Benefit Census Reporting
Purpose
This document outlines the process of how to view Benefit Plan Census Report within the Green Leaf Elevated System.
Please note that the specific plan details will vary based on your Benefit Plan information within the system.
How to View the Benefit Census Report
Log into your Elevated account and navigate from your menu to the Team Tab > Benefits > Reports > Benefit Census Report
This report will show you a customizable census of employees and their benefit plans, while using an As Of Date to display data, which can be changed by clicking the box in the upper right hand corner.
Please Note: Your view may appear different based on your company's settings and benefit plans in the system.
Column Headers
- Employee ID - Shows Employee's ID number.
- First Name/Last Name - Shows Employee's name.
- Date Birthday - Shows Employee's Birth Date.
- Date Hired - Shows the date the Employee was hired.
- Gender - Shows the Employee's gender, if it was entered in the system.
- Salary - Shows the Employee's current salary.
- Zip Code - Shows the Employee's current Zip Code.
- Coverage Options - Shows the currently elected coverage for each employee with the benefit plan name as the column header.
*These are only the standard columns set in the system by default. More columns can be added in by using the Add/Remove Columns feature.
If you would like to see more detailed information on the benefit plans themselves, please view our How to Manually Adjust Benefit Plans guide.
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