Exporting of Plan Information

A new facility that allows you to export the selected Plan information.

1.From the Plan Directory, select an existing plan, click on the button.

2.Select the Export option, it will open the Plan Export screen, displaying the source of the selected Plan details:

•Plan Name - the name of the plan.

•Plan Description - the description of the plan.

•Plan Owner - the owner of the plan.

•Include the following:

üClasses - check this box if you want to include the classes of the plan.

üParticipants - check this box if you want to include the participants/employees of the plan.

•Export File name - the name of the exported file with an .ebg file type.

•Export file option - this is where exported file will be sent via Download File or Send Through Email.

üDownload File - click this option if you want to download the file.

üSend Through Email - click this option if you want to send the exported file through your nominated email address. The exported file with a filename format ExportCBPlan_xxxxxxxxxxxxxx.ebg will be attached to the email that will be sent to the designated recipient email.

•Download File Name - by default, this is the same filename as the export filename with the format ExportCBPlan_xxxxxxxxxxxxxx.ebg. User can change this download file name. Click on the button to download the exported (*ebg) file.

To locate the exported file, go to Downloads>ExportCBPlan_xxxxxxxxxxxxxx.ebg (see example exported file name below).

•Recipient Email - enter the valid email address. Click on the button to send the exported file.