Employee Insurance Form

Use this option to generate a report listing benefit information for employees. You can select the records to include by department, benefits, and employee number.

A page break occurs at the end of each employee's information. The printout for an employee can run more than one page in length, depending on the number of benefits and dependents.

The display of the dependent's Social Security number on the report is determined by the user's security resources and a setting on the Human Resources Profile.

Menu Path: Benefits > Reports > Benefits Reports > Employee Insurance Form

Generating the Employee Insurance Form

Select Benefits > Reports > Benefits Reports > Employee Insurance Form to display the Employee Insurance Form
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. The report's default file name is prtform.rpt.

Fields

Fields

Description

Department

Codes identifying departments, as defined in Human Resources' Department table.

To select multiple departments, insert the pipe symbol between codes, for example, 1400|1800|2200.
To select all departments, leave the field blank.

Benefit

Codes identifying benefits, as defined in the Benefit Codes table.

To select multiple codes, separate the codes with the pipe symbol, for example, 1270\2630\4590.
To select codes that share the same first characters, use the asterisk symbol. For example, 35* selects all codes that begin with 35.
To access all benefits, leave this field blank.

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.