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 and billing 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.

HDHP

Plan

Indicates whether or not a plan is an HDHP plan.

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.

5. Review the plan's scheduled deductions, arrears, and outstanding benefit adjustments for an employee’s benefits by expanding the Outstanding Billing section:
• Recurring Deduction: This grid displays the same information available on the Recurring Deductions form. Click this link to open the Recurring Deductions modal form. On the modal form that displays, the The Employee ID and the Cancel button is disabled.

Please note the following:

• If no data is available for the employee, then the Recurring Deductions grid displays a message stating, There are no existing Recurring Deduction records.
• Clicking Save on the modal form saves the data and a message displays stating, The current record has been saved.
• Click Close to return to the main form.
• Benefits Adjustments: It is a hyperlink. This grid displays the list of outstanding benefit adjustments available on the Benefit Adjustments form. Click this link to open the Benefits Adjustments modal form.

Please note the following:

• If no data is available for the employee, then the Benefit Adjustments grid displays a message stating, There are no existing billing adjustment records.
• Unlike on the main Benefit Adjustments form, the Employee Benefit Overview option available under the Actions menu is not displayed on the Benefit Adjustments modal form.
• The Employee ID and the Cancel button is disabled on the modal form.
• You can add and save new adjustment from the modal form.
• Click Close to return to the main form.
• Deduction Arrears: It is a hyperlink. This grid displays the same information available on the Employee Deduction Arrears form. Click this link to open the Employee Deduction Arrears modal form.

Please note the following:

• If no data is available for the employee, then the Deduction Arrears grid displays a message stating, There are no existing arrears records.
• The Employee ID and the Cancel button is disabled on the modal form.
• Clicking Save on the modal form saves the data and a message displays stating, You have made changes to this record. Are you sure you want to continue? Yes/No.
• Click Close to return to the main form.
6. View the billing history for a specific employee/plan along with the ability to select custom date range to review billing history by expanding the Billing History section:
• Under the Selection Parameters section, the Defined Ranges drop-down field is available for you to select from a list of pre-defined date ranges or enter your own date range to review billing history.
• The Defined Ranges drop-down contains the following options:
• Current Month (default)- The date range is displayed as the first day of current month and the last day of current month. For example, if the current system date is 6/15/2024, then the range definition for this selection will be 6/1/2024-6/30/2024.
• Prior Month- The date range is displayed as the first day of the previous month and the last day of the previous month. For example, if the current system date is 6/15/2024, then the range definition for this selection will be 5/1/2024-5/31/2024.
• Prior 2 Months- The date range is displayed as the first day of the previous two months and the last day of the previous month. For example, if the current system date is 6/15/2024, then the range definition for this selection will be 4/1/2024-5/31/2024.
• Prior 3 Months- The date range is displayed as the first day of the previous three months and the last day of the previous month. For example, if the current system date is 6/15/2024, then the range definition for this selection will be 3/1/2024-5/31/2024.
• Custom Date Range- You can choose dates in the Pay Date On Or After and the Pay Date On Or Before fields.

Note: This Pay Date range for this drop-down option is limited to 6 months. If the date range entered is longer than 6 months, then a warning message stating, Pay Date range is limited to 6 months. Please select a Pay Date which is greater than or equal to <selected date>. is displayed.

• Select Batch ID- You can select the Payroll Number.

Note: When you select Select Batch ID option from the drop-down, then a Payroll Voucher field, which is a hyperlink appears where you can select a payroll number from the Select Payroll Number selector that displays. You can also type in the payroll number in the Payroll Number field. If you enter a payroll number that does not match with the data set available on the Select Payroll Number selector, then an error is displayed stating, <entered payroll number value> is not a valid payroll number for this action.

• Click the Benefit Plan ID link if you want to select specific benefit plans for inclusion in the displayed data.
• Click Download Report button to open the report results window for the Benefit Billing Detail Report with existing parameters from the Billing History fields.

Note: The Download Report button is disabled when there are no results for a defined date range.

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.