Benefit Management Report

The Benefit Management Report contains employee benefit and census information and can be used by benefits administrators to provide online enrollment for employees.

The report can be reached by selecting Reports > Payroll > Benefit Management Report.

It can be created as an Excel file with1 or 2 worksheets or a PDF file. Both worksheets are sorted by employee SSN.

The worksheets contain the following information:

• Benefit File Information: Lists the benefit, vendor, amount paid, number of payments/year, and deduction type.

• Census File Information: Shows employee name, SSN, location, age, contract amount, hire date, birth date, phone, address, other ID, and status.

Report filters are:

• Accounting Cycle — defaults to the current cycle

• Benefit Vendor

• Report File: benefit, census, or both

Sample report — Benefit Information

Sample report — Census Information

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