Viewing Records Requiring Updating

This procedure outlines the tasks to verify benefit plan statuses. You can run this report for all records or only those needing updating. When the report is run, the application checks for those plans needing updates because of changes in coverage, contribution, general ledger overrides, or frequency table information.

This report helps you determine if you need to update enrollments for frequency table changes or update enrollments for plan changes.

To view records requiring updating

  1. Access Benefit Plan Status Report (BN220).
    Note: You can view this information by drilling around on the company number.
  2. Complete the form using the following guidelines:
    Company

    Select a company.

    Date Range

    Type the start and end date for the date range.

    Report Option

    Select either T to display only those records in need of updating or A to display all records.

  3. Select the Add function.
  4. Select the Submit function.

Related Reports and Inquiries

To Use
Update benefit plans Plan Update (BN105)
Update benefit plans due to frequency table changes Frequency Table Update (BN104)