Viewing Fluid Benefit Statements as an Employee in Self Service

This topic discusses how employees view fluid benefits statements in Self Service.

Page Name

Definition Name

Usage

Benefit Statements Page

BAS_STMT_LIST_FL

View a list of benefits enrollment preview and confirmation statements.

Use the Benefit Statements page (BAS_STMT_LIST_FL) to view a list of benefits enrollment preview and confirmation statements.

Image: Benefit Statements Page

This example illustrates the fields and controls on the Benefit Statements page.

Benefit Statements page

Field or Control

Definition

Statement Type drop down

The available statement types are Enrollment Preview and Confirmation Statement.

Filter icon

Use the filter to select statements according to event date range, job title and event.

Event Date

Displays the date when the enrolled benefits event start.

Issue Date

Displays the date the statement data was generated and stored.

Job Title

Displays the job title of the employee.

Enrollment Event

Displays the event description.

Statement Type

Available statement types are: Confirmation Statement or Enrollment Preview.

Note: Confirmation statements are available to employees only if the benefit data has a process status of Finalized - Enrolled (FE) or Election Error (EE).

Click a row to view the benefits statement details. The Benefits Statement page displays the benefits enrollment details as collapsible sections. Expand each section to view details. Use the Print View button on the page to download the statement in a PDF format to save as a file or to print a hard copy.

Image: Benefits Statement – Enrollment Preview

This example illustrates the Benefits Statement – Enrollment Preview page.

Benefits Statement - Enrollment Preview

Image: Benefits Statement – Print view of the Confirmation Statement

This example illustrates the Benefits Statement page – Print view of the Confirmation Statement.

Benefits Statement - Print view of the Confirmation Statement