The "Review Configuration" tab of a benefit package allows you to generate PDFs or Excel reports against the selected benefit package and perform a verification check to alert you to potential issues with the benefit package, such as duplicate coverage rank levels, and more.
- Expand Settings and click Benefit Management from the menu.
- Click the name of the new benefit package.
- Click the Review Configuration tab.
Configuration Reports
Core HR provides a range of one-click reporting options in PDF or Excel format, offering administrators rapid access to the information they need. These reports can be used to see:
- Eligibility rules
- Assignment of those rules
- Rate configuration annually and monthly
- Average dependents and EOI
- Evidence of insurability
All reports should be viewed when comparing two packages before rollover completion and after each package has been built with all benefits for that year. The viewable reports are specifically for the package of benefits that has been selected.
| Report Name | Description |
|---|---|
| Benefit Premium / Rate Configuration - Annual | Displays Premiums / Rates configured against Non-Age Banded Coverage Levels on an Annual Basis. This report can be used to review/verify rates configured for Non-Age Banded benefits and plans. |
| Benefit Premium / Rate Configuration - Monthly | Displays Premiums / Rates configured against Non-Age Banded Coverage Levels on a Monthly Basis. This report can be used to review/verify rates configured for Non-Age Banded benefits and plans. |
| Benefit Premium / Rate Configuration - Age Banded Benefits with Annual Costs | Displays Premiums / Rates configured against Age Banded Coverage Levels on an Annual Basis. This report can be used to review/verify rates configured for Age Banded benefits and plans. |
| Benefit Premium / Rate Configuration - Age Banded Benefits with Monthly Costs | Displays Premiums / Rates configured against Age Banded Coverage Levels on a Monthly Basis. This report can be used to review/verify rates configured for Age Banded benefits and plans. |
| Benefit Eligibility Rules | Displays detailed information regarding the Eligibility Rules assigned to Benefits and Plans. This report can be used to review/verify eligibility rules assigned to all benefits and plans. |
| Over Age Dependents (Using Package Date of Birth) | Displays dependents (grouped by Month) that will be considered over age based upon the dependent age rules assigned to the Plans under which the dependents are enrolled. This is generally used at the beginning of a package year. |
| Over Age Dependents (Using Effective Date) | Displays dependents (grouped by Month) that will be considered over age based upon the dependent age rules assigned to the Plans under which the dependents are enrolled. This report uses the Effective Date filter and will display dependents that are overage as of the Effective Date. |
| Evidence of Insurability Rules | Displays EOI rule settings for each plan of each benefit of a package. |
| Package Enrollment Count - Before/After | Displays Package Enrollment Count of the current year package vs. the previous year package. |
| Employee Enrollment - Before/After | Displays Employee Enrollment of the current year package vs. the previous year package. |
| Employee Enrollment with Premiums - Before/After | Displays Employee Enrollment information (with premiums) of the current year package vs. the previous year package. |
| Dependent Enrollment - Before/After | Displays Dependent Enrollment of the current year package vs. the previous year package. |
| Dependent Enrollment with Premiums - Before/After | Displays Dependent Enrollment information (with premiums) of the current year package vs. the previous year package. |
Verification Check
The 'Verification Check' will assist administrators with exports in relation to the configured benefit package. Notification will be given if HMO benefits or plans are not utilizing PCP, and the eligibility rules being utilized. Click Run Verification Check. After a short delay, you will see a list of alerts that you may want to address.
Example of Alerts
Optional Next Article
The next article is Step 5 - Voluntary Benefits