INDGEN - Introduction

Warning
Individual-level data must be kept private and secure.  You must never send individual-level data by email. This includes the INDGEN Excel template, screenshots that include demographic data (e.g., National Provider Identifiers (NPIs), sex, race, ethnicity), and PDF copies of your data.

Notice to Grantees about Individual-level Data:

• You must complete an INDGEN record for every individual who:
  • Received direct financial support (e.g., scholarships, stipends, loans, loan repayment) from the HRSA-funded grant 
  • Participated in a course or training activity that was developed, enhanced, or implemented as part of the grant (whether the individual received direct financial support or not - unless otherwise noted below)
• In addition, annual updates are required for individuals who were previously reported on INDGEN and were not marked as having graduated, completed, or attrited from their training program by July 01, 2025 - June 30, 2026.
• For prior records, the BPMH system will prepopulate certain blocks in the INDGEN subform with data submitted in previous reporting periods for each individual. All other fields must be updated on an annual basis until the individual graduates from, completes, or permanently leaves their training program.
• The INDGEN subform will automatically calculate and display a read-only column labeled "Academic Year Total". This is the total amount entered for a given academic year.
• Individuals who were reported as having graduated from or completed their training program in the previous reporting period will automatically be transferred from INDGEN to the INDGEN-PY subform after one (1) full calendar year has passed from their graduation/completion. At that point, one-year post-graduation/completion employment status data must be provided for each individual.

Note

To view data submitted in previous reporting period, click on the "View Prior Period Data" link on top of the form.

INDGEN - Excel Upload (Optional)

Users may enter INDGEN data directly into the Electronic Handbooks (EHB), use the Excel template, or do both.

When generating and uploading templates to INDGEN, the system will only accept the most recently downloaded version. If you generate or download multiple templates, always ensure you populate and upload the latest file. Uploading an older version will result in a system error.

For step-by-step instructions on this process, please visit the INDGEN Offline Excel Feature Wiki.

Warning
Users must download and use the Excel template provided in this year's Annual Performance Report because it populates with prior year records, if you have any, and it is customized for your grant program. Templates must be downloaded each year to make sure the most up-to-date data and the latest configurations are included. You cannot use the prior year's template. In fact, you can only upload the most recently downloaded version of the Excel template. This means if you generated or downloaded multiple templates this summer, only the most recently downloaded Excel template can be uploaded back into INDGEN.  

Warning
 Be sure to save the Excel template to a folder other than the downloads folder. 

 

Warning
Do not use the Numbers software on macOS or iOS devices as this will modify the format of the template. 

 

Warning
Do not modify the format. For example: renaming columns, adding columns, deleting columns, or renaming worksheets. Users must download and use the template form the EHBs. The system will not upload/process spreadsheets with changes or those in a different format.