The plan setup Reports tab includes the following sub tabs: Setup Change Log, Declined or Ended Coverage, Enrolled, Eligible But Not Enrolled, and Payroll Codes
Setup Change Log
The Setup Change Log provides users with detailed information on all changes made to the plan setup since employee enrollment was first activated/turned on.
By default, the change log will display a high level overview of the changes. This includes the change date, the user who made the change, and the change event that occurred (Benefits updated). Users can view additional information about a specific change by clicking the arrow next to the change date to expand the change details. Expanded change details include additional information such as the specific section that was changed (Employee benefits), the specific field that was changed (Minimum benefit), and the specific values that were changed (From $20,000 To $10,000).
Often times, employee enrollment issues and errors are caused by changes made to the plan setup after employees have enrolled. The change log can helps users troubleshoot and identify the source of those issues.
Declined or Ended Coverage
The Declined or Ended Coverage report lists all employees previously enrolled in the plan that have since ended coverage, as well as all employees who declined coverage in the plan. This report can be printed or exported as a .CSV or Excel file. Use the Search field to lookup specific employees.
The Enrolled report lists all employees currently enrolled in the plan. Users also have the option to pull all eligible employees, both enrolled and not enrolled, by checking the box for Include Eligible. This report can be printed or exported as a .CSV or Excel file. Use the Search field to lookup specific employees.
Note! COBRA enrollees are not included on this report.
Eligible But Not Enrolled
The Eligible But Not Enrolled enrolled report lists all employees that are currently eligible for the plan, but are not enrolled. This report can be printed or exported as a .CSV or Excel file. Use the Search field to lookup specific employees.
The Payroll Codes tab displays the payroll deduction codes for the plan. Payroll deduction codes are configured under the company Payroll tab > Edit [payroll group name] > Deduction Codes. Payroll deduction codes can be printed or exported as a .CSV or Excel file. Use the Search field to lookup specific data within the report.