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Syncing your Active Member List allows you to easily manage who can access your company benefits. Members on your list will be able to create an account and access their benefits via the Upwards portal.
When you sync a new list, any registered member who was previously able to access their benefits but is not on the new list will require confirmation before they are inactivated. This will help prevent accidental inactivation.
Before you sync your list, you need to make sure the column formatting matches the column headers that Upwards accepts. This ensures Upwards can properly upload and store your member information.
The following list shows the information types that Upwards accepts. The information in the "Required Information" section must be included so we can properly identify your members and manage registration.
☞ The "Optional Information" section includes pieces of information that either:
1. Help to increase your opt-in rate (i.e. phone number)
2. Help us to segment your data to provide advanced analytics
❋ This information is not required but is recommended for deriving utilization insights across your organization.
 What is considered "Required Informations"? |
| Column header | Description and formatting guidelines | Examples |
|---|---|---|
| employee_id | The member's unique identifier. | 13492502 |
| first_name | The member's first name. | Johnny |
| last_name | The member's last name. | Appleseed |
| The primary email account for inviting and communicating with users. | [email protected] [email protected] | |
| zip_code | The member's home zip code. We accept 5-digit zip codes. This is used to help identify childcare options. | 90292 |
 What is considered "Optional information"? |
| Column header | Description and formatting guidelines | Examples |
|---|---|---|
| phone | The member's primary mobile phone line. Adding a mobile phone can drastically improve your opt-in rate. | (555) 555-555 555-555-5555 |
| secondary_phone | The member’s secondary phone number. This can help to further identify members. | (444) 444-4444 444-444-4444 |
| secondary_email | The member’s secondary email address. This can be their personal email address and can help to further identify members. | |
| start_date | MM/DD/YYYY - When the member started at your organization. Allows us to understand benefits eligibility. | 01/22/2021 |
has_dependents | Does the member have dependents? "0" if No, "1" if Yes | 0 1 |
work_zip_code | Zip code for the office where the member works. We accept 5-digit zip codes. Used to help identify additional childcare opportunities. | 90292 |
supervisor | Name or email string for member's manager. Used for data segmentation. | Johnny Appleseed |
location | Location name or ID. Used for data segmentation. | Any text or numeric value |
department | Department name or ID. Used for data segmentation. | Any text or numeric value |
division | Division name or ID. Used for data segmentation. | Any text or numeric value |
business_unit | Business unit name or ID. Used for data segmentation. | Any text or numeric value |
job_category | Job title or classification information. | Any text or numeric value |
| annual_salary | If salaried, numeric annual salary amount. Used for childcare cost analysis. | 50000 |
| hourly_rate | If hourly, numeric hourly pay rate. | 15 |
| employment_status | Employment status and type. Used for benefit eligibility. Must be one of the values in the examples column if set. | full_time_employee part_time_employee contract_employee independent_contractor intern volunteer temporary |
✭ For additional support with Syncing Active Member Lists, please contact your account manager.
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