Non-Integrated Accounts
☑️ Ensure the file formatting is correct. To do this, download a new blank template to compare it with your current file and check the following:
No columns have been deleted or reordered
Cell formatting hasn’t been changed
Columns with bold headers don’t have blank entries
There are no blank rows with additional data below the row
There are no duplicate employee ID’s or socials
There are no spaces at the end of socials
You are uploading a ‘.xlsx’ file
☑️ Check the Insurance Info tab to verify the plan you want to enroll your employees in has a plan file ID assigned. If not, assign one and coverage types (i.e., Self, family, etc.).
☑️ Check that you have the correct plan file ID and start dates that fall within the plan you are using.
☑️ Ensure you are not trying to enroll any employee that is already listed as this will cause the entire file to fail.
☑️ Verify you are using employees full Social Security Numbers (SSN):
If the SSN starts with a 0, you will need to highlight the SSN column, right click, select "format cells, select 'general' format, then hit 'OK.'
Make sure the SSN column is formatted with ‘special’ format or the numbers will not appear correctly.
☑️ Verify there is a phone number for every employee you are adding. If you don't have one, then you can use 999-999-9999.