Benefits Tracking Reports
The Benefit Tracking SuiteApp includes three reports that you can use to retrieve, present, and analyze your benefits data:
You can also customize these standard reports in the Report Builder by clicking Customize on the results page. For more information, see Report Builder Interface and Report Customization.
Employee Benefit Coverage Report
The standard Employee Benefit Coverage report shows the benefit type, benefit, carrier, and coverage for each employee across all classes, departments, locations, and subsidiaries. You can use this report to quickly see an employee’s benefits coverage.
To view the Employee Benefit Coverage report, go to Reports > Benefits > Employee Benefit Coverage.
The standard Employee Benefit Coverage report shows the following columns:
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Name (sorted ascending by default)
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Job (if you are using the Job Management feature)
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Supervisor
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Class
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Department
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Location
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Subsidiary
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Country
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Benefit Type
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Benefit
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Carrier
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Coverage
To customize this report and display it in the Report Builder, click Customize. For more information, see Report Customization.
Employee Benefit Cost Report
The standard Employee Benefit Cost report shows the benefit type, benefit, carrier, employee cost, employer cost, and total cost for each employee across all classes, departments, locations, and subsidiaries. You can use this report to quickly see how much an employee’s benefits are costing both the company and the employee.
To view the Employee Benefit Cost report, go to Reports > Benefits > Employee Benefit Cost.
The standard Employee Benefit Cost report shows the following columns:
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Name (sorted ascending by default)
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Job (if you are using the Job Management feature)
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Supervisor
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Class
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Department
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Location
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Subsidiary
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Country
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Benefit Type
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Benefit
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Carrier
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Employee Cost
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Employer Cost
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Total Cost
To customize this report and display it in the Report Builder, click Customize. For more information, see Report Customization.
Employees Without Benefits Report
The standard Employees Without Benefits report shows the employees who do not have benefits assigned to them. To appear in this report, employees must:
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Be Active
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Have a Termination/Release Date in the future or blank
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Have no benefits assigned
To view the Employees Without Benefits report, go to Reports > Benefits > Employees Without Benefits.
The standard Employee Benefit Cost report shows the following columns:
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Name (sorted ascending by default)
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Job Title
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Supervisor
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Class
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Department
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Location
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Subsidiary
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Country (from Subsidiary)
To customize this report and display it in the Report Builder, click Customize. For more information, see Report Customization.