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Benefit statement

The Benefit statement report provides a statement of the benefits that an employee is currently enrolled in. An employee or the benefit administrator can access the report. The Benefit statement provides a list of the employee’s enrolled benefits, coverage options, costs, and any enrolled dependents or beneficiaries. You can print the statement for a single worker or multiple workers.

Note

An administrator must enable the Benefit statement feature in the Feature management workspace. To enable this feature, turn on the Benefit management feature in Feature management.

Importing the Benefit statement

You must import the Benefit statement by using report configuration before the Benefit statement is available. To do this, complete the following steps:

  1. Go to System administration workspace.
  2. Select the Electronic reporting tile.
  3. Go to Configuration providers and select Repositories.

Repositories selection.

  1. Select HR Resources from the list, and then select Open.

    Configuration repositories.

  2. Select the Benefit statement model in the left pane and expand it so that Benefit statement format displays.

  3. Select Benefit statement format on the left pane.

  4. On the right side of the screen, the Versions FastTab appears. Select Import.

    Versions FastTab.

Generate the Benefit statement as a PDF file

By default, the Benefit statement prints as a Microsoft Word document. To print in a PDF format, you need to configure the PDF option in Electronic reporting destination.

  1. Go to System administration workspace > Electronic reporting > Related links > Electronic reporting destination.

  2. Select New.

  3. In the Reference field, select Benefit statement format.

  4. On the File destination FastTab, select New.

  5. In the Name field, enter Benefits Statement PDF.

  6. In the File component name field, select Benefit statement.

  7. Select the Convert to PDF checkbox.

  8. Select Settings from the menu item.

    File destination.

  9. Select the File FastTab, and then select Enabled.

  10. Select OK.

Note

The benefits management feature is in preview. There's a known issue when you use the email destination setting in the Electronic reporting destination report. You might receive an error message and the email fails to send.

You can generate the Benefit statement from the following pages:

  • Benefits management workspace > Links > Reports > Benefit statement
  • Employees (legacy form) > Personal information tab > Benefit statement
  • Streamlined employee entry > Benefit reports > Benefit statement
  • Employee self service > Benefits > View Benefit statement

Note

Access to the Benefit statement in Employee self-service is controlled by the privilege View benefit statement. This privilege is under the Employee Self-Service Benefits duty. Employees are granted this privilege by default.

Report contents

The Benefit statement report shows the confirmed plan selections for the employee, including any waived plans. The following image shows an example of this report.

Benefit statement report.

The report displays the Plan, Coverage option, Employee cost, and Employer cost. The report also lists any covered dependents. If the plan has beneficiaries associated with it, the report displays the beneficiaries along with their distribution priority and percentage.

You can print the Benefit statement report for multiple employees at the same time by using the Records to include FastTab on the Benefit statement page.

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