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Ideas Portal
Status Already exists
Created by Niki Joshi
Created on Mar 30, 2023

Import in PBIK figures

It would be a huge time saver to be able to import in either the annual or monthly PBIK figures (atleast for health insurance).
Manually adding these is laborious and if subject to fx flutuations, this is a monthly task.

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    Izzy Hayhurst
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    Mar 31, 2023

    Hey Niki - this feature is 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!