How do I create a custom benefits report?
Administrators may create a custom report that shows specific information about workers' and their dependents' benefits.
- Select the Business Intelligence app.
- Select Create New Report.
- Create a name for the report.
The worker information below may be selected to create the custom benefits report:
- Employee SSN
- Dependent Medical Coverage
- Total Company Benefit Cost
- Total Employee Benefit Cost
- Enrolled in Medical?
- Medical Carrier
- Medical Plan Name
- Medical Employee Cost Per Pay Period
- Medical Employer Cost Per Pay Period
- Medical Employee Cost Monthly
- Medical Employer Cost Monthly
- Medical Dependents Coverage
- Medical Approved Date
- Medical Status
- Enrolled in Dental?
- Dental Carrier
- Dental Plan Name
- Dental Employee Cost Per Pay Period
- Dental Employer Cost Per Pay Period
- Dental Employee Cost Monthly
- Dental Employer Cost Monthly
- Dental Dependents Coverage
- Dental Approved Date
- Dental Status
- Enrolled in Vision?
- Vision Carrier
- Vision Plan Name
- Vision Employee Cost Per Pay Period
- Vision Employer Cost Per Pay Period
- Vision Employee Cost Monthly
- Vision Employer Cost Monthly
- Vision Dependents Coverage
- Vision Approved Date
- Vision Status
Plus, information on LTD, STD, and Accidental Death & Dismemberment.
The following fields can be selected to include dependent data:
- Employee Dependent Relationship
- Employee SSN
- First Name
- Last Name
- SSN
- Gender
- Date of Birth
- Enrolled in Medical?
- Medical Carrier
- Medical Plan Name
- Medical Dependents Coverage
- Medical Approved Date
- Enrolled in Dental?
- Dental Carrier
- Dental Plan Name
- Dental Dependents Coverage
- Dental Approved Date
- Enrolled in Vision?
- Vision Carrier
- Vision Plan Name
- Vision Dependents Coverage
- Vision Approved Date
- Enrolled in Life?
- Life Carrier
- Life Plan Name
- Enrolled in AD&D?
- AD&D Carrier
- AD&D Plan Name