The layout below can be used to import Dependent Benefits into Core HR.
General Information on Importing
For general information on importing data, refer to the following dedicated article that details how to import a file, supported formats, and other related information.
Import Layout
When creating your import file, you must:
- Create Column Headers.
- Match the order of the columns with the table provided below.
- Match the number of columns with the table provided below.
If columns are added or removed, the import process file will stop and an error message will be shown, resulting in no records processed and an error logged in the import history.
When is a Record Added vs Updated?
If an existing record is found in the key field(s) ([key]) identified below, the Core HR will update that record instead of creating a new record.
| Column Header | Data Type | Max Field Length | Required | Notes |
|---|---|---|---|---|
| Employee SSN | Text | 9 | Yes [key] | SSN field stored on the Employee Demographic Info screen. |
| Dependent SSN | Text | 9 | Yes | If supplied, must be numeric; must be unique within the system. If Dependent SSN is supplied then Dependent First Name and Last Name fields will be ignored. |
| Dependent First Name | Text | <=50 | Yes | If supplied, must match the first name of a dependent tied to employee. If Dependent SSN and Dependent Birth Date is not supplied then First Name and Last Name will be used to tie dependent election record to an existing dependent. |
| Dependent Last Name | Text | <=50 | Yes | If supplied, must match the last name of a dependent tied to employee. If Dependent SSN and Dependent Birth Date is not supplied then First Name and Last Name will be used to tie dependent election record to an existing dependent. |
| Dependent Birth Date | Date | Yes | If supplied, must match the birth date of a dependent tied to employee. If Dependent SSN and Dependent Birth Date is not supplied then First Name and Last Name will be used to tie dependent election record to an existing dependent. | |
| Benefit Name | Text | Yes | Must match Benefit Name configured within system (i.e. Medical, Dental, etc...) | |
| Benefit Plan Name | Text | <=50 | Yes | Must match Benefit Plan Name configured within system (i.e. Preferred PPO) |
| Package Effective Date | Date | Yes | Must be valid date. Date benefits year begins (i.e. 1/1/2004) | |
| Effective Date | Date | Yes | Must be valid date. Date coverage went into effect. | |
| Expiration Date | Date | Yes | Must be valid date Date coverage will go out of effect. | |
| Dependent PCP 1 | Text | <=50 | Yes | Primary Care Physician |
| Dependent PCP 2 | Text | <=50 | Yes | Primary Care Physician |