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.
- 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.
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.