SAP Knowledge Base Article - Public

2722328 - How to import Enrollments for Insurance?

Symptom

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.

Environment

SuccessFactors Employee Central: Global Benefits

Resolution

  1. Navigate to Admin Centre > Import and Export Data.
  2. Select Export Data > BenefitEnrollment.
    Export-BenefitEnrollment.jpg
  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.
    Import-BenefitEnrollment.jpg
  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 exisitng data. The 'id' should be an alphanumeric unique value. 
    BenfitEnrollment_New.png
  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. 
    InsurancePlanEnrollmentDetails_New.png
  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). 
    EnrollingForDependents_New.png
  12. Open BenefitEnrollment-Dependent Nominees.csv for nominating dependents for the insurance. 
    DependentNominees_New.png
  13. If you want to nominate non-dependents, then you can fill up data in the file BenefitEnrollment-Pension Non-Dependent Nominees.csv
  14. 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 selcet Excel once the import is done. 
  15. Once you're satisfied with the data, import it as you did in Step 4 and check the result in Monitor Job. 

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

See Also

2699820 - Error when Importing Payment Information detail - External Code (Auto Number)
2722396 - Error: Multiple lines input for one to one association: benefitInsurancePlanEnrollmentDetails
2722403 - Error: One of the coverage options inside plan does not have coverage details
2725013 - How to import Benefit Enrollment – Pensions?
2721826 - How to Import Benefit Enrollment - Deductible Allowance

Keywords

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

Product

SAP SuccessFactors HCM Core all versions