Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

Description of Issue

We have a vendor requirement to remove the Social Security Number from the 834 Report, how do we accomplish that?

Context
  • Employee Benefits 834 Export
  • 834 Report
  • Social Security Number
Cause

The REF02 Element default is set to show dashes in the SSN.

Resolution
  1. Navigate to the program Employee 834 File Export.
    • Menu > Human Resources/Payroll > Human Resources > Benefits Administration > Benefits Enrollment > Employee Benefits 834 Export
  2. Click 834 File.
  3. Select the record for the export you are working on.
  4. Navigate to the 2000 Loop for the REF*0F Segment.
  5. Select the REF02 Element.
  6. Click Update.
  7. Update the Source MaskĀ format to the following:
    • Starting with &&&-&&-&&&& update the following to &&&&&&&&&
  8. Click Accept to save.
  9. Create the 834 File and review your results.
Additional Information

Please review the Master Article - 834 Reporting for all related topics.

  • No labels