Import Templates for each type of import can be downloaded from Employee Navigator. These templates provide you with the information such are required fields, cell formatting, and standard Excel file configuration for imports that can be processed in the EN system.
To review and download import templates:
Go to HOME > HELPFUL TOOLS & INFORMATION > Import Employees & Enrollment > Download templates > select the appropriate template.
NOTE: Additional fields should not be added to import templates.
- Census import templates have been created to include all importable demographic fields. If a field is not included on the import template, it is not importable.\
- Importable Census Fields are: Employee SSN, Dependent SSN, Relationship, Last Name, First Name, Middle Name, Suffix, Date of Birth, Hire Date, Gender, Class, Payroll Group, Annual Base Salary, Salary Effective Date, Hourly Rate, Hours Per Week, Annual Benefit Salary, Annual Benefit Salary, Effective Date, ACA Classification, Statutory Class, Email, Address 1, Address 2, City, State, Zip Code, County, Country, Phone Number, Tobacco User, On Wellness, Job Title, Marital Status, Is Full Time, Is Exempt, Is Collectively Bargained, Leased Employee, Seasonal Employee, Works Outside US, Employee ID, Payroll ID, Time Clock ID, Original Hire Date, Affiliate Hire Date, Department, Division, Business Unit, Office, Cost Center, Demographic Change Date, Prior Year W2 Earnings, Retire Date, Benefit Work State, Payroll Work State, Termination Date, Termination Reason
- Enrollment import templates include all required and importable fields for importing enrollments into the specific benefit. Additional information is not able to be imported and may prevent the enrollments from importing as expected.
- Importable Enrollment Fields are: Plan Start Date, Plan End Date, Plan Name, Plan Benefit Amount, Spouse Benefit Amount, Child Benefit Amount, Sign Date, Enrolled On, Declined Date
Review the article Importing Plan Enrollments - Plan Template/Type Cheat Sheet for additional information regarding which template to use when importing different types of enrollments.