Running the Benefits Enrollment and Confirmation Reports

Run the Benefits Enrollment Kit Report to view electable choices for one or more persons. The report also displays enrollment deadlines and indicates any default plans that will be in effect if the person makes no election.

Run the Benefits Confirmation and Summary Report to view enrollment results for one or more benefits participants. The report displays results for participants who are enrolled in:

Use the Submit Request window to run either report. You need a postscript viewer to see the results of the report.

arrow icon   To run the benefits enrollment or confirmation report:

  1. Select Benefits Reports Wrapper Process in the Name field.

  2. Enter the Parameters field to open the parameters window.

  3. In the Report Name field, select either the Benefits Enrollment Kit Report or the Benefits Confirmation and Summary Report.

  4. Enter the Effective Date of the report.

  5. Select from a variety of criteria to limit the results of the report, such as a:

  6. Indicate if you want to report on results such as:

  7. Choose the OK button.

  8. Complete the batch process request and choose Submit.