LIST EMPLOYEE BENEFITS#
A report is available to list the plans and coverages an employee is enrolled in. This report is also known as an Employee Benefits Statement.Report Parameters & Filters #
| Report Parameters | |
|---|---|
| FICA Percentage | Optional, text |
| Medicare Percentage | Optional, text |
| 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 |
| 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 five selections should be reviewed and altered in IMPM for RBBS for permanent defaults. |
| Sort by Department | Mandatory, LOV available, <YES> Should the report be sorted? |
| Employee Sort Option | Mandatory, LOV available, <Last Name/First Name> How should the employee’s be sorted? |
| 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 |
| Org Level Type | Mandatory, Multiple selection, and LOV available |
| Org Level Code | Mandatory, Multiple selection, and LOV available |
| Unit | Mandatory, Multiple selection, and LOV available |
| 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 Type | Mandatory, LOV available The benefit plan type to be processed for the employees selected |
| Benefit Plan | Mandatory, LOV available The benefit plan to be processed for the employees selected |
Notes #
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