You can batch upload census files for both small and large plans. The system will process this in the background while you continue to work on other tasks. Once the batch has been uploaded you will receive an e-mail notifying you the upload is complete.
Key points to note:
- Each census file must be named as the plan ID for the associated plan. Set the plan ID on the Edit Plan screen or the Compliance Tasks page by clicking the pencil icon next to the plan name. For example, if the plan ID is 654321, the census file for that plan will be 654321.csv.
- Add all census files to a zip folder for import.
- Location: Wolters Kluwer button in the upper left corner - Batches - DC Compliance Batch Census Upload
- Select the year end for the census files in the zip folder. For example, if you are uploading census files for 12/31/2025, select 12/31/2025.
- You can opt to have the Batch Census Upload add the plan year end for you! If this option is selected, the active plan year will be set to the chosen year end.
- User must have edit permissions to use the batch upload feature