There are various reports found in your clients' portal that include benefit elections.
In Company portal go to Benefits then the Reports drop-down menu. Reports and forms are listed here.
Select the plans you would like to include in the report. The enrollment Census reports are generated in Excel version and includes both demographic information (e.g., name & address), in addition to plan specific election information (e.g., election, monthly premium, monthly employee cost). If the benefit plan allows for dependent elections, (e.g., medical & dental) the dependent demographic and election information is also included on this report. These reports can be used for spreadsheet or census enrollment. This can also be used for marketing with other carriers.
The Vertical and Horizontal reports include the same data but are formatted differently. The enrollment Census (Vertical) will have each employee benefit enrollment on a separate row. The enrollment Census (Horizontal) will only have one row for each employee and each benefit listed in a separate column.
The Consolidated Billing report can be used for many purposes. Employers can use this report to:
- Audit their carrier invoices or to help with self-billing process for any self-billed plans like Voluntary Life/AD&D
- Allocate benefit costs to different employee departments or divisions
- Determine and populate new employee payroll deductions into payroll
Enrollment Forms will generate a compressed file which will include one pdf file for each carrier and all employee forms within the same pdf file.
If forms are only needed for employees with enrollment changes, select the ENROLLMENT CHANGES ONLY option which will identify changes from the previous plan year and only generate enrollment forms for employees who had changes. Enrollment Forms can also be generated for any employees specified by selecting the appropriate employees from the SPECIFIC EMPLOYEES ONLY drop-down menu.
Note: If generating forms for enrollment changes only, all plans in that plan type must be selected (e.g., if the company has three medical plans all plans must be selected before running the report). A separate Enrollment Changes report should be generated for each plan type.
In order for EaseCentral to determine changes, there must be a PREVIOUS PLAN selected on the Plan > Profile page for all of the current plans. There must also be enrollments populated in EaseCentral for both plan years. EaseCentral will identify any differences between the two plan years.
The Enrollment Summaries report will generate one file with enrollment summaries for all employees. These reports will display an employee's demographic and work information, dependents, each plan option and whether the employee and his/her dependents enrolled or waived in addition to benefit costs for each plan. These can also be accessed on an individual employee basis on the Employee > Benefits page.
The Enrollment Changes report will show you plan and coverage tier changes by plan. It is designed to compare enrollments from the previous plan year to the current plan year. This report will help identify only changes that may need to be communicated to carriers at open enrollment. This report would be referenced during open enrollment whereas the Manage Changes reports (found in the REPORTS menu at the top) would be used throughout the plan year to identify new enrollments, terminations, and qualifying event changes.
The Enrollment Changes report requires that two plans years are set up, with enrollments populated in each plan, so the system can compare enrollments from one plan year to the next. This report will summarize coverage tier changes, plan changes, and cost changes on the Changes tab of the CSV report generated. The Details tab will display more information about each employee and dependent with changes so all appropriate information can be entered into a carrier's site if needed. There must be a PREVIOUS PLAN designated in the most current plan > Profile page. If the company has more than one plan in a plan type all plans in that plan type must be selected (e.g., if the company has three medical plans all plans must be selected before running the report. A separate Enrollment Changes report should be generated for each plan type.
The Eligibility report identifies whether employees are eligible or ineligible for specific plans based on their Employment data, including DIVISIONS, LOCATIONS, JOB CLASSES, DEPARTMENTS, and SCHEDULED HOURS PER WEEK. It is a best practice to generate this report after plans are set up and before testing or before the site is deployed to the employer.
The Beneficiaries report will produce a report showing all beneficiaries entered in the system, which plans they are allocated to as well as the allocation percent.