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Benefit Management Reports Overview

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David N
December 01, 2020 16:23

CHR_-_Menu_-_Reports_-_Benefit_Management_-_08.png

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
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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
See more

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