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 |
|
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. |