The layout below can be used to import Annual Premiums - Age-Banded 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 |
|---|---|---|---|---|
| Package Name | Text | <=150 | Yes | Must match an existing Package Name in the system |
| Benefit Name | Text | <=500 | Yes | Must match Benefit Name configured within system (i.e. Employee Supplemental Life, Long Term Disability, etc...) |
| Benefit Plan Name | Text | <=50 | Yes | Must match an existing Benefit Plan Name configured within system(i.e. $10,000) |
| Benefit Option Name | Text | <=50 | Yes | Must match an existing Coverage Level Name configured within system(i.e. $10,000, $20,000, etc...) |
| Starting Age | Number | <=3 | Yes | Must match an existing Starting Age configured within the system (i.e. 0, 25, etc...) |
| Ending Age | Number | <=3 | Yes | Must match an existing Ending Age configured within the system (i.e. 24, 29, etc...) |
| Premium Annual | Number | Yes | Full premium cost | |
| Credit Amount - Annual | Number | Yes | Portion of premium paid by employer | |
| Benefit Amount Divisor | Number | Yes | If no Benefit Amount Divisor, put a 0 | |
| Age Band Type | Number | 1 | Yes | 1 = Employee (default) 2 = Spouse 3 = Non-Spouse Dependent If using the new Age Banded Medical template (Age Banded with Dependents - Premium and Credit per age band), you must indicate which tab the Age Bands belong to. If you are not using the Age Banded Medical template, use the default number 1. |
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.