What is a Data Template?

The data template is generated based upon the programs entered: Cash Compensation, Benefits, Estimated Tax Savings and Other Valuable Benefits. After you have entered and finalized your programs naming conventions, it is time to generate the data template. 

Once all Cash Compensation and Benefits programs are set up in the portal, download blank data template, go to Administration  

Then select Employees in the drop-down

Then click Import Employees Records link

On the pop-up window, click Employees_Template.xlsx

Save the blank template to your computer and use that to populate your data fields.