Bswift Health Deduction Import

Modified on Tue, Mar 7, 2023 at 9:29 AM

Import Healthcare related deductions from BSwift

This task contains the usual SFTP Server settings. In addition to the usual server settings there is an option called Filename prefix.

Files should be stored on the SFTP server with the name FilenamePrefix.YYYYmmdd.

if the file name prefix were SchoolFiDemo and todays date were 12/19/2017, the filename on the server should be SchoolFiDemo.20171219

The data is loaded into the StaffDeducationTracking, StaffHealthBenefitTracking and StaffHealthBenefitMember tables.

The deductions MEDICAL and DENTAL must already exist on the Payroll → Setup → Deductions screen.

The file to be imported is a pipe delimited file (Vendor's file layout).

The file must contain all of these columns:

Column Name	Sample Data	Notes
Employee SSN	123-45-6789
Deduction Code	OAMC	Automatically translates HFSA to FSA Automatically translates DFSA to DCSFA If the deduction code is the same as a Health Plan code then it will be imported as a Health Plan Deduction. If the plan is a health plan, the deduction code used will be MEDICAL If the plan is a dental plan, the deduction code used will be DENTAL Any other code is assumed to be a Health Saving Accounts and the matching StaffDedcuctionTracking will be created/updated.
Last Name	Zinn
First Name	Chris
Relationship	Employee
Gender	M
Date of Birth	1/1/2001
Cost/Tier Effective Date	1/1/2018
Coverage Termination Date	12/31/2017
Coverage Tier Name	8	If relationship is Employee - this number will be turned into a member type. The translation is.. 8 = F (Family) 7 = PC (Parent & Child) 3 = MS (MEmber & Spouse / Partner) Every thing will becomes an S (Single)
Coverage Amount	1000
Per Pay Period	503.96
Premium	2624.82