Hi there, I am about to get started on my first case and I was wondering what employee information do I need to have ready? Specifically, do I need to have their email addresses or their social security numbers before I get started?
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You will need to upload an employee census via and Excel .csv file. At a minimum the following fields are required: First Name, Last Name, Employee ID, Date of Birth, Hire Date, Address, City, State, Zip, Gender. Additional fields may also be included, click the View All Importable Fields button on the Employee/Member Import Wizard page.
Employee email addresses are only required when you want to take full advantage of the employee notifications features including open enrollment announcements and document update alerts. Most employers will provide you with a company email directory. But even if you don't have their email, you can still use Exchange Builder. SO don't let that stop you from getting started!
If you do not have the employee's social, employee IDs or other unique identifier may be used.