Revision as of 21:02, 28 January 2019

From Case Tab

Use the From Case tab to upload census data from an existing case. This is typically done when setting up a new plan year for an employer.

Click the down arrow to select the case that contains the census data which you will import into the current case.

Additional Options:

Auto Add departments: Select this option to add any department values from the file to the available departments in the case. If this is not checked, and a department is listed on the file that is not in the case, you will be presented with a mapping link on the errors from upload.

Start: Click Start to begin the upload of census data from the selected case.

@@ Line 5: / Line 5: @@
 Click the down arrow to select the case that contains the census data which you will import into the current case.
-Auto Add departments :Select this option to add any department values from the file to the available departments in the case.  If this is not checked, and a department is listed on the file that is not in the case, you will be presented with a mapping link on the errors from upload.
+Additional Options:
-===Start===
+;Auto Add departments :Select this option to add any department values from the file to the available departments in the case.  If this is not checked, and a department is listed on the file that is not in the case, you will be presented with a mapping link on the errors from upload.
-Click Start to begin the upload of census data from the selected case.
+;Start :Click Start to begin the upload of census data from the selected case.