Completing the Health Tracking Record Template

Modified on Fri, Jul 24 at 6:39 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 health tracking records are created.
Existing health tracking records 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
Start Date	7/1/2026	YES	Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'. CAN NOT be before the Plan Start date or the first day the rate is effective.
End Date	6/30/2027	YES	Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'. CAN NOT be after the Plan End date or the last day the rate is effective.
Benefit Tier	4	YES	Options are '0', '1', '2', '3', or '4'.
Plan ID	1234567	No
Plan Type	Health	YES	Options are 'Health', 'Prescription', 'Vision', 'Dental', 'Other', 'Other2', 'Other3', 'Other4' or 'Other5'
Plan Code	NJ_ED	YES	See the Personnel.Setup.Health Plans.List screen for code options. The Plan Type Code must match the Plan Type Code in SchoolFi.
Plan Waived	N	YES	Options are 'Y' (Yes), 'N' (No).
Plan Membership	F	YES	Options are 'S' (Single), 'F' (Family), 'MS' (Member & Spouse/Partner), 'PC' (Parent & Child), 'PC2' (Parent & 2+ Children), or 'W' (Waived).
Plan Coverage Start Date	7/1/2026	No	Must be in the format 'M/d/yyyy' or 'MM/dd/yyyy'. This represents the initial or first historical day the staff member was covered by the plan.

Attachments (1)

HealthTrackingImportTemplate.xlsx
10.6 KB