Complete List of Parameters for Eligibility File Setup

Term	Meaning
Required	Must be included and populated. If missing, the file will fail validation. These fields uniquely identify or onboard employees.
Recommended	Strongly suggested. Missing values will not block the upload but may limit analytics, reward programs, reporting, or personalization.
Optional	Nice-to-have. Helps enrich profiles but not required for eligibility or system operation.

The file must be in CSV format. The following fields should be included:

Field Name	Description	Data Type	Requirement	Reason
Email	Employee’s official work email address	String	Required	Primary login and identification field.
First_Name	Employee’s first name	String	Required	Primary login and identification field.
Last_Name	Employee’s last name	String	Required	Primary login and identification field.
Employee_ID	Unique employee identifier	String	Recommended	Ensures employee uniqueness and tracking.
Joining_Date	Date employee joined the organization (YYYY-MM-DD)	Date	Recommended	Useful for tenure-based programs and analytics.
Department	Department name or code	String	Recommended	Enables department-based grouping and reports.
Country	Country of employment	String	Recommended	Helps in localization and compliance.
Region	Region or state	String	Recommended	Improves regional reporting and segmentation.
Office_Location	Office or worksite location	String	Recommended	Supports location-based wellness initiatives.
Gender	Gender identity	String	Recommended	Enables diversity reporting and inclusivity programs.
Dob	Date of birth (YYYY-MM-DD)	Date	Recommended	Used for birthday programs or demographic insights.
Personal_Email	Alternate or personal email address	String	Optional	Backup contact method for employee communication.
Phone_Number	Employee’s contact number	String	Optional	Used for multi-channel communication.
Address	Home address	String	Optional	Supports region-specific programs or deliveries.
Job_Title	Designation or position	String	Optional	Enables title-based grouping and insights.
Job_Code	Internal job code	String	Optional	Helps map HR system records accurately.
Job_Level	Seniority or job level	String	Optional	Supports leadership-level segmentation.
Job_Family	Functional job group	String	Optional	Categorizes roles for reporting.
Business_Unit	Business unit name	String	Optional	Useful for organizational hierarchy mapping.
Employment_Type	Full-time / Part-time / Contractor	String	Optional	Supports filtering for employment type.
Employee_Group	Employee category or class	String	Optional	Useful for eligibility segmentation.
Manager_Name	Direct manager’s name	String	Optional	For organizational mapping.
Manager_Email	Manager’s email	String	Optional	Used for hierarchical workflows and approvals.
Cost_Center	Internal cost center code	String	Optional	Helps in cost tracking and budget allocation.
Employment_End_Date	Last working day, if applicable (YYYY-MM-DD)	Date	Optional	Used for employee lifecycle tracking.
Termination_Reason	Reason for exit	String	Optional	Supports reporting on attrition.
Salary_Amount	Base salary amount	Decimal	Optional	Used for advanced analytics and benchmarking.
Salary_Currency	Currency (e.g., USD, INR)	String	Optional	Supports salary standardization.
Salary_Frequency	Monthly / Annual	String	Optional	Used with salary data normalization.
Benefit_Status	Active / Inactive benefit eligibility	String	Optional	Tracks eligibility for wellness programs.
Health_Insurance	Health insurance plan name or status	String	Optional	Captures insurance-related benefits.
Retirement_Plan	Retirement plan enrollment status	String	Optional	Used for benefits reporting.
Member_ID	Insurance member identifier	String	Optional	Supports external benefit system integration.
Member_Type	Membership level or category	String	Optional	Categorizes user access or plan type.
Last_Review_Date	Date of last performance review	Date	Optional	Used for engagement or HR analytics.
Performance_Rating	Last performance score	String / Numeric	Optional	For performance trend analysis.
Certifications	List of certifications held	String	Optional	Highlights employee qualifications.
Visa_Status	Work visa type	String	Optional	Supports compliance tracking.
Work_Authorization_Expiry	Visa or permit expiry (YYYY-MM-DD)	Date	Optional	Tracks compliance for foreign workers.
Background_Check	Background verification status	String	Optional	Captures onboarding verification info.

Upload Instructions

Prepare your CSV file following the structure above.
Ensure all Required and Mandatory fields are filled.
Share file with Wellness Coach for setup.
Get the SFTP credentials from Wellness Coach
Start sending file via secure SFTP

Tips

Use consistent Employee_Id and Email values across updates.
Always use the date format YYYY-MM-DD.
Missing mandatory fields will cause validation errors.
You may include additional columns - they will be ignored if not mapped.

Complete List of Parameters for Eligibility File Setup

The Eligibility File allows your organization to upload and sync employee data with the Wellness Coach platform. This ensures that all eligible employees receive access to wellness benefits and platform features seamlessly.

Upload Instructions

Tips