There are many different ways to import demographics in Employee Navigator. When there are changes in employee eligibility, such as a change in class type, it is useful to import a demographic update.
Demographic updates are particularly useful because they include a change effective date to declare when a change will go into affect. If you need to update employee eligibility with a change effective date, update eligibility based on a change and a change effective date or update benefits/plan costs based on a change and a change effective date you should use a demographic update. You can either import a document using the same change effective date for all data or using a different change effective date for each update by filling out a demographic change date column in the document.
Employee Navigator also has templates available for you to use when importing information. There is a template specifically for demographic updates as well as other types of imports. Be aware that imports cannot be deleted or undone. Make sure you are thorough and detail-oriented when importing your documents.
The steps:
-
Log in to your online HR portal through your company’s landing page or from Employee Navigator
-
Go to the “Employees” tab at the top
-
Go to the “Quick Links” menu and look for “Import Employees and Enrollment”
-
Click on “Import Employees and Enrollment”
-
Click “Import”
-
Add the file you would like to import from your computer
-
In the drop down menu, select “Demographic Updates”
-
Set your change effective date if all changes occur on the same date
-
If changes being imported occur on different dates, compete the “demographic change date” field for each change on the document being imported
-
-
Click “Save”
-
Check all column headings are correctly matched to their data in the “Map” tab > click “Save”
-
Correct any abbreviations in the “Audit” tab > click “Save”
-
Double check the number of employees and dependents EN displays as being updated in the “Commit” tab > click “Commit”
