The Billing/Reconciliation report details all benefit premiums for each of the employee’s selected benefits as of a specific effective date. This report also gives a count of the employees for each benefit as well as a total premium amount. The Billing/Reconciliation report allows administrators and stakeholders to review benefit premiums per employee benefit with a total premium amount on the report.
Navigating to Billing/Reconciliation Reports
From the menu, expand Reports, expand Benefit Management, and click Billing/Reconciliation.
Data needed to populate report:
- All required fields in Employee Demographic screen
- Benefit premiums.
How to Run the Billing/Reconciliation Report
- Click the filter icon to the right-hand side.
- Select the year from the drop-down menu. Click
- Click the PDF and/or Excel icons to download and review your reports.