Benefits Tracking CSV Examples

The following examples show how you can structure files for importing benefits tracking information using the CSV Import Assistant.

• Benefit

• Benefit Carrier

• Benefit Coverage

• Benefit Deduction

• Benefit Employer Contribution

• Benefit Type

• Employee Benefit

• Staging

Benefit

External ID	Type	Name	Carrier	Description
benefit_001	Medical	Regular Medical Plan	Green Corp.	Medical plan for regular employees.
benefit_002	Vision	Executive Vision Plan	Vision Corporation	Vision plan for executives.

Benefit Carrier

External ID	Name	Address	Contact Email	Contact Phone	Website
carrier_001	Green Corp.	401 Island Parkway, Redwood Shores, CA	[e-mail]		www.example.net
carrier_002	Vision Corporation	1001 Sunset Blvd, Rocklin, CA	[e-mail]		www.example.com

Benefit Coverage

External ID	Benefit	Name	Monthly Employer Cost	Monthly Employee Cost	Inactive
cov_001	Regular Medical Plan	Regular Medical	100	50
cov_002	Executive Vision Plan	Executive Vision	100

Benefit Deduction

External ID	Benefit Plan	Payroll Item
deduct_001	Regular Medical Plan	Green Corp.(Employee)
deduct_002	Executive Vision Plan	Vision Corporation (Employee)

Benefit Employer Contribution

External ID	Benefit Plan	Payroll Item
comp_contri_001	Regular Medical Plan	Green Corp.(Company)
comp_contri_002	Executive Vision Plan	Vision Corporation (Company)

Benefit Type

External Id	Name
bentype_001	Medical Regular
bentype_002	Eye Care

Employee Benefit

External ID	Benefit	Employee	Coverage	Monthly Employer Cost	Monthly Employee Cost
emp_ben_001	Regular Medical Plan	John Smith	Regular Medical	100	50
emp_ben_002	Executive Vision Plan	Tamara Holden	Executive Vision	100

Staging

Carrier - External ID	Carrier Name	Carrier Website	Type - External ID	Type - Name	Benefit - External ID	Benefit- Name	Coverage - External ID	Coverage - Name	Employee Coverage - External ID	Employee Coverage - Employee External ID	Employee Coverage - Employee Name	Employee Coverage - Employer Cost	Employee Coverage - Employee Cost
carrier_001	Green Corp.	www.example.net	bentype_001	Medical	benefit_001	Regular Medical Plan	cov_001	Regular Medical	payroll_emp_001	emp_0076	John Smith	100	50
carrier_002	Vision Corporation	www.example.com	bentype_002	Vision	benefit_002	Executive Vision Plan	cov_002	Executive Vision	payroll_emp_002	emp_002	Tamara Holden	100
carrier_003	Green Corp.	www.example.net	bentype_003	Medical	benefit_003	Regular Medical Plan	cov_003	Regular Medical	payroll_emp_003	emp_002	Tamara Holden	100	50

Related Topics

• Importing Benefits Information from Carriers
• Benefits Tracking Import Fields
• Benefits Tracking
• Configuring Benefits Tracking

General Notices