Based on a selected benefit package, the Payment Tracking report will display premiums due per month for a selected package. This report allows administrators and stakeholders to report outstanding balances for a specific benefit package and the package’s respective benefits. The report also allows you to print payment coupons for employees, and plan the organizational budget for the upcoming year.
Navigating to Payment Tracking Reports
From the menu, expand Reports, expand Benefit Management, and click Payment Tracking.
Data Required for Report
- Benefits
- Benefit Premiums
How to Run the Payment Tracking Report
- Select the package from the drop-down menu.
- Click .
- Review the results towards the bottom of the page or click the
PDF icon to download/open a PDF copy of payment coupons for all employees.
