Benefits Tracking CSV Examples
The following examples show how you might structure files for importing benefits tracking information using the CSV Import Assistant.
Benefit
|
External ID |
Type |
Name |
Carrier |
Description |
|---|---|---|---|---|
|
benefit_001 |
Medical |
Regular Medical Plan |
Green Corp. |
Medical plan for regular employees. |
|
benefit_002 |
Vision |
Executive Vision Plan |
Vision Corporation |
Vision plan for executives. |
Benefit Carrier
|
External ID |
Name |
Address |
Contact Email |
Contact Phone |
Website |
|---|---|---|---|---|---|
|
carrier_001 |
Green Corp. |
401 Island Parkway, Redwood Shores, CA |
contact@ |
|
www.example.net |
|
carrier_002 |
Vision Corporation |
1001 Sunset Blvd, Rocklin, CA |
ask@example.com |
|
www.example.com |
Benefit Coverage
|
External ID |
Benefit |
Name |
Monthly Employer Cost |
Monthly Employee Cost |
Inactive |
|---|---|---|---|---|---|
|
cov_001 |
Regular Medical Plan |
Regular Medical |
100 |
50 |
|
|
cov_002 |
Executive Vision Plan |
Executive Vision |
100 |
|
|
Benefit Deduction
|
External ID |
Benefit Plan |
Payroll Item |
|---|---|---|
|
deduct_001 |
Regular Medical Plan |
Green Corp.(Employee) |
|
deduct_002 |
Executive Vision Plan |
Vision Corporation (Employee) |
Benefit Employer Contribution
|
External ID |
Benefit Plan |
Payroll Item |
|---|---|---|
|
comp_contri_001 |
Regular Medical Plan |
Green Corp.(Company) |
|
comp_contri_002 |
Executive Vision Plan |
Vision Corporation (Company) |
Benefit Type
|
External Id |
Name |
|---|---|
|
bentype_001 |
Medical Regular |
|
bentype_002 |
Eye Care |
Employee Benefit
|
External ID |
Benefit |
Employee |
Coverage |
Monthly Employer Cost |
Monthly Employee Cost |
|---|---|---|---|---|---|
|
emp_ben_001 |
Regular Medical Plan |
John Smith |
Regular Medical |
100 |
50 |
|
emp_ben_002 |
Executive Vision Plan |
Tamara Holden |
Executive Vision |
100 |
|
Staging
|
C |
C |
C |
Type -E |
Type -N |
B |
B |
C |
C |
E |
Employee Coverage -Employee External ID |
E |
E |
E |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
c |
G |
w |
b |
M |
b |
R |
cov_001 |
R |
payroll_ |
emp_0076 |
John Smith |
100 |
50 |
|
c |
V |
w |
b |
Vision |
b |
E |
cov_002 |
E |
payroll_ |
emp_002 |
Tamara Holden |
100 |
|
|
c |
G |
w |
b |
M |
b |
R |
cov_003 |
R |
payroll_ |
emp_002 |
Tamara Holden |
100 |
50 |