Termination by Plan Code Import Layout

The layout below can be used to import Termination by Plan Code 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 [key]

Must be numeric; must be unique within the system.

Employee Name

 

Text

150

 

Optional Employee name.

Plan Code

 

Text

 50

 

Yes

Must be a valid plan carrier code.

Benefit Term Date

 

Date

  

Yes

Must be a valid Date. Date for which Plan Carrier Code should be Terminated.

Term Reason   Text   150   Optional. If used then Reason must match valid value defined within system
Employee Term Date   Date      Yes  Must be a valid Date. Date for which Employee should be Terminated.

 

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