The Insurance module allows you to manage a list of insurances and rates in your portal and assign these to jobs, occupations, workplaces or customers.
This module is not enabled in portals by default. For more information on enabling this feature in your portal, please contact our Support Team.
If you need to, you can update insurances in bulk by importing a template.
Import a Template in the Insurance Importer
First, go to Config > Payroll > Insurances > click the in the top right corner > 'Export Re-Import Template CSV.
Make the relevant changes to the file you exported, then you can import it back into Astute.
Go to Config > Payroll > Insurance Importer and click Continue.
From the Import Insurances screen, click Choose File and select the updated version of the .csv to upload.
The data will be validated and you will see a message confirming the success of the import in the Validation Results screen.
If the upload fails during validation, you will see a list of errors in the Validation Results screen, identifying both the row and the error that has occurred.
Some common validation error messages are:
|File headers missing in uploaded file||One or more of the preset file headers in the downloaded template have been removed|
|Invalid file headers in uploaded file||One or more of the preset file headers in the downloaded template have been changed|
|Additional file headers in uploaded file||One or more columns have been added to the downloaded template|
|Expected columns in file missing. Please check the uploaded file.||One or more columns have been removed from the downloaded template|
|Row X: Number of characters in <<field header>> exceeds permissible limit.||The field length in a specified row has been violated|
|Only CSV files are supported for insurance importer. Please upload insurances in a CSV file||The format of the file being uploaded is not a .csv|
The validation will also read each row in the file for errors, checking or field length and the total number of rows being imported.
|Please provide a <<field header>>||A specified mandatory field is missing.|
|Invalid date format for Start Date (YYYY-MM-DD)
Invalid date format for End Date (YYYY-MM-DD)
|The Start Date or End Date has not been entered with the format YYYY-MM-DD.|
|Invalid date provided for Start Date
Invalid date provided for End Date
|The date that has been entered in the specified field is invalid|
|Date cannot be less than <<date>>||The date that has been entered is earlier than the current date. Start Dates cannot be backdated for insurances.|
|Number of characters in <<field name>> exceeds permissible limit (X)||The number of characters entered in a specified field is greater than the number of allowable characters, X|
|Number of characters in <<field name>> has not reached permissible limit (X)||The number of characters entered in a specified field is less than the number of allowable characters, X|
|Provided Insurance ID is invalid||An insurance ID that has been entered does not exist and therefore cannot be updated|
|Provided region does not exist in the system||The value in the Region field is invalid for the portal|
|Provided end date must be after provided start date||The End Date that has been entered falls before the Start Date.|
|Cannot validate state because region is invalid||The value in the Region field is invalid, preventing the system from validating the state that has been entered|
|Provided state does not belong to the provided region||The state entered is not a valid state for the set region|
Complete the Insurance Import
You will receive a confirmation message on-screen when there are no validation errors, and you will be able to continue with the import by clicking Import.
Once the data has been imported into your portal, you’ll see a summary of the number of items that have been processed in the upload. You can also select ‘Import More’ if you have other items to import. This will direct you to the Config > Payroll > Insurance Importer screen.