Purpose

How to View the Benefit Plan Reporting

Please Note: Your view may appear different based on your company's settings and benefit plans in the system.

Column Headers

1. Employee ID - Shows Employee's ID number.
   
2. First Name/Last Name - Shows Employee's name.
   
3. Employee Status - Shows Employee's status(Active, Terminated, Inactive).
   
4. Benefit Type - Shows the type of the benefit on the selected line(Medical, Dental, Vision, etc.).
   
5. Benefit Plan Name - Shows the name of the benefit plan.
   
6. Benefit Coverage Name - Shows the coverage level that was selected for the benefit plan.
   
7. Coverage Effective From - Shows the start date of the benefit plan.
   
8. Coverage Effective To - Shows the end date of the benefit plan. *Note that when this date is reached, the benefit will no longer be active
   
9. Deduction Effective To/From(1, 2, 3) - Similar to Coverage, shows the beginning and end dates of the selected benefit deduction.
   
10. Amount EE(1, 2, 3) - Shows the amount the employee pays for the benefit deduction.
    
11. Amount ER(1, 2, 3) - Shows the employer portions of the benefit deduction.
    
12. Spouse - Shows the Spouse(if any) that is listed on the benefit plan.
    
13. Dependents - Shows the Dependents(if any) that are listed on the benefit plan.
    
14. Beneficiaries - Shows the Beneficiaries(if any) that are listed on the benefit plan.
    
15. Contigent Beneficiaries - Shows the Contigent Beneficiaries(if any) that are listed on the benefit plan.
    
16. Units - Shows the amount the employee requested specifically for the coverage associated with the benefit. *This is not associated with all benefit plans.
    
17. Coverage Amount 1 - Shows the coverage amount based on the plan setting, which may differ from the default amount on the plan itself. (Ex. Employee amount reductions after age 65).
    

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.