Benefit Types Import Template

The Benefit Types list contains all available benefit options that may be used when planning staff compensation and personnel line items.

Use the attached template to import your Benefit Types list. Required fields are designated with an asterisk (*). Once completed, Organizational Administrators can import to Administration>Lists>Benefit Types.

How To Import Benefit Types:

1. Open Administration>Lists>Benefit Types.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, click Choose a file to select a file from your computer.
4. Select the Destination field for each Source column. If you are using the Benefit Types Import Template (recommended), the source and destination fields should match.
5. Click Import.