This appendix provides an overview of PeopleSoft Benefits Administration reports and enables you to:
View summary tables of all reports.
View report details and source records.
Note. For samples of these reports, see the Portable Document Format (PDF) files that are published with your online documentation.
This table lists the Benefits Administration reports, sorted alphanumerical by report ID. The reports listed are all Structured Query Reports (SQRs). If you need more information about a report, refer to the report details at the end of this appendix.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
Eligible Participants |
Lists, by schedule and benefit program, employees who are eligible to participate in company benefit programs with details on plan and option eligibility. |
Benefits, Manage Automated Enrollment, Investigate Exceptions, Eligible Participants Rpt, Eligible Participants Rpt |
RUNCTL_BAS001 |
Benefit Program Mailing Labels |
Prints a set of 4-across mailing labels for employees participating in benefit programs. Compiles the list from the BAS Participant tables created during open enrollment or event maintenance processing. |
Benefits, Manage Automated Enrollment, Participant Enrollment, Print Mailing Labels, Print Mailing Labels |
RUNCTL_BAS002 |
Invalid Benefit Elections |
Lists, by schedule and event, participants and their dependents, showing any errors such as coverage over the maximum or under the minimum, invalid choices, failure to meet eligibility requirements, and so on. |
Benefits, Manage Automated Enrollment, Investigate Exceptions, Invalid Elections Report, Invalid Elections Report |
RUNCTL_BAS_SCHED |
Benefit Enrollment Form |
Prints a generic enrollment statement for each eligible benefit program participant in the BAS Participation table. Includes the name and address of each participant, with options for which the participant is eligible and the associated price tags and credits (if applicable) for the options. |
Benefits, Manage Automated Enrollment, Participant Enrollment, Print Enrollment Statements, Print Enrollment Statements |
RUNCTL_BAS004 |
Confirmation Statement |
Prints a generic confirmation statement for each valid benefit program participant. Includes coverage and per pay period costs. |
Benefits, Manage Automated Enrollment, Participant Enrollment, Print Confirmation Statement, Print Confirmation Statement |
RUNCTL_BAS005 |
Missing Elections |
Lists and provides location information for participants who did not return enrollment statements. |
Benefits, Manage Automated Enrollment, Investigate Exceptions, Missing Elections Rpt, Missing Elections Rpt |
RUNCTL_BAS_SCHED |
Dependent/Beneficiary Election |
Lists all dependents with current or new elections. |
Benefits, Manage Automated Enrollment, Participant Enrollment, Dep/Beneficiary Election Rpt, Dep/Beneficiary Election Rpt |
RUNCTL_BAS_SCHED |
Flagged Participant Report |
Lists events that have had job, address, or union eligibility information changed, events that have been processed out of sequence, and events that have been disconnected during processing. |
Benefits, Manage Automated Enrollment, Investigate Exceptions, Report on Flagged Items, Report on Flagged Items |
RUNCTL_BAS008 |
Ineligible Participants |
Lists all participants who are ineligible for any benefit program (events processed to AN status) and their eligibility parameters, such as birth date and status. |
Benefits, Manage Automated Enrollment, Investigate Exceptions, Ineligible Participants Rpt, Ineligible Participants Rpt |
RUNCTL_BAS_SCHED |
Employee Processing Status |
Lists all participants in a particular process status or set of status levels. |
Benefits, Manage Automated Enrollment, Investigate Exceptions, Employee Process Status Rpt, Employee Process Status Rpt |
RUNCTL_BAS027 |
Geographic Location Eligibilit |
Prints location IDs, effective dates, and from and to ranges for the U.S. and Canadian postal code ranges that you've defined to determine benefit eligibility. |
Set Up HRMS, Product Related, Automated Benefits, Reports, Geographic Locations, Geographic Locations |
RUNCTL_BEN_LANG |
Benefit Program/Plan/Options |
For a specified benefit program, prints program-level information (effective date and status, program type, COBRA, FMLA, and FSA parameters and self-service configuration) along with the plan-level and option-level structure (event rules, dependent rules, eligibility rules, coverage levels, and deduction codes). |
Set Up HRMS, Product Related, Automated Benefits, Reports, Benefit Program/Plan/Options, Benefit Program/Plan/Options |
RUNCTL_BAS_PGM |
Benefit Program Costs |
For a specified benefit program, prints the program description along with the cost and credit structure for all of the offered options (deduction and earnings codes, rate information, and calculation rules). |
Set Up HRMS, Product Related, Automated Benefits, Reports, Benefit Program Costs, Benefit Program Costs |
RUNCTL_BAS_PGM |
Eligibility Rules Table |
For each plan type in a benefit program, prints the rules for minimum standard hours, maximum standard hours, minimum service, maximum service, minimum age, maximum age, service and age as of information, employee class, employee status, employee type, full/part, reg/temp, officer code, union code, company, location, state, and eligibility configuration. For each eligibility rule definition, prints the minimum/maximum criteria (standard hours, service months and age) and the membership criteria (such as employee class, full or part time, company and paygroup, union code, state, and so on) along with the applicable grouping methods and evaluation rules. |
Set Up HRMS, Product Related, Automated Benefits, Reports, Eligibility Rules, Eligibility Rules |
RUNCTL_BAS703A |
Event Rules Table |
Prints event rules for benefit plan types. For an event rule definition, prints each event class with its basic change restrictions (type of changes allowed and option-level movement), date rules (coverage and deduction dates with waiting periods), and other event controls (defaulting, editing, and exceptions). |
Set Up HRMS, Product Related, Automated Benefits, Reports, Event Rules, Event Rules |
RUNCTL_BAS703B |
Event Rules Table (Billing) |
Lists the parameters in which billing enrollments are created or updated during the Benefits Administration process. Displays the event rules, event class, billing action, billing action date, and rate qualifier. |
Set Up HRMS, Product Related, Automated Benefits, Reports, Event Rules-Billing, Event Rules-Billing |
RUNCTL_BAS703B |
Benefits Admin Scheduling |
Lists the criteria that make up a schedule. Use to review schedules that have been entered into the system and to ensure that no employee overlaps exist. |
Set Up HRMS, Product Related, Automated Benefits, Reports, Schedules, Schedules |
RUNCTL_BAS_SCHED |
FSA Claim Payment Process (flexible spending account claim payment process) |
Process all claim data with the following statuses: Submitted, Pending, and Ready To Pay. |
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PRCSRUNCNTL |
FSA Account Closure |
Initiate an SQR that updates the account status to Closed for FSA participants who had an active FSA at the end of the calendar year. |
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RUNCTL_FSA002(CN) |
FSA Check Printing |
Print FSA claim checks for records flagged in FSA001. Run this process for each type of check stock that you use. Set up the FSA Claims Processing Run Ctl page, and then run Processing Claim Payments. |
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RUNCTL_FORM_ID |
FSA Check Register |
Print a list of checks printed by the FSA Check Print Report. Set up the FSA Claims Processing Run Ctl page, and then run Processing Claim Payments. |
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RUNCTL_FSA004(CN) |
FSA Quarterly Statement |
Create and print quarterly statements for FSA participants who had activity in one of their spending accounts during the current quarter. |
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PRCSRUNCNTL |
FSA Check Reversal (flexible spending account check reversal) |
Reverse FSA payment checks that were created in error. |
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RUNCTL_FSA006 |
FSA Claim Reversal (flexible spending account claim reversal) |
Enter the parameters for the check reversal process. |
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RUNCTL_FSA007 |
This section provides detailed information about individual reports, including important fields and source records. The reports are listed alphabetically by report ID.
Note. Be sure to load the correct label stock in your printer before initiating this report.
See Also
Running the PeopleSoft Benefits Administration Process
Investigating Participant Eligibility
Note. You can use this report as an audit trail for fixing errors by having staff check off each error as they make a correction.
See Also
Running the PeopleSoft Benefits Administration Process
Investigating Participant Eligibility
The Flexible Spending Account Closure report provides an audit trail of the account information for a plan year. You can use it to review annual pledge amounts, contributions, claims paid, forfeited amounts, and excess payment amounts for employees and to view program and plan totals for these categories.
This information enables you to see how various FSA benefit plans are used. Over time, you might learn which plans are most appreciated by employees and how you might structure FSAs to meet employees' needs.