This option displays all benefits for the selected employee that could be generated for billing. Once payment records are created, the administrator is able to generate payment coupons and reports. An administrator is able to recalculate costs in case of any changes on the selected employee's benefit coverage
From the menu, expand Employee, expand Benefits, then click Payment Tracking.
If you are already viewing an employee's profile, it can be found by hovering over Benefits and clicking Payment Tracking.
- Click Generate Payment Records from the Actions drop-down menu.
- Enter Receive Date
- Click Save Payment Information.