You will be uploading census documents frequently. Using the census template and formatting it correctly will minimize delays and frustration.
Note: There are different census data requirements when creating an initial prospect (Go/No Go) census and a final employer census to upload into the benefitbay® platform.
Stages of Modeling
There are two main stages of the ICHRA modeling process and both have different census data requirements. The Go/No Go Census is used when first prospecting a lead to determine if ICHRA is financially viable. The Final Census is used when employers are confident they will be moving forward with ICHRA and require a more detailed model that will help them determine a contribution strategy. Below you will find a list of the data requirements needed for both stages of modeling.
Census Template CSV
Census Data Requirements
Go/No Go Census Data Requirements
- Employee ID
- Relationship
- First Name
- Last Name
- Date of Birth (MM/DD/YYYY)
- Gender
- Tobacco Use (Y/N)
- If Tobacco use is not known, mark it as "N."
- Home Zip Code
- FT/PT
- Annual Wages
- Pay Type
- Salary
- Employment Start Date
- Current Coverage
When you are adding dependents, you must add them below the employee they are a dependent of. You should include their relationship to the employee, and use the same "Employee ID" so the platform can map the dependents to the correct employee.
- Current Employer Amount (monthly)
- Current Employee Amount (monthly)
- Renewal Employer Amount (monthly)
- Renewal Employee Amount (monthly)
Final Census Data Requirements:
All the information for the Go/No Go Census plus the following:
- Tax ID (SSN)
- Full Home Address (State should be two-letter abbreviations)
- Primary Phone Number (Personal phone number for employee)
- Email (Personal email for Employee)
- Pay Type (Hourly or Salary)
- For Hourly; Average Hours Per Week and Hourly Rate
- For Salary; Annual Wages
Census Format
Please format your census file like the example below. The file type must be a CSV so that it will upload into the benefitbay platform. Include all the required census data points required for the modeling stage you are in. 