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Ideas Portal
Status Shipped
Categories Employee Setup
Created by Guest
Created on Feb 28, 2023

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
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    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!