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
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 * | Must be numeric and unique. *Must supply Dependent SSN or Dependent Birth Date. |
| Dependent Birth Date | Date (mm/dd/ccyy) | Yes * | Must be a valid date. *Must supply Dependent SSN or Dependent Birth Date. | |
| 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) |
| Package Effective Date | Date (mm/dd/ccyy) | Yes | Must be valid date. Date benefits year begins (i.e. 1/1/2004) | |
| Dependent PCP 1 | Text | <=50 | Primary Care Physician | |
| Dependent PCP 2 | Text | <=50 | Primary Care Physician |