Benefit Management Payment Tracking Report

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.

CHR_-_Menu_-_Reports_-_Benefit_Management_-_06.png

Data Required for Report

  • Benefits
  • Benefit Premiums

How to Run the Payment Tracking Report

  1. Select the package from the drop-down menu.
  2. Click Refresh.
  3. Review the results towards the bottom of the page or click the adobepdf.gif PDF icon to download/open a PDF copy of payment coupons for all employees.

CHR_-_Reports_-_Benefit_Management_-_Payment_-_01.png

Was this article helpful?
0 out of 0 found this helpful