The Benefit Management Census Report can be generated for 4 benefits vendors, and it contains employee benefit and census information that can be used by benefits administrators to provide online enrollment for employees.
The report can be accessed from Reports > Payroll and can be created as a CSV, Excel, or PDF file.
American Fidelity file: Employee number, name, address, phone, birth date, hire date, contract amount, age, deduction, location, other ID, and status.
Benebridge file: Employee number, name, address, birth date, hire date, termination date, campus code, pay frequency, deduction frequency, income annual, phone, email, occupation, sex, marital status, employment status, and years of service.
Colonial file: Employee number, name, birth date, hire date, pay frequency, department, location, number of working hours per week, salary, gender, job title home phone, address, and marital status.
United Health Group file: Employee number, name, title, birth date, gender, country, address, home phone, work email, class 1, class 2, date of employment, status, employee effective date, payroll schedule, status change date, and payroll information effective date.
Accounting cycle
Benefit vendor — American Fidelity, Benebridge, Colonial, or United Health Group
Employee group name — all or selected
Site — all or selected
Department — all or selected
Employee classification — all or selected
Date range selection — no date range, hire date, benefit hire date, or benefit termination date
Begin & end dates
Dual allowance deductions — for United Health Group: none or selected; none for the other benefit vendors
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