Use the Extract Process to extract records from the database for transmission to a third party, such as a carrier, payroll provider, or other benefits vendor.

Update the user profile option BEN: Max Extract Line Size to set the maximum length of a record generated by the Extract Write Process.

See: User Profiles

You use the Submit Requests window to run the system extract batch processes for an extract definition that you have created.

See: Benefits System Extract.

   To run the system extract batch process:

1. Select the Extract Process in the Request Name field.

2. Select the Extract Name as the parameter for this process.

3. Enter the effective date on which you want to run the report.

4. Select the Output Type.

5. The Template displays based on the Output Type you select.

6. Optionally, select a value for the Person Selection Rule. This enables you to select a fast formula that is a Person Selection Rule type.

7. Choose the Submit Requests button to run the report when you finish defining this batch process.

8. View the results of the Extract Process in the Extract Results window by querying the name of the extract.

   See: Viewing Extract Results.

   The Extract Process also produces a summary report and an error report that you can review.

9. Run the Extract Audit Report from the Concurrent Manager to view a limited selection of records from the extract results.

10. Run the Extract Write Process from the Concurrent Manager to write the results of the extract to the file you specified in your extract definition.