Can I upload benefit balances for multiple persons at one time?

Yes.

  1. Use the integrated Microsoft Excel workbook to:

    • View and edit the benefit balance value, primary assignment, and benefits relationship entries for multiple persons.

    • Add and delete person benefit balances.

  2. Upload your changes back into the application database.

To generate the workbook, in the Evaluation and Reporting work area:

  1. Select the Person Data Loaders tab.

  2. In the Upload Person Benefit Balances task row, click the Go to Task button.