Skip to main content

 

 

YOURPEOPLE, INC.

How do I create a custom benefits report?

Administrators may create a custom report that shows specific information about workers'  and their dependents' benefits.

  1. Select the Business Intelligence app.
  2. Select Create New Report.
  3. Create a name for the report.

The worker information below may be selected to create the custom benefits report:

  • Employee SSN
  • Dependent Medical Coverage
  • Total Company Benefit Cost
  • Total Employee Benefit Cost
  • Enrolled in Medical?
  • Medical Carrier
  • Medical Plan Name
  • Medical Employee Cost Per Pay Period
  • Medical Employer Cost Per Pay Period
  • Medical Employee Cost Monthly
  • Medical Employer Cost Monthly
  • Medical Dependents Coverage
  • Medical Approved Date
  • Medical Status
  • Enrolled in Dental?
  • Dental Carrier
  • Dental Plan Name
  • Dental Employee Cost Per Pay Period
  • Dental Employer Cost Per Pay Period
  • Dental Employee Cost Monthly
  • Dental Employer Cost Monthly
  • Dental Dependents Coverage
  • Dental Approved Date
  • Dental Status
  • Enrolled in Vision?
  • Vision Carrier
  • Vision Plan Name
  • Vision Employee Cost Per Pay Period
  • Vision Employer Cost Per Pay Period
  • Vision Employee Cost Monthly
  • Vision Employer Cost Monthly
  • Vision Dependents Coverage
  • Vision Approved Date
  • Vision Status

Plus, information on LTD, STD, and Accidental Death & Dismemberment.

 

The following fields can be selected to include dependent data:

  • Employee Dependent Relationship
  • Employee SSN
  • First Name
  • Last Name
  • SSN
  • Gender
  • Date of Birth
  • Enrolled in Medical?
  • Medical Carrier
  • Medical Plan Name
  • Medical Dependents Coverage
  • Medical Approved Date
  • Enrolled in Dental?
  • Dental Carrier
  • Dental Plan Name
  • Dental Dependents Coverage
  • Dental Approved Date
  • Enrolled in Vision?
  • Vision Carrier
  • Vision Plan Name
  • Vision Dependents Coverage
  • Vision Approved Date
  • Enrolled in Life?
  • Life Carrier
  • Life Plan Name
  • Enrolled in AD&D?
  • AD&D Carrier
  • AD&D Plan Name
  • Was this article helpful?