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      Setting Up an Eligibility File via the Admin Portal

      Wellness Coach offers a secure SFTP service designed for transmitting sensitive employee data. SFTP, a network protocol, ensures encrypted file transfers between clients and servers, prioritizing security and reliability.

      Overview

      Employee Verification allows you to customize which data is collected and verified when employees register. This helps standardize the registration process and ensures all required information is gathered consistently across your organization.

      What is an Employee Verification Template?

      An Employee Verification Template defines the data fields collected and verified during employee registration. It allows your organization to tailor the verification process to your specific needs and maintain a reliable employee directory.

      How to upload your CSV Eligibility file:

      1. Log in to your Admin Portal

      2. Under Account Management, please tap on Employee Template section.

      3. Proceed to upload your eligibility file.

       

      How to Create a Template

      1. Download the sample CSV file or create your own with appropriate headers and sample data.

      2. Ensure the CSV includes at least one column that can serve as a unique identifier.

      3. Upload the CSV file using the drag-and-drop area in the interface.

      4. Review and customize the fields that appear in the table after upload.

      5. Mark at least one field as "Unique" to act as an identifier.

      6. Select one field as the "Employee ID", which serves as the primary identifier.

      7. Click "Save Template" to store your configuration.

      Sample CSV headers may include:
      Member_ID, First_Name, Last_Name, Email, Region, Department

       

      Field Properties

      • Field Label: Name displayed on the registration form.

      • Data Type: Expected type of input (e.g., text, date, email, phone).

      • Field ID: System identifier for the field, matching the CSV header.

      • UI Form: Determines if the field appears in the registration form.

      • Mandatory: Indicates whether the field is required for registration.

      • Unique: Ensures each employee has a distinct value for this field.

      • Masked: Hides the field value from display views.

      • Employee ID: Designates the field as the primary identifier for the employee.

      Managing Employee Data

      Once your template is created:

      • Upload your full employee roster for registration reference.

      • Under ''Actions'' tap on "View Eligibility File Members" tab to view registered and unregistered employees.

      • Download the employee list, including unregistered members if needed.

      • Map users to employee records as required.

      • Update employee information by uploading a new CSV file with changes.

      Key Takeaways

      • At least one field must be marked as "Unique".

      • Only one field can be designated as "Employee ID".

      • Field IDs must be alphanumeric and use underscores only (e.g., first_name).

      • CSV headers become the Field IDs in your template.

      • Fields marked as "Unique" must also be marked as "Mandatory" and "UI Form".

      • The system will attempt to detect data types automatically based on your sample data.

      • All employee data is securely stored and accessible only to authorized administrators.

      For more information on how to setup the SFTP, please follow the steps: Here

      For assistance with setting up your SFTP account, please contact our support team at support@wellnesscoach.live.