REPORT BENEFIT ENROLLMENTS#
| Report Parameters | |
|---|---|
| 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. |
| Break By | Optional, LOV available You may choose to break the report by department, unit or group. |
| Sort People By | Mandatory, LOV available, defaults as <Person Code> Employees will be printed in this order on the report - person code or last name/first name. |
| User Comment | Optional, 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 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 report to specified departments. |
| Authorization | Mandatory, Multiple selection, and LOV available This field limits the report to specified authorization levels. |
| Location | Mandatory, Multiple selection, and LOV available This field limits the report to specified locations. |
| Org Level Type | Mandatory, Multiple selection, and LOV available This field limits the report to specified organization level types. |
| Org Level | Mandatory, Multiple selection, and LOV available This field limits the report to specified organizational levels. |
| Unit | Mandatory, Multiple selection, and LOV available This field limits the report to specified units. |
| Group | Mandatory, Multiple selection, and LOV available This field limits the report to specified groups. |
| Payroll | Mandatory, Multiple selection, and LOV available This field limits the report to specified payrolls |
| Job | Mandatory, Multiple selection, and LOV available This field limits the report to specified jobs. |
| Position | Mandatory, Multiple selection, and LOV available This field limits the report to specified positions. |
| Employment Type | Mandatory, Multiple selection, and LOV available This field limits the report to specified employment types. |
| Assignment Type | Mandatory, LOV available May limit processing of employees to their current type of assignment. |
| Status | Mandatory, Multiple selection, and LOV available May limit the processing of employees to their employment status. |
| Plan Type | Mandatory, LOV available The benefit plan type to be processed for the employees selected. |
| Plan | Mandatory, LOV available The benefit plan to be processed for the employees selected. |
| Processing Stage | Mandatory, LOV available Users may select official or unofficial records. |
| Enrollment | Mandatory, LOV available Users may select records that are marked as, ‘not enrolled’, ‘enrolled’, ‘declined’ or ‘removed’ |
| BC Code | Mandatory, Multiple selection, and LOV available May limit the processing of employees to specific benefit components. |
