HR Report: Benefit Master

Overview

The Benefit Master report lists all benefits set up in the system for the selected criteria. You can choose to run this either an Hours Accrual or Insurance/Other report. You can also select whether to include Active, Inactive, or both Active and Inactive benefits on this report.

The Hours Accrual Summary report contains the basic information pertaining to the benefit.

The Hours Accrual Detail report contains all items in the Summary report and lists the Benefit Method, Paycheck Description, all information pertaining to eligibility of the benefit, accrual limits, filters and usage, and tier information.

The Insurance/Other Summary report contains basic information pertaining to the benefit.

The Insurance/Other Detail report contains all items in the Summary report and lists the Benefit Method, COBRA eligibility, Vendor Number, whether the benefit is considered for Health Insurance, pertaining to eligibility of the benefit, plan options, payroll deduction codes, and premiums.

Security

The HR Report Benefit Master screen has its own Security Group, HR Report Employee Master File.

The HR Report Benefit Master screen is part of the HR Reports All Benefits Security Group.

Tip:  For more information see Security Groups Overview and Security Groups By Module.

Related Information

• See Human Resource topics
• Go to Human Resource Reports

Key Functionality

The Hours Accrual Summary report contains the basic information pertaining to the benefit.

The Hours Accrual Detail report contains all items in the Summary report and lists the Benefit Method, Paycheck Description, all information pertaining to eligibility of the benefit, accrual limits, filters & usage, and tier information. This includes 'Allow Benefit Accrual Cap', 'Hourly Benefit Accrual Cap', and 'Salary Benefit Accrual Cap' fields.

The Insurance/Other Summary report contains basic information pertaining to the benefit.

The Insurance/Other Detail report contains all items in the summary report and lists the Benefit Method, COBRA eligibility, Vendor #, whether the benefit is considered for Health Insurance, pertaining to eligibility of the benefit, plan options, payroll deduction codes and premiums

Benefit Status

Select the benefits to include on the report based on the benefit Status. You can choose to select Active benefits, Inactive benefits, or both on the report.

Report Type

Select to run the Hours Accrual Report or the Insurance / Other Report. See also Report Format above.

Category/Records

Benefit Categories

Select the Benefit Categories to include on the report.

Select All to include all Benefit Categories on the report.

Select Pick to define specific Benefit Categories for the report. When you select Pick, the Benefit Categories list displays. Select the check box next to each Benefit Category to include on the report.

Benefit Types

Select the Benefit Types to include on the report.

Select All to include all Benefits, regardless of the Benefit Type.

Select Pick to define specific Benefit Types to include on the report. When you select Pick, the Benefit Types list displays. Select the check box next to each Benefit Type to include in the report.

Benefits

Use the Benefits category to select the Benefits to include on the report.

Select All to include all Benefits on the report.
Select Pick to define specific Benefits for the report. When you select Pick, the Benefits list displays. Select the check box next to each Benefit to include on the report.

Include Notes

Select the Include Notes check box to include any Notes that are stored in the Benefit Setup (General Information tab) screen.