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B0047 Benefit Health and Insurance Plan Costs

REPORT DESCRIPTION

This report shows all employees who are participating in specified benefit plans along with employee, employer, and provider costs by each plan. The report is associated with two reporting views.

The Summary Reporting tab provides the summary of Employee Costs, Employer Costs, Provider Costs, and Number of Employees by Calendar Month/Year, Plan Category, Plan, and Plan Option.

REPORT LOCATION

BN: Benefits

REPORT USES

Analyze health and insurance plan costs. Agency could use as needed to determine agency costs.

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
  • CalMonth/Year (Single Value/Interval, Mandatory)
  • 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)
    • NOTE: Since the Report Shows Employee, Employer and Provider Costs only for Health and Insurance Plans, you can refer to the below table to Select the Plan Types that fall under Health and Insurance Categories.
Plan Category   Plan Type Key Plan Type Text Plan Category Plan Type Key Plan Type Text
Health Plan   CANC Cancer Plan Insurance Plan AADD Core AD&D
    CRIT Critical Plan   AD&D AD&D
    CRTE Critical Plan   LIFE Employee Life
    CRTK Critical Plan   LIFK Child Life Ins
    CRTS Critical Plan   LIFS Spouse Life Ins 
    DENT Dental      
    MEDI Medical      
    TRIC Tricare      
    VIS Vision      

  • Employee(s) PersNo. - (Optional)

    Note: Since the system has a large number of employees, using broad wildcard searches can be very slow and may result in an error if the search exceeds the system limit. If the employee number is not known and a name search must be done, narrow down the search by using the wildcard with specific text strings when looking for an employee by name such as:

    John*Smith*

    *Smith

If the employee number is known, it is best to use the manual entry field in Employee(s) PersNo. to enter the selection.

Initial Layout

  • B0047 Benefit Health and Insurance Plan Costs tab: This report shows all employees who are participating in specified benefit plans along with employee, employer, and provider costs by each plan.

  • Summary tab: This Reporting tab provides Employee Costs, Employer Costs, Provider Costs and Number of Employees summarized by Calendar Month/Year, Plan Category, Plan and Plan Option.

  • Report Info tab: 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, once in Design mode.

Dimensions

  • 1st Program Grouping
  • 2nd Program Grouping
  • Age
  • Calendar Month/Year
  • Dependent Coverage
  • Employee
  • Employee Group
  • Employee Subgroup
  • Employee’s Name
  • Employment Status
  • Ethnic Origin
  • Gender
  • Job
  • Organizational Unit
  • Original Hire Date
  • Payroll Area
  • Personnel Area
  • Personnel Subarea
  • Plan
  • Plan Category
  • Plan Option
  • Position

Measures

  • Employee Costs
  • Employer Costs
  • Provider Costs

Variables

  • Prompt Response Cal Mth/Yr
  • Prompt Response Employee PersNo
  • Prompt Response Organizational Unit
  • Prompt Response Plan
  • Prompt Response Plan Type
  • Number of Employees

Special Report Considerations/Features

  • Only Health and Insurance Plan Costs are included on this report.
  • Employees with Blank (#) Plan Options are not included in this report.
  • To change the sorting for the desired column

    •  By default, data is sorted by Calendar Month/Year, Plan Category, Plan, Plan Option, Employee Name, Employee PersNo. and Plan. (This can be changed as needed).

      Step 1 - Select the Design Mode.

          Step 2 - Click on the tool to show the data/format panel.

         Step 3 - Select ascending or descending sort order as needed.

  • To change the breaks in the report before exporting the data to Excel
    • By default, breaks are applied in the report on Calendar Month/Year, Plan Category, Plan and Plan Option to avoid repeated values in the columns.

    • If you want to see the repeated values of the above columns in Excel, then we need to remove breaks in the report before exporting the data to Excel.

      Step 1 - Select "any column" that has break(s) applied.

      Step 2 - Right click.

          Step 3 - Click “Data”.

          Step 4 - Click the "Remove Break".

          Step 5 - Now you can see the Repeated values in all columns, and it can be exported to Excel in the same format.

 

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