Relius Form 5500

[Lori Friedman]

Someone was unaware that DOL will no longer accept a Schedule SSA attachment. That person created an Excel spreadsheet to report several hundred Schedule SSA individuals.

For obvious reasons, I don't want to enter the data manually. I believe it's possible to import data into Relius from an Excel spreadsheet. If I'm correct, does anyone know how to do the import? I can't find any instructions in the Relius user guide.

[Archimage]

I do know you can do it but I have never actually done it.

[Bill Presson]

Someone was unaware that DOL will no longer accept a Schedule SSA attachment. That person created an Excel spreadsheet to report several hundred Schedule SSA individuals.

For obvious reasons, I don't want to enter the data manually. I believe it's possible to import data into Relius from an Excel spreadsheet. If I'm correct, does anyone know how to do the import? I can't find any instructions in the Relius user guide.

Lori, Open the SSA and click on Help and Users Guide. In chapter 8, it describes a Link Map for a spreadsheet. That should get what you want.

[Lori Friedman]

Thank you for pointing me in the right direction. The Relius instructions are rather poorly written and difficult to follow -- DBTech's document is much more helpful. But, I finally managed to generate an accurate Link Map and successfully import data into the software.

Now that I know how to do this, I'll be happy to help anyone in the same situation. Just send me a PM or email message.

[Guest KarenT]

I need help importing a spreadsheet into the 8955-SSA on Relius. The help instructions are difficult to understand.

[Tom Poje]

sorry, It's been too many years since I used their system, but I do remember it being very cumbersome, and I had a hard time understanding the notes, so I imagine you are not alone.