The census spreadsheet upload process automatically imports census records for a quote. The spreadsheet a Microsoft Excel file (version 5.0 or greater), and can be a custom format or in the format of the available templates. The instructions below provide guidance for using the template format.

Employee Level Template

For each row in the spreadsheet, an employee record will be added to the quote.

Sample Excel Spreadsheet: Example of Filled out census file
Field Format Required? * Comments
Last Name Employee name is optional. You can enter name, initials, just a number or leave these fields blank.
First Name This field is optional.
Gender X "M" or "F"
Agenumeric***Age must be a whole number. Birthdate OR age is required.
Birthdatemm/dd/yyyy***Must be a valid date. Birthdate OR age is required.
Dependent Status"1" etc. X Enter the code number that represents the employee's family status. For example, if the employee is married but has no children, enter "2" (Employee + Spouse)
Number of ChildrennumericXMust be a whole number
Health Insurance Status"2" etc.XEnter the code number that represents the employee's Health insurance enrollment. For example, if the employee and children are enrolled in the company's health insurance policy, but the spouse has waived coverage then enter "4" (Employee+Child(ren))
Dental Insurance Status"3" etc.XEnter the code number that represents the employee's Dental insurance enrollment. For example, if the employee is covered by the company's dental insurance policy and the spouse and children are also covered, enter "3" (Employee + Family)
Comments Enter any additional info or notes, such as an employee who is enrolled under the COBRA plan

* Required indicates whether the data is required to create a valid record for the census. If valid data is not imported into a required field, records updated after import to make the census valid.