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Need to add or update multiple employees at once? This guide shows you how to use the upload tool. Watch the video or follow the step-by-step instructions below.
Log in to your BHSF company portal using your email address and password.
From your company portal, go to “Update Membership.”
Use the Upload method when you need to add, update or remove multiple members.
From the Update Membership page, download your latest CSV.
This contains your existing member data and the correct format for making updates, including details such as:
Use a freshly downloaded file when making changes.
For each member you’re changing, enter the appropriate Update Type:
Make sure all mandatory fields are completed, including:
Use a unique Payroll ID for each member. If you don’t have one, use their National Insurance number.
Enter the required member information, including their:
Check all information is correct before uploading your file.
For a Family policy, complete partner and child details where applicable.
For an Individual policy, add child details where applicable.
Once you’ve completed your changes, save the file as a CSV.
The portal will only accept files in CSV format.
Return to “Update Membership” and click “Upload.”
Select your saved CSV file and upload it to the portal.
Once uploaded, you’ll see a confirmation message.
Contact your Account Manager if you have any questions or experience any issues with your upload.
