Benefit Birthday Report

Use this option to generate a report for determining the eligibility of employees or dependents for insurance and other benefits based on their ages. The report lists birth dates of each employee or dependent selected, as well as the benefits assigned.

The report can be generated in the following formats:

Personal (default)	Generates a report listing employees' benefit and age information. The report's default file name is empbir.rpt.
Dependent	Generates a report on the benefits and ages of employee's dependents, who can be selected using an additional field, Dependent SSN. This field is only available if you have the proper security resources. The report's default file name is depbir.rpt.

Menu Path: Benefits > Reports > Benefits Reports > Benefit Birthday Report

Generating the Benefit Birthday report

Select Benefits > Reports > Benefits Reports > Benefit Birthday Report to display the Benefit Birthday Report page.
In the Report Type section, select the format: Personal (default) or Dependent.
In the Report Criteria section's fields, identify the records to include.
Click OK.
In the Print window, specify how to generate the report, and then click OK.

Fields

Fields

Description

Employee Number

Employee ID numbers. You can enter an individual ID or use query symbols to identify multiple employees.

To select multiple employees, separate IDs with the pipe symbol; for example, 112233|123456|135791.
To select a range of ID numbers, use a colon between the lowest and highest numbers, for example, 100000:120000.
To access all employees, leave the field blank.

Birthdate

Birth dates as entered in Human Resources' Employee Information page or Employee Benefits' Dependent Benefits Information pages.

To narrow the search, use the less than (<) or greater than (>) symbols. For example, if you selected the Dependent report option, >12/31/1989 identifies all dependents born on or after January 1, 1990.

Dependent SSN

Social Security numbers of employees' dependents. Be sure to include the dashes.

If a benefit is not for a dependent, then the system uses the Social Security number of the employee. This field is only available for users with the proper security.

To enter multiple numbers, insert the pipe symbol between each, for example, 159-92-4505|204-56-7882|186-92-4022
To access records regardless of Social Security number, leave the field blank.