BenSelect:Admin:Reports

From Selerix
Jump to: navigation, search

Contents

Generating Reports

Understanding the Report Options

Before you can generate a report, you must select options that determine the report content, as well as the report presentation. These options are divided into four categories:

  • Parameters
  • Reporting Period
  • Recipients
  • Special Handling

Parameters Section

The Parameters section of the report options sets the criteria for what information is included on the report, and how it will display on the report. Each report Parameters section is different; for more information about the Parameters section for a report, see that report section in this guide.

The available “Template” of the report is linked to the Plug-in created for that report. For more information about creating report Plug-ins, see BenSelect:Admin:Plugin:Overview.

Reporting Period Section

Each report has the following tabs for selecting a date range: Once or Interval.

For most reports, selecting Once allows you to choose from a pre-determined list of timeframes, such as Current Month, Previous Month, Today, Previous 7 Days, and many more. These are available in the drop-down list.

The Start and End Date change to reflect the reporting period selected.

Selecting Once allows you to choose from an “As of:” date for these reports: Case Profile, Census Extract, Enrollment Status, and Production.

The “As of” date automatically pre-populates with the current date. You may enter a new date, if you wish.

Selecting Interval allows you to select a recurrence pattern, such as Daily, Weekly, Monthly, etc. Select the calendar option to enter a list of dates on which to run the report. Select the Range of Recurrence, which may include Report Date, Report Range (from the last report run), and End by date.

If you select Interval for the Reporting Period, the report cannot be displayed on screen, but must instead, be scheduled.

Recipients (Deliver To) Section

The Recipients section allows you to select the recipients of the report.

If you want to display the report on screen, select the “Me” option Otherwise, you may send the report to one or more recipients by selecting the “Recipients” option, and then choosing the name(s) of the recipient(s).

Special Handling Section

The Special Handling section allows you to determine the action when a report is “empty”, or contains no data. These options apply only when a recipient is selected.

The Description text box allows you to set up the subject line of an email that is sent if a report contains no data (e.g., is “empty”).

The following table lists the placeholders that you may use for the description.


[STARTDATE] 
The Start Date of the reporting period.
[ENDDATE] 
The End Date of the reporting period.
[CASE] 
The name of the case for which the report is run.
[FORMAT] 
The name of the report format (e.g., Standard or Duplex).
[SCOPE] 
The scope of the report (e.g., A/C/D or Full).
[URL] 
The location of the prepared report.
[SENDER] 
Your name.

The Empty Report options are:

  • Do not send if empty
  • Notify sender if empty
  • Notify recipient if empty
  • Notify sender when delivered successfully

When you schedule a report for delivery to one or more recipients, the system will automatically send a notification via e-mail when the report is ready. The description you provide above (including any of the placeholders) will be the subject of that notification message.

Benefit Statements Report

The Benefit Statements report contains a collection of individual benefit statements summarizing benefit coverage for individuals. The report is suitable for mailing, without the need for a cover letter. 

  W A R N I N G
  This report generates two pages per employee. Depending upon the number of employees fitting the criteria, the report may be large. If you are running this report for a large number of employees, ALWAYS Schedule the report, versus displaying the report to the screen.  
  If you do not Schedule the report, the browser connection to the server may time out before the report generation is complete.

Benefit Statements Report - How to run

  1. Select Benefit Statement from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.


Benefit Statements Report - Parameters

The following table lists the element name and provides a brief description.


Plan 
Select the plan, All Case Plans or a specific case, on which to generate the benefit statements. This selection affects all other selections, by providing the available locations and employees for the selected pln.
Template 
Select Standard format to print on multiple pages, or select Format for Duplex Printing to save the report so that it may be folded and mailed.
Location 
Select the location, All Locations or a specific location, on which to run the report.
Employee 
Choose All Employees, or a specific employee from the list.
Style 
Select either Enrollment Confirmation, which displays the employee’s selections, or Pre-enrollment, which displays the last selected benefit plans.
Scope 
Choose A/C/D Report to create statements for those employees who have had changes in benefits during the specified period, or choose Full Report to create statements for all employees covered during the specified timeframe.

Billing Report

The Billing report supports self-billed benefit plans. For a given payer, the report summarizes all payroll deductions and employer contributions for the specified period.

Billing Report - How to run

  1. Select Billing from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.

Billing Report - Parameters

The following table lists the element name and provides a brief description.

Payer 
Select which Payer you want for the billing report.
Product 
All available products for the selected Payer display; select either All Products, or a specific product.
Template 
Select Billing Report (PDF) Format.
Location 
Select the location, All Locations or a specific location, on which to run the report.

Case Profile Report

The Case Profile report, also known as the QA Report, is built from the QA Report plug-in. The QA report analyzes case setup, employee, and enrollment information for various types of problems. The diagnosis is summarized in the report, together with links to help resolve the problem.

The QA report can also perform a set of tests on coverages created by the system. These tests are useful in identifying calculation errors or rate configuration errors in the system.

Case Profile Report - How to run

  1. Select Case Profile from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.


Case Profile Report - Parameters

The following table lists the element name and provides a brief description.

Template 
Select QA Report (or the name that you saved when creating the QA Report plug-in).

The QA Report displays a pass/fail status of each section that is setup for the report. If an area fails, such as the Unused Rate Group, then a reason is given. This allows the user with Case Setup access to review the issue, and make any changes at the case level.

There are also issues that Administrators are able to fix, such as an invalid Social Security Number or birth date that is invalid (e.g., entered incorrectly).

Census Extract

The Census Extract lets you retrieve personal, employment, dependent, and current enrollment information about current employees. You may retrieve information from a single location or all locations.

The Census Extract will be delivered in a Microsoft Access database (.MDB file) that can be loaded into a database or a spreadsheet program such as Excel.

Census Extract - How to run

  1. Select Census Extract from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email). If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.
  6. When the Download dialog box displays, you may click Open to open the extract, or Save to save the extract to your hard drive.

When the Census Extract is downloaded, you may open it in Microsoft Access, or Microsoft Excel.

Census Extract - Parameters

The following table lists the element name and provides a brief description.

Template 
Select the template for the Census Extract.
Location 
Select the location, All Locations or a specific location, on which to run the report.
Scope 
Choose Current Coverages or All Coverages for the locations selected.

Employee Benefits Report

The Employee Benefits report, also known as the Benefits Deduction report, summarizes benefit plan elections for employees enrolled in company benefit plans. The Human Resources or Payroll department typically uses the report to reconcile payroll deductions.

Employee Benefits Report - How to run

  1. Select Employee Benefits from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email). If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.

The Report displays the benefit deductions by location alphabetically.

Employee Benefits Report - Parameters

The following table lists the element name and provides a brief description.

Plan 
Select the plans, All Case Plans or a specific case, on which to generate the benefit statements.
Product 
Select the type of product for this report.
Template 
Select PDF or Excel format, or other desired custom format (if available).
Location 
Select the location, All Locations or a specific location, on which to run the report.
Employee 
Choose All Employees, or a specific employee from the list.
Scope 
Choose A/C/D Report to create statements for those employees who have had changes in benefits during the specified period, or choose Full Report to create statements for all employees covered during the specified timeframe. Choose Additions (COBRA eligible) or Deletions (COBRA eligible), or select Newly Eligible (self-paid).

Enrollment Status Report

The Enrollment Status report summarizes the enrollment status for each employee. The report is typically used by enrollers to follow up on pending enrollments.

Enrollment Status Report - How to run

  1. Select Enrollment Status from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email). If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.

Enrollment Status Report - Parameters

The following table lists the element name and provides a brief description.

Plan 
Select the plans, All Case Plans or a specific case, on which to generate the report.
Template 
Select the template for this report.
Location 
Select the location, All Locations or a specific location, on which to run the report. Options available depend upon case setup, and may or may not include: PDF, Summary by Location, and Time Spent.
Enroller 
Choose All Enrollers, or a specific Enroller from the list. The report generated will provide a status report for the selected enroller.
Scope 
Lets you specify how much detail to include in the report; Choose the status of the employees’ enrollment: All employees, Not Finished, Pending, or Finished.

Enrollment Statistics Report

The Enrollment Statistics report gives a high-level statistical summary of employee benefit enrollment. Human Resources typically uses the report to assess benefit costs and determine the adoption rate of various benefit products.

All totals shown in the report are for the specified reporting period. If you specify a full year, the totals will be for a year. If you specify a single month, the totals will be for a month. Only active enrollments that are effective during the specified date range will be included.

Enrollment Statistics Report - How to run

  1. Select Enrollment Statistics from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.


Enrollment Statistics Report - Parameters

The following table lists the element name and provides a brief description.

Plan 
Select the plan, All Case Plans or a specific case, on which to generate the report.
Template 
Select the template for this report.
Location 
Select PDF format to create a document in PDF format, or select Excel for a Microsoft Excel spreadsheet.

Form Transmittal

The Form Transmittal report provides a link to forms signed during the enrollment process. This report is delivered to carriers for printing, saving, and viewing of forms.

Form Transmittal - How to run

  1. Select Form Transmittal from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.

Form Transmittal - Parameters

The following table lists the element name and provides a brief description.

Payer 
Select a payer name if you wish to view only forms for that Payer, or select All Payers or No Payer.
Template 
Select HTML, BenefitAgent XML Index, or BenefitAgent Form Transmittal, or other desired custom format (if available). See the Case Setup Guide for samples of the XML Index and the Form Transmittal.
Location 
Select the location, All Locations or a specific location, on which to run the report.
Employee 
Choose All Employees, or a specific employee from the list.
Style 
Select either All Forms, or only Application forms.
Scope 
Choose By Application Date or Changes Pending (e.g., those forms that need follow through from an Agent).

Mailing List Report

The Mailing List report lets you create an Excel spreadsheet containing names and addresses suitable to create mass mailings to employees.

Mailing List - How to run

  1. Select Mailing List from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.

Mailing List- Parameters

The following table lists the element name and provides a brief description.

Plan 
Select the plan, All Cases or a specific case, on which to generate the mailing list.
Template 
Select Standard format to print on multiple pages, or select Format for Duplex Printing to save the report so that it may be folded and mailed.
Location 
Choose a specific location if you only wish to include employees from that location.
Eligibility 
Choose All Employees, or choose employees having a specific enrollment status (e.g., Eligible, Terminated, etc.).
Scope 
Choose A/C/D Report to create a mailing list for those employees who have enrolled or had changes in benefits during the specified period. Choose Full Report to create a mailing list for all employees who were enrolled during the specified timeframe. You may also choose Contact Info Changes to create a mailing list for those employees who have only had information changes during the specified period.
Include Pin 
Check Include PIN if you wish to include employees' confidential personal identification numbers in the mailing.

Eligibility (Payer) Report

The Eligibility (Payer) report is typically used by an insurance carrier (payer) to update coverage information in its system about individual employees and their dependents. The A/C/D version of the report is sent regularly to notify the payer of new employees (additions), changes in benefit elections, and terminations (deletions).

Eligibility Report (Payer) - How to run

  1. Select Payer from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.

Eligibility Report (Payer) - Parameters

The following table lists the element name and provides a brief description.

Payer 
Select which Payer you want for this report.
PRODUCT 
All available products for the selected Payer display; select either All Products, or a specific product.
Template 
Select the template that you want for this report. The available templates depend upon case setup. These may include PDF, Excel, XML Extract, CSV Extract, or any other format that you may have created.
Location 
Select the location, All Locations or a specific location, on which to run the report. Choose a specific location if you only wish to include employees from that location.
Employee 
Choose All Employees, or a specific employee from the list.
Scope 
Choose A/C/D Report to create a report for those employees who have enrolled or had changes in benefits during the specified period. Choose Full Report to create a report for all employees who were enrolled during the specified timeframe. You may also choose Changes Pending to create a report for those employees who have only had information changes during the specified period.

Payroll Report

The Payroll report is used by payroll administrators to update their payroll systems, incorporating changes in benefits that affect payroll deductions. The report only includes plans that are handled by the specified payroll administrator.

Payroll Report - How to run

  1. Select Payroll from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.

Payroll Report - Parameters

The following table lists the element name and provides a brief description.

Payroll Company 
Select which Payroll department to include in the report.
Template 
Select the template that you want for this report. The available templates depend upon case setup. These may include PDF, Excel, or any other format that you may have created.
Location 
Select the location, All Locations or a specific location, on which to run the report. Choose a specific location if you only wish to include employees from that location.
Employee 
Choose All Employees, or a specific employee from the list.
Scope 
This determines which employees will be included in the report. Choose A/C/D to select employees who have made changes to their benefit elections during the reporting period. Choose Partial to select employees with changes in benefit deductions that become effective during the reporting period, or choose Full to select all employees.


Production Report

The Production report summarizes total enrollment activity for a given period of time. The report summarizes the total number of new coverages and the corresponding premium, by plan and individually by enroller.

The report is in two parts:

  • The first part summarizes by benefit plan enrollments in a given period.
  • The second summarizes enrollments by enroller.

Production Report - How to run

  1. Select Production from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.


Production Report - Parameters

The following table lists the element name and provides a brief description.

Plan 
Select the plan on which to generate the Production report.
Template 
Select the template format that you want for this report. The available templates depend upon case setup. These may include PDF, Excel, or any other format that you may have created.
Location 
Select the location, All Locations or a specific location, on which to run the report. Choose a specific location if you only wish to include employees from that location.
Enroller 
Choose the enroller, or include All Enrollers in the report.

Synchronization Report

Displays a summary of synchronization activity for the specified users within the time period specified.

The synchronization serial number of a given remote system can be obtained from the System Info page on the remote computer.

Synchronization Report - How to run

  1. Select Synchronization from the Reports menu.
  2. Select the Parameters for the report.
  3. Set up the Reporting Period.
  4. Select the Delivery Method.
  5. After all options are selected, click Generate Report (for on-screen display) or Schedule Report (for attachment to an email).

If you have selected “Me” as the recipient, the report displays on-screen. If you have selected one or more recipients, Benefits-Selection automatically sends an email with the report attached.


Synchronization Report - Parameters

The following table lists the element name and provides a brief description.

Template 
Select the template format that you want for this report. The available templates depend upon case setup. These may include HTML, PDF, or any other format that you may have created.
Enroller 
Choose the enroller, or include All Enrollers in the report.
Retrieved from "https://wiki.selerix.com/index.php?title=BenSelect:Admin:Reports&oldid=74"