Glossary

Census

A structured employee list used to prepare an insurance quotation or enrol a group.

By Bene · Last reviewed 23 October 2026

The fields needed depend on the stage and insurer. Income publishes a group employee data form alongside its FlexCare application documents; request the current required format before collecting information.

For initial planning, start with aggregate headcounts and benefit classes. Ask whether identifiers are necessary before sending named employee records. A planning template is not an insurer’s enrolment form.

Agree who can access the file, how it will be transferred and when it will be deleted. Keep medical declarations in the insurer’s designated process rather than an unrestricted HR spreadsheet.

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