Import to Add new Insurance Premium Tables

How to add new Insurance Premium Tables with an Import.

• Enterprise ERP Payroll
• Insurance Premiums

Instructional.

Recommended to try in test/train first.

1. Navigate to Payroll>Payroll Setup>Deduction and Benefit Master. Click Premium Table in toolbar. 
   1. Can also go to Human Resources>Benefits Administration>Insurance Premiums.
2. Search for one Premium Table to create a test file. Click Browse, then click Excel to create Import file.
   1. Minimum required fields:  Carrier, Plan, Coverage, Level, Effective Date, Pre-tax deduction, Total Monthly Premium, Employer Rate. 
   2. Action Flag is not required for this Import.
   3. Employee Rate cannot be imported. That rate will auto calculate as Total Monthly Premium minus Employer Rate.
3. Update Import File with new information. Save as a .csv file. 
   1. Note: new Carrier, Plan, Coverage, and Level codes must be created in Miscellaneous codes before proceeding. How to Add New Carrier Plan Coverage and Level Options for Premium Table
4. In Insurance Premiums program, click Import.
5. Click Custom Templates, then New Template or Create Template.
6. Fill in Name and select Other as delimiter with a comma (,) in the field.
7. Click Browse to choose import file. 
8. It is recommended to check the checkboxes for First Line Contains Headers and Attempt Field Matching Based on Headers.
9. Click Upload.
10. Use drop downs to populate column headers as necessary.
11. Click Save.
12. Return to Insurance Premiums program and click Import.
13. Click Define.
14. Choose Template and File and check the checkbox for First Line Contains Headers.
15. For Import Option, choose Add New Records (Only Add to Existing Records).
16. Click Accept.
17. Review Import proof for errors. 
18. Once proof has been confirmed, return to the Insurance Premiums Import screen.
19. When prompted Do you want to continue importing these records? click Yes.