Sage HRMS Utilities Documentation

Benefit Portal Interface Setup Guide

Overview

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 File Requirements

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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Implementation Checklist

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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System Setup

Logging in for the First Time From the client workstation where BPI was installed, select Benefit Portal - Admin from the Start Menu. http://docs.delphiaconsulting.com/wp-content/uploads/2020/07/setup-and-licensing-1.png Click OK to ...
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Employee Census File

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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Census Report Mappings

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

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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Benefit Portal Setup

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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