There are various reports found in your portal that include open enrollment elections.

  • These reports can be used for spreadsheet or census enrollment.
  • This can also be used for marketing with other carriers.


To generate:


1.   Mark the check boxes next to the plans you would like to include in the report.

  • If the company has more than one plan in a plan type all plans in that plan type must be selected (e.g., if the company has three medical plans all plans must be selected before running the report.
  • If the benefit plan allows for dependent elections, (e.g., medical & dental), the dependent demographic and election information is also included on this report.



2.   Select Benefits.

3.   Click Reports.

4.    Choose report from drop menu.

5.    Click OK. 

6.    Access report(s) from Reports > Generated Reports.


Report Details


The Census (Horizontal) and Census (Vertical) reports are generated in Excel version and includes both demographic information (e.g., name & address), in addition to plan specific election information (e.g., election, monthly premium, monthly employee cost).

  • The Vertical and Horizontal reports have the same info but are formatted differently.
  • The Census (Vertical) will have each employee benefit enrollment on a separate row.
  • The Census (Horizontal) will only have one row for each employee and each benefit listed in a separate column.


The Consolidated Billing report can be used for many purposes.

  • Audit their carrier invoices or to help with self-billing process for any self-billed plans like Voluntary Life/AD&D
  • Allocate benefit costs to different employee departments or divisions
  • Determine and populate new employee payroll deductions into payroll

 

 

Enrollment Forms generate a compressed file which includes one pdf file for each carrier and all employee forms within the same pdf file.



1.    To generate enrollment for a specific employee(s), select the appropriate employee(s) from the SPECIFIC EMPLOYEES ONLY drop menu.

2.    If forms are only needed for employees with enrollment changes, select the ENROLLMENT CHANGES ONLY option.

  • Identifies changes from the previous plan year and only generates enrollment forms for employees who had changes.
  • If generating forms for enrollment changes only, all plans in that plan type must be selected (e.g., if the company has three medical plans all plans must be selected before running the report).
  •  A separate Enrollment Changes report should be generated for each plan type.



  • In order for EaseCentral to determine changes, there must be a PREVIOUS PLAN selected on the Plan > Profile page for all of the current plans.
  • There must also be enrollments populated in EaseCentral in plans for both plan years.
  • EaseCentral will identify any differences between the two plan years.




The Enrollment Changes report shows plan and coverage tier changes by plan.

  • It is designed to compare enrollments from the previous plan year to the current plan year.
  • This report helps identify only changes that may need to be communicated to carriers at Open Enrollment.
    • The Manage Changes reports (found in the REPORTS menu at the top) would be used throughout the plan year to identify new enrollments, terminations, and qualifying event changes.
  • A separate Enrollment Changes report should be generated for each plan type.


The Enrollment Summaries report generates one pdf file with all employees’ Enrollment Summaries.

  • May be distributed optionally prior to or after Open Enrollment to confirm and communicate employee elections.


The Beneficiaries report generates an Excel report with all beneficiaries and their plan assignments for each plan that requires a beneficiary.


The Configuration Report downloads a detailed Excel overview of most of the configuration options in EaseCentral.

  • This can be used to verify appropriate configuration options were selected during implementation.


Any Custom Reports created in the REPORTS > Custom Reporting page show at the bottom of the list in the Reports page.