Run the Life Events Summary Report to analyze life events that occur to your compensation and benefits participants.

The report enables administrators to monitor changes to the employee population. This helps you to:

• Determine the number of participants with detected life events so you can resource for upcoming administrative needs

• Analyze the frequency of a given life event among your employees

• Analyze the status of a life event for participants during a specified period

• Compare the number of events occurring during two periods

The report provides:

• A summary total of the number of potential and active life events that occur within the reporting and comparison periods

• All life events by life event status, life event name, and by the person's assignment location

• Life Events by plan with person details, such as name, Social Security Number, and location, and other life event information such as status, type, and the life event occurred on or notification date

• A summary of all benefit life events in detected or unprocessed status.

You run reports from the Submit Requests window.

   To run the Life Events Summary Report:

1. Select Life Events Summary Report in the Name field.

2. In the Parameters window, select the Report Module. Choose from:

   • Summary Totals - select this to display a summary of total of potential and active life events.

   • Life Events by Plan with Person Details - select this to display life events by plan with person details.

   • Detected and Unprocessed Life Events with Person Details - select this to report on detected and unprocessed life events with person details.

   • All Modules - select this to display details of all modules.

3. Enter the Report Run Date.

4. Select other criteria to limit the results of the report to a specific person:

   • Person Name, National Identifier

5. Enter the Reporting Period Start Date and the Reporting Period End Date to limit the report to this period.

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

   • Comparison Period Start Date, Comparison Period End Date

   Note: If you specify one of these dates, you must also specify the other.

   • Location

   • Assignment Type

   • Organization

   • Reporting Group: limits the report to all plans attached to the selected reporting group.

   • Benefit Group

   • Plan: limits the report to the selected plan.

   Note: You cannot process the report if you select a plan that is not attached to the selected reporting group.

   • Life Event

   • Life Event Type

7. Select the Sort Order:

   • Sort Order 1: The default value is Person Name

   • Sort Order 2: The default value is Life Event Status

   • Sort Order 3: The default value is Life Event Name

   • Sort Order 4: The default value is Life Event Occurred Date

8. The default value for Display Flexfields is No. Select Yes to report on information contained in the flexfields.

9. Choose OK.

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

11. Choose the Submit button.