Benefit Balances Report
The Benefit Balances Report is an audit of accumulated, used and expiring benefits for all active employees during the period of time you designate.This report also displays details about Earnings.
Click the image to view a sample report.
Key Information
- Allows you to see, at a glance, a detailed accounting of all benefits accrued by employees during the specified time period..
- You have the option of displays all
Report Options
From/To Date |
Allows you to determine the time frame for the report |
Include Details |
Allows you to determine the amount of detail you wish to view. |
Filter |
Allows you to determine how you wish to view the employees: by Division, Department, Job or by Employee |
Running the Report
To run the report:
- Choose Wages & Benefits Review from the Reports menu and select Benefit Balances. The Options dialog box appears.
- Enter the From Date and To Date.
- Select Include Details, if desired.
- Determine if you wish the report to have page breaks, and if so, where.
- Select Division, Department, Job or Employee from the Filter by drop-down.
- Select the Division(s), Department(s), Job(s) or Employee(s) you wish to include in the report.
- Click OK . The report is displayed.