Instructions for Using Templates
Employee Level Template: Instructions
For each row in the spreadsheet, an employee record will be added to the quote.
Download Employee-Only Template (Excel file)
| Field |
Format |
Required? * |
Comments |
| Last Name |
|
|
|
| First Name |
|
|
|
| Gender |
|
X |
"M" or "F" |
| Birthdate |
mm/dd/yyyy |
X |
Must be a valid date. Birthdate or age is required.
If you specify the birthdate, the age will be calculated
automatically. |
| Age |
numeric |
X |
Age a whole number. Birthdate or age is required.
If you specify the birthdate, the age will be calculated
automatically. |
| Postal Code |
numeric |
|
|
| Enrollment Status |
|
|
"Active" or "COBRA" |
| Spouse |
|
X |
"Y" or "N" |
| Children |
numeric |
X |
Number of children must be a whole number. |
| Medical |
|
|
|
| Dental |
|
|
|
* Required indicates whether the data is required to create a valid record for the census. If valid data is not imported into a required field, records updated after import to make the census valid.
Employee & Dependents Template: Instructions
For each row with a value of "Subscriber" in the relationship column a employee record will be added to the quote. For each row with a value of "Spouse" or "Child" in the relationship column, dependent records will be added to the preceding employee record.
Download
Employee & Dependents
Template (Excel file)
| Field |
Format |
Required? * |
Comments |
|---|
| Relationship | |
X | "Subscriber" or "Spouse" or "Child" | | Last Name | | | | | First Name | |
|
|
| Gender | |
X | "M" or "F" | | Birthdate | mm/dd/yyyy | X | Must be a valid date. Birthdate or age is required. If you specify the birthdate, the age will be calculated automatically. | | Age | numeric | X | Age a whole number. Birthdate or age is required. If you specify the birthdate, the age will be calculated automatically. | | Postal Code | numeric | |
|
| Country | | | |
| Enrollment Status | | |
"Active" or "COBRA" | | Medical | |
|
|
| Dental | | | |
* Required indicates whether the data is required to create a valid record for the census. If valid data is not imported into a required field, records updated after import to make the census valid.
Custom Format (Employee Level): Instructions
For each row in the spreadsheet, an employee record will be added to the quote. If you already have census data in a spreadsheet with similar columns, but the column names are different and/or are arranged in different order, use this approach. You will be prompted to map the columns appropriately.
| Field |
Format |
Required? * |
Comments |
|---|
| Last Name | |
|
|
| First Name | |
|
|
| Gender | |
X | "M" or "F" | | Birthdate | mm/dd/yyyy | X |
Must be a valid date. Birthdate or age is required. If
you specify the birthdate, the age will be calculated automatically. |
| Age | numeric | X | Age a whole number. Birthdate or age is required. If you specify the birthdate, the age will be calculated automatically. | | Postal Code | numeric | |
|
| Enrollment Status | | |
"Active" or "COBRA" | | Spouse | |
X | "Y" or "N" | | Children | numeric | X | Number of children must be a whole number. | | Medical | |
|
|
| Dental | |
|
|
* Required indicates whether the data is required to create a valid record for the census. If valid data is not imported into a required field, records updated after import to make the census valid.
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