The Export Screen is used to specify the parameters to use when running a benefit calculation and exporting the results for a Person or Plan Document. This page describes the main export inputs; the Assumptions and Other tabs are covered in the related topics below.
- Output Settings: Selects the export and document destinations.
- Export Definition: Selects the Export Definition used to process this export.
- Sponsor Contact: Selects the contact whose information is included when the export uses Sponsor Contact items.
- Export File: Specifies the name and full path of the numeric results file (.csv or .txt). Use Find to select a file.
- Word Merge Template File: Specifies the name and full path of the Word template containing the mail merge fields. Use Find to select a template.
- Word Results File (.docx): Specifies the name and full path of the generated Word document. Use Find to select the destination.
- Open unmerged Word document: Opens the Word template before merging it with calculation results.
- Produce without using Word: Produces document output without using Microsoft Word to perform the document processing.
- Export to Local Folder: Specifies the local folder used for the export output. Use Find to select a folder.
- Save results to archive: Saves generated results to the person’s archive, separately from the local output destination.
- Archive Description: Enters the description to identify the archived results.
- Calculation Dates: Specifies the dates used in the calculation. For each date, choose Fixed Date to enter a date, Fixed Age to enter an age, Derived Date to select a date, or Formula Derived Item to select an item that determines the date.
- Calculation Date: The date as of which calculation components, such as the accrued benefit, are measured.Note: If using a Formula Derived Item as your Calculation Date, the resulting date from the formula will be adjusted backwards by one day.
- Annuity Commencement Date: The date on which annuity payments begin.
- Small Benefit Cash-out Date: The date on which a small benefit cash-out, if any, is paid. Select Equal to ACD to use the Annuity Commencement Date.
- Account Determination Date: The date as of which account amounts, such as contributions or a cash balance, are determined. Select N/A when this date does not apply.
Note: You can change the name displayed for each calculation date using Calculation/Export Date Wording Override on the Plan Document screen. Leave a field blank to keep its standard name.
- Beneficiary: Selects the beneficiary to use for the export when a beneficiary selection is applicable.
- Reduce benefits shown by employee-paid benefit: Select this option for a contributory plan when the benefits shown should be net of the employee-paid benefit.
- QR Code Worktrack Binding: Selects the Worktrack action associated with the document export. This field is available only when Worktrack Action Upon Document Return is selected in the QR code formatting on the Export Definition screen.
- Worktrack Task Creation: Selects the Worktrack task creation associated with this export.
- Store inputs in Calculation History: Stores all calculation inputs, including assumptions and values entered on the Other tab, so they can be retrieved later. Use View to review previously stored inputs.
