Resume Guided Tour

Reports

Demographic Reports

Demographic Census

Employee/dependent demographic census.

New Hires

Employees hired after a specified date.

Terminations

Employees terminated as of a specified date.

Demographic Changes

Employee/dependent demographic changes.


Benefits/Enrollment Reports

Enrollments

Employee/dependent enrollment elections by effective date.

Enrollment Changes

Employee and dependent enrollment changes (new elections, ended elections, and election changes).

Open Enrollment Elections

Employee/dependent open enrollment elections.

Benefit Summary Statements

Benefit summary statements by date (PDF)

COBRA Eligibility

Employee/dependents that are eligible for COBRA coverage.

Scheduled Benefit/Rate Changes

Scheduled benefit/rate changes for Life, AD&D, STD and LTD plans.

Scheduled Drop Over-Age Dependent Coverage

Scheduled and coverage dates for over-age dependents.

Self-Bill Carrier Summary

Self-bill summary report for carrier invoicing.

Self-Bill Carrier Detailed

Self-bill detailed report for carrier invoicing.

Total Compensation Statements

Employee total compensation statements.

Employer Total Monthly Cost

Employer monthly cost by product.

Coming Soon!
Employee Enrollment Participation Rates

Employee participation rates by product.

Passive Enrollment Audit

Review passive enrollment issues that occurred during an Open Enrollment period.

Ineligible Employees Enrolled in Benefits

Ineligible employees who are still enrolled in benefits.


Payroll Reports

Payroll Deductions

Employee benefit deductions for payroll.

Payroll Deduction Changes

Employee payroll deduction changes.


Supplemental Reports

Plans

List of client plans.

Disclosures

Employee acknowledgments for plan-based disclosures.

Beneficiaries

Employee designated beneficiaries.

Primary Care Physicians

Employee / dependent primary care physicians.


Carrier Forms

Enrollments

Downloadable carrier forms by effective date.

Enrollment Changes

Downloadable carrier forms for changes between specified dates.

Open Enrollment Elections

Downloadable carrier forms for open enrollment elections.


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