Employee Participation Report

This report will generate a current census. The filters are customizable. The 3 required fields are highlighted in yellow.

1. From the Reports tab, click on Employee Participation Summary
2. Enter the required field, Carrier. Choose which carrier you wish to pull for the report (ex. Aetna, BEAM, LifeMap).
3. Enter the required field, Effective Date-From. Use the group’s renewal date or new business eff date or eff date of the employee(s) you are searching.
4. Enter the required field, Effective Date-To. Use a future date and the system will pull all members from the group effective date until the date entered. We suggest to use the first of the month following the day you are pulling the
5. You can filter by COBRA members, EE Coverage Status, Show dependents, Bill Group, and Policy Number.
6. Click on View Report to generate the report.
7. Once generated, click on the green arrow to export in Adobe, Excel, or HTML

Employee Benefit Summary Report

This report will generate an employee benefit summary for each member. The filters are customizable. The 3 required fields are highlighted in yellow.

1. From the reports tab, click on Employee Benefit Summary.
2. Enter the required field, Carrier. Choose which carrier you wish to pull for the report (ex. Aetna, BEAM, LifeMap).
3. Enter the required field, Effective Date-From. Use the group’s renewal date or new business eff date or eff date of the employee(s) you are searching.
4. Enter the required field, Effective Date-To. Use a future date and the system will pull all members from the group effective date until the date entered. We suggest to use the first of the month following the day you are pulling the report.
5. You can filter by COBRA members, EE Coverage Status, Show dependents, and Subscriber Name.
6. Click on View Report to generate the report.
7. Once generated you can scroll through the pages or export to Adobe, Excel, or HTML.

Employee Detail Report

This report will generate an employee benefit detail report for a specific member. The filters are customizable. The 4 required fields are highlighted in yellow.

1. From the reports tab, click on Employee Detail Report.
2. Enter the required field, Carrier. Choose which carrier you wish to pull for the report (ex. Aetna, BEAM, LifeMap).
3. Enter the required field, Effective Date-From. Use the group’s renewal date or new business eff date or

eff date of the employee you are searching.

1. Enter the required field, Effective Date-To. Use a future date and the system will pull all members from the group effective date until the date entered. We suggest to use the first of the month following the day you are pulling the
2. Enter the required field, SSN. Use the SSN of the member you wish to pull the report for. Commons can be entered, for example SSN (000-00-0000).
3. You can filter by COBRA members, EE Coverage Status, Show dependents, and Subscriber Name.
4. Click on View Report to generate the report.
5. Once generated you can view the page or export to Adobe, Excel, or HTML.

Life Event Report

This report will generate a report of any life-event changes that occurred. The 3 required fields are highlighted in yellow.

1. From the Reports tab, click on Life Event Report.
2. The first required field will auto populate with the group name.
3. Enter the required field, Live Event Change From Date.
4. Enter the required field, Live Event Change To Date.
5. Click on View Report to generate the report.
6. Once generated you can view in the page or export to Adobe, Excel, or HTML.

HR Attribute Changes Report

This report will generate a report of all changes made to the group. The 2 required fields are highlighted in yellow.

1. From the Reports tab, click on HR Attribute Changes
2. Enter the required field, Change Date From.
3. Enter the required field, Change Date To.
4. You can filter the report by User and Carrier.
5. Click on View Report to generate the report
6. Once generated you can view in the page or export to Adobe, Excel, or HTML.