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Fully-Insured template

Download the template

For Fully Insured and Self-Insured Plans, import the elections:

  • Go to Conversion Management > Data Imports

  • Select Import Type: Employee Benefits

  • File format blank, template default

  • Attach file

  • Default Company (Select from list)

  • Default Pay Group (Select from list)

  • Import Key – select SSN or Employee # used in file

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