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Program Sponsor File
The ‘Program Sponsor File’ sub-tab presents the file management screens. Program Sponsor Files (PSF) can be submitted via File Transfer Protocol (FTP) (optimal method for large files) or uploaded to the client site.
Your company’s management contact can be set up to receive file processing notifications if preferred. The file management contact should verify successful record processing of each file promptly.
Your Service Delivery team can assist with any questions about file processing, including resolving any errors.
Important Note: The sub-tabs ‘Files’ and ‘Eligibility and Commuter Payroll’ may or may not appear based on the types of Reimbursement Accounts you offer to your members.
Checking on Files
Checking these files may vary based on how often they are sent to HealthEquity. If files are scheduled to be sent/uploaded on Monday, you may want to check on the files the next business day to ensure there are no errors. If your group sends files multiple times a week, you may want to check more frequently.
Upload File
The Upload File feature allows PSF to be loaded, including eligibility, enrollment, and funding records.
Tip: After uploading a file, do NOT use your browser’s Refresh icon to refresh the screen – this will result in a duplicate upload. Instead, select ‘Program Sponsor File’ in the header bar.
All files loaded to date, whether received via FTP or the file upload method, along with file processing results (counts of good records and error records), are displayed at the bottom of the screen.
File Record Search
To search for a member’s record in a particular uploaded file or across all uploaded files:
Select ‘Search’ on the main ‘Program Sponsor File’ screen.
Choose the file to search in, or search in all files.
Enter your search criteria and select ‘Search’ to begin the record retrieval.
File Status
The status of uploaded files will display as:
Received: The file was received and will soon be processed.
Rejected: The file has been processed with no records posted to production because the file did not meet quality control standards.
In Process: The file is in queue for non-rejected records to be posted to production.
Posted: The file has been processed and all non-rejected records have been uploaded and posted into production.
Reported Errors
Select the Report Icon for each file on the far right of the ‘Submitted Files’ page to see the file output, including errors and advisories.
Any record that is rejected, shows an error, or an advisory will require further attention. Select Guide to File Errors and Advisories for a detailed description of each error and the recommended action to correct it.