Completing the Staff Pensions Template

Modified on Fri, Jul 24 at 6:26 PM

Instructions for completing the template:

Expected file format:

Excel File
Columns may appear in any order
First row MUST contain the column names as described below
All required columns must appear in the file. Other columns are optional.
Columns are not case sensitive. Description is the same as DESCRIPTION.
Existing staff are located by Staff Id or SSN
New staff pensions are created.
Existing staff pensions are never deleted.
Existing data for that field is untouched if a value is blank or the column is not in the import file.

Details for data in the template:

Column	Sample Data	Required?	Notes
Staff Id	1000	YES	Staff Id field or SSN field is required.
SSN	123-45-6789	YES	Staff Id field or SSN field is required, Must be in the format '###-##-####'.
Last Name	Doe	No
First Name	John	No
Pension Type	PERS	YES	Options are 'TPAF', 'PERS', or 'DCRP'
Pension Number	1234567	No	Pension Number must be a numerical value with 7 digits or 9 digits.
Tier	2	No	Tier must be a numerical value between 1 and 5.
Bureau Number	1	No
Enrolled On	9/1/2026	No	Must be in the format 'M/1/yyyy' or 'MM/01/yyyy' and represents the date the staff member was enrolled. MUST be the first of the month.
End Date	6/30/2026	No	Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'.
Note	This is a note.	No

Attachments (1)

StaffPensionsImportTemplate.xlsx
10.7 KB