Dependent Benefits with Effective Dates Import Layout

The layout below can be used to import Dependent Benefits into the HRIS. Column Headers must be provided in the import file and the order of the columns must match the order specified in the table below. The import file must have the same number of columns as indicated in the table below, as well.

General Information on Importing Data

For general information on importing data including supported formats and common questions see Imports Overview

Location of Data within HRIS

See:

When is a Record Added vs Updated?

If an existing record is found using the key fields ([key]) identified below, the HRIS will update that record

Column Header Data Type Max Field Length Required Notes
Employee SSN Text 9 Yes [key] SSN field stored on the Employee Demographic Info screen.
Dependent SSN Text 9 Yes If  supplied, must be numeric; must be unique within the system. If  Dependent SSN is supplied then Dependent First Name and Last Name fields  will be ignored.
Dependent First Name Text <=50 Yes If  supplied, must match the first name of a dependent tied to employee. If  Dependent SSN and Dependent Birth Date is not supplied then First Name  and Last Name will be used to tie dependent election record to an  existing dependent.
Dependent Last Name Text <=50 Yes If supplied, must match the last name of a dependent tied  to employee. If Dependent SSN and Dependent Birth Date is not supplied  then First Name and Last Name will be used to tie dependent election  record to an existing dependent.
Dependent Birth Date Date   Yes If supplied, must match the birth date of a dependent  tied to employee. If Dependent SSN and Dependent Birth Date is not  supplied then First Name and Last Name will be used to tie dependent  election record to an existing dependent.
Benefit Name Text   Yes Must match Benefit Name configured within system (i.e. Medical, Dental, etc...)
Benefit Plan Name Text <=50 Yes Must match Benefit Plan Name configured within system (i.e. Preferred PPO)
Package Effective Date Date   Yes Must be valid date. Date benefits year begins (i.e. 1/1/2004)
Effective Date Date   Yes Must be valid date. Date coverage went into effect.
Expiration Date Date   Yes Must be valid date Date coverage will go out of effect.
Dependent PCP 1 Text <=50 Yes Primary Care Physician
Dependent PCP 2 Text <=50 Yes Primary Care Physician
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