This guide explains how to set up an automated file feed with Lively for various account types, including HSA, HRA, LSA, FSA, MTA, Commuter, and COBRA. It includes instructions for connecting with your HRIS or Payroll vendor and where to access file specifications and templates.
Question(s):
How do I configure a file feed with Lively for HSA?
How do I configure a file feed with Lively for HRA?
How do I configure a file feed with Lively for LSA?
How do I configure a file feed with Lively for FSA?
How do I configure a file feed with Lively for MTA?
How do I configure a file feed with Lively for Commuter benefits?
How do I configure a file feed with Lively for COBRA accounts?
Answer:
To configure a file feed with Lively, contact your Customer Success Manager (CSM) with your HRIS or Payroll vendor's information. Lively will handle the setup process.
Steps
For HSA, HRA, LSA, FSA, MTA, and Commuter Accounts:
- Reach out to your assigned Lively Customer Success Manager (CSM) and inform them that you want to configure a file feed.
- Provide the contact details of your current HRIS or Payroll vendor to your CSM. Lively will communicate with them to establish the file feed.
- Access the specifications for the file feed on the Lively platform. Navigate to the Upload Files tab, and under File Templates, you will find a helpful file guide with specific details.
- Coordinate with your HRIS or Payroll provider to ensure the required information is correctly formatted according to Lively's specifications.
For COBRA Accounts:
- Reach out to the Lively Cobra team to set up an EDI feed specifically for COBRA enrollments.
- Provide the necessary contact information for your COBRA processing system. The LivelyCobra team will assist in setting up the feed.
- Ensure all details align with the EDI feed requirements for COBRA enrollments, as managed through the Lively-Cobra platform.
Common Issues/Troubleshooting:
- Issue: If there are delays in setting up the file feed, make sure the HRIS or Payroll vendor has been properly notified and that they are responsive to Lively’s outreach.
- Solution: Follow up with your CSM to ensure the setup process is on track.
- Issue: File upload errors due to incorrect formatting.
- Solution: Revisit the File Templates section under the Upload Files tab to verify that the file is formatted correctly.