BENEFIT ELECTION EXCEPTION REPORT#

Processing Information#

The RBOE is a report used by the Benefit Administrator, run for a period of time to capture any open enrollment periods within that time frame.

The user can opt to run with or without details. When details are opted, the report shows all of the employees associated to that open enrollment period and their current elections. When details are not opted, the report shows the employees with their election status, but not what their elections are.


Report Parameters & Filters#

Report Parameters
As of DateMandatory, Date. Employee Open Enrollment election records are selected up to and including the As Of Date (Cut-off) supplied on the selection form.
Election Period FromThis parameter if provided narrows the Open Enrollment election records from the provided date.
Election Period ToThis parameter if provided narrows the Open Enrollment election records to the provided date.
Employee Sort OptionThis parameter determines how the date will be sorted in the report.
Print DetailThe user has the option of printing the details of the employees' elections.
User CommentThis allows the user who is running the report to add a comment in the report.

Report Filters
People ListA people list may be used to filter the data printed in the report to only those included in the people list.
PersonThe report may be run for a particular employee or a group of selected employees.
EntityThe report may be run for a specific entity.
LocationThe report may be run for a specific location.
Authorization AreaThe data may be filtered to a specific authorization area.
DepartmentThe data may be filtered to a specific department.
Org Level TypeThe data may be filtered to an Organization Level Type.
Org Level CodeThe data may be filtered to an Organization Level Code.
UnitThe data may be filtered to a unit.
GroupThe data may be filtered to a group.
StatusThe data may be filtered to a specific employment status.
Event TypeThe data may be filtered to a specific event type.
OE StatusThe data may be filtered to a specific Open Enrollment Status.
Benefit Plan TypeThe data may be filtered to a specific benefit plan type.
Benefit PlanThe data may be filtered to a specific benefit plan.


Notes #

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