LIST EMPLOYEE BENEFIT ELECTIONS#
A report is available to list the plans and coverages an employee is enrolled in. This is also known as an 'Open Enrollment' letter.Report Parameters & Filters#
| Report Parameters | |
|---|---|
| Participation Rule | Optional, LOV available |
| As Of | Mandatory, Date, LOV available Benefit Election and Enrollment records are selected up to and including the As Of Date (Cut-off) supplied on the selection form. |
| Opening Paragraph | Optional, text, defaulted may be altered |
| Middle Paragraph | Optional, text, defaulted may be altered |
| Closing Paragraph | Optional, text, defaulted may be altered |
| Comp. Closing | Optional, text, defaulted may be altered |
| Sender | Optional, text, defaulted may be altered |
| Sender Title | Optional, text, defaulted may be altered The previous six selections should be reviewed and altered in IMPM for RBBE for permanent defaults. |
| Report Filters | |
|---|---|
| People List Code | Mandatory, Multiple selection, and LOV available A People List may be used to indicate specific employee transaction to be processed. |
| Person Code | Mandatory, Multiple selection, and LOV available The person code(s) of specific employee(s) to be processed. |
| Entity | Mandatory, LOV available Limits the process to the entity specified. |
| Department | Mandatory, Multiple selection, and LOV available This field limits the process to the specified departments. |
| Org Level Type | Mandatory, Multiple selection, and LOV available This field limits the process to the organization levels. |
| Org Level Code | Mandatory, Multiple selection, and LOV available This field limits the process to the specified units. |
| Unit | Mandatory, Multiple selection, and LOV available This field limits the process to the specified units. |
| Group | Mandatory, Multiple selection, and LOV available |
| Status | Mandatory, Multiple selection, and LOV available May limit the processing of employees to their employment status. |
| Benefit Plan | Mandatory, LOV available The benefit plan to be processed for the employees selected. |
| Benefit Plan Type | Mandatory, LOV available The benefit plan type to be processed for the employees selected. |
