Upload

On the Home page, click the Employees Search/Add tab.
Click the Upload sub-tab.
Click on Click here to Download Templates link to download a template.
Fill the template with the desired details.
Select the File Type from the drop-down.
Select Transaction Type.
Click on Browse button and select the template.
Click Upload
Check Use Email Delivery Date and select Now.
Select appropriate option for Process Changes resulting Termination
Click Finish.

Previous Uploads

On the Home page, click the Employees Search/Add tab.
Click the Upload sub-tab.
Click on Previous Uploads
Check for the Status ("Running, Pending & Completed")
Once the status is Completed click on Download under Error Files status.
Then click on Employeeinfo_Err.xlsx
Check for the Error records.

Mass Document Uploads

In addition to data uploads and changes in fields, you can also upload documents in bulk to multiple employee records.

The documents are accessible to employees in the Supporting Documents section of the My History tab.
They are also accessible to administrators in the Enrollment Info section under the Supporting Documents tab.

Note: The documents must be contained within a zip folder, and each document name must begin with the Employee ID followed by an underscore or just the Employee ID, so that the system knows to assign the document to the correct employee record.

Ex. 123456.pdf
Ex. 123456_2021QLE.doc

Select Documents from the Select File Type dropdown.
(Optional) Document Prefix will be added as a prefix followed by the document name when an employee views it.
1. Ex. Document uploaded 123456.pdf. Prefix is 2020 ACA. The document will show as 2020 ACA123456.pdf
Click Choose File and locate the zip file containing the documents.
Click Upload Files
Check the status of uploaded documents in Previous Uploads tab.