The Unum Sync is a 2-way operational process whereby EN & Unum are kept in sync. There are 2 types of files that are transmitted back & forth and because this is not a fully automated process, it is the licensee's responsibility to establish the Sync connection and frequency. Our recommendation would be to complete this during the Implementation Process.
1. Inbound file TO Unum - supported
This file is often referred to as a Termination file. EN identified that the core requirement was to notify Unum of employment terminations so the policy could be reverted to direct bill or terminated.
A termination file can be generated from the Third Party Apps "General Operations" page (Benefits>Third Party Apps> General Operations). Access detailed instructions are available in our Processing Terminations with the Unum Link App article.
2. Outbound file FROM Unum – supported as of October 2016
This file is often referred to as a Full Existing Coverage Sync file and may be requested from the group’s UNUM Implementation specialist upon first implementation of an account WITH Existing Coverages as well as on annual basis prior to OE to ensure that Employee Navigator and Plane are kept in sync.
Once received, the enrollment file may be uploaded directly into the respective company on EN via the “Import Employees and Enrollments” tab available on the company home page. For more information on Importing UNUM enrollments, please refer to Import Options. Failing to sync prior to an enrollment may result in enrollment errors as well as inaccurate enrollment records on both EN and Plane.
**Please note that the Unum Sync is ONLY supported if it is managed by the licensee. EN does not manage these files on behalf of our licensees, we only provide a tool and guidance to manage this process.
- Once you import existing coverages, review the oldest policy start date and build your company payroll calendars back to that calendar year. Doing so will insure that the payroll deduction calculations are correct.
- With 3rd Party Apps, the carrier is the system of record. That means that all benefit effective dates, end dates, benefit amounts and deductions are calculated at the carrier and then passed to EN to store on the employee record. If a sync file contains enrollment details which differs from that on EN, EN will replace the existing enrollment record with the information on the sync file. ** The Broker/Reseller should process periodic termination files on an ongoing basis to ensure that UNUM is aware of all terminated policies initiated on EN and accounts the termination updates when processing a full sync file. If not, an ee’s terminated coverage could possibly be reverted to an active status once a sync file is imported.