SAP Knowledge Base Article - Public

2721826 - How to Import Benefit Enrollment - Deductible Allowance

Symptom

  • How to enroll Deductible Allowance type of Global Benefits via Import.
  • Benefit Enrollment sent from external system via CSV upload.

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

Environment

  • SAP SuccessFactors - Employee Central
  • SAP SuccessFactors - Employee Central Global Benefits

Resolution

I. New Benefit Enrollment

A. Download the template/s

1. Navigate to Admin Center Import and Export Data.
2. Select the action to perform as Download Template.
3. Select Generic Object Benefit Enrollment then Include dependencies to Yes.
4. Click on Download.

Download Template.jpg

5. Download the response from Admin Center Monitor Job.

B. Prepare the Import files

Fill the template/s with required data and save it in your local system.

For Global Benefits Deductible Allowance, you will only need Benefit Enrollment.csv and Benefit Enrollment-Deduction Details.csv files.

1. Open the Benefit Enrollment.csv from the zip file. This file will handle the general data for the employee's Benefit Enrollment.
2. Fill-up the required fields. The id or externalCode is Auto Number by default. Therefore, to avoid issues in externalCode, you may use "#number" format.

Note: External codes are populated by the system and it is recommended not to alter auto number manually. If the values for fields are entered manually, it can cause data corruption and disturb the auto number sequence populated by the system.

BenEnrol.jpg

3. Save as Benefit Enrollment.csv

4. Open the Benefit Enrollment-Deduction Details.csv file. This file will handle the Deduction details such as start date, contribution and pay components of the enrollment.

5. Fill-up the required fields. The Benefit Enrollment.ID here is should be the same from step #2.

DeductionDetails.jpg

6. Save as BenefitEnrollment-DeductionDetails.csv

7. Create a zip file for the csv files created. Your csv file should contain the following:

      • Benefit Enrollment.csv
      • Benefit Enrollment-Deduction Details.csv
      • import_sequence.csv (see attachments for the sample)
      • import.properties (see attachments for the sample)

C. Import the Benefit Enrollment

1. Navigate to Admin Center Import and Export Data.

2. Select the action to perform as Import Data.

3. Select as ZIP File then browse the zip file created from step B.

4. Click on Validate.

5. From Monitor Job, check if the file does not have any error/s.

6. In the same Import and Export Data page, click Import.

Import.jpg

Benefit Enrollment of Deductible Allowance type should now be created. You can verify from Employee's Profile > Benefits or Benefit Admin Overview > Benefit Enrollment.

2018-11-24_4-31-09.jpg

2018-11-24_4-30-22.jpg

II. Updating Benefit Enrollment

A. Export existing enrollment

1. Navigate to Admin Center Import and Export Data.

2. Select the action to perform as Export Data.

3. Select Generic Object Benefit Enrollment then Include dependencies to Yes.

4. Select objects for an specific employee or all, depending on your need.

5. Click on Export.

update.jpg

6. Download the response from Admin Center Monitor Job.

B. Prepare the Import files

Using the downloaded file from above, fill the template/s with required data.

For update of Global Benefits Deductible Allowance, you will only need Benefit Enrollment-Deduction Details.csv file.

1. Open the Benefit Enrollment-Deduction Details.csv file.

2. Add a new line for the update of existing enrollment. Fill-up the required fields. The Benefit Enrollment.ID here is should be the same from the original Benefit Enrollment.

For the Benefit Deductible Allowance Enrollment.ID, this is an Auto Number. Therefore, can leave as blank.

Note: For new enrollments and import using zip file, the id should be entered as #number format to avoid errors.

Ben update.jpg

3. Save as Benefit Enrollment-Deduction Details.csv

C. Import the Benefit Enrollment Deductible Allowance update.

1. Navigate to Admin Center Import and Export Data.

2. Select the action to perform as Import Data.

3. Select as CSV File then browse the file created from step B.

4. Click on Validate.

Incremental.jpg

5. From Monitor Job, check if the file does not have any error/s.

6. In the same Import and Export Data page, click Import.

The Benefit Enrollment Deductible Allowance update should now be created.

Double Contri.jpg

See Also

Global Benefits Handbook

Keywords

deductible allowance, import, global benefits, upload , KBA , LOD-SF-EC-GBF , Global Benefits , LOD-SF-EC-MDF , MDF & EC2MDF Migration , How To

Product

SAP SuccessFactors HCM Core all versions

Attachments

import_sequence.csv
import.properties