Open Enrollment Report

Use this report to identify employees' latest enrollment elections for a specific open enrollment period. The report includes the employee ID, their enrollment status, and the date and time the employee approved their elections. You can report on incomplete employee enrollments during and after the open enrollment period as well as show employee elections for past enrollment periods.

You should run this report after you update the open enrollment period to verify that the approved employee elections were updated as expected, based upon the enrollment submitted by the employee and approved by the benefits administrator.

To run the report:

  1. On the Reports menu, select Benefit Reports > Open Enrollment.
  2. On the Enrollment Report page, select the Enrollment Period and Employer to include in the report.
  3. For Benefit Plan, select a specific plan or all plans.

  4. For Search, select the employees to include in the report:

    • To include all employees, select All.
    • To include employees whose enrollments have a particular status, select Enrollment Status and select the status.
    • To include employees whose last name starts with a particular letter or letters, select Employee Last Name and type the first letter or letters of their last names.
  5. Click Go to display a table of the employees included in the report (their names, employee IDs, and enrollment status).
  6. To preview the report, click Preview; the report opens in a preview window. You can then print the report by selecting File > Print, selecting the appropriate printer, and clicking Print. To close the preview window, select File > Close.

  7. To export the report and save the information in a .CSV file, click Export.

    Note: If there are more than four dependents or four beneficiaries in the .CSV file, the columns for extra dependents or beneficiaries (more than four) are added as the last columns in the file.