Beneficiaries Only Report
The "Beneficiaries Only" report:
- Is useful for retrieving information on employee beneficiaries (if the employee has elected a benefit that requires beneficiary assignment).
- Includes: Employee election information for benefits that require beneficiaries to be named, along with primary and secondary beneficiary information.
How to generate a "Beneficiaries Only" Report:
- Select the "Reports" tab in the top navigation menu.
- Select "Beneficiaries Only" from the Standard Reports listing.
- Select the Subgroups that correspond to the data needed.
- Select the Benefit Types that correspond to the data needed.
- Select whether or not you'd like to include Dependent Info on the report.
- Enter the email address to indicate the contact that will receive the report.
- The designated contact will receive an email to download the report.
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