How to mass import information to the benefit widget. If you want to know how to export benefit information out of Emply, read Export Benefit information.
Note
Only the administrator can import benefit information.
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Go to in the main menu
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Go to the tab and click on the import icon, as shown below:
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Upload file with filled benefit information according to our requirements. We advise to use the example file.
Some suggested fields for the example Excel file:
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Employee ID: Emply employee number of company email.
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Benefit: Benefit type
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Default description: Description of benefit
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Employment: Type of employment
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Effective date: Effective date as specified on payroll
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Amount per month: Amount of benefit per month
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Choose between three import options: Create new benefit, update existing benefits (or create it if it does not exist), and do not create or update benefits.
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Create new benefit: If this is chosen, the import will create new benefit items on each employee
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Update existing benefits (Or create one): If this is chosen, the import will update existing benefit items with i.e. an end date or new description, meaning that data will be overwritten. However, if no match can be found new items will be created if all mandatory information for each item are filled.
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Do not create or update benefits: If this is chosen, then no benefit items are created or updated and this specific import would have no purpose.
Note
You can import employment agreements together with benefits information, if the employees in the file do not have an active agreement, which is mandatory.
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Select what the import should do by mapping each element with information from the drop down list.
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Click and a background job is started.
Note
You do not need to wait for the import to be finished as a background job is running. You can always go back to the tab to see if the progress bar is still running. If no, then the import is completed.