Reports and Analytics

This table lists benefits reports and analytics.

Name or Type of Report or Analytic

Description

Navigation

Life Event Summary

Analytic that provides details of life events in different statuses in your enterprise. You can also view details by legal employer, benefit group, location, and payroll.

Benefits > Evaluation and Reporting

The Summary section on the Overview page contains the life event summary. The Life Events tab in this section enables you to view details by legal employer, benefit group, location, and payroll.

Manage Action Items

A process that generates details of participant enrollments that contain pending action items.

Benefits > Evaluation and Reporting

On the Overview page Summary section, select the Processes tab. Expand Election Processes, and click Submit for the Manage Action Items row.

Person Enrollment Summary Report

Displays the benefit enrollments for participants.

Reports and Analytics > Shared Folders > Human Capital Management > Benefits > Enrollment

Enrollment Kit Report

Displays, by participant, a choice list of programs, plans, and options in which the participant may elect to enroll, as well as areas for the participant to designate dependents and beneficiaries.

Reports and Analytics > Shared Folders > Human Capital Management > Benefits > Enrollment

Real-Time Analysis: Participant Enrollment Results - Weekly

Displays, for each participant, the benefit enrollments that they elected or where given by default.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples

Real-Time Analysis: Totals by Life Event - Weekly

Displays the status of the life events and their corresponding counts in table and graph formats.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples

Real-Time Analysis: Totals by Life Event Name for Potential Life Events - Weekly

Displays, by potential life event, the total for each status of the life event as well as the cumulative total for all statuses of the life event.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples

Real-Time Analysis: Totals by Life Event Status for Potential Life Events - Weekly

Displays the status of the life events and their corresponding totals in table and graph formats; the table includes a grand, cumulative total of all life event statuses.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples

Real-Time Analysis: Totals by Location - Potential Life Events- Weekly

Displays, by location, the total for each status of the life event as well as the cumulative total for all statuses of the life event.

Reports and Analytics > Shared Folders > Benefits > Transactional Analysis Samples