The Eligibility report lists employees (and optionally dependents) with plan details for selected benefit types for a specific month. Columns include name, Social Security Number, Benefits Subgroup Name, and for each selected benefit type: Plan Name, Coverage Tier, Employee Deduction, Employer Contribution, and Total Cost.
Who this is for
Employers and Feature Admins with Benefits access when Benefits is enabled for the employer. Brokerage users can generate the report for an employer from that employer's Reports.
To generate an Eligibility report:
- Select Reports in the top navigation.
- Select Standard in the secondary navigation.
- Select Eligibility from the Standard Reports list. The Generate an Eligibility Report window opens.
- Under Subgroups, select the subgroups to include, or select All Subgroups.
- Under Benefit Types, select the benefit types to include, or select All Benefit Types.
- Under Dependent Info, choose Include or Exclude.
- Select Month and Year for the month to report.
- Enter the destination email in Send Report To.
- Select Generate & send. You will receive an email to download the report.