Transferring Team Member data
Team Members are eligible for data transfer to PlanSource if they meet the basic data requirements and they are assigned to a Policy with US Benefits is active selected. The Policy can be assigned directly to them, or to their HR Departments. Data transfer is then automatic.
Note
When you set up a new sandbox for an org where data is transferring to PlanSource, make sure you remove the PlanSource configuration from the sandbox before making any changes to team member data on the fields mapped to PlanSource fields in the sandbox. If you do not remove the active configuration, you risk transferring unintended changes to team member data in PlanSource. See US Advanced Benefits (PlanSource)