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End of Year insurance changes

  • 1.  End of Year insurance changes

    Posted Nov 14, 2019 12:18 PM
    We have to update insurance rate changes after the last payroll and I thought there was a way to upload these if they were on an excel spread sheet so you did not have to go into each employee card the change the amount. Is this a thing or is it wishful thinking? Also if its real anyone have the steps to do this as it would save me a ton of time.

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    Susan DeChant
    Wisconsin Center District
    Milwaukee WI
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: End of Year insurance changes

    TOP CONTRIBUTOR
    Posted Nov 15, 2019 09:04 AM
    I suspect you could probably use eConnect or SmartConnect to import from an Excel spreadsheet and update the appropriate records.
      Integrity Data has a tool called Life Insurance Tax Calculator that updates insurance records as well.
    Academy - Online Interactive Learning from Experts


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