Billing Snapshot records can be viewed and managed for a selected employee.
Navigating to Premium Billing Logs
- From the menu, expand Employee, expand Logs, and click Premium Billing.
- If already viewing an employee profile, you can hover over "Logs" to show the available pages. Click Premium Billing.
The "Premium Billing" page will provide the following columns:
- Benefit
- Billing Date
- Type
- Coverage Level
- Monthly Premium
- Monthly Credit
- Monthly Employee Cost
- Note
Use the Filter icon to filter the list based on the benefits and billing date.
The Actions drop-down menu allows you to:
How to Create a Billing/Adjustment Record
- Click the appropriate button at the top left of the premium billing screen.
- Follow through the steps given.
- Click when finished.
Delete a Record
- Select the record(s) to delete with the checkboxes towards the right-hand side.
- Select Delete from the drop-down menu.
- Confirm the deletion of the record(s).