Purpose
The purpose of this Report Description is to explain the Participating Employees with Benefit Plans report and how to generate it in the system.
Report Description
This report shows all employees who are participating in specified benefit plans as of the Selected Date and is associated with Two Reporting Views.
The Summary Reporting tab provides the summary of the Number of Employees by Plan and Plan Option.
Report Location
BN: Benefits
Report Uses
Agency can use the report during open enrollment as a reminder to reenroll for plans that require mandatory reenrollments, to recomplete wellness credits for premium reductions, and continued participation in the next plan year. Allows core users to see the coverage amounts without looking up individual participants benefit options within PA20 IT168.
How to Generate This Report
This report is generated after selecting values for the mandatory prompts. All mandatory prompts must have values selected before the Run Icon can be used to generate the report. Mandatory prompts can be identified as mandatory by the exclamation mark inside of the yellow-orange triangle, the square with the checkmark, or the display of (Mandatory). Detailed instructions for interaction with each prompt can be found on the Web Intelligence Prompt List on the OSC website.
The mandatory prompts for this report are:
- Organizational Unit
- As of Day (Single Value, Mandatory)
- This mandatory prompt must be completed first before any other prompt is selected.
- Plan Type(s) Mandatory
This report can also be further limited by utilizing the Optional prompts to further limiting the amount of data that retrieved into the body of the report. Optional prompts are indicated as optional in parentheses beside the prompt.
The Optional prompts are:
- Plan(s) (Optional)
- Plan Option(s) (Optional)
- Employee(s) PersNo. – (Optional)
Initial Layout
This report displays all employees who are participating in specified benefit plans.
Summary: This Reporting tab summarizes the Number of Employees by Plan and Plan Option.
Report Info: The Report Info tab displays the information about the prompts entered.
Available Objects
This is a list of the available objects that can be added to the report, from the Document Dictionary once in the Design mode:
Dimensions:
- Changed On
- Dependent Coverage
- Employee
- Employee Group
- Employee Subgroup
- Employee’s Name
- Employment Status
- Insurance Coverage Amount
- Job
- Organizational Unit
- Original Hire Date
- Personnel Area
- Personnel Sub Area
- Plan
- Plan Option
- Position
- Valid From
- Valid To
Measures:
- Number of Employees
Variables:
- Employee PersNo.
- Prompt Response As of Day
- Prompt Response Employee PerNo
- Prompt Response Organizational Unit
- Prompt Response Plan
- Prompt Response Plan Option
- Prompt Response Plan Type
- Insurance Coverage
Special Report Considerations/Features
Changing the sort for the desired column.
By default, data is sorted by Personnel Area, Employee Name, Employee PersNo., and Plan. This can be changed as needed.
Step 1. Left click to select the desired column.
Step 2. Right click on the desired column.
Step 3. Select Data.
Step 4. Select Add Sort or Edit Sort.
Step 5. The Sort menu will display on the right-side panel.
Step 6. Hover the cursor in the top right corner of the desired category.
Step 7. Click the X to remove the sort.
Changing the breaks in the Report while exporting the data to Excel.
By default, breaks are applied in the report on Personnel Area, Employee Name and Employee PersNo. to avoid repeated values in the Columns.
If the repeated values of the above columns in Excel are needed, then remove breaks in the report before exporting the data to Excel. To remove the breaks:
Step 1. Left click to select the desired column.
Step 2. Right click in the desired column.
Step 3. Select Data from the right click menu.
Step 4. Select Remove Break from the right click menu.
Step 5. Repeated values in all columns are visible and can be exported to Excel in this format.
