Benefit Management Reports Overview

David N

February 14, 2022 21:31

The Benefit Management Reports menu of the HR Portal includes screens providing one-click reports related to the Benefit Management Module that can be viewed in PDF and/or Microsoft Excel format.

The report sections offered are:

General
Participation Summary
Enrollment Rosters
Billing/Reconciliation
Benefit Statements
Before and After
Payment Tracking
Activity Changes

Articles in this section

Benefit Management Reports Overview
Benefit Management General Reports
Benefit Management Participation Summary Reports
Benefit Management Enrollment Rosters Reports
Benefit Management Billing/Reconciliation Reports
Benefit Statements Report Overview
Benefit Statements: Step 1 - Select Statement
Benefit Statements: Step 2 - Select Date & Employees
Benefit Statements: Step 3 - Select Delivery Format
Benefit Statements: Step 4 - Generate Statements