Report Parameters | |
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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 |
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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 Status | 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. |
Screen captures are meant to be indicative of the concept being presented and may not reflect the current screen design.
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