Download the template

Populate the template(s) and save as an XLS or CSV. For Self-Insured Employers, you must update and import Contacts (Dependents) first.

For Self-Insured Plans, import dependents as contacts first:

• Go to Conversion Management > HR Data Imports

• Select Import Type: Contacts

• 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

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