How to create and retrieve the 834 File

How to we actually generate the 834 File and where do we download it?

• Employee Benefits 834 Export

• 834 File

New to the program and need to create and send a file.

To create the 834 File:

1. Navigate to the program Employee Benefits 834 Export.
   

   • Menu > Human Resources/Payroll > Human Resources > Benefits Administration > Benefits Enrollment > Employee Benefits 834 Export

2. Select the option for 834 File in the toolbar.

3. Navigate to your providers report.

4. Select Create in the toolbar.

To retrieve the 834 File:

1. Navigate to the program Saved Reports or My Saved Reports.
   

   • Menu > Departmental Functions > Saved Reports/My Saved Reports

2. Locate and select the Employee Benefits 834 Export dated for the day/time that you created on.

3. Double-click the line or select Open File in the toolbar to download to your browser.

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