What Is the Active Members List?
Syncing your Active Member List allows you to easily manage who is able to access your company benefits. Members who are on your list will be able to create an account and access their benefits via the Upwards portal.
When you sync a new list, any member who was previously able to access their benefits but is not on the list will require confirmation before they are inactivated. This will help prevent accidental inactivation.
Before you begin
Before you sync your list, you need to make sure the column formatting matches the column headers that Upwards accepts. This ensures Upwards can properly upload and store your member information.
Formatting customer information
The following list shows the information types that Upwards accepts. The information in the "Required Information" section must be included in order for us to properly identify your members and manage registration.
The "Optional Information" section includes pieces of information that either:
- Help to increase your opt-in rate (ie. phone number)
- Help us to segment your data to provide advanced analytics
This information is not required but is recommended for deriving utilization insights across your organization.
REQUIRED INFORMATION
| Column header | Description and formatting guidelines | Examples |
|---|---|---|
| first_name | The member's first name. |
|
| last_name | The member's last name. |
|
The primary email account for inviting and communicating with users. US and international formats are accepted. |
| |
| zip_code | The member's home zipcode. We accept 5-digit zip codes. This is used to help identify childcare options. |
|
| start_date | MM/DD/YYYY - When your member started at your organization. Allows us to understand benefits eligibility. |
|
OPTIONAL INFORMATION
| Column header | Description and formatting guidelines | Examples |
|---|---|---|
| phone | The member's primary mobile phone line. Adding a mobile phone can drastically improve your opt-in rate. |
|
has_dependents | Does the member have dependents? "0" if No, "1" if Yes |
|
work_zip_code | Zip code for the office where the member works. We accept 5-digit zip codes. Used to help identify additional childcare opportunities. |
|
supervisor | Name or email string for member's manager. Used for data segmentation. |
|
location | Location name or ID. Used for data segmentation. |
|
department | Department name or ID. Used for data segmentation. |
|
division | Division name or ID. Used for data segmentation. |
|
business_unit | Business unit name or ID. Used for data segmentation. |
|
job_category | Job title or classification information. |
|
| annual_salary | If salaried, numeric annual salary amount. Used for childcare cost analysis. |
|
| hourly_rate | If hourly, numeric hourly pay rate. |
|
| employment_status | Employment status and type. Used for benefit eligibility. Must be one of the values in the examples column if set. |
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For additional support with Syncing Active Member Lists, please contact your account manager.