Benefits Admin

IMPORTS

IMPORT HISTORY LOG

IMPORT NAME	UPLOAD TYPE	UPLOAD DATE	UPLOADED BY	STATUS	ERRORS
@{{log.name}}	@{{log.upload_type}}	@{{log.upload_date}}	@{{log.upload_by}}	@{{log.status === 'progress' ? 'In Progress' : log.status === 'complete' ? 'Completed' : ''}}	@{{log.errors}}

@{{currentView == 'view_import' ? 'VIEW' : 'NEW'}} UPLOAD

1 UPLOAD FILE
2 MAP COLUMNS
3 AUDIT DISCREPANCIES
4 REVIEW & CONFIRM

Import Name

Upload Type

Product Type

File includes dependents

How are dependents listed on file?

WARNING!

If your file includes changed values for existing employee / dependent system records, the new values on this file will overwrite the existing system values with no effective change date. This option should only be used to correct data entry errors. To update records with effective change dates, use the Employee / Dependent Profile Updates option.

Warning!

An Admin Census Overwrite should only be processed to correct bad data entry, as all values on this file will overwrite any current, existing data in the system. There will be no historical record of the replaced data, and once processed, this cannot be undone. If you need to update profile information with change effective dates, use the Employee / Dependent Profile Updates option.

Note!
All dependent rows must also include the employee's SSN so the system knows to which employee each dependent belongs.

Upload File

Drag and drop file here
or browse to begin upload

@{{fileName}}

Ensure the file uploaded is a spreadsheet!

Map the column headers on your file to the correct system fields. If there is data you do not wish to upload into the system, you can exclude those columns by selecting Skip from the header drop-down

Import Name:@{{data.name || 'No Import Name'}}

Upload Type: @{{ data.upload_type === 'new_emp_dep' ? 'New Employee / Dependent Census' : data.upload_type === 'new_dependent' ? 'New Dependent Only Census' : data.upload_type === 'employee' ? 'Employee / Dependent Profile Updates' : data.upload_type === 'dependent' ? 'Dependent Only Profile Updates' : data.upload_type === 'terminations' ? 'Employee Terminations' : data.upload_type === 'enrollments' ? 'Enrollments' : data.upload_type === 'admin_census' ? 'Admin Census Overwrite' : 'No Upload Type Selected' }}

Preview of File

@{{data}}

@{{imports[index][params] ? imports[index][params] : '-'}}

IMPORT ERROR LOG

Import Name:	Full Employee Census
File Name:	employee_dep_census.xlsx download file
Upload Type:	New Employee / Dependent Census

ROW	COLUMN	VALUE	ERROR DETAILS
2	Date of Birth	01/01/1900	Invalid date. Value not imported
17	Employee SSN		Missing employee SSN. Dependent record not imported
33	Date of Hire	00/00/1900	Invalid date. Value not imported
51	Dependent SSN	012-34-56789	Invalid SSN. Value not imported

Spreadsheet column header:	class
Spreadsheet value:	FT
Match to system value:

Spreadsheet column header:	class
Spreadsheet value:	S
Match to system value: