Benefits Administration Reports

Appendix: Benefits Administration Reports

This appendix provides an overview of PeopleSoft Enterprise Benefits Administration reports and enables you to:

View summary tables of all reports.
View report details and source records.

Note. For samples of these reports, see the PDF files published on CD-ROM with your documentation.

Benefits Administration Reports: A to Z

This table lists the Benefits Administration reports, sorted alphanumerically by report ID. The reports listed are all Structured Query Reports (SQRs). If you need more information about a report, refer to the report details at the end of this appendix.

Report ID and Report Name	Description	Navigation	Run Control Page
BAS001 Eligible Participants	Lists, by schedule and benefit program, employees that are eligible to participate in company benefit programs with details on plan and option eligibility.	Benefits, Manage Automated Enrollment, Investigate Exceptions, Eligible Participants Rpt, BenAdmin Eligible Participants	RUNCTL_BAS001
BAS002 Benefit Program Mailing Labels	Prints a set of 4-across mailing labels for employees participating in benefit programs. Compiles the list from the BAS Participant tables created during open enrollment or event maintenance processing.	Benefits, Manage Automated Enrollment, Participant Enrollment, Print Mailing Labels, Benefit Mailing Lables (4-up)	RUNCTL_BAS002
BAS003 Invalid Benefit Elections	Lists, by schedule and event, participants and their dependents, showing any errors such as coverage over the maximum or under the minimum, invalid choices, failure to meet eligibility requirements, and so on.	Benefits, Manage Automated Enrollment, Investigate Exceptions, Invalid Elections Report, Preparation/Election Errors	RUNCTL_BAS_SCHED
BAS004 Enrollment Statements	Prints a generic enrollment statement for each eligible benefit program participant in the BAS Participation table. Includes the name and address of each participant, with options the participant is eligible for and the associated price tags and credits (if applicable) for the options.	Benefits, Manage Automated Enrollment, Participant Enrollment, Print Enrollment Statements, BenAdmin Enrollment Form	RUNCTL_BAS004
BAS005 Confirmation Statements	Prints a generic confirmation statement for each valid benefit program participant. Includes coverage and per pay period costs.	Benefits, Manage Automated Enrollment, Participant Enrollment, Print Confirmation Statement, Benefit Confirmation Statement.	RUNCTL_BAS005
BAS006 Missing Elections	Lists and provides location information for participants who did not return enrollment statements.	Benefits, Manage Automated Enrollment, Investigate Exceptions, Missing Elections Report, BenAdmin Missing Elections	RUNCTL_BAS_SCHED
BAS007 Dependent/Beneficiary Election	Lists all dependents with current or new elections.	Benefits, Manage Automated Enrollment, Participant Enrollment, Dep/Beneficiary Election Rpt, Dependent/Beneficiary Election	RUNCTL_BAS_SCHED
BAS008 Flagged Participants	Lists events that have had job, address, or union eligibility information changed, events that have been processed out of sequence, and events that have been disconnected during processing.	Benefits, Manage Automated Enrollment, Investigate Exceptions, Report on Flagged Items, BenAdmin Flagged Participants	RUNCTL_BAS008
BAS010 Ineligible Participants	Lists all participants ineligible for any benefit program (events processed to AN status) and their eligibility parameters, such as birthdate and status.	Benefits, Manage Automated Enrollment, Investigate Exceptions, Ineligible Participants Rpt, BAS Ineligible Participants	RUNCTL_BAS_SCHED
BAS027 Employee Process Status	Lists all participants in a particular process status or set of status levels.	Benefits, Manage Automated Enrollment, Investigate Exceptions, Employee Process Status Rpt, BAS Employee Processing Status	RUNCTL_BAS027
BAS701 Geographic Locations	Prints location IDs, effective dates, and from and to ranges for the U.S. and Canadian postal code ranges that you’ve defined to determine benefit eligibility.	Set Up HRMS, Product Related, Automated Benefits, Reports, Geographic Locations, Geographic Loc Eligibility Tbl	RUNCTL_BEN_LANG
BAS702A Benefit Program /Plan/Options	For a specified benefit program, prints program-level information (effective date and status, program type, age criteria, COBRA, FMLA, and FSA parameters and self-service configuration) along with the plan- and option-level structure (event rules, eligibility rules, coverage levels and deduction codes).	Set Up HRMS, Product Related, Automated Benefits, Reports, Benefit Program/Plan/Options, Benefit Program (Options) Tbl	RUNCTL_BAS_PGM
BAS702B Benefit Program Costs	For a specified benefit program, prints the program description along with the cost and credit structure for all of the offered options (deduction and earnings codes, rate information and calculation rules).	Set Up HRMS, Product Related, Automated Benefits, Reports, Benefit Program Costs, Benefit Program (Costs) Table	RUNCTL_BAS_PGM
BAS703A Eligibility Rules	For each plan type in a benefit program, prints the rules for minimum standard hours, maximum standard hours, minimum service, maximum service, minimum age, maximum age, service and age as of information, employee class, employee status, employee type, full/part, reg/temp, officer code, union code, company, location, state and eligibility configuration. For each eligibility rule definition, prints the minimum/maximum criteria (standard hours, service months and age) and the “membership” criteria (such as employee class, full or part time, company and paygroup, union code, state, and so on) along with the applicable grouping methods and evaluation rules.	Set Up HRMS, Product Related, Automated Benefits, Reports, Eligibility Rules, BAS Eligibility Rules Table	RUNCTL_BAS703A
BAS703B Event Rules	Prints event rules for benefit plan types. For an event rule definition, prints each event class with its basic change restrictions (type of changes allowed and option-level movement), date rules (coverage and deduction dates with waiting periods), and other event controls (defaulting, editing and exceptions).	Set Up HRMS, Product Related, Automated Benefits, Reports, Event Rules, BAS Event Rules Table	RUNCTL_BAS703B
BAS703C Event Rules-Billing	Lists the parameters in which billing enrollments are created or updated during the Benefits Administration process. Displays the event rules, event class, billing action, billing action date, and the rate qualifier.	Set Up HRMS, Product Related, Automated Benefits, Reports, Event Rules-Billing, Billing Event Rls	RUNCTL_BAS703B
BAS714 Benefits Administration Scheduling	Lists the criteria that make up a schedule. Use to review schedules that have been entered into the system and to ensure that there are no employee overlaps.	Set Up HRMS, Product Related, Automated Benefits, Reports, Schedules, BAS Scheduling Tables	RUNCTL_BAS_SCHED
FSA001 FSA Claim Payment Process (flexible spending account claim payment process)	Process all claim data with the following statuses: Submitted, Pending, and Ready To Pay.	Benefits, Admin Flex Spending Acct CAN, Process Claims, Calculate Claim Payment Benefits, Admin Flex Spending Acct US, Process Claims, Calculate Claim Payment	PRCSRUNCNTL
FSA002 Flexible Spending Account Closure	Initiate an SQR that updates the account status to Closed for FSA participants who had an active FSA at the end of the calendar year.	Benefits, Admin Flexible Spending Acct US, Create Account Reports, Close and Summarize Accounts Benefits, Admin Flexible Spending Acct CAN, Create Account Reports, Close and Summarize Accounts	RUNCTL_FSA002(CN)
FSA003 Flexible Spending Account Check Print	Print FSA claim checks for records flagged in FSA001. Run this process for each type of check stock that you use. Set up FSA Claims Processing Run Ctl page, and then run Processing Claim Payments.	Benefits, Admin Flexible Spending Acct US, Process Claims, Print Checks Benefits, Admin Flex Spending Acc CAN, Process Claims, Print Cheques	RUNCTL_FORM_ID
FSA004 Flexible Spending Account Check Register	Print a list of checks printed by the FSA Check Print Report. Set up FSA Claims Processing Run Ctl page, and then run Processing Claim Payments.	Benefits, Admin Flexible Spending Acct US, Process Claims, Print Check Register Benefits, Admin Flex Spending Acct CAN, Process Claims, Print Cheque Register	RUNCTL_FSA004(CN)
FSA005 Flexible Spending Account Quarterly Statement	Create and print quarterly statements for FSA participants who had activity in one of their spending accounts during the current quarter.	Benefits, Admin Flexible Spending Acct CAN, Create Account Reports, Quarterly Account Statements Benefits, Admin Flex Spending Acct US, Create Account Reports, Quarterly Account Statement	PRCSRUNCNTL
FSA006 FSA Check Reversal Process (flexible spending account check reversal process)	Reverse FSA payment checks that were created in error.	Benefits, Admin Flex Spending Acct CAN, Correct Errors, Reverse Checks in Error Benefits, Admin Flex Spending Acct US, Correct Errors, Reverse Checks in Error	RUNCTL_FSA006
FSA007 FSA Claim Reversal Process (flexible spending account claim reversal process)	Enter the parameters for the check reversal process.	Benefits, Admin Flex Spending Acct CAN, Correct Errors, Cancel Claim/Reverse Check Benefits, Admin Flex Spending Acct US, Correct Errors, Cancel Claim/Reverse Check	RUNCTL_FSA007

Benefits Administration Selected Reports

This section provides detailed information on individual reports, including important fields and source records. The reports are listed alphabetically by report ID.

BAS002 - Benefit Program Mailing Labels (4-Up)

Note. Be sure to load the correct label stock in your printer before initiating this report.

BAS003 - BenAdmin Preparation and Election Errors

Note. You can use this report as an audit trail for fixing errors by having staff check off each error as they make a correction.

FSA002 - Flexible Spending Account Closure

The Flexible Spending Account Closure report provides an audit trail of the account information for a plan year. You can use it to review annual pledge amounts, contributions, claims paid, forfeited amounts, and excess payment amounts for employees and to view program and plan totals for these categories.

This information enables you to see how various FSA benefit plans are used. Over time, you might learn which plans are most appreciated by employees and how you might structure FSAs to meet employees' needs.