To continue the bulk upload, go to Administration -> Company -> Bulk upload.
In the 'Other Data’ section, click on the 'Simple Benefits' icon.
Please refer to the Bulk Upload Guide you can download by clicking on the 'Download help file and instructions' link. Also, download the csv template by clicking on the 'Download CSV model' link.
Once downloaded the CSV file can be used as an example of the required format, and a basis on which to build your own CSV file. The order of the columns and the column headings in Row 1 should remain as-is when building your file.
With the CSV template, you will be asked for multiple pieces of information depending on your requirements.
Once CSV file has been completed and is ready to be uploaded go to Administration > Company > Bulk upload:
Make sure to select the relevant options within ‘Employee field’ that matches the field completed in CSV file.
You will add your CSV by clicking on "Browse". Once you have selected your file, click on submit to complete upload.
Lara
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