Benefit Portal Interface Setup Guide
Sage HRMS is a scalable and comprehensive HR/Payroll human resources management system that provides users with detailed information in managing an organization's employee data. Included within Sage HRMS are detailed employee benefits a...
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Source files generated by the benefits portal provider are used by Benefits Portal Interface (BPI) to import the data into Sage HRMS.
Benefits Enrollment Source File Specifications
The Benefits Enrollment source file must conform ...
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Install BPI on a user's workstation (IT). - See Installing Benefits Portal Interface
Complete the basic system settings (IT connects to SQL Server, the email server, and registers the product) - See BPI System Setup
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Logging in for the First Time
From the client workstation where BPI was installed, select Benefit Portal - Admin from the Start Menu.
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Click OK to ...
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Benefit Portal Interface (BPI) can generate an employee census file that can be uploaded to the benefits portal provider.
The Census File conforms to the following specifications:
File Name: There is no specific requirement for ...
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The Census Report Mappings tab is used to define the employee demographic output file that can be sent to the provider so they receive new hire and employee changes into their system. This map is custom with every installation depending o...
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Translation Mappings are used for the Benefits, Dependents and Dependent Benefits Import files. This tab is where the incoming file columns are defined and mapped to the appropriate Sage HRMS fields. The mappings displayed can be filter...
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This section guides you through the basic steps necessary to set up and configure BPI before it can be used. The same steps are necessary for the Benefits, Dependents, Dependent Benefits and Census Reports usage. Please refer to each in...
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