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 |