Once benefit records have been created for the New Year, it is important to compare records between the previous year and the New Year to ensure that the records were created correctly. If a rollover mapping was utilized when creating records for the New Year, this process will also ensure that elections were rolled into the new year as desired.
- Expand Reports, expand Benefit Management, and click Before and After from the menu.
- Click the filter icon, enter the last day of the Previous Benefit Package Year in the Before Date field, and the first day of the New Benefit Package Year in the After Date field.
- Click the Excel icon
under the "View" column for the appropriate report to download an Excel file with the information. It can take some time to download the Excel document depending on the number of employees.
- Open the Excel document and review the records closely to ensure that the results are what should be expected. If you find any records that you believe are not correct, it is likely due to an incorrect configuration in the Rollover Mapping.