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Importing employees' benefit values

The majority of our employees opt into medical and/or dental benefits. At renewal time, it would be useful to do an import on the benefit values for employees rather than having to do update each employee manually.

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    • Admin
      Izzy Hayhurst
      Mar 15, 2023

      Hey Rosie - this feature is now available within the portal. The template can be downloaded via the Reports > Employees > Employee Benefits.

      This can then be re-imported by going to the employee screen and import > benefits.

      If you have any questions, please let me know!