The layout below can be used to import Employee 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. |
| 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 - Annual | Number/Currency | Yes | Full premium cost | |
| Employee Cost - Annual | Number/Currency | Yes | Portion of premium paid by employee | |
| Credit Amount - Annual | Number/Currency | Yes | Portion of premium paid by employer | |
| Coverage Amount - Annual | Number/Currency | Yes | Amount of coverage (i.e. Life Insurance - $10,000, FSA contribution, etc...). Zero if does not apply | |
| Pre-Tax Deduction - Annual | Number/Currency | Yes | Portion of employee cost that is pre-tax | |
| Post-Tax Deduction - Annual | Number/Currency | 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 |