Employee Insurance
Use this service to import Human Resources-Employee Insurance information.
Underlying File Maintenance
Prior to importing Human Resources-Employee Insurance information, the following file maintenance areas must be completed:System AdministrationInstallationHuman ResourcesInsurance Codes
System AdministrationInstallationHuman ResourcesInsurance Type
System AdministrationInstallationPayrollEmployees
System AdministrationInstallationEnterprise ManagementCost Center Maintenance
Assumptions and Dependencies
The Human Resources module must be setup.
The Employees must exist in the defined Company code.
The following field names must be defined to add or update an existing record-
Employee_Code
Employee_Dependent_Type
Employee_Dependent_Name
Employee_Dependent_Sex
Insurance_Code
Wipe_Expiration_Date field logic
If adding a new record, then this field will be ignored if defined.
If record exists and the Insurance_Expiration_Date is define along with this field it will cause an error for the user to change.
If record exists and the Insurance_Expiration_Date is blank and this field is defined then it will remove the expiration date.
The Notes will append to the existing notes.
Any field that is left blank will not be updated in Spectrum. The service does not delete values that exist in Spectrum; it only changes data defined in the layout.
Field Descriptions
Use the table below for reference when using this service.
Excel |
Element Name | Description | Req | Type | Max | Format | Validation | |
---|---|---|---|---|---|---|---|---|
Authorization_ID |
Authorization ID to access the server |
YES |
Text |
20 |
Data Exchange Installation Screen |
|||
GUID |
Unique reference number created by programming |
Text |
36 |
** See GUID definition |
||||
B |
Company_Code |
Company Code |
Text |
3 |
Valid Company in Spectrum. Defaults from the Authorization ID if not populated. |
|||
C |
Employee_Code |
Employee |
Text |
11 |
Valid Employee Code in Spectrum |
|||
D |
Employee_Dependent_Type |
Type of dependent |
Text |
1 |
(S)pouse(C)hild or (O)ther |
Only one dependent with type (S)pouse is allowed per employee. |
||
E |
Employee_Dependent_Name |
Name of dependent |
Text |
20 |
Define [SELF] (to match standard Spectrum) in field if information is for the Employee otherwise define a valid Employee Dependent name. |
Valid HR Employee Depedent Name in Spectrum. |
||
F |
Employee_Dependent_Sex |
Gender |
Text |
1 |
(M)ale or (F)emale |
|||
G |
Insurance_Code |
Insurance Code |
Text |
12 |
Valid Insurance Code in Spectrum. |
|||
H |
Insurance_Status |
Status Code |
Text |
1 |
(C)ancelled, (O)Cobra, (X)Cobra Expired, (D)eclined, (E)nrolled, (N)/A, (P)ending |
|||
I |
Policy_Number |
Policy number |
Text |
30 |
Only used for Insurance_Status of C, O, X, E, or N. Not required. |
|||
J |
Insurance_Effective_Date |
Effective date of policy |
Date |
10 |
Enter as MM/DD/CCYY (for example, 01/05/1982) |
Only used for Insurance_Status of C, O, X, E, or N. Not required. |
||
K |
Insurance_Expiration_Date |
Expiration date of policy |
Date |
10 |
Enter as MM/DD/CCYY (for example, 01/05/1982) |
Only used for Insurance_Status of C, O, X, E, or N. Not required. **See Assumptions and Dependencies. |
||
L |
Wipe_Expiration_Date |
Clear the expiration date (changing record only?) |
Text |
1 |
(Y)es, Blank = No |
If (Y)es, the Insurance_Expiration_Date field will be cleared. Ignored if Insurance_Expiration_Date is provided. **See Assumptions and Dependencies. |
||
M |
Insurance_Cobra_Amt |
Cobra amount |
Numeric |
11 |
Format = --7.2 |
Only used for Insurance_Status of O or X. Not required. |
||
N |
Insurance_Memo |
Notes |
Text |
250 |
Notes will be appended to any existing notes. |