offered Benefit Plan > CoverageMaximum | Benefit Rules > Coverage Maximum | Applies to Life Insurance Plans. |
| Offered Benefit Plan > PercentofBase | Benefit Rules > Percent of Base | Applies to Disability Plans. |
| Offered Benefit Plan > luRoundingMethod | Benefit Rules > Rounding Method | Applies to Disability Plans. |
| Offered Benefit Plan > BenefitAmount | Benefit Rules > Benefit Amount | Applies to Disability Plans. |
| Offered Benefit Plan > mluEmploymentStatus | Benefit Rules > Employment Status Class | |
| Offered Benefit Plan > mluEmploymentType | Benefit Rules > Employment Type | |
| Offered Benefit Plan > MinimumAge | Benefit Rules > Minimum Age | |
| Offered Benefit Plan > DaysfromEligibilityStatus | Benefit Rules > Minimum Days/Months of Service X | ClientSpace defaults to "Days" and brings in the integer value for the number of days from PrismHR. |
| Offered Benefit Plan > luEligibilityDaysFrom | Benefit Rules > Eligibility Days From | |
| Offered Benefit Plan > luBenefitEligibilityDateUsed | Benefit Rules > Eligibility Date Used |