Extracting Enrollment and Deduction Data

Reports for Enrollments and Payroll Deductions can both be found in the Reports page.

• Reports can be downloaded for Payroll Deductions and Payroll Deduction Changes.
  • When pulling the Payroll report, be sure to set the date for the first day of the payroll that you wish to run.
• When extracting Enrollment Data, there are two methods you can use.
  • You can download an “Enrollments” or “Enrollment Changes” report as seen in the above Reports page. For these reports, you can select your date/date-range, filter by carrier, product, enrollment type, work locations, and Organizational Structure.
    • Enrollment Change Report will provide data of employee and dependent benefit election changes (new enrollments, ended enrollments, changed enrollments, etc.). This report provides information about the following types of election changes:
      • Plan
      • Coverage Level
      • Result of adding or dropping dependents from coverage
      • Employee Cost
      • Coverage Ended
      • Dependents added/dropped
        • Not all scenarios of adding or dropping dependents mean a change in coverage level.
          Example: Employee already enrolled in family coverage (has 3 CH enrolled) then has QLE due to have a baby and another child is added to coverage. Wouldn’t necessarily result in change to coverage level or cost, but change needs to be submitted to the carrier.
  • Downloading the employee enrollment forms from their benefit personal benefit tab.
    • Simply go to the employee’s profile, click on their benefits tab, and click the pdf icon to download their completed enrollment form