Plan Enrollment

Description
  • Employee and dependent enrollments by plan.
  • Separate reports for each plan as of an effective date
    • Includes current and future elections
  • Data includes:
    • Current employment status and effective date
    • Employee and dependent demographic details
    • Enrollment status as of effective date specified, plan, coverage tiers, and eligibility classes
    • PCP and wavier reason (if applicable)
  1. Select Plan Type from the drop down. 
  2. Select All Plans or a specific plan from the drop down. 
  3. Enter an Effective Date.
  4. The default Employee Type is Live.
  5. Click Generate
  6. In a few minutes, click Refresh.
  7. Click on the Report Link and the file will open in Excel.
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