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Enrollment Reports

This tab has some useful reports pertaining to employee elections and enrollment status.

Written by Jason Velez

Updated at November 28th, 2023

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If you have multiple enrollments, you can select which enrollment you would like to pull reports for in the Enrollment Period dropdown menu.

Each report has a specific set of data it can pull and is available in PDF or Excel format. Below are the most commonly used reports:

  • Approval Status: Check the approval status of employee elections from the enrollment
  • Election Summary by Employee: A quick view to see elections sorted by employee
  • Election Summary by Plan: A quick view to see elections sorted by plans
  • Enrollment Status: A quick view to see the status of each employee's enrollment
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