Annual Premiums - Age-Banded Import Layout

The layout below can be used to import Annual Premiums - Age-Banded 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

Package Name

 

Text

 

<=150

 

Yes


Must match an existing Package Name in the system

Benefit Name

 

Text

<=500

Yes

Must match Benefit Name configured within system (i.e. Employee Supplemental Life, Long Term Disability, etc...)

Benefit Plan Name

 

Text

<=50

Yes

Must match an existing Benefit Plan Name configured within system 
(i.e. $10,000)

Benefit Option Name

 

Text

<=50

Yes

Must match an existing Coverage Level Name configured within system 
(i.e. $10,000, $20,000,  etc...)

Starting Age

 

Number

 <=3

Yes

Must match an existing Starting Age configured within the system (i.e. 0, 25, etc...)

Ending Age   Number   <=3   Yes Must match an existing Ending Age configured within the system (i.e. 24, 29, etc...)
Premium Annual   Number     Yes
Full premium cost
Credit Amount - Annual   Number     Yes Portion of premium paid by employer
Benefit Amount Divisor   Number     Yes If no Benefit Amount Divisor, put a 0

Age Band Type

 

Number

 

1

 

Yes

1 = Employee (default)
2 = Spouse
3 = Non-Spouse Dependent

If using the new Age Banded Medical template (Age Banded with Dependents - Premium and Credit per age band), you must indicate which tab the Age Bands belong to. If you are not using the Age Banded Medical template, use the default number 1.
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