Sync Benefit Enrollments with Your Enrollment Provider
Import employee benefit elections from your enrollment provider and export a census file for them.
- Click Deductions in the left navigation menu
- On the Benefits tab, click Enrollment Sync
- 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
- 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