Creating benefit exception reports

Use this report to view employees who are eligible but have not selected benefits or those who have not completed flex benefit selections for the flex plan year.

This report is sorted by plan type. If an employee elects to waive a type of benefit coverage, the date the benefit was waived is included on the report.

  1. Select Benefits > Reports > Benefit Exception.
  2. Click Create Report.
  3. Specify this information:
    As Of Date

    Specify a date to list the employees who do not have benefits as of this date. For Flex Benefits, specify the start date of the Flex Plan for which the report is being run.

    Benefit Type

    Select the check boxes of the benefit types to include in the report.

  4. Click OK to process this action immediately.

    or

    Click Schedule to schedule the action to run later.