Benefits standard reports and lists
Benefits information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.
This table contains the standard reports and lists for benefits. To find these items, navigate to the report using the menu or search for the report using the report name. If another name is specified in the Role and navigation column, then search for the menu name.
| Report name | Description | Role and navigation |
|---|---|---|
| ACA Hours | View ACA hours reports for IRS reporting. | Benefits: |
| ACA Individual Data | View ACA individuals and any errors associated with their records. | Benefits: |
| ACA Offers | View ACA offers reports to track ACA offers made to employees through the enrollment process. | Benefits: |
| ACA - Resource Print | View resource print files for use in generating the final data for ACA reporting to the IRS. | Benefits: |
| ACA - XML Print | View XML files to report offers of health coverage to the IRS. | Benefits: |
| ACA Resources | View ACA resources reports for IRS reporting. | Benefits: |
| Adjustment Review | Review, update, approve, or delete one-time deductions or time records that are on hold. Review and update the status of unreviewed benefit enrollment messages and flex benefit period messages. | Benefits: |
| ADP/ACP Test | View ADP and ACP test reports to determine whether a defined contribution plan satisfies the Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP) tests. | Benefits: |
| ALE Member Assignment - Multi National Org | View ALE member assignment reports for IRS reporting. | Benefits: |
| Benefit Deduction Amount Import Records | View a list of your organization's benefit deduction amount import records. You can also view errors and records that have not been processed. | Benefits: |
| Benefit Exceptions | View a list of benefit exception reports. Exceptions include employees who are eligible but have not selected benefits or those who have not completed flex benefit selections for the flex plan year. | Benefits: |
| Benefit Groups | View the members of a benefit group and create benefit groups reports. | Benefits: |
| Benefit Hours Worked Import Records | View a list of your organization's benefit hours worked import records. You can also view errors and records that have not been processed. | Benefits: |
| Benefit Information | View your organization's benefits information reports by topic and any attached benefits documents. | Benefits: |
| Benefit Plans | View the benefit plans for your organization. | Benefits: |
| Benefit Standard Time Record Export Records | View a list of processed standard time record export records. You can also view errors, records that have not been processed, and the run history. | Benefits: |
| Benefits Information | View benefit documents that your organization has published for reference. | Employee: |
| By Benefit Plans | View a list of benefit plan details by benefit plan. | Benefits: |
| By Benefit Plans (Maintenance) | View, enroll, update, stop, or delete enrollments by benefit plan. You can also manually create eligibility records by benefit plan and designate investment distributions. | Benefits: |
| By Full Flex Plans | View, create, mass create, update, or stop flex credits for full flex plans. You can also view flex credit errors by full flex plan. | Benefits: |
| By Resources | View benefit plan reports by resources. | Benefits: |
| By Resources (Maintenance) | Enroll, view, update, stop, or delete an enrollment by resource. From the Eligible tab, you can enroll a resource and create eligibility records. From the Current, Future, or Historical tab, you can create documents related to the resource's enrollment. You can also update a resource's details and designate their investment distributions. | Benefits: |
| COBRA Events | View a list of your organization's COBRA enrollments. You can create, delete, finalize, and make changes to COBRA enrollments. You can also send mass emails to individuals based on their enrollment status. | Benefits: |
| COBRA Occurrence Export | View a list of your organization's COBRA occurrence export records. You can also view errors and records that have not been processed. | Benefits: |
| Contribution Report | View reports of contributions made by type of benefit plan. | Benefits: |
| Coverage Limits Across Plans | View the coverage limits of your organization's benefit plans. | Benefits: |
| Dependent Benefits | View a list of all dependents enrolled in benefits, across benefit plans and across resources. | Benefits: |
| Dependents And Beneficiaries | View dependents or update their information. View the benefits for which a dependent is enrolled. | Employee: |
| Employee Deduction Export | View a list of processed standard deduction export records. You can also view errors, records that have not been processed, and the run history. | Benefits: |
| Evidence Of Insurability Status | View a list of individuals whose Evidence of Insurability (EOI) is pending approval. | Benefits: |
| Flex Plans | View the flex plans for your organization. | Benefits: |
| Highly Compensated | View a list of individuals who are designated as highly compensated employees on their respective profiles. | Benefits: |
| HIPAA 834 | View the HIPAA 834 reports that have been created for your organization. | Benefits: |
| Key Employees | View a list of individuals who are designated as key employees on their respective profiles. | Benefits: |
| Life Events | View your organization's life events. You can enroll individuals in benefit plans, reevaluate their eligibility, and finalize their enrollment. You can also view an individual's documentation status and benefits documentation. | Benefits: |
| Medical Support Orders | View and create medical support order records. | Benefits: |
| Minimum Coverage Classification Test | View minimum coverage classification test reports. | Benefits: |
| Minimum Coverage Percentage Test | View minimum coverage test reports to determine the percentage of eligible employees that are currently enrolled. | Benefits: |
| My Benefits | View a list of current employer-provided benefits. | Employee: |
| My Life Events | View active and closed life events. | Employee: |
| One Time Deduction Export Records | View a list of your organization's one time deduction export records. You can also view errors, records that have not been processed, and records that are on hold. | Benefits: |
| Open Enrollment | View the details of your organization's open enrollment events. You can also enroll individuals, reevaluate their eligibility for enrollment, and finalize their enrollments. | Benefits: |
| Participant Benefit Export | View a list of your organization's COBRA participant benefit export records. You can also view errors and records that have not been processed. | Benefits: |
| Resource Benefit Export Records | View a list of your organization's resource benefit export records. You can also view errors and records that have not been processed. | Benefits: |
| Top Heavy | View reports to determine if a defined contribution plan is top heavy. | Benefits: |