Occasionally you will wish to import large amounts of employee data into the system. On the left menu, navigate to Tools – Imports.
Here you may import three different types of files.
- New Employee Census
- New Employee and Dependent Census
- Employee Profile Updates*
*IMPORTANT: Changes to employee information, such as eligibility dates or effective dates may result in a change to their enrollment eligibility. If this occurs, they will appear on a report on the main page, showing ineligible employees enrolled in benefits.
To import a file, select Upload for the respective file type, and it will bring you to a screen which enables you to download a template.
This will be an XLSX file. Fill in data for all fields you know. For each type of import, some fields are required; these are marked in blue.
Save the file. Now, enter the file name, and either drag the file to the screen or browse your computer for the file.
The application will automatically check your file for any errors.
Fix any errors that appear under Review. To identify these, select View on the right.
If everything is successful, you will get a message which states “Validation Finished. No Errors or Warnings.”
Select Import to finish uploading the file. You may verify this information is correct by going to the Employee record.