How to View all Employee Benefits
There are several ways to view all employee benefits.
The first report is called the Benefit Census Report. Navigate to Benefits > Reports > Benefit Census Report. You can customize this report by selecting the ellipses on the right side and selecting Add/Remove Columns. You can bring in coverage amounts, employee information and benefit plan info. You can also group by benefit plan and employee, and export to an excel file for easy reporting. This report is especially useful for providing Benefit plan information to a broker.
Another way to view is the Benefit Reconcile Report. Navigate to Benefits > Reports > Benefit Reconcile Report. This report is especially useful after open enrollment is completed because you can select a column to show the difference between the previous benefit plan and any changes an employee may have made. You can also add in employee info if needed. This can also be helpful when reconciling a monthly insurance bill.
A third way to view the benefits plans is the Employee Benefit Plans Report. Navigate to Team > Benefits > Benefit Plans. You can easily customize this by clicking the ellipses and adding in data row by row. This includes further information about the benefit plan, employee demographics and employee information.
Something to remember is that you always have the ability to drill down to an individual employee in each report.
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