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Sync Benefit Enrollments with Your Enrollment Provider

Import employee benefit elections from your enrollment provider and export a census file for them.

  1. Click Deductions in the left navigation menu
  2. On the Benefits tab, click Enrollment Sync
  3. To import elections:
    • Under Import Deductions, select your Provider (for example, Ease)
    • Drag in the deduction file exported from your provider, or click Choose a file
    • Follow the prompts to update employee benefit elections 
  4. To export a census for your provider:
    • Under Export Census, select your Provider
    • Click Generate Census to create an employee file formatted for the provider's import template