Benefit reports

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.

Benefit reports
Report name	Description
Benefit Coverage by Employee	Lists personal and salary information for each employee, including the benefits, effective and expiration dates, total monthly premium costs for the employee, employee’s dependents, and the amount the employee pays for coverage. You can choose to either include or exclude waived benefit plans, as well as to include or exclude history. 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 another effective date is used ( such as a past or future date), this information will not appear on the report.
Benefit Enrollment by Plan	Displays the totals benefits by plan. You can choose to either include or exclude waived benefit plans, as well as to include or exclude history. 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. 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	Prepares a letter showing the benefits set up for an employee.
Benefit Premium Totals by Plan	Displays a summary headcount of each benefit plan. The report includes the plan, number of enrollees, coverage amount, employee monthly premium, dependent monthly premium, employee monthly contribution, and monthly net cost. You can choose whether to include insurance or savings plans in the report as well as include or exclude history.
Census Report	Displays information most insurance companies require when calculating the cost of providing insurance. You can 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	Displays 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 for the report. Note: 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	Prepares mailing labels for COBRA recipients in three-column label format (30 labels per page). You can choose the COBRA codes to have labels. Tip: If sheets of labels don’t move easily through your printer, try printing the labels on regular paper, then use your copier to print them on labels.
COBRA Notification Letter	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	Lists people receiving COBRA benefits and how long they have received these benefits. The report includes 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	Displays changes in employee benefits. You can choose whether to include or exclude history.
Insurance Coverage Detail	Displays detailed information about each employee’s insurance benefit plans. It includes the dependents covered under each plan, when their coverage was in effect, and 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 report. You can choose to include or exclude waived benefit plans, as well as to include or exclude history.