Importing Dependents
>>My Team >Bulk Data >Import/Export > Dependents
Every employee signed up for a benefit plan is eligible to have dependents. ZipHR can provide a profile database for additional information about dependents conveniently.
DOWNLOAD TEMPLATE
In the Profile Bulk Data section, click the Type dropdown button and choose <Import>. Press Download template and choose <Dependents>
For each employee, the following details should be provided:
- ZipID/Employee ID* - must include either IDs
- Employee First Name
- Employee Middle Name
- Employee Surname
- Employee Alias
- Dependent Name
- Dependent ID Number
- Dependent Relationship - Husband, Wife, Son, and Daughter
- Dependent Birth Date - Date format must be YYYY-MM-DD
- Dependent Birth Place
- Dependent Blood Type
- Dependent Marital Status - Single, Married, Widowed, Separated, and Divorce
IMPORTING THE FILE
Once you're done formatting the template, double-check it before importing!
To import, just go back to where you get the template and choose <Import> in the dropdown.
Browse your file > click <IMPORT> once ready!
IMPORT NOTIFICATIONS
A notification will appear on your screen if it is.
- Success! Meaning you have successfully added the Profile Other Payments in the system.
- Failed/Rejected. The system will reject your file when there is an error. Don't panic, as ZipHR will send you an email with errors. Check your file and amend what's wrong, then go ahead and re-import your file.
IMPORTED INFORMATION
Details imported will appear in Employee Profile Details
DOWNLOAD DEPENDENTS REPORT
Just go back to the My Team > Bulk Data > Import/Export > Dependents section, click the Type dropdown button and choose <EXPORT>. The report will automatically download for you once done.
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