Hiring Onboarding Tax Credits Benefits Employees Help Center
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Benefits

Reports

Demographic Reports

Demographic Census

Employee/dependent demographic census.

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New Hires

Employees hired after a specified date.

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Terminations

Employees terminated as of a specified date.

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Demographic Changes

Employee/dependent demographic changes.

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Benefits/Enrollment Reports

Enrollments

Employee/dependent enrollment elections by effective date.

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Enrollment Changes

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

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Open Enrollment Elections

Employee/dependent open enrollment elections.

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Benefit Summary Statements

Benefit summary statements by date (PDF)

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COBRA Eligibility

Employee/dependents that are eligible for COBRA coverage.

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Scheduled Benefit/Rate Changes

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

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Scheduled Drop Over-Age Dependent Coverage

Scheduled and coverage dates for over-age dependents.

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Self-Bill Carrier Summary

Self-bill summary report for carrier invoicing.

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Self-Bill Carrier Detailed

Self-bill detailed report for carrier invoicing.

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Total Compensation Statements

Employee total compensation statements.

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Employer Total Monthly Cost

Employer monthly cost by product.

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Employee Enrollment Participation Rates

Employee participation rates by product.

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Passive Enrollment Audit

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

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Ineligible Employees Enrolled in Benefits

Ineligible employees who are still enrolled in benefits.

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Payroll Reports

Payroll Deductions

Employee benefit deductions for payroll.

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Payroll Deduction Changes

Employee payroll deduction changes.

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Supplemental Reports

Plans

List of client plans.

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Disclosures

Employee acknowledgments for plan-based disclosures.

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Beneficiaries

Employee designated beneficiaries.

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Primary Care Physicians

Employee / dependent primary care physicians.

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Carrier Forms

Enrollments

Downloadable carrier forms by effective date.

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Enrollment Changes

Downloadable carrier forms for changes between specified dates.

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Open Enrollment Elections

Downloadable carrier forms for open enrollment elections.

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