Notes:

  • Import files must be in .csv format.
    • An Excel file can be saved in .csv format by choosing Save As and selecting the Comma Separated Values (.csv) option.
  • You cannot import changes to an employee's First Name, Last Name, SSN or email address.
    • These changes must be made manually in order to ensure the integrity of the data.
  • The Employees > Actions > Generate Census option generates an employee census file containing demographic and work-related information.
    • Enrollments are not included in this census.
  • Enrollment reports can be generated from Benefits > Reports.

 

To create an import file: 


1.    Select an import template.


2.    Enter information to be imported.

  • EID, First Name, Last Name, and Relationship must appear in all lines to be imported.

3.    If you do not wish to manually add all details to a blank template, export a census or enrollment report to use as your starting point.

  • See notes above.

4.    Delete columns/rows containing non-essential information.

  • EID, First Name, Last Name, and Relationship must appear in all lines to be imported.

5.    Save the file on your computer in Comma Separated Values (.csv) format.

6.    Continue to Import Employees.