Run the Eligibility and Enrollment List to display the total number of eligible and enrolled participants in plans used for Standard and Advanced Benefits and Individual Compensation Distribution. The report also lists recently ineligible and de-enrolled participants.

Recently ineligible persons are those people found ineligible in a compensation object for which they were previously eligible.

This report enables you to:

• Reconcile total participant counts with third-party providers

• Determine the effectiveness of a plan by comparing the number of eligible people to the actual number of enrolled participants

• Monitor trends in changes to the volume of currently enrolled participants

• Analyze the impact of potential changes to plan offerings on participants

• Generate a mailing list of currently enrolled participants

You run reports from the Submit Requests window.

   To run the Eligibility and Enrollment List:

1. Select Eligibility and Enrollment List in the Name field.

2. In the Parameters window, enter the Reporting Start Date and the Reporting End Date to limit the eligibility and enrollment list to this period.

   To view eligibility results, enter the eligibility start and end dates. Or, enter coverage start and end dates for enrollment results.

3. You can also select other criteria to limit the results of the report:

   • Person, Person Type

   • Program

   • Plan Type, Plan: limits the report to the selected plan type or the plan.

     Note: You must select either the Plan Type or the Plan.

   • Plan Not in Program

   • Option

   • Enrollment Method (select a value of Generated for enrollments processed through data conversion or IVR transaction)

   • Person Selection Rule

   • Organization

   • Location

   • Benefits Group

   • Reporting Group

   • Payroll

   • Person Identifier: the report displays the selected identifier.

   • Sort Order 1 to Sort Order 3: sorts the report based on your selection.

4. Indicate if you want to view report results such as:

   Note: The default value for the following is Yes:

   • Display Eligibility and Enrollment Summary: lists people who are Eligible, Currently Enrolled, Enrolled by each Enrollment Method Type, Newly De-enrolled, and Newly Ineligible.

   • Display Enrolled Participants by Plan: lists people enrolled for the selected plan.

   • Display All Enrolled Plans by Participant: lists all plans in which the selected participant is enrolled.

   • Display Mailing Address: displays participant address details in the Enrolled Plans by Participant Section.

   • Display Email Address: displays participant email addresses in the Enrolled Plans by Participant Section.

   • Display Date of Birth: displays participant date of birth in the Enrolled Plans by Participant Section.

   • Display Gender: displays participant gender in the Enrolled Plans by Participant Section.

5. Choose OK.

6. In the Submit Request window, verify the parameters you selected, set the schedule and the options for running the report.

7. Choose the Submit button.