Benefit Plan Contribution Report
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Select “Benefit Plan Contribution Report” link on the left pane.
The “Benefit Plan Contribution Report” page appears.
The system displays the following field.
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Date Format |
The date format applicable to the login user. |
Enter the details in the following field:
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Reporting Unit |
From the drop down list box, select the required reporting unit. |
Enter any or all of the following in the “Report Criteria” group box:
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Employment Unit |
The name of the employment unit to which the employee belongs. This is a mandatory field. |
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Program |
From the drop down list box, select the program name. This is a mandatory field. |
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Plan |
From the drop down list box, select the plan applicable. |
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Provider |
From the drop down list box, select the provider name. |
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Plan Category |
From the drop down list box, select the plan category. |
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From Premium Period Code |
The starting of the premium period code from which the user wants to view the details of the benefit plan contribution. This is a mandatory field. |
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To Premium Period Code |
The end of the premium period code upto which the user wants to view the details of the benefit plan contribution. |
Select the following in the “Display Criteria” Group box.
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Employee Name Display Format |
From the drop down list box, select the required type of format for the display of the employee name in the report. For example, if you select the format as “F.M.Last”, the name “Robert Louis Stevenson”, will be displayed as “R.L.Stevenson”. |
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Date Format Display |
From the drop down list box, select the required type of date format for display in the report. |
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Sort By |
From the drop down list box, select the required sort by criteria. The user can select the sort order in the way it has to be displayed in the report. The drop down box displays ”Plan”, “Premium Period” and “Provider”. |
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Then By |
From the drop down list box, select the required subhead for the next level of sort by field. The drop down box displays ”Plan”, “Premium Period” and “Provider”. |
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Then By |
From the drop down list box, select the required sub-subhead for the sort by field. The drop down box displays ”Plan”, “Premium Period” and “Provider”. |
Select “Benefit Plan Summary” hyperlink at the bottom of the page.
On selecting the hyperlink the system displays the output of the report.
