1. In the navigation menu, go to Reports > Benefits.
2. Make any needed adjustments to the report filter:
- Pay group: Any paygroups you have created will appear here.
- Date range type: Pay period, This year to date, Custom date range, Custom month, or Custom quarter. Depending on your selection, additional date range fields may appear.
- Location
- Department
- Person
3. Click Run Report.
What information is included on a Benefits Report?
The Benefits Report header includes the following information:
- Pay group name
- Pay period
- Pay date
The body of the report includes:
- Code type
- Name: Name of the code with the number of people who have been assigned that code in brackets
- Current employer amount
- YTD employer amount
Note: You can view the assigned people by clicking the drop-down under ‘Name’ to expand the menu.