Surcharge Adjustments Report is a preconfigured report found under the Company Reports tab > Benefit Reports. Run this report to view Surcharge answers, cost adjustments, or overrides that have been collected from employees who enrolled in a medical plan that has an active surcharge configured.
By default, this report will show Current records only. A filter can be selected to include ended, current enrollment records.
Preconfigured fields include:
- First Name
- Last Name
- Plan Name
- Coverage Start Date
- Surcharge Type
- Surcharge Name
- HR Override
- Adjustment Amount *
* Note regarding Adjustment Amount: The adjustment amount is indicative of the monthly cost the system attempted to apply based on the employee's selected answer and may not reflect what was actually applied.
Keep in mind, employees can never pay more than what the plan costs. In the event the surcharge amount places the employee at a monthly cost that is greater than the plan cost, the surcharge fee will be reduced.
If an HR Override is applied, the Adjustment Amount will reflect as $0.