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
Participation RuleOptional, LOV available
As OfMandatory, 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 ParagraphOptional, text, defaulted may be altered
Middle ParagraphOptional, text, defaulted may be altered
Closing ParagraphOptional, text, defaulted may be altered
Comp. ClosingOptional, text, defaulted may be altered
SenderOptional, text, defaulted may be altered
Sender TitleOptional, 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 CodeMandatory, Multiple selection, and LOV available
A People List may be used to indicate specific employee transaction to be processed.
Person CodeMandatory, Multiple selection, and LOV available
The person code(s) of specific employee(s) to be processed.
EntityMandatory, LOV available
Limits the process to the entity specified.
DepartmentMandatory, Multiple selection, and LOV available
This field limits the process to the specified departments.
Org Level TypeMandatory, Multiple selection, and LOV available
This field limits the process to the organization levels.
Org Level CodeMandatory, Multiple selection, and LOV available
This field limits the process to the specified units.
UnitMandatory, Multiple selection, and LOV available
This field limits the process to the specified units.
GroupMandatory, Multiple selection, and LOV available
StatusMandatory, Multiple selection, and LOV available
May limit the processing of employees to their employment status.
Benefit PlanMandatory, LOV available
The benefit plan to be processed for the employees selected.
Benefit Plan TypeMandatory, LOV available
The benefit plan type to be processed for the employees selected.