Employee Benefits with EOI Import Layout

The layout below can be used to import Employee Benefits with EOI 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

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 Must be numeric; must be unique within the system.
Benefit Name Text <=50 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)
Benefit Option Name Text <=50 Yes Must match Coverage Level name configured within system (i.e. Employee Only, Employee + Spouse, etc...)
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.
Premium Double   Yes Full premium cost
Employee Cost Double   Yes Portion of premium paid by employee
Credit Amount Double   Yes Portion of premium paid by employer
Coverage Amount Double   Yes Amount of coverage (i.e. Life Insurance - $10,000, FSA contribution, etc...). Zero if does not apply
Pre-Tax Deduction Double   Yes Portion of employee cost that is pre-tax
Post-Tax Deduction Double   Yes Portion of employee cost that is post-tax
Employee PCP 1 Text <=50   Primary Care Physician
Employee PCP 2 Text <=50   Primary Care Physician
Pending Benefit Plan Name Text <=50    
Pending Benefit Option Name Text <=50   Must match Coverage Level name configured within system
Election Confirmed Date Date     Date election was confirmed by employee (signature date)
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