People: Import User (Bulk Load)

Note: Some features shown in this guide may not appear exactly as shown - and in some cases may be deactivated - due to the features and settings for your particular account. 

This feature is used when you need to upload a list of users into the system. Bulk upload can be done by using the Import Users tab as shown in the screen below.

Import Users

To add employees through Bulk Upload with a CSV file:

1. Log into your account on the Tenant Admin Console.

2. In the left navigation panel, select People.

3. In the top right corner, select IMPORT USERS.

   

4. In the top right corner, select DOWNLOAD TEMPLATE.

   

5. A CSV template will be downloaded for the user to enter the information and import the users. (Note: Make sure to save the file as a .csv file for proper import (do not save it as a .xls file or some other format type).

   

6. The CSV file downloaded will list the required and non-required fields as shown below.

   

   Below listed are the required fields for the downloaded CSV template.

   • Permission Level : Required field (Type of Permissions are listed below)

     1. Administrator is for Health Admin role

     2. Administrator Restricted is for Administrator role,

     3. Checker is for any Checker role

     4. Default is selected for Member

   • Email address of the employee

   • First and Last name

   Optional fields are:

   • Employee ID

   • Date of Birth

   • Gender

   • Phone Number

   • Line Address 1

   • City

   • State

   • Zip

   • BenefitsId

   • GroupNumber

   • RxBIN

   • PCN

   • TokenId

7. You can search for the CSV file using the Browse option. Once the file is selected, the file will be displayed on the screen as shown in the below image and the Submit button will get enabled.

   

8. Click SUBMIT. The system will display the message below if the file upload is successfully done.

   

9. If the system finds any errors, a message will be displayed as “Please fix the error shown and then re-import a new CSV file.”

To View All Uploads

1. Click VIEW ALL UPLOADS to view all the uploads.

   

2. Details of all the import users will be displayed. The latest upload file will be displayed at the top.

   

3. Detail of files uploaded through import user option can be downloaded here. Click Download icon to download the file. The report will display :

   • File Name

   • Uploaded By

   • Date Modified

   • Download

     

4. System will show the message, “Do you want to download <file name>?” Click OK to proceed with the file download or CANCEL to go to the previous screen.

   

5. Once the file is downloaded it will be displayed on the screen as shown below.