Benefits Tracking Import Fields
The following describes the fields available for mapping for each Benefit record type using the CSV Import Assistant.
Benefit
The Benefit import record type lets you quickly enter information for multiple benefits. For more information, see Creating Benefits.
|
Field |
Description |
Field is required |
|---|---|---|
|
External ID |
Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. |
No |
|
Type |
The benefit type. This field can be any benefit type you created or any type installed with the SuiteApp by default:
|
Yes |
|
Name |
The unique benefit name. |
Yes |
|
Carrier |
The carrier providing the benefit to your employees. |
No |
|
Description |
A description to help distinguish the benefit from others. |
No |
Benefit Carrier
The Benefit Carrier import record type lets you quickly enter information for multiple benefit carriers. For more information, see Creating Benefit Carriers.
|
Field |
Description |
Field is required |
|---|---|---|
|
External ID |
Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. |
No |
|
Name |
The benefit carrier name. |
Yes |
|
Address |
The benefit carrier’s address |
No |
|
Contact Email |
The benefit carrier’s email address. |
No |
|
Contact Phone |
The benefit carrier’s phone number. |
No |
|
Website |
The benefit carrier’s website. |
No |
Benefit Coverage
The Benefit Coverage import record type lets you quickly add coverage and cost information for each benefit. For more information, see Creating Benefits.
|
Field |
Description |
Field is required |
|---|---|---|
|
External ID |
Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. |
No |
|
Benefit |
The benefit plan name. |
Yes |
|
Name |
The benefit coverage name. This corresponds to the value in the Benefits Coverage Name field of the Coverage subtab when setting up benefits. |
No |
|
Monthly Employer Cost |
The amount the company pays per employee per month for the given benefit. The system uses an amount of 0 if mapped to an empty cell. |
No |
|
Monthly Employee Cost |
The amount the employee pays per month for the given benefit. The system uses an amount of 0 if mapped to an empty cell. |
No |
|
Inactive |
If set to Yes, the benefit is hidden in lists on records and fields. This corresponds to the Inactive box when creating benefits. |
No, but if you do not include a mapping for this field, the system uses the default value, which is No. |
Benefit Deduction
The Benefit Deduction import record type lets you quickly associate benefits to their corresponding employee deduction payroll items. For more information, see Creating Benefits.
|
Field |
Description |
Field is required |
|---|---|---|
|
External ID |
Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. |
No |
|
Benefit Plan |
The benefit plan name. |
Yes |
|
Payroll Item |
The payroll item name associated with the employee’s monthly deduction for the given benefit plan. This field must be an active payroll item on the Payroll Items page at Lists > Employees > Payroll Items. |
Yes |
Benefit Employer Contribution
The Benefit Employer Contribution import record type lets you quickly associate benefits to their corresponding company contribution payroll items. For more information, see Creating Benefits.
|
Field |
Description |
Field is required |
|---|---|---|
|
External ID |
Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. |
No |
|
Benefit Plan |
The benefit plan name. |
Yes |
|
Payroll Item |
The payroll item name associated with the company’s monthly contribution for the given benefit plan. This field must be an active payroll item on the Payroll Items page at Lists > Employees > Payroll Items. |
Yes |
Benefit Type
The Benefit Type import record type lets you quickly enter information for multiple benefit types. For more information, see Creating Benefit Types.
|
Field |
Description |
Field is required |
|---|---|---|
|
External ID |
Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. |
No |
|
Name |
The unique benefit type name. This name must be different from existing benefit types you already created or any type installed with the SuiteApp by default:
|
Yes |
Employee Benefit
The Employee Benefit import record type lets you quickly enter benefit information for multiple employees. For more information, see Assigning Benefits to an Employee.
|
Field |
Description |
Field is required |
|---|---|---|
|
External ID |
Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. |
No |
|
Benefit |
The unique benefit name. |
Yes |
|
Employee |
The employee name. This field must point to an active employee on the Employees page at Lists > Employees > Employees. |
Yes |
|
Coverage |
The benefit coverage name. |
No |
|
Monthly Employer Cost |
The amount the company pays per employee per month for the given benefit. The system uses an amount of 0 if mapped to an empty cell. |
No |
|
Monthly Employee Cost |
The amount the employee pays per month for the given benefit. The system uses an amount of 0 if mapped to an empty cell. |
No |
Staging
The Staging import record type lets you quickly enter complete benefit information for multiple employees. Users assigned with the Benefits Administrator role can use staging import to assign benefits to employees even without having employee access. For more information, see Assigning Benefits to an Employee.
|
Field |
Description |
Field is required |
|---|---|---|
|
Carrier - External ID |
Used as a unique identifier for the carrier record. You can specify any value that has not been used as the External ID in previous CSV imports. |
Yes |
|
Carrier - Name |
The benefit carrier name. |
Yes |
|
Carrier - Address |
The benefit carrier’s address |
No |
|
Carrier - Contact Email |
The benefit carrier’s email address. |
No |
|
Carrier - Contact Phone |
The benefit carrier’s phone number. |
No |
|
Carrier - Website |
The benefit carrier’s website. |
No |
|
Type - External ID |
Used as a unique identifier for the benefit type record. You can specify any value that has not been used as the External ID in previous CSV imports. |
Yes |
|
Type - Name |
The unique benefit type name. |
No |
|
Benefit - External ID |
Used as a unique identifier for the benefit record. You can specify any value that has not been used as the External ID in previous CSV imports. |
Yes |
|
Benefit - Name |
The benefit plan name. |
Yes |
|
Benefit - Description |
A description to help distinguish the benefit from others. |
No |
|
Benefit - Deduction Payroll Item External IDs |
The payroll item which corresponds to the amount the employee pays per month for the given benefit. The value here must be the value defined in the Benefits Tracking External ID field on the payroll item page. This is an optional field and is useful if you want to link the benefit to the employee deduction payroll item.
Tip:
Use the pipe (|) character as a delimiter if you want to include multiple payroll items such as from different subsidiaries. For example, you may enter multiple IDs as id_01|id_02|id_03. |
No |
|
Benefit - Company Payroll Item External IDs |
The payroll item which corresponds to the amount the company pays per employee per month for the given benefit. The value here must be the value defined in the Benefits Tracking External ID field on the payroll item page. This is an optional field and is useful if you want to link the benefit to the company contribution payroll item.
Tip:
Use the pipe (|) character as a delimiter if you want to include multiple payroll items such as from different subsidiaries. For example, you may enter multiple IDs as id_01|id_02|id_03. |
No |
|
Coverage - External ID |
Used as a unique identifier for the benefit coverage record. You can specify any value that has not been used as the External ID in previous CSV imports. |
Yes |
|
Coverage - Name |
The benefit coverage name. |
Yes |
|
Coverage - Employer Cost |
The amount the company pays per employee per month for the given benefit. The system uses an amount of 0 if mapped to an empty cell. |
No |
|
Coverage - Employee Cost |
The amount the employee pays per month for the given benefit. The system uses an amount of 0 if mapped to an empty cell. |
No |
|
Employee Coverage- External ID |
Used as a unique identifier for the employee coverage record. You can specify any value that has not been used as the External ID in previous CSV imports. |
Yes |
|
Employee Coverage- Employee External ID |
Used as a unique identifier for the employee. You can specify any value that has not been used as the External ID in previous CSV imports. |
Yes |
|
Employee Coverage- Employee Name |
The employee name. This field must point to an active employee on the Employees page at Lists > Employees > Employees. |
No |
|
Employee Coverage- Employer Cost |
The amount the company pays per employee per month for the given benefit. |
Yes |
|
Employee Coverage- Employee Cost |
The amount the employee pays per month for the given benefit. |
Yes |