BenSelect:Admin:Employees:Reports

To run a report for this employee with one click, choose one of the report icons. With a single click, the system will immediately run the selected report for that individual employee. There are two reports available by default: the Personal Benefit Statement, and the Personal Enrollment Report.

The Personal Benefit Statement report provides a confirmation of "current" benefits for the day on which the report is run, in PDF format. This is a good report to run if an employee needs to see what coverage is in place on the current day. For example, if there are rate changes to a benefit plan after the employee has signed a confirmation form, then this report will provide accurate rates for the updated benefit plan.

The Personal Enrollment Report is a generic report showing overall employee benefit enrollment. The report consists of a spreadsheet with two tabs: All Benefits and Benefits by Person. The All Benefits tab provides a list of current benefits. The Benefits by Person tab contains a row for each covered individual, including terminated and current benefits.

Don’t see the report you are looking for? Using the report search functionality, locate the report plugin you wish to designate as an Employee Quick Report and click Edit Template. From the General tab, you will need to check the indicator next to “Employee Quick Report” and click Save. Next, click on the Parameters Tab and be sure to choose the default settings for your report.

You will need to define the default parameters such as Date Range and Scope. These will be the "one click" settings that will be applied each time you access your report. You can edit these by clicking on the button and choosing your default value from the drop down list. Once each of your default parameters have been set, click the save button.

You should now see the new report icon listed under the Reports tab of all employees.