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Insurance Census

Use this option to generate a report on the employee and dependent information stored in the Employee Benefits System. You can select records by department, benefit, and employee. You can also choose one of two formats:

Detail

Groups records according to benefits. Under each benefit is a listing of employees and dependents, including ages and coverage amounts. The report's default file name is detlcens.rpt.

Summary

Groups records according to departments. Under each department is a benefit listing showing the total employees and dependents covered by each benefit. The summary report's default file name is sumcens.rpt.

Menu Path:  Benefits > Reports > Benefits Reports > Insurance Census

Generating the Insurance Census report

  1. Select Benefits > Reports > Benefits Reports > Insurance Census.

  2. In the Report Type section, select the format: Detail (default) or Summary.

  3. In the Report Criteria section, enter criteria identifying the records to include.

  4. Click OK.

  5. In the Print window, specify how to generate the report, and then click OK.

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.

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