The Insurance module is a paid functionality that allows you to manage a list of insurances and rates in your portal and assign these to jobs, occupations, workplaces or customers.
For more information on enabling this feature in your portal, please contact Support.
Use the Insurance Importer
You can import new or update existing insurances using the Config > Payroll > Insurance Importer. The importer allows a maximum of 5000 rows per import. If the number of insurances being imported exceeds this limit, you will need to split the import into multiple uploads.
Create a New Insurance using the .csv Template
You can download the blank .csv template from Config > Payroll > Insurance Importer by clicking on ‘Download template for insurances’.
The template will include a heading row that matches the columns in the Config > Payroll > Insurances report. You will need to enter the relevant details for each insurance on a separate row in the template.
|Region||The option to assign a region will only appear if more than one region has been enabled in your portal.|
|State||The abbreviated state code for the insurance (eg NSW for New South Wales, VIC for Victoria)|
Not required for a new insurance, as the ID will be assigned when the insurance is created.
If an ID is entered in this field, the system will assume that you are attempting to update an existing insurance.
|Insurance Code||An alphanumeric identifier for the insurance|
|Classification Name||The name that the insurance will display as in your portal|
|Tags||Custom labels that attach to an insurance and can be used to search and filter for a specific insurance or group of insurances. For multiple tags, separate each with a comma|
|Gazetted Insurance Rate||The industry-standard insurance rate|
|Custom Insurance Rate||The insurance rate dictated to you by your insurer|
The date that the insurance should start in the system. Can only be set as the current or a future date
Formatted as YYYY-MM-DD
Optional field; if left blank, no end date will be applied to the insurance
Formatted as YYYY-MM-DD
|Notes||Additional details that you would like to report against the insurance|
Update an Existing Insurance a New Insurance using the .csv Template
You can update existing insurances in bulk using the Export Re-Import Template CSV, which is available to download from Config > Payroll > Insurances.
This .csv includes a heading row that matches the columns in the Insurances report. You can edit the data for each insurance and then import the updated file using the Insurance Importer.
Some considerations when updating the Export Re-import Template are:
- the Region and State cannot be updated. These fields lock when an insurance has been created;
- the Insurance ID should be provided when updating an existing insurance. The ID will be used by the system to validate and modify the data from the .csv against the data in the portal;
- if no Insurance ID is provided, a new insurance will be created