2722328 - How to import Enrollments for Insurance?

How to import Enrollments for Benefits Type Insurance? This KBA explains the process that should be followed from b1902 onwards.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SuccessFactors Employee Central: Global Benefits

1. Navigate to Admin Centre > Import and Export Data.
2. Select Export Data > BenefitEnrollment.
   
   
3. Download the zip file from Monitor Job and Save it in your local drive/storage.
4. Import the file back to make sure that there is no existing corrupt/incorrect data/configuration.
   
   
5. Navigate to Admin Centre > Monitor Job to monitor the import results. 
6. If there are errors in the job response file, correct them accordingly. Proceed to next step only when the errors are eliminated. 
7. Open the BenefitEnrollment.csv file from the zip file.
8. Add new data / edit existing data. The 'id' should be an alphanumeric unique value. 
   
   
9.  Save this file after entering/modifying data and then open BenefitEnrollment-Insurance Plan Enrollment Details.csv from the zip file.
10. Fill up the file with insurance plan details and save. Make sure that you use the same alphanumeric value for BenefitEnrollment.id field as it was used in BenefitEnrollment file > id field. 
    
    
11. Open Insurance Plan Enrollment Details-Enrolling For Dependent.csv from the zip file. This is required if you want to add dependent-specific details for the insurance. Make sure to use the same alphanumeric value for BenefitEnrollment.id field as it was used in BenefitEnrollment file > id field (A7341 has been used). Also, same numeric value (this field is auto-number field and the value should be unique) for benefitInsurancePlanEnrollmentDetails.externalCode field as it was used in BenefitEnrollment-Insurance Plan Details.csv file (We have used 129162). 
    
    

Important Note:

The benefitInsurancePlanEnrollmentDetails.externalCode here must be the exact same as the benefitInsurancePlanEnrollmentDetails.externalCode in the BenefitEnrollment-Insurance Plan Enrollment Details.

Since in BenefitEnrollment-Insurance Plan Enrollment Details the external code must be defined automatically, then you need to make use of the #[numeral] to be able to import it, this works in the following way:

1. For each BenefitEnrollment-Insurance Plan Enrollment Details you'll define one #[numeral] for example #1, #2, and so on;
2. In the file  Insurance Plan Enrollment Details-Enrolling For Dependent you must use the same #[number] for each dependent of that specific enrollment, this means that if you have an enrollment #1 where you'll link 3 dependents, then you need to add the same #1 for all the three dependents;

Once you make use of these #[number] the system will auto-generate the ID for BenefitEnrollment-Insurance Plan Enrollment Detail and also automatically use the same ID for Insurance Plan Enrollment Details-Enrolling For Dependent

12. Open BenefitEnrollment-Dependent Nominees.csv for nominating dependents for the insurance. 
    
    
13. If you want to nominate non-dependents, then you can fill up data in the file BenefitEnrollment-Pension Non-Dependent Nominees.csv. 
14. The important files are: Benefit Enrollment, Insurance Plan enrollment Details, Enrolling for Dependent, import.properties and import_sequence in the zip file. 
15. You can add other files based on your requirements. Delete all unnecessary files from the zip file before saving it. 
16. The import_sequence file should have only those files that you're including in the zip file. There's no need to include import.properties file in it as only csv files should be included in it. The order should be as per the note "Import Order" in this article. For example, order for Benefit Enrollment is 1, Insurance Plan Enrollment Details is 2 and so on.
17. Once all the files are saved, open the above files in Notepad / Notepad++ to make sure that leading zeroes are not missing and dates are in correct format. Also, verify that the Percentage amount is saved in number format. 
    
    To open the csv files in Notepad/Notepad++, locate an existing csv file in your local drive (the file should not be in a zip file) > Right Click on the file > Open With > Choose another app > Single Click on Notepad/Notepad++ > Tick on Always use this app to open .csv files and Ok. You can revert the change and select Excel once the import is done. 
18. Once you're satisfied with the data, import it as you did in Step 4 and check the result in Monitor Job. 

Import Order: If you want to separately import the files, the following import order should be maintained:

1. Benefit Enrollment.csv

2. Benefit Enrollment-Insurance Plan Enrollment Details.csv

3. Insurance Plan Enrollment Details-Enrolling For Dependent.csv

4. Benefit Enrollment-Dependent Nominees.csv

5. Benefit Enrollment-Non-dependent Nominees.csv

Smoking: Value in this filed should be "Not Relevant" for insurances that are of auto enrollment type. Otherwise the job may fail. You can find this field in Rate Chart Details of the Plan.

Default Insurance Plan: If the insurance is of auto enrollment type, it's better to have one Insurance Plan per Insurance benefit. It's because the enrollment job will fail if the Default Insurance Plan, Default Enrollee Options and Default Insurance Coverage are NOT maintained in the benefit. The job will be successful only when these are maintained. Hence, practically other Plans and Charts will never get picked up for a successful enrollment. It's okay to have multiple Insurance Plans for manual enrollments.

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Insurance, Import, ID, Auto, Number, Load, Benefit , KBA , LOD-SF-EC-GBF , Global Benefits , LOD-SF-EC-EDP , Import Employee Data (EC Core only) , How To