Required Fields:
- EmployeeNumber (7 digits - auto-generated if not provided)
- LastName
- FirstName
- DateOfBirth (YYYY-MM-DD)
- AddressLine1
- City
- State (2-letter code)
- ZipCode
- SSN (9 digits, no dashes)
- PlanName
- EmployerCode_id
- EmploymentStatus (Active or Inactive)
- StatusEffectiveDate (YYYY-MM-DD)
Matching Logic:
Records are matched by SSN. If a match is found, the record will be updated; otherwise, a new record is created.
Field-Specific Requirements:
- LastName / FirstName / City: Letters, spaces, hyphens, apostrophes, periods only (1-100 characters)
- Gender: M (Male), F (Female), or leave empty
- DateOfBirth: YYYY-MM-DD format only, years 1900-2099
- State: 2-letter uppercase abbreviation (e.g., CA, NY, UT)
- ZipCode: 5 digits (12345) or 5+4 format (12345-6789)
- Email / UserEmailAddress: Valid email format
- EmployeeNumber: Exactly 7 digits
- EmployerEmployeeID: Alphanumeric, hyphens, underscores only
- SSN: Exactly 9 digits, no dashes or spaces
- EmploymentStatus: "Active" or "Inactive"
- StatusEffectiveDate / EnrollmentEffectiveDate / EnrollmentTermDate: YYYY-MM-DD format
- MobileNumber: US format (e.g., (123) 456-7890 or 123-456-7890)
- Weight: 50-1000 pounds
- Height: 36-96 inches
- BMI: 10-100
- Relationship: Self, Spouse, Child, Dependent, Partner, or empty
💡 Tip:
Download the template above to ensure all field names match exactly. Field names are case-sensitive.