How do I import Cafeteria plan enrollments?
To import Cafeteria plan enrollments you will place them in an excel file with the following columns populated or using the Cafeteria Plan Import Template;
· EE First Name
· EE Last Name
· EE SSN
· Plan Name= Medical FSA or DCA
· Annual Election
· Per Pay Deduction
· Plan Effective Date
To begin the import process you will complete the following steps;
Select the link to the Import Tool located in the Tools Section of your HR home page.
You will then select the Start New Import link at which point you will input the Name of your file, and then prompted to upload the file. Please note the file must be saved as a .xls file/Excel 2003 file only.
Once you have loaded the file, the system will take you to the options page so that you are able to Set your file options. From the What are you importing section you will notice the Employees box is automatically selected, you then place a check box into the A Plan check box. In the What plan are you importing? Section, you will select Cafeteria plans. You will then Save the Page.
After saving the page, you will be taken to the Map Columns Page. The system will auto map and fields that it recognizes; however, you are encouraged to review the column mappings and choose the appropriate fields from the selection options in the drop down. Once you have mapped the columns you will then Save the page to proceed.
You will then be directed to the audit page, will advise that all values from your file match what’s in the database. You will just hit save to go to the next phase.
The final phase is the Commit phase, which will allow you to commit the file to the database. Once the file is committed, you will receive a message indicating that an email will be sent to you when the file has been uploaded. If you are attempting to import a file that has 10 records or less, the data will be imported instantaneously.