TABLE OF CONTENTS
- What is the Active Members List?
- How can I share my HRIS Census Data?
- How do I set up an SFTP?
- What employee information do I need to share with Upwards?
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Syncing your Active Member List lets you easily manage who can access your company benefits. Members on your list can 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.
How can I share my HRIS Census Data?
You can submit your Active Members list through three delivery methods:
- SFTP - This is our recommended method since it encrypts your employee data and helps our team automate employment verification.
- Dropbox
How do I set up an SFTP?
SFTP, or Secure File Transfer Protocol, provides a more secure method for transmitting critical data between organizations. By automating the secure transfer of your census, you can eliminate manual processing. Upwards can use your census to verify the identities of registered employees and provide various metrics, such as retention and turnover statistics, to you.
1. Involve the right team
We will work with your IT or Tech department or a 3rd party (like Paycom or ADP), if you use one, to set up your SSH Public Key. All we need is an introduction!
2. Send the SSH Public Key
Your tech team will send us the SSH Public Key, which connects us to you like an HDMI cable. This key secures the files as they are transferred from your team to Upwards!
3. Account Creation
We will create your account and share the username and Filer Server Connection generated with your SSH Public Key.
4. Send a test file
Your team will send the Test File to the Production account, following the file format shared with you by your CSM, named using the format below:
{CUSTOMER_NAME}_benefits_access_{YYYYMMDD}.csv
5. Confirm receipt and carry on!
Your CSM will confirm receipt of the test file to ensure the connection is valid. You will send your eligibility file monthly (or biweekly for stipend accounts).
What employee information do I need to share with Upwards?
Here is the required information that must be included monthly:
| Required Information | 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 is used to invite and communicate 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 |
Feel free to share additional information! The more details you provide, the better we can assist you in boosting your opt-in rate and refining your data segmentation for enhanced analytics and reporting.
Here is the optional information you can include:
| Optional Information | 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 help 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. | 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. It 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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