MyEnroll360 includes a robust reporting application containing over 150 reports. These reports, with real-time data, are identified by reporting category in the Report Generator module.
Dashboard Quick Links
The Report Generator interface includes a dashboard of quick links to reports previously categorized by the user as “Favorites” and additional links that identify recently run reports generated in the past 30, 60 and 90 days. Users may manage their dashboard links to prior-run reports by setting up quick link buttons to user-specified date ranges (e.g., setup a quick link to reports run in the past 7-days).
Data Presentation & Downloads
Each report is presented as a data grid with Excel-like filtering and sorting of data columns. These reporting data grids include functionality to save a user’s filters and export the data in Microsoft Word, Microsoft Excel, CSV, and Adobe PDF formats. Reports may be scheduled to be sent to specific authorized MyEnroll360 administrators on specified dates and times.
Types of Reports
Some often-utilized reports include:
MyEnroll360 Weekly Change Reports –
This report organizes changes in the following groupings with side-by-side listing of “Original Values” and “Changed Values”:
- Employee Profile Changes (e.g., New & Terminated Employees and Name, address, gender, Social Security Number, Salary, etc. changes
- Dependent Changes (e.g., New Dependents, Terminated Dependents and Name, address, gender, Social Security Number, Salary, etc. changes)
- Enrollment Changes – (e.g., original coverage, family tier, benefit amounts (life & disability plans), and effective and termination dates.
Transaction History Reports – These reports segment data changes based on the report purpose and date range selected by the user at the time of running a report. These reports include:
- Employee Profile History - Displays employee’s history of name, gender, date of birth and Social Security number changes
- Employee Address History - Displays the selected employee’s history of home address changes
- Employee Benefits Class History - Displays the selected employee’s history of employee benefits class changes.
- Employee Salary History -- Displays the selected employee’s history of benefits salary changes
- Employee's Benefit Elections - Current - Displays the selected employee’s current plan year benefit plan elections including descriptions, effective dates and ending dates
- Employee's Benefit Elections – History - Displays the selected employee’s history of benefit plan elections
- Employee's Pended Benefit Elections – Current -- Displays the selected employee’s current plan year pending benefit plan elections, if any, including descriptions, effective dates and ending dates.
- Employee's Pended Benefit Elections – History -- Displays the selected employee’s prior processed (approved, declined, and cancelled) pending benefit plan elections, if any, including descriptions, effective dates and ending dates
- Employee Account Transfers - History -- Displays the selected employee’s history of location/division transfers.
New Hire and Annual Open Enrollment Reports -
- Employee Open Enrollment Progress – Tracks a specific employee’s activity relative to the enrollment pages in the Enrollment Wizard
- Employee Open Enrollment Progress All Divisions – Tracks all employees across all locations of a single client, and reports those employees’ activity relative to the enrollment pages in the Enrollment Wizard
- Employee Open Enrollment Progress One Divisions – Tracks all employees in one location of a single client, and reports those employees’ activity relative to the enrollment pages in the Enrollment Wizard
- Employees with HMO Plans but No PCP Selected – Reports all employees who have enrolled in an HMO plan and who have not identified a primary care physician
- New Hire Enrollment Status Report – All Divisions -- Tracks all employees in a New Hire Enrollment Period, across all locations of a single client, and reports those employees’ enrollment activity relative to the enrollment pages in the Enrollment Wizard
- New Hire Enrollment Status Report – One Division -- Tracks all employees in a New Hire Enrollment Period, in one location of a single client, and reports those employees’ enrollment activity relative to the enrollment pages in the Enrollment Wizard
- Medical Plans Terminated During Open Enrollment – Reports all employees who have changed or opted out of prior medical plan coverage.
- Open Enrollment Changes – Reports all employees’ changes in benefit plan enrollments and/or changes in family tier elections, for an open enrollment period.
- Open Enrollment Payroll Deduction Changes – Reports all employees for all locations within in single client whose open enrollment changes result in changes in their payroll deductions
- Open Enrollment Payroll Deduction Changes One Division – Reports all employees for a single location within in single client whose open enrollment changes result in changes in their payroll deductions
The MyEnroll360 reporting capability is a useful feature for employer administrators.
