All benefits reports have a selection option for COBRA recipients. Most benefits reports prompt for the effective date. In this way, benefits that have expired or have yet to begin are not included.
| Report Name | Report Description |
|---|---|
| Benefit Coverage by Employee |
This detail report lists personal and salary information about each employee, his or her benefits, the effective and expiration dates, the total cost of the monthly premiums for the employee, and the employee’s dependents and the amount the employee pays for coverage. You can run the report to either include or exclude waived benefit plans, as well as to include or exclude history records. Note: This report will only display Marital Status and Total Dependents information if the effective date used to generate the report is the current system date. If an effective date other than the current system date is used, such as a date in the past or future, this information will not appear on the report. |
| Benefit Enrollment by Plan |
This report totals benefits by plan. For insurance plans, the report totals employee monthly premium, dependent monthly premium, employee monthly contribution, and monthly net cost. For savings plans, the report totals monthly projected employee contribution and monthly employer match. You can run the report to either include or exclude waived benefit plans, as well as to include or exclude history records. Note: You must enter an effective date for the report. Otherwise, if the date is left blank, the report might not include all the appropriate enrollment information. |
| Benefit Letter | This report is a letter showing the employee which benefits are set up for the employee. |
| Benefit Premium Totals by Plan | This report provides a summary headcount of each benefit plan. The report lists the plan, number of enrollees, coverage amount, employee monthly premium, dependent monthly premium, employee monthly contribution, and monthly net cost. You can select whether to include insurance or savings plans in the report as well as include or exclude history records. |
| Census Report |
This report provides information most insurance companies require when calculating the cost of providing insurance. You might want to send this report directly to the insurance company. The Dependents column on the report indicates the number of insured as specified on the Dependents and Beneficiaries page. An insured spouse counts as one dependent. |
| Certificate of Coverage | This report shows proof of previous health insurance coverage for the employee. If the Date of Certificate (entered on the Specific Criteria tab) is greater than the date the employee’s coverage ended, the certificate will print the employee’s name, the date the coverage began (item #10), and the date the coverage ended (item #11). Otherwise, if coverage has not ended (as of the Date of Certificate), the report will display an X in item #11. |
| COBRA Billing Statement | Sage HRMS can track different types of COBRA at different rates. Sage HRMS prompts you to select which COBRA codes (or all) you want to use to create a report. Knowing COBRA law and how to administer it is your responsibility. We provide you with the tools to help manage COBRA but assume no liability. COBRA laws change and are subject to interpretation. The penalty for not following COBRA law is severe. If you are not well versed in COBRA requirements, please seek professional counsel. |
| COBRA Mailing Labels | This report prepares mailing labels for COBRA recipients in three-column label format (30 labels per page). You can select the COBRA codes you want to have labels. If sheets of labels don’t move smoothly through your printer, try printing the labels on regular paper, then use your copier. |
| COBRA Notification Letter | This report prints a standard COBRA notification letter. You can select employees terminated within a specific date range. You can also specify a markup factor. |
| COBRA Recipient Report | This report lists people receiving COBRA benefits and how long they have received these benefits. The report lists the recipient's name, division and department, termination reason, date of termination, number of months the individual has received COBRA, and the number of total dependents, including the insured. |
| Employee Benefit Changes | This report shows changes in employee benefits. You can select whether to include or exclude history records. |
| Insurance Coverage Detail | This report contains detailed information about each employee’s insurance benefit plans. It lists the dependents covered under each plan, shows when their coverage was in effect, and also shows the individual coverage and premium amounts for each dependent, when applicable. The report also contains insurance plan information that is currently not available on any other standard reports. You can run the report to either include or exclude waived benefit plans, as well as to include or exclude history records. |