Why Did My Benefits Import Say Successful But Show No Data?

What Is the Problem?

You imported your budget benefits. The system said the upload was successful. But when you check your reports, nothing is there. Retirement, employee insurance, and other benefits are not showing up in your Next Year Expense Budget or related forms.

This is not a system error. It is a file setup issue that can be corrected.

Why Is This Happening?

There are two common causes. You may have one or both.

Cause 1: The Fiscal Year or Position IDs Do Not Match

The system links each benefit in your import file to a position in Position Control Management. To do this, it uses the Position ID and the fiscal year from your file.

If either one does not match what is in Position Control Management, the system cannot make that connection. The import completes, but the benefits do not populate.

This commonly happens when:

• The fiscal year column still shows the prior year, for example 2026 instead of 2027
• Position IDs were updated to align with a new HR system but the IDs in the import file do not match the IDs in Position Control Management

Cause 2: Include in Gross Wages Is Set Incorrectly

Some benefits use a percentage-based calculation, such as retirement plans. For those benefits, the Include in Gross Wages column must be set to No.

If it is set to Yes, the system will generate an error for those rows and they will not import correctly.

Include in Gross Wages should only be set to Yes for fixed amount benefits, such as:

• Auto allowance
• Gym membership
• Certification incentive

How to Fix It

Follow these steps before reimporting:

1. Open your benefits import file
2. Find the Fiscal Year column and confirm it shows the correct year for this import
3. Compare each Position ID in your file to the Position IDs in Position Control Management. They must match exactly.
4. Find any retirement or percentage-based benefit rows
5. Set Include in Gross Wages to No for those rows
6. Save the corrected file
7. Delete any benefit records that were already imported with the wrong information
8. Reimport using the corrected file

If you are not sure which Position IDs to use, use the ones that are in Position Control Management. Those are the correct IDs the system recognizes.

What to Check After Reimporting

Once the corrected file is imported, confirm that your benefits are now appearing in:

• Personnel Detail Report
• Next Year Personnel Budget Form
• Next Year Expense Budget Form

If the data is still missing after reimporting, contact Client Support for assistance.