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REPORT BENEFIT ENROLLMENTS#

Report Parameters & Filters#

Report Parameters
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.
Break ByOptional, LOV available
You may choose to break the report by department, unit or group.
Sort People ByMandatory, LOV available, defaults as <Person Code>
Employees will be printed in this order on the report - person code
or last name/first name.
User CommentOptional, Text
Users may enter a comment here that will appear on the selection
criteria (header page) of the report. This is useful during testing
phases to identify similar reports from each other.

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 report to specified departments.
AuthorizationMandatory, Multiple selection, and LOV available
This field limits the report to specified authorization levels.
LocationMandatory, Multiple selection, and LOV available
This field limits the report to specified locations.
Org Level TypeMandatory, Multiple selection, and LOV available
This field limits the report to specified organization level types.
Org LevelMandatory, Multiple selection, and LOV available
This field limits the report to specified organizational levels.
UnitMandatory, Multiple selection, and LOV available
This field limits the report to specified units.
GroupMandatory, Multiple selection, and LOV available
This field limits the report to specified groups.
PayrollMandatory, Multiple selection, and LOV available
This field limits the report to specified payrolls
JobMandatory, Multiple selection, and LOV available
This field limits the report to specified jobs.
PositionMandatory, Multiple selection, and LOV available
This field limits the report to specified positions.
Employment TypeMandatory, Multiple selection, and LOV available
This field limits the report to specified employment types.
Assignment TypeMandatory, LOV available
May limit processing of employees to their current type of assignment.
StatusMandatory, Multiple selection, and LOV available
May limit the processing of employees to their employment status.
Plan TypeMandatory, LOV available
The benefit plan type to be processed for the employees selected.
PlanMandatory, LOV available
The benefit plan to be processed for the employees selected.
Processing StageMandatory, LOV available
Users may select official or unofficial records.
EnrollmentMandatory, LOV available
Users may select records that are marked as, ‘not enrolled’, ‘enrolled’, ‘declined’ or ‘removed’
BC CodeMandatory, Multiple selection, and LOV available
May limit the processing of employees to specific benefit components.