Change Reports

Previously Setup

• setup new reports, edit existing reports, generate reports

Creating New Reports

1. Click Add New. 
2. Enter a Report Name. 
3. Select Generate Using Schedule or Generate Now. 
4. The default Employee Type is Live.
5. Select a Pay Cycle from the drop down.
6. Select the desired Plan Types and click Add. 
7. For Schedule Reports
   
   1. Select the Email Alert checkbox to receive email alerts when your scheduled reports are ready for download. 
   2. Enter the the email address(es) of the Recipients to receive the email notification.
   3. Enter an Email Subject. 
   4. Modify the Email Body. 
8. Click Submit. 

Generating a Report

1. Click Generate. 
2. Enter a date for Include Changes Till. 
3. Select a Previous Report to review changes since the prior report. Select No Report otherwise.
4. In Previously Generated Reports, click Refresh.
5. Click on the Report Link and the file will open in Excel.

Editing a Report

1. Click Edit.
2. Update desired fields. 

Previously Generated

• displays all reports that have been generated to date

1. Click the Report Link and the file will open in Excel. 
2. Click Effective Date to sort by Effective Date. 
3. Click Generated Time to sort by the time the report was generated. 
4. Click Generated By to sort by the time the report was generated.