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Status Shipped
Categories Employee Setup
Created by Guest
Created on May 19, 2022

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Ability to bulk update Benefit information

When our medical and dental policies renew, we have to manually click into each employee and update the value of the benefit for renewal pricing. I would like a way to upload this information into Stafffology in bulk using an excel file.

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    • James Irving
      Mar 3, 2025

      Hi I've tried exporting and reimporting with new values but it just adds a new entry to the employee's benefits tab rather than updating the existing benefit.

      Reply
    • Admin
      Izzy Hayhurst
      Nov 23, 2022

      Hey Hollie - we are pleased to let you know this can now be imported! If you extract the employee benefits in the reporting area, this will be the format when reimporting.

      If you need any more information/help, please let me know!

      Reply
    1 MERGED

    Update existing benefits

    Our client often has to bulk update benefits such as medical or dental with new values or date changes. Previous ideas state that this is possible, however if one exports the existing data and reimports the benefits file, it simply creates a new b...
    James Irving 7 months ago in Employee Setup 0 Shipped