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personnel:utilities:importstaffdemoinsurancedata
Import Staff Demo Insurance Data - HRS7960
Personnel > Utilities > Import Staff Demo Insurance Data
This utility is used to import a comma-delimited text (.txt) file to insert insurance records to the Maintenance > Staff Demo > Insurance tab.
You must be logged on to a current year pay frequency to access this utility.
Notes:
If Insert new records from import file. is selected, one of the following occurs:
- If insurance plan data exists in the database but no coverage data, then new coverage rows are inserted.
- If insurance plan and coverage data exist in the database, then no new coverage rows are inserted and an error message is displayed.
- If the import file contains insurance plan data but no coverage data, an insurance plan record is inserted if it does not already exist.
If coverage data is duplicated in the file, the number of rows listed in the file are inserted with a unique sequence number to prevent duplicate rows in the database.
Insert new records:
❏ Under Import Option, select one of the following options:
- Insert new records from import file.
- Delete all existing records and insert all records from import file.
❏ Under Employees Identifier, select one of the following options to include as the first identifying column in the record layout:
- Employee Number
- Staff ID/SSN
| Field | Description |
|---|---|
| Insurance Company Code/Name | Type the insurance company code or name. A list of matching codes is displayed in the drop down. Select an insurance company code, or click  to perform a search in the Insurance Company Codes directory. Only insurance company code/names that exist on the Tables > Insurance Company Codes page are displayed.If an insurance company code is selected, the selected code overwrites the code in the file. However, if the field is left blank, the insurance company code from the file is used. |
| Import Path | Click Choose File. The File Upload dialog box is displayed. Select a file to upload, and click Open. The file name is displayed. Click Cancel to close the dialog box without selecting a file. |
❏ Click Execute to execute the process.
If any errors are encountered during the import process, the Import Staff Demo Insurance Data Error Report is displayed. Review the report.
❏ Click Cancel to return to the Import Staff Demo Insurance Data page.
❏ Click Process to proceed.
A message is displayed indicating that the process was completed successfully.
personnel/utilities/importstaffdemoinsurancedata.txt · Last modified: 2021/01/27 16:16 by emoreno