Data Management

The data template is generated based upon the programs entered: Cash Compensation, Benefits, Estimated Tax Savings and Other Valuable Benefits.  After you have entered and finalized your programs naming conventions, it is time to gene...

This is the process of entering all of the individual employee data into the data template.  In this step, you will download an excel data template from within the platform.  The data template you download will be pre-formatted with the ...

MyBenefits P remium Recovery Reports -  Reference Guide Your MyBenefits Premium Recovery Report on FMI Online provides the most up-to-date health benefits cost information by a staff person. Updated FMI reports are available ...

My Benefits Frequently Asked Questions Payroll What am I responsible for and how do I get reimbursed? The full premium will be charged to the financial representative’s 1210 account. The financial representa...

Premium Deduction Process - Reference Guide The following guide walks through the premium deduction process for the MyBenefits program. Key Changes The Home Office will recover premiums for all staff ...

On the data template, you will see Plan Name and Coverage Name for Benefits programs. These are the best practices in displaying or formatting the data. Plan Name is the Provider or Carrier's Name of the said benefit whic...

For easy reference when doing a  VLOOKUP  function,  add number  on top of the data on client file/s. You can now start mapping the data,  copy  the  Employee ID  from client data and paste it on Employees tem...

You have finished mapping your employee data to the template generated from the portal. Review the data template column headers to confirm nothing has changed since the time you first downloaded the data template used for the master data cr...

You may occasionally encounter some error codes when uploading your data. Below are some common errors and how to fix them. Error Code:  Invalid Literal for int() with base 10:     Translation:  Employee ID field include...

Employee information in the portal can be updated either by uploading an updated data template or by manually changing the information on the employee record. Click on  Administration , then  Employees.  A list of all emp...