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Import to Add new Insurance Premium Tables
Import to Add new Insurance Premium Tables
Description of Issue
How to add new Insurance Premium Tables with an Import.
Context
- Enterprise ERP Payroll
- Insurance Premiums
Cause
Instructional.
Resolution
Recommended to try in test/train first.
- Navigate to Payroll>Payroll Setup>Deduction and Benefit Master. Click Premium Table in toolbar.
- Can also go to Human Resources>Benefits Administration>Insurance Premiums.
- Search for one Premium Table to create a test file. Click Browse, then click Excel to create Import file.
- Minimum required fields: Carrier, Plan, Coverage, Level, Effective Date, Pre-tax deduction, Total Monthly Premium, Employer Rate.
- Action Flag is not required for this Import.
- Employee Rate cannot be imported. That rate will auto calculate as Total Monthly Premium minus Employer Rate.
- Update Import File with new information. Save as a .csv file.
- 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
- In Insurance Premiums program, click Import.
- Click Custom Templates, then New Template or Create Template.
- Fill in Name and select Other as delimiter with a comma (,) in the field.
- Click Browse to choose import file.
- It is recommended to check the checkboxes for First Line Contains Headers and Attempt Field Matching Based on Headers.
- Click Upload.
- Use drop downs to populate column headers as necessary.
- Click Save.
- Return to Insurance Premiums program and click Import.
- Click Define.
- Choose Template and File and check the checkbox for First Line Contains Headers.
- For Import Option, choose Add New Records (Only Add to Existing Records).
- Click Accept.
- Review Import proof for errors.
- Once proof has been confirmed, return to the Insurance Premiums Import screen.
- When prompted Do you want to continue importing these records? click Yes.
Additional Information
, multiple selections available,
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