Create a custom report with each employee on their own row, with any retirement plan specific enrollment data included in an array off to the right. This report allows access to retirement specific plan data.
All fields that support filtering prior to rendering results will have the standard icon next to the field name. Look to the right under options to filter those available fields before selecting View.
Employee and Employer costs are MONTHLY amount.
If you think you will use the report again, save it. It will display on your reports page. You can even share it with other like users. If you are a broker, you can share with other brokers, if HR you can share with other HR.
Use the "What to exclude" option to limit your results. For example, exclude all 3 options if you only want to report on active coverage.
Tip: We recommend selecting "Decline Reason" and "End Date" if you are not excluding declined or ended enrollments. An enrollment may appear as active if you only look at the coverage start date and ignore the coverage end date or decline reason.
Type of Enrollment allows reporting on either the current or the open enrollment elections.
Limit enrollments based on dates will allow only those enrollments that were created or updated between the dates entered to be reported. If blank, all enrollments will be returned.
Tip: Add these dates for a custom change report.