Data Comparison Utility Report

The Data Comparison Utility allows you to compare data within the system to an external file (data source) through a Comma Separated Value (.csv) or Microsoft Excel file.

Navigating to Data Comparison Utility Reports

From the menu, expand Reports, expand Data Comparison Utility.

CHR_-_Menu_-_Reports_-_Data_Comparison_Utility.png

CHR_-_Reports_-_Data_Comparison_Utility_-_02.png

Steps for the Data Comparison Utility

  • Step 1 - Choose the Comparison File from the options listed. For more information about the layouts and the requirements, you can refer to the following section.
  • Step 2 - Select the Employee Unique Identifier (Social Security Number or Employee ID)
  • Step 3 - Select the Benefit Package to compare if comparing Benefits or Deductions.
  • Step 4 - Enter an effective date if comparing Benefits or Deductions.
  • Step 5 - Limit the comparison to certain pay schedules if comparing Deductions.
  • Step 6 - Browse your computer for the external comparison file and the spreadsheet as it appears in the excel file.
  • Step 7 - Compare the data.

Layout Requirements

  • The file must be in the format as documented under the "Layout" tab on the top of the Data Comparison Utility screen. You can also refer to the layouts in the following section.
  • The Import File must contain Column Headers.

CHR_-_Reports_-_Data_Comparison_-_Layouts_-_00.png

Layouts

Benefit Comparison - Standard Comparison

CHR_-_Reports_-_Data_Comparison_-_Standard_Comparison_-_00.png

Field Data Type Length Required Notes
SSN / Employee ID Text 9 X SSN or Employee ID of employee within system
Benefit Text 50 X Must match Benefit Name configured within System
Benefit Plan Text 50 X Must match Benefit Plan Name configured within System
Coverage Level Text 50 X Must match Coverage Level Name configured within System
Coverage Amount Double   X Amount of coverage (i.e. Life Insurance - $10,000, FSA contribution, etc...). Zero if does not apply
Benefit Comparison - Code Comparison

CHR_-_Reports_-_Data_Comparison_-_Benefit_Comparison__by_code__-_00.png

Field Data Type Length Required Notes
SSN / Employee ID Text 9 X SSN or Employee ID of employee within system
Carrier Benefit Code Text 50 X Must match Carrier Benefit Code configured within System
Carrier Plan Code Text 50 X Must match Carrier Plan Code configured within System
Coverage Code Text 50 X Must match Coverage Code configured within System
Coverage Amount Double   X Amount of coverage (i.e. Life Insurance - $10,000, FSA contribution, etc...). Zero if does not apply
Benefit Comparison - Monthly Premium Comparison

CHR_-_Reports_-_Data_Comparison_-_Benefit_Comparison_by_Monthly_Premium_-_00.png

Field Data Type Length Required Notes
SSN / Employee ID Text 9 X SSN or Employee ID of employee within system
Benefit Name Text 50 X Must match an existing Benefit Name configured within the system.
Monthly Premium Amount Numeric   X Amount of the monthly premium.
Benefit Comparison - Monthly Premium Comparison by Carrier

CHR_-_Reports_-_Data_Comparison_-_Monthly_Premium_Benefit_Comparison_by_Carrier_-_00.png

Field Data Type Length Required Notes
SSN / Employee ID Text 9   SSN or Employee ID of employee within system. If Employee Name is not supplied then this is required.
Employee Name Text 50   Must match an existing Benefit Name configured within the system. If SSN / Employee ID is not supplied then this is required. Must be in format Last Name, First Name MI.
Benefit Name Text 50 X Must match an existing Benefit Name configured within the system.
Carrier Name Text 50 X Must match an existing Carrier Name configured within the system for the specified Benefit Name.
Monthly Premium Amount Numeric   X Amount of the monthly premium.
Employee Comparison

CHR_-_Reports_-_Data_Comparison_-_Employee_Comparison_-_00.png

Field Data Type Length Required Notes
SSN / Employee ID Text 9 X SSN or Employee ID of employee within system
First Name Text 50 X  
Last Name Text 50 X  
Deduction Comparison

CHR_-_Reports_-_Data_Comparison_-_Deduction_Comparison_-_00.png

Field Data Type Length Required Notes
SSN / Employee ID Text 9 X SSN or Employee ID of employee within system
Benefit Carrier Code Text 50 X Must match an existing Benefit Carrier Code configured against a Benefit within the system.
Deduction Amount Numeric   X Amount of the deduction.
Was this article helpful?
0 out of 0 found this helpful