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Report Descriptions
Article Content
| Report Name | Report Type | Description | Report Purpose |
|---|---|---|---|
| 18 Month COBRA Notification | IMNS Reports | Employees in this notification have active COBRA elections exceeding 18 months. Election termination dates should be confirmed or corrected on the Terminate Plan Elections screen under the Benefit Plan Information icon. | COBRA elections exceeding 18 months |
| 5Star ESOI Status | IMNS Reports | Shows 5Star elections waiting on the carrier or employee. Remember: Please be sure to use your EOI reminders. | 5Star EOI status |
| Add/Change/Term | Standard Reports | Displays detailed information about any changes made to employee records within the selected date span or on a daily basis. | Details adds/changes made to an employees record |
| Basic Life Reduction Notification | IMNS Reports | Employees in this notification have an active Basic Life election expected to reduce at the end of the employees' birth month due to plan reduction schedule. | Basic Life reductions |
| Beneficiaries | Standard Reports | Displays Employee Beneficiary information for the selected Benefit Types | Beneficiary details |
| Benefit Level Comparison | Quick Reports | This report shows the difference in participation and premiums at the benefit level as a whole. | Comparing differences between plan years |
| Benefit Renewal Opportunities | Standard Reports | A summary report of all benefit renewals for employer groups, in a given month, including General Company Contact information, as well as Agent Contact information | Benefit renewals |
| Billing Report History | Standard Reports | Displays the history of the locked Consolidated Billing reports, shows the criteria under which the bills were locked, and the system users who locked them. Allows you to view previously locked Consolidated Bills and corresponding Adjustments. Also, allows you to unlock (delete) a previously locked bill. | History of locked Consolidated Billing reports |
| Carrier Billing | Standard Reports | Provides per-plan design information of the number of enrolled people, the current rate, and the total plan cost. For Health-type benefits, counts and totals are provided for each enrolled tier level. For age-rates benefits, counts and totals are provided for each age bracket. Please note: the total plan costs are not being calculated on the report itself. The enrolled employee counts, current rates and total plan costs are pulled directly from the database and then totaled separately. In case of a faulty enrollment record (for example, due to a cost being uploaded incorrectly), the volumes and totals may not be the mathematical derivatives of each other. | Provides per-plan design information of the number of enrolled people, the current rate, and the total plan cost |
| COBRA Employee Status | Standard Reports | Reports COBRA information such as begin date, end date and number of days remaining for employees with an employment status of COBRA | Reports COBRA Information |
| Consolidated Billing | Standard Reports | Provides billing information for the selected plans and selected date span. The report is designed to work best when selecting a whole month date span. | Billing Information - is queued up and runs on first availability |
| Dependent Age Eligibility | IMNS Reports | Dependents are eligible through the "Max Age" listed below and are of an age exceeding the plan maximums, making them no longer eligible for coverage. | Overage dependents |
| Dependent Census | Standard Reports | Provides dependent demographics information and relation to employee | Dependent demographics |
| Dependent Enrollment | Standard Reports | This report displays elections dependents have in effect during the selected date span | Dependent election information |
| Duplicate Social Security Numbers Within An Employee's Record | IMNS Reports | Employees in this notification have a Social Security Number listed multiple times within the employee's record and/or the record of their dependents. | Duplicate SSNs in an employee's record (dependents) |
| Duplicate SSN | IMNS Reports | Employees in this notification have duplicate Social Security Number entries as a result of potentially being created via auto-import as well as manual entry. | Duplicate SSNs of employees |
| Elections In More Than One Medical Option | IMNS Reports | Employees in this notification are enrolled in a Medical plan as well as a Shared Medical plan. | Enrolled in Medical AND Shared Medical |
| Employee Acknowledgments | Quick Reports | Displays who has/has not accepted the terms of an acknowledgment | Acknowledgment acceptance |
| Employee Census | Standard Reports | Provides employee demographics information | Employee demographics |
| Employee COB | Standard Reports | Displays Employees Coordination of Benefits information for the selected Benefit Types. COB information is collected for Health plan types: Medical, Dental, Vision and Prescription Drug. | Coordination of benefits information |
| Employee Eligibility | Standard Reports | Displays employee eligibility information and a short summary of elections as of the date of the report run. The 'Currently Enrolled' column contains a 'Yes' if the employee is currently, as of the report run date, enrolled in the plan. The 'Election Exists' column contains a 'Yes' if the employee had ever had an election in the plan. For example: if an election exists but was terminated, the 'Currently Enrolled' will be 'No' and the 'Election Exists' will be 'Yes'. | Report lists the Benefit Types for which an employee is eligible |
| Employee Journal | Standard Reports | Provides employee journal entries created during the selected date span | Journal entries |
| Employee Spending Credits | Standard Reports | Displays information regarding the allotted, used and available spending credits per an employee | Spending credit information |
| Employees Missing Addresses | IMNS Reports | Employees in this notification are missing required address information. | Missing address information |
| Employees Missing Beneficiaries | IMNS Reports | Employees in this notification are enrolled in a beneficiary required plan and do not have a beneficiary selected. | Missing beneficiary information where it is required |
| Employees Missing Core Benefit Elections | IMNS Reports | Employees in this notification are not enrolled in a required plan. | Employees not enrolled in a required plan, typically a 100% ER paid plan |
| Employees Missing Pay Frequency | IMNS Reports | A pay frequency must be designated for listed employees for premiums to display correctly. The employees pay frequency can be set on the Employee Payroll screen under Employee Administration icon. It is important to re-save this screen to apply the displayed pay frequency. | Missing pay frequency |
| Employees Missing Payroll ID Number | IMNS Reports | A Payroll ID Number must be designated for listed employees. The employees Payroll ID Number can be set on the Employee Payroll screen under Employee Administration icon. | Missing Payroll ID (needed for ADI/LDAP groups) |
| Inactive Dependents with Active Elections | IMNS Reports | Inactive dependents who still have Active elections | Inactive dependents who still have Active elections |
| Inactive Employees With Future Elections | IMNS Reports | Employees listed are no longer active and have elections effective greater than 3 months from their inactivation date. Election termination dates should be confirmed or corrected on the Terminate Plan Elections screen under the Benefit Plan Information icon. | Termed/Inactive employees with future plan year elections still active |
| Incomplete New Hire Window | IMNS Reports | Employees in this notification are currently in their New Hire window and have an incomplete enrollment status. | New Hires with an incomplete enrollment status |
| Invalid Character Data | IMNS Reports | Employees in this notification have invalid character data in at least one of the following demographics fields: [First Name, Last Name, SSN, Gender, Address, Address 2, City, State, Postal Code, or Payroll ID] | Invalid characters in EE records - these characters could cause the exports to fail |
| Invalid Tax Elections | IMNS Reports | Employees in this notification have a Tax selection for their election which is not allowed by the plan settings. For example if the Medical plan was set to Pre-Tax with no selection, and the employee has a selection of Post-Tax. | Employees in the wrong tax option based on how the plan was set up behind the scenes |
| LDAP Function/Username | IMNS Reports | Employees in this notification currently have an LDAP misconfiguration. Please review the user information to confirm set up. | LDAP username misconfiguration |
| Locked Age Discrepancies | IMNS Reports | Reporting for employees with issues regarding Locked Age elections. | Locked Age election issues |
| Login Statistics | Quick Reports | This report will allow you to quickly gather employee demographic data and see the enrollment status of your employees. | Demographic / Enrollment Status Data |
| Married Employees | IMNS Reports | Employees in this notification have a social security number which matches the social security number of a Spouse of another Employee. | Married employees within the same group |
| Medical No Action Employees | IMNS Reports | Employees in this notification are currently not enrolled in any of the Medical plans offered, including Medical Declination's. Please enroll the following employees into the 'Medical Offered - No ACTION' Plans for ACA Purposes. (This is non-TRS) | Employees not enrolled in Medical or Medical Declination (non-TRS Medical) |
| Monthly Billing | Quick Reports | Displays billing information, similar to Consolidated Billing, but runs outside of the Report Queue, making the results available instantly. This report also has functionality to clarify the difference between plan elections and waives. | Billing Information without having to go through the Report Queue |
| New Hire Email | Quick Reports | Displays pre-set demographics and new hire reminder information for newly hired employees. This report will also display Days Remaining in NH Window, Login Status, NH Default Email Sent/Scheduled, and NJ Reminder Emails sent. | NH Information |
| New Hires with Actively at Work Election | IMNS Reports | New hires in this notification have selected Active at Work as their medical benefit effective date within the last 32 days. | Actively at Work elections for NHs |
| OneAmerica EOI Status | IMNS Reports | Shows OneAmerica elections waiting on the carrier or employee | OneAmerica EOI status |
| OneAmerica ESOI Cancellations - Next 30 Days | IMNS Reports | Below is a list of all Employees and related Members whose unapproved coverage will be cancelled within the next 30 days due to an Incomplete ESOI for more than 61 days from the election effective date. | OneAmerica unapproved coverage to be canceled within the next 30 days |
| Payroll Deduction | Standard Reports | The report displays per-paycheck deduction amounts, per employee, for all the benefits the employee is enrolled in. The deductions are calculated based on the employee pay frequency; the actual pay dates are not taken into account. | Per paycheck deduction amounts |
| Payroll Deduction Changes | Standard Reports | This report will show changes within a given date span. It will allow you to compare old deduction amounts to new deduction amounts for each employee, or for each Benefit Provider. | Compares old deduction amounts to new deduction amounts |
| Plan Comparison | Standard Reports | This report allows you to compare old year and new year elections for a chosen Benefit Plan Type. Please note: Only one (1) Benefit Plan Type can be chosen at a time. | Compares old/new year elections |
| Plan Election Comparison | Quick Reports | This report compares the difference in premiums by benefit, per employee. This comparison is based on specific dates, not the span between those dates. | Comparing benefit differences between plan years |
| Plan Enrollment | Standard Reports | This report displays elections and/or waivers for employees and dependents in affect during the selected date span. | Election data or waivers |
| Plan Summary | Standard Reports | This report contains the values for the Plan Design field settings. This fields are arranged alphabetically by the label name. | Displays build settings for each plan |
| Reviews | Standard Reports | Displays employee reviews information as entered on the Employment Information page. | Reviews |
| Skyward | Quick Reports | This report is a tool designed for creation of Skyward payroll files | On-demand Skyward payroll reporting |
| Split Employees enrolled in Non-Family Coverage | IMNS Reports | Employees in this notification are labeled as a Split employee however they are enrolled in Employee Only or Employee Child(ren) coverage. Please update the employees record and election if they are not splitting Employee Spouse or Family coverage. | Employees marked as 'Split' but only enrolled in EO and EC coverage |
| Standard Payroll | Quick Reports | This report is a tool designed for creation of payroll files where many criteria options are available | On-demand payroll reporting, not designed for a specific payroll system |
| System Utilization | Standard Reports | Displays Employee and Administration user login activity information | Login Activity |
| Termination of Shared Benefits | IMNS Reports | Employees in this notification have pooled coverage that has been recently terminated. Please update the spouse coverage accordingly. | Pooled coverage recently terminated |
| TRS Medical No Action Employees | IMNS Reports | Employees in this notification are currently not enrolled in any of the Medical plans offered, including Medical Declination's. Please enroll the following employees into the 'Medical Offered - No ACTION' Plans for ACA Purposes. | Employees not enrolled in Medical or Medical Declination (TRS Medical) |
| TxEIS (RSCCC) | Quick Reports | This report is a tool designed for creation of TxEIS (RSCCC) payroll files | On-demand TxEIS (RSCCC) payroll reporting |
| UNUM ESOI Status | IMNS Reports | Shows UNUM elections waiting on the carrier or employee. Remember: Please be sure to use your EOI reminders. | Unum EOI status |
| Zip Code Eligibility | IMNS Reports | Employees in this notification are ineligible for an active plan they are enrolled in due to zip code eligibility. | Employees no longer eligible for coverage due to invalid zip code |