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Eligibility Report
The "Eligibility" report: Use: Pulling employee eligibility status for a particular benefit. The report also requires a specific month to look for eligibility results. Includes: List of employees (and dependents) that are eligible for the chosen ...
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 ...
Employer Contribution Report
The "Employer Contribution" report: Use: Retrieving employee election information and showing the employer contributions. Includes: Employee (and dependent) information, employer contributions by plan type, employer ancillary contribution for buckets ...
Personal Info Only Report
The "Personal Info Only" report: Is useful for retrieving basic employee demographic and contact information as well as basic details about employees' most recent elections. Includes: Most recent e-signature time stamp, employee demographic info, ...
Most Recent Elections Report
The "Most Recent Elections" report: Is useful for reviewing employees' most recent elections. Includes: Employee per pay period deduction amounts, broken out by contribution buckets if applicable. How to Generate a "Most Recent Elections" Report: ...