Benefits Management

Dashboard

Last Import -

-

Pending

-

Completed (30d)

-

Employees

-

Companies

Pending by Company

Reports

Generate and download reports for external systems

Standard Reports

Pre-built reports for common data exports

Deductions Import Employee benefit deductions for iSolved import

MemoCalcs Import Employer cost memo calculations for iSolved import

Changes Report Enrollments, modifications, terminations, and waivers

Custom Reports

Create custom reports by selecting specific fields

New Custom Report

Report Details

Report Name *

Description

Share with team

Shared reports are visible to all internal users

Selected Fields (0)

No fields selected yet. Choose fields from the list.

Available Fields

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Settings

Profile Information

Notifications

Email Notifications Receive email when new changes are imported

Saved

Security

Password Change your account password

User Management

Manage internal staff and company users

Internal Users

0

Staff members with full access to all companies and data

Name	Email	Role	Status	Last Login	Actions

Company Users

0

External users with access limited to specific companies

Companies

Manage company service assignments

Company Name	EIN

Ease Benefits Connection Guide

Follow these steps to set up automatic benefit change reporting from Ease to SelectPayroll.

1

Create a Custom Report

In Ease, navigate to Reports and create a new custom report. Click the "Add All" button to include all available fields.

The Add All button will automatically select all fields across all categories, ensuring comprehensive data is included in each report.

Save the report as "Change Report".

2

Schedule the Report

Navigate to Scheduled → Add scheduled report and configure with these settings:

Report Settings

Report Name (Your choice)

Report Change Report

Plan Types Default

Include Dependents Yes

Employee Statuses Default (All Statuses)

Employee Types Default (All Types)

Benefits Eligibility Default (All Options)

Include Changes Only ☐ Unchecked

Teams (Your choice)

Companies (Your choice)

Company File Mode Separate Companies

Destination Settings

Destination SFTP

SFTP Host, Port, Username, Password, Path, and PGP Key — see Step 3 below

SFTP SSH Private Key Authentication ☐ Unchecked

Notifications

Notify on Failure ease@selecthcm.com

Notify on Success ease@selecthcm.com

Schedule

Schedule Every week on Monday at 08:00

Run Last Day of Month ☐ Unchecked

Time Zone Pacific Time

Disabled ☐ Unchecked

Important: Save the scheduled report before entering the SFTP details in Step 3.

3

Configure SFTP Connection

Enter the following SFTP server details in Ease:

Host / Server

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Port

22

Username

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Password

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Directory / Path

/uploads

PGP Public Key

If Ease requires a PGP public key for file encryption

Loading PGP key...

4

Test & Verify

After entering all settings:

Click Verify SFTP Connection to test the connection
Once verified, save the scheduled report
Check the Import History page in this application after the first scheduled run to confirm receipt
Review the import to ensure all expected fields are populated

Self Bill Dashboard

0 Companies

0 Plans Configured

0 Draft Bills

$0 Total Billed

Previous Month Bills

January 2026

Billing History

Select a company to view billing history

Companies Overview

Company	Plans	Last Bill	Last Import	Actions

Employees

0 Employees

Employee #	Name	Company	Status	Hire Date	Term Date	Birth Date

Showing 0 of 0

Benefits

0 Benefits

Employee #	Company	Plan	Coverage	Start	Stop	EE Monthly	ER Monthly

Showing 0 of 0

Contacts

0 Contacts

Employee #	Name	Relationship	Company	Birth Date	Dependent	Beneficiary

Showing 0 of 0

Import History

0 Imports

Filename	Type	Company	Records	Imported At

Showing 0 of 0

Self Bill Connection Guide

Follow these steps to set up automatic data exports from iSolved to SelectPayroll Self Bill.

1

Overview

Self Bill requires three data files from iSolved, each containing specific information:

Required Files

Employees Employee demographics, status, hire/term dates, and custom fields

Benefits Benefit enrollments, coverage amounts, contribution rates

Contacts Dependents and beneficiaries linked to employees

Important: Each file must contain the Company Name and Company Code (Legal ID) columns. The Company Code is used to identify the company in our system.

File Format: Export reports as Excel (.xlsx) format. This preserves column headers including any custom fields. CSV format is also supported but Excel is recommended.

2

Create iSolved Reports

In iSolved Report Writer, create three custom reports. Do not rename any columns - use the default names.

1

Employees Report

Report Type Payroll Employee Summary Report

Report Title Must contain "Employee" (recommended: selfbill_employees)

Column Name	Category
Company Name	Employee Data
Company Code	Employee Data
Employee Number	Employee Data
Employee First Name	Employee Data
Employee Last Name	Employee Data
SSN	Employee Data
Employment Status Description *	Employee Data
Hire Date	Employee Data
Termination Date	Employee Data
Birth Date	Employee Data
+ Custom fields as needed	Any category

* In iSolved, select "Employment Status Description" - it will appear as "Employment Status" in the exported file.

2

Contacts Report

Report Type HR Report

Sub Report Type Employee Contacts Report

Report Title Must contain "Contact" (recommended: selfbill_contacts)

Column Name	Category
Company Name	Employee Data
Company Code	Employee Data
Employee Number	Employee Data
Relationship Description	Employee Contacts
First Name	Employee Contacts
Last Name	Employee Contacts
SSN	Employee Contacts
Birth Date	Employee Contacts
Dependent	Employee Contacts
Beneficiary	Employee Contacts

3

Benefits Report

Report Type HR Report

Sub Report Type Employee Benefits Report

Report Title Must contain "Benefit" (recommended: selfbill_benefits)

Column Name	Category
Company Name	Employee Data
Company Code	Employee Data
Employee Number	Employee Data
Pay Group	Employee Pay
Pay Frequency	Employee Pay
Plan Name	Employee Benefits
Coverage Name	Employee Benefits
Start Date	Employee Benefits
Stop Date	Employee Benefits
Actual Coverage	Employee Benefits
Requested Coverage	Employee Benefits
EE Per Pay Contribution	Employee Benefits
ER Per Pay Contribution	Employee Benefits

3

Set Up Data Transmission Setting

In iSolved, navigate to: Client Management > Client Utilities > Transmissions > Data Transmission Settings

Click Add New and enter the following:

Transmission Description

SelectPayroll Self Bill

Protocol

SSH FTP

Connection URL

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Connection User Name

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Connection Password

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SSH Private Key

Leave empty (not required)

PGP Keys

Leave empty (not required)

Click Save to create the connection. This only needs to be done once.

4

Schedule Report Transmissions

Navigate to: Client Management > Client Utilities > Transmissions > Scheduled Transmissions

Create three separate schedules - one for each report (Employees, Benefits, Contacts).

Scheduled Report

Report Type Report Writer Item

Report Item Select your custom report (selfbill_employees, etc.)

Schedule Description e.g., "SelfBill_Employees"

Transmission Schedule

Frequency Create Monthly On The 31st

At This Time 10:00 PM (Eastern Time)

Transmission Settings SelectPayroll Self Bill

Selecting the 31st will default to the last day of the month for shorter months.

Report Parameters (All Reports)

Legal Select the company

Format Excel

The Format field doesn't appear until after you save. Save the schedule first, then edit it to select Excel.

Date Range Parameters (Benefits & Contacts Only)

From Date First Day of Month

To Date Last Day of Month

The Employees report does not have date range parameters.

Note: iSolved uses Eastern Time for all scheduled transmissions.

Filename Requirement: Ensure each report's title contains its type: "Employee", "Benefit", or "Contact". This allows our system to automatically detect and process each file correctly.

5

Data Processing

Once files are uploaded:

Files are automatically detected and processed within 5 minutes
The Company Code identifies the company - new companies are created automatically
Each upload replaces all existing data for that company - always send complete files
Custom fields in the Employees file are captured and available for reporting

Full Replacement: Unlike Ease Benefits which tracks changes, Self Bill performs a full data refresh on each import. Always include all current employees and benefits in your export.

6

Verify Setup

After configuring the exports:

Run a test export from iSolved
Check the Self Bill dashboard to confirm the company appears
Review employee counts and benefit data for accuracy
Verify custom fields are captured correctly

Plan	Coverage	Age Band	Rate	Per Unit	Employees	Volume	EE Premium	ER Premium	Total

Account Settings

Profile Information

Update your personal details

Notifications

Manage how you receive updates

Email Notifications Receive an email when new benefit changes are imported

Saved

Security

Manage your account security

Password Last changed: Unknown