The layout below can be used to import Benefit Comparison by Carrier - Monthly Premium 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 a field is identified as a key field with the label [key] in the 'Required' column in the table below, Core HR will update the existing record with the matching [key] field data instead of creating a new record (i.e. when importing a file containing employee data and Core HR recognizes an employee's SSN as belonging to an existing employee record, Core HR will update the existing employee record with the data from the import file instead of creating a new employee record).
If no field has the [key] label in the 'Required' column, the import layout will always create a new record and not update any existing records.
| Column Header | Data Type | Max Field Length | Required | Notes |
|---|---|---|---|---|
| Employee SSN / Employee ID | Text | 9 | Yes* |
Must match an existing employee within the system. *If Employee Name is not supplied, then this is required. |
| Employee Name | Text | <=50 | Yes* |
Must match an existing Employee in the system. *If SSN/ Employee ID is not supplied, then this is required. Must be in the format: Last Name, First Name MI. |
| Benefit Name | Text | <=50 | Yes | Must match an existing Benefit Name configured within the system. |
| Carrier Name | Text | <=50 | Yes | Must match an existing Carrier Name configured within the system for the specified Benefit Name. |
| Monthly Premium Amount | Numeric | Yes | Amount of the monthly premium. |
Import Template
We have provided an import template in an Excel format to help you get started. You can refer to the table above for more information about any of the columns. Required fields have been marked in RED.