Core HR offers the ability to build basic, and advanced, ad hoc reporting via the Exports module. This article offers the exportable fields that pertain to Beneficiaries. The fields tab within a custom export also offers the data dictionary, which can be filtered by category and reviewed.
Additional Notes:
- Beneficiary exports will not produce any records that are equal to the employee record
- ie: If the employee is the beneficiary of their spouses life insurance, they will not pull via a beneficiary export created.
Navigation:
Data > Exports > Manage > Select Export > Fields Tab
| Field Name: | Field Description: | Data Type: |
|---|---|---|
| Benefit Name | Name of the benefit that the beneficiary assignment applies to | Text |
| City | Beneficiary's City | Text |
| Custom Beneficiary ID | This is a custom field that will display the Employee ID and the Beneficiary number. The format is as follows "Employee ID - B#" where the # of 1 is for spouse, 2-9 is for children, 10 for parent, 20 for friend, and 30 for sibling. |
Text |
| Effective Date | Date beneficiary assignment is active | Date |
| Expiration Date | Date beneficiary assignment ends | Date |
| First Name | Beneficiary's First Name | Text |
| Home Phone | Home phone number assigned to the beneficiary | Text |
| Last Name | Beneficiary's Last Name | Text |
| Middle Name | Beneficiary's Last Name | Text |
| Percentage | % of benefit the beneficiary is assigned to | Number |
| Relationship | Beneficiaries assigned relationship to the EE | Text |
| SSN/State Tax | Beneficiary's SSN/ State Tax | Text |
| State Code | Beneficiary's Address State Code | Text |
| Street 1 | Beneficiary's Street Address (1) | Text |
| Street 2 | Beneficiary's Street Address (2) | Text |
| Type | Beneficiary type will be either "Primary" or "Secondary" | Text |