This provides an Excel report that provides administrators and stakeholders the ability to see benefit elections of each employee and their benefit elections in a specific date range. It is most commonly used for Open Enrollment comparison purposes.
Required Information For Report
All required fields in the Employee Demographic screen including, but not limited to:
- Benefits for each benefit package
- Plan Names
- Coverage Levels
- Benefit Premiums
- Employee Dependents
To Run the Before & After Report
- Click the filter icon to the right-hand side.
- Select the year from the drop-down menu.
- Review and/or save PDF/Excel copies of reports.