Displaying an Employee's Benefit Plans

Use the Employee Benefit Overview form to display a benefit summary for an employee.

To access this form and display an employee's benefit overview:

1. Click the HR menu.
2. From HR|View, click Employee Benefit Overview. The form opens.
3. Enter an Employee ID or click the link and select an ID from the modal. General information such as the pay period and employee type displays, along with an overview table that provides plan details.
4. Review the plan information in the Employee Benefit Overview table:
Field Description
Plan ID The plan ID in which the employee is enrolled. Click a Plan ID to open the Employee Benefit Details form, which summarizes benefit plan details, lists employee dependents, and displays the coverage history.

Plan Name

Name of the benefit plan, such as 120 Medical.

Status

Status for an employee with respect to the plan. Options are Eligible, Terminated, and Waived.

Pre Tax

When checked, this indicates that deductions are taken out pre-tax for this employee.

Coverage Level

Indicates who the plan covers, such as Employee or Family. An amount of coverage can also be listed, which is the cap on coverage for this employee.

Coverage Start

Date that benefit coverage starts.

Deduction Start

Date that benefit deductions start.

Coverage End

Date that benefit coverage ends.

Deduction End

Date that benefit deductions stop.

Contribution

Dollar amount that an employee contributes for benefits.

The following graphic illustrates the employee contributions chart. The legend displays an alphabetical list of plan names. Click the up and down arrows to view different pages in the legend.