This article describes how to configure a client for the Standard Employee Deduction to Optum HSA/FSA moov definition. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
To adopt the Standard Employee Deduction to Optum HSA/FSA moov to your account, click on the moovs section on the left and click the ADD button.
Then expand the Benefits section and click on the Standard Employee Deduction to Optum HSA/FSA moov.
Then click 'Use This moov' on the right.
Once the Standard Employee Deduction to Optum HSA/FSA moov has been added to your account, click on the Standard Employee Deduction to Optum HSA/FSA moov.
The Standard Employee Deduction to Optum HSA/FSA moov provides a notification for when the moov is complete. The notification can be sent to any email address you wish and can also be configured to send to multiple email addresses.
To edit the notification step, click on the cog icon under the Action - Notify step on the left. Then toggle the "Use default parameters" off and enter in the email addresses you would like to receive the notification. If you would like to enter multiple email addresses, separate them with a comma. A Reply to email is also required in the event that a recipient of the notification replies to the email.
Note: these settings apply to any client configuration you set up for this specific moov. You also have the ability to configure the notification step for each client configuration if you wish to add or remove email addresses per client.
To save your parameters click on the Save Changes button.
In the moov configuration section, click the Add button to add a new client to send data to Optum.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - the status field is important when configuring a new integration with Optum as it provides the correct file name used to send to Optum while in their testing phase. This field should be set to 'Testing' until the testing phase has been completed.
Expected Frequency - the client's payroll frequency
File Name Starts With - typically the client or company code within your payroll platform. The value entered into this field is important as the file you send to detamoov must start with this value.
File Name Contains - optional value that is included in the file name
Optum requires that a specific file name is used for sending test and production files. To ensure the correct file name is sent, edit the Action Name File step and make the following overrides:
For the 'Naming rule used in production', replace the field text "[EDIT: ACH or WIRE]" with either ACH or WIRE. Also replace the field text "[EDIT: Group ID]" with your plan's Group ID.
Naming rule used in production:
For the 'Naming rule used in test', replace the field text "[EDIT: ACH or WIRE]" with either ACH or WIRE.
Naming rule used in test:
Optum provides SFTP credentials on a per client basis. The Deliver SFTP step must be configured for each client after you have received the Username, Password and Folder path for your client. To provide your client's credentials, locate the Action - Deliver SFTP step and toggle the 'Use default parameters' option Off. Then, replace the text "OPTUM USERNAME" with your client's Username, enter in your client's Password, and provide the Folder Path for your client.
At the beginning of this article you configured the notification step for the moov to send a notification once the moov had completed. You also have the ability to configure the notification step for each client configuration if you wish to add or remove email addresses per client.
To override the notification step, locate the Action - Notify step and toggle the "Use default parameters" off and enter/remove email addresses from Email Address and Reply To fields. If you would like to enter multiple email addresses, separate them with a comma.
To complete the configuration for your client, click the Next button at the bottom of the page and then the Save button on the moov summary page.
