This provides an Excel report that provides administrators and stakeholders the ability to see the benefit elections of each employee and their benefit elections in a specific date range. It is most commonly used for Open Enrollment comparison purposes.
Navigating to Before and After Reports
From the menu, expand Reports, expand Benefit Management, and click Before and After.
Required Information For Report
All required fields in the Employee Demographic screen include, but are not limited to:
- Benefits for each benefit package
- Plan Names
- Coverage Levels
- Benefit Premiums
- Employee Dependents
How to Run the Before & After Report
- Click the
filter icon to the right-hand side.
- Enter the before and after dates.
- Click the
PDF and/or
Excel icons to download and review your reports.