The Employee Report allows you to generate a Full List, Name only, or Summary summary report. There are also some filters and options that can be used to customize the report.
Filters
- Complete the following options as needed.
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- Name - Enter the name of an employee. You can use an asterisk (*) as a wild card to represent one or more characters.
- Address - Enter a partial or whole address. (The queries "Address Line 1" from the Employer's address record).
- City - Enter a partial or whole name of a city.
- State - Select the State from the drop-down list using your mouse or type the first letter of the state. (You can continue to press the first letter of the state to scroll through the states that start with that letter.)
- Postal Code - Enter a Postal Code/Zip Code. A partial Postal Code can be entered. (For Example, enter "380" to find all the postal codes that begin with "380".)
- Employer - Select all, multiple, or one Employer from the drop-down list.
- Birthdate
- Hire Date
- Terminated Date
- Enrolled Date
- Insured Date
- Insurance Rates - Select all employees, those with standard rates, or those with non-standard rates from the drop-down list.
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Status:
- All
- Active Only
- Inactive Only
- Terminated
Options
- Complete the following options as needed.
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- Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
- Banded Rows?
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Report Format:
- Full List - The Full List is a good way to generate a report with almost everything from an employee record on a report.
- Names only - This report displays just the name and ID number for each employee.
- Summary - This report includes the Employee name, Social Security number, Certificate, Plan, Birthdate, Effective Date, and Relation.
- Include Dependents?
- Print Notes?
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Export Option:
- None
- CSV
- Excel
Report
- Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
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