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CSV File Requirements

Your CSV file must include both Employee and Dependent records. Below are the required and optional fields.

Required Fields

ColumnDescriptionExample
FirstNameFirst nameJohn
LastNameLast nameDoe
DateOfBirthDate of birth (MM/DD/YYYY)01/15/1985
RecordTypeEmployee or DependentEmployee
AddressLine1Street address123 Main St
CityCitySpringfield
State2-letter state codeIL
ZIP5 or 9 digit ZIP62704

Optional Fields

ColumnDescriptionNotes
EmailEmail addressRequired for Employee records (or PhoneNumber)
PhoneNumber10-digit phoneRequired for Employee records (or Email)
LastFourSSNLast 4 of SSNUsed for identity verification
EmployeeIDUnique employee IDMust be unique per employee
LinkToEmployeeIDParent employee IDRequired for Dependent records
DependentTypeSP, CH, SC, DP, DC, LG, ACRequired for Dependent records
AddressLine2Apt, Suite, etc.
Exempttrue/falseExempt from verification

Dependent Types

CodeDescription
SPSpouse
CHChild
SCStepchild
DPDomestic Partner
DCDomestic Partner Child
LGLegal Guardian
ACAdopted Child