The layout below can be used to import Benefit Comparison by Code 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 / Employee ID | Text | 9 | Yes [key] | Must match an existing employee within the system. |
| Carrier Benefit Code | Text | <=50 | Yes | Must match Carrier Benefit Code configured within the system. |
| Carrier Plan Code | Text | <=50 | Yes | Must match Carrier Plan Code configured within the system. |
| Coverage Code | Type | <=50 | Yes | Must match Coverage Code configured within the system. |
| Coverage Amount | Numeric | Yes | Amount of coverage (i.e. Life Insurance - $10,000, FSA Contribution, etc....). Zero if does not apply. |