Importer Training

Entering information about changes in your organization’s data and employees’ information is important and is a great way to keep your BalancedComp system up-to-date and working optimally for you.

While you can always update your system by inputting your changes one item at a time, our Importer tool is designed to help you save time and effort by giving you the ability to upload all of your information in just a few steps!


The takeaways:

  • What are the required and optional fields that are importable
  • Review the columns provided on a Download Ready CSV
  • Demonstrate the process of importing your CSV
  • Learn how to avoid potential issues and address unintended errors during the Importer process
  • Discuss any specific importer challenges you may have experienced
  • Learn about the process by which we could handle importing for you

Who should attend: 

This webinar is developed for Company Administrators who handle the maintenance and updating of employee and other related information in the BalancedComp system for their organization.

Jacqualyn Summervill

Chief Operating Officer & Head of Product

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Jordan Summervill

Compensation Manager

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