How to add employees using the 'Upload' method

Step 1: Visit the account page

Go to the “My Account” page located at the top of this website.

Step 2: Choose your login option

Under “I am an employer”, you’ll see two login options:

• Option 1 → If your group policy number starts with two letters, select the first login option.
• Option 2 → If it does not, select the second login option.

Step 3: Log in to your portal

• Enter your email address and password.
• Complete the verification step if prompted.

Step 4: Prepare the BHSF upload spreadsheet

• Your account manager will provide you with the spreadsheet template.
• Fill in all the required employee details.
• Mandatory fields include:
  • Employer Group Number
  • Update Type (New Business, Endorsement, Cancellation)
  • Effective Date
  • Product Code, Cover Level, Policy Type
  • Payroll ID, Employee name, DOB, address, email
  • Child details (if applicable)

⚠️ Important: All mandatory fields must be completed or the upload will fail.

Step 5: Save the spreadsheet correctly

• Save your completed file as a CSV.
• This is the only file format the portal will accept.

Step 6: Upload the file to the portal

• Go to the "Update Membership" page.
• Click "Upload" and select your saved CSV file.
• Submit the file to process the updates.

Step 7: Check for confirmation

• Once uploaded, you'll see an on-screen confirmation message.
• To double-check, visit the "Member Info" page and search for the employees you added, updated, or removed.

Step 8: Fix any errors

• If updates aren't visible, review the spreadsheet for missing or incorrect data.
• Correct the errors and re-upload the CSV.

Step 9: Need help?

Your account manager can guide you if:

• You need a copy of the template
• Your upload fails
• You're unsure which fields or codes to use