Import benefits

Example...

  • General Benefit (2023): Example CSV

  • General Benefit (Example with employee data): Example CSV

  • Car benefit: Example XLS

  • Loan benefit: Example XLS

Required fields | Fields for importing cars

  1. Open the required company.

  2. Go to Employees.

  3. Select Import.

  4. Select Benefits.

    Import Data menu with Benefits tab highlighted

  5. Select CSV File.

    Import Data, Benefits tab, with CSV File option highlighted

  6. Drag the file from your device or click to browse.

    Upload Data benefits selected, with Upload CSV File screen

Good to know...

Example...

  • General benefit (2023): Example CSV

  • General Benefit (Example with employee data): Example CSV

  • Car benefit: Example XLS

  • Loan benefit: Example XLS