HR Report: Benefit Insurance / Other

Overview

Use the Benefit Insurance/Other report to list details within the Insurance/Other Details section of the Benefits By Employee screen based on the selected criteria. There is also an option to print only those details that have been flagged as Action Pending, which indicates that a decision needs to be made regarding the benefit for the employee.

Security

The HR Report Benefit Insurance Other screen has its own Security Group, HR Report Benefit Insurance Other.

The HR Report Benefit Insurance Other screen is part of the HR Reports All BenefitsSecurity Group).

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

Related Information

• View Benefit Insurance / Other Report?
• See Human Resource topics?
• Go to Human Resource Reports menu?

Key Functionality

Sort Options

Use the Sort Options to sort the list of benefit hours included on the report.

Select Group By to specify the first area to group by. The default is Employee Number.

Select a Sort 1 parameter to sort the records that have been grouped. The default is Employee Name.

Select a Sort 2 parameter to further sort the records.

Category/Records

Batches

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

Select All to include all Benefits on the report.

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

Classifications

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

Select All to include all Classifications.

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

Distributions

Use the Distributions category to select the Distribution to include.

Select All to include all Distribution types.

Select Pick to define specific Distribution to include. When you select Pick, the Check Distributions add edit list displays. Select the check box next to each Check Distribution to include.

Effective Dates

Use the Effective Dates category to select the dates to include on the report.

Select All to include all Effective Dates.

Select Date Range to define a range of Effective Dates for the report. When you select Date Range, the range fields display. Type the beginning date in the From field and the ending date in the To field.

Eligibility Dates

Use the Eligibility Dates category to select the dates to include on the report.

Select All to include all Eligibility Dates.

Select Date Range to define a range of Eligibility Dates for the report. When you select Date Range, the range fields display. Type the beginning date in the From field and the ending date in the To field.

Employee Types

Use the Employee Types category to select the Employee Types to include.

Select All to include all Employee Types.

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

Employees

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

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.

Enrollment Dates

Use the Enrollment Dates category to select the dates to include on the report.

Select All to include all Enrollment Dates.

Select Date Range to define a range of Enrollment Dates for the report. When you select Date Range, the range fields display. Type the beginning date in the From field and the ending date in the To field.

Pay Frequencies

Select the Pay Frequencies to include on the report.

If using the Pick from List option, the system determines the check records to include by the Employee's current Pay Frequency set up in the Employee Master File. The only exception is when running the report for Format: Report and Report Type: Detail by Check.

Note:  When running the report for Format: Report and Report Type: Detail by Check and limiting the pay frequency using the Pay Frequencies category, the system will look at the pay frequency of the batch instead of the Employee's current pay frequency. All Batch Types have a Pay Frequency defined except for Void and Tax Adjustment Batches. For Void and Tax Adjustment batches, the current pay frequency of the Employee (as indicated in the Employee Master File) will determine whether the void or tax adjustment record is included.

Primary Jobs

Use Primary Jobs to filter the report by Primary Jobs.

Select All to include all Primary Jobs.

Select Range to define a range of Primary Jobs for the report. When you select Range, the range fields display. Type the beginning Primary Job Number in the From field and the ending Primary Job Number in the To field.

Select Pick to select the Primary Job(s) to include.

Select Create to define your own list of records. When you select Create, a small grid displays to the right. Enter the records you want to include in the list, or use the Lookup to locate the records.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the records you want to exclude in the list, or use the Lookup to locate the records.

Supervisors

Use the Supervisors category to filter the report by Supervisors.

Select All to include all Supervisors.

Select Pick to select the Supervisor(s) to include.

Companies

The Company Pick option filters for AR Invoice and Payment records. The Companies category is available for Clients using the Multi-Company feature.

Select the Companies to include on the report.

Select All to include all companies on the report.

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

Note:  When running reports using the Company Category/Record Pick and the company name exceeds the maximum number of characters, WinTeam will truncate the name.

Locations

The Locations category is available for Clients using the Multi-Location feature.

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

Select All to include all Locations on the report.

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

Action Pending

Select the Action Pending check box to include items from the Insurance/Other tab of the Benefits By Employee screen that are marked as (AP) Action Pending. These items require a review or need some form of attention.

Include History

Select the Include History check box to include all changes and additions made to the selected records.

Include User Notes

Select the Include User Notes check box to print the user notes on the report.

Include System Notes

Select the Include System Notes check box to include the system notes on the report.

Benefit Insurance / Other Report