October 8, 2019 (UltiPro v12.4.

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Benefits Prime Reports Guide

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Benefits Prime Reports Guide October 8, 2019 (UltiPro v12.4.1)

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October 8, 2019 (UltiPro v12.4.1) Benefits Prime Reports Guide

Table of Contents
Benefits Prime Reports....................................................................................................4
Benefits Prime Reports ...........................................................................................................4
Benefits Prime Reports Management .....................................................................................4
Search for Benefits Prime Reports ...............................................................................................4
Create and Run a Benefits Prime Report ................................................................................5
Run Report in the Background ...............................................................................................6
Save a Benefits Prime Report .................................................................................................7
Schedule a Benefits Prime Report ..........................................................................................7
Benefits Prime Available Reports...........................................................................................8

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Benefits Prime Reports Guide October 8, 2019 (UltiPro v12.4.1)

Benefits Prime Reports

Benefits Prime Reports

The Benefits Prime Reports Guide provides information on the delivered reports to assist benefits
administrators in evaluating employee and benefit plan data.
Report overviews and step-by-step instructions are included based on the following tasks:
• Create and run reports
• Save reports
• Schedule reports
Benefits Prime reports include data currently available in UltiPro. Schedule reports at regular intervals
or rerun reports manually after data is updated or imported to ensure you are viewing the latest data
results.

Benefits Prime Reports Management

Use the Reports menu to select, customize, save, and run reports.
Reports are managed using four tabs.

Tab Name Description

Reports Displays the Reports main page with sections: Total New Hires (includes
links to Overall Enrollment Details and Reminder Emails), Report History,
and Recommended Reports, which is a list of the most popular reports
used by benefits administrators.
My Reports Displays favorite reports, saved reports, report schedules, and a 90-day
history of generated reports. Select an individual report to view its
complete report usage history. The Generated Reports List provides report
processing details, such as the file name, job request, and time the report
was generated. The Load Parameters provides the report parameter details
used to generated the report.
Available Reports Displays a list of available reports with totals by categories:
Recommended (12); ACA (2); Audit (15); Benefit (4); Census (4); Change
History (5); Enrollment (3); Graphs (2); Payroll (3); Premium Billing (2);
and All Reports (45).
Report History Displays a history of all reports that were run in the last 90 days.

Search for Benefits Prime Reports

Use a search filter to search for specific reports.

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October 8, 2019 (UltiPro v12.4.1) Benefits Prime Reports Guide

NAVIGATION: Menu > Administration > Benefits Prim Admin > Data &
Tools > Reports > Available Reports
• To view all reports, select the All Reports tab.
• To view reports by category, select the related link. For example, select Audit to view a list of the
15 Audit reports.
• To filter the search by specific criteria, enter a keyword in the search box, and then press Enter.
• To sort the list, select the report headers (Report Name or Last Run). The default is Report
Name listed in alphabetical order.
• To add a report as a Favorite, select the star. The report is now available in the My Favorites
section.

Create and Run a Benefits Prime Report

To create and run a Benefits Prime report, select the report and data you want to include in the report,
and then select whether you want to view the report in a new browser window or download the report
as an Excel spreadsheet.
Use filters and report options to customize report details to ensure the reported data provides the
needed information.
Options available to create a report vary depending on the selected reports. On the Create tab, complete
the available selections for the individual report. Reports that address time-specific needs require a
date, plan year or calendar selection before you run them. Select the Reset Parameters link to reset all
selections on the page and return to the default settings.
NAVIGATION: Menu > Administration > Benefits Prime Admin > Data &
Tools > Reports > Available Reports
1. From the Available Reports page, select the desired report.
The report page displays with the report name, report description, and the Create tab with the
report parameters.
2. From the Create tab, select the report parameters. The parameters that are available depend on the
type of report.
For example, when creating a Benefit Report, you can show only active employees or retirees in
the report.
3. From the Run Report tab, select View to view the report in a new browser window, or Download
(xls) to export the report to Microsoft Excel (XLS) format.
4. Select Run Report.

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Benefits Prime Reports Guide October 8, 2019 (UltiPro v12.4.1)

Run Report in the Background

The Run Report in Background option is used for reports that contain a large data set that requires
additional time to generate. When the report is ready to view, you can indicate how you want to be
notified.
NAVIGATION: Menu > Administration > Benefits Prime Admin > Data &
Tools > Reports > Available Reports
1. From the Available Reports page, select the desired report.
The report page displays the report name, report description, and report parameters.
2. From the Create tab, select the report parameters. The parameters that are available depend on the
type of report.
3. Select the Run in Background tab.
4. Select the method to use to be notified when the report is ready to view:
• In the E-mail field, enter an email address
• Check the Create a ticket box
5. Select Run Later.

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October 8, 2019 (UltiPro v12.4.1) Benefits Prime Reports Guide

Save a Benefits Prime Report

When you edit and run a report or create a new report, you must name the report and save it to retain
your changes for future use.
NAVIGATION: Menu > Administration > Benefits Prime Admin > Data &
Tools > Reports > Available Reports
1. From the Available Reports page, select the desired report.
The standard report page opens and displays the report name and report description.
2. From the Create tab, select the report parameters. The parameters that are available depend on the
type of report.
3. Select the Save this Report tab.
4. Enter a file name in the Report Namefield.
5. Select Save Report.
The report is now available from the My Reports tab. Saved reports are only accessible by the
individual who saved the report. To share a report, you must download and send it. You can also
create a ticket and upload the report to a ticket for the customer to retrieve.

Schedule a Benefits Prime Report

Schedule reports to run on a regular basis.
NAVIGATION: Menu > Administration > Benefits Prime Admin > Data &
Tools > Reports > Available Reports
1. From the Available Reports page, select the desired report.
The standard report page opens and displays the report name and report description.
2. From the Create tab, select the report parameters. The parameters that are available depend on the
type of report.
3. Select the Schedule Report tab.
4. Select Create New Schedule.
5. Complete the schedule parameters by specifying the time zone, start time, and the recurrence (for
example, daily, weekly, or monthly).
6. Complete the Observer Notification Configuration section, as follows:
a. Check the Create Ticket On Report Generation box
b. Enter one or more email addresses to be automatically notified when the scheduled report is
available.
c. Complete the subject and body of the email.
7. Select Save .

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Benefits Prime Reports Guide October 8, 2019 (UltiPro v12.4.1)

The report is now scheduled to run at the specified intervals.

Benefits Prime Available Reports

Report categories provide a quick way to locate reports for specific reporting needs. Each report
contains parameters that are easily configured.
Benefits Prime reports are grouped into categories. The number in parentheses indicates how many
reports there are in that category. Select a category to filter the report list.
• Recommended (12) - Reports that are the most popular.
• ACA (2) - Affordable Care Act reports that identify Form 1095-C changes and potential penalties.
• Audit (15) - Reports that examine employee and benefit information in detail.
• Benefit (4)– Benefit and enrollment reports that are customizable.
• Census (4) – Reports to obtain official counts of employees or their dependents or reports based a
particular status.
• Change History (5) - Reports that provide historical data for benefits, dependents and employee
demographics.
• Enrollment (3) – Reports that provide enrollment status (Complete, Incomplete, Not Started) by
plan year.
• Graphs (2) - Graphical view of enrollment statistics or employee active and terminated.
• Payroll (3) - Reports to access benefit deduction information.
• Premium Billing (2) - Reports to compare billing periods, and an in-depth customizable premium
billing report.
• All Reports (45) - Listing of all reports in alphabetical order.

Report Name Category Description

Abandoned Shopping Cart
Report
Beneficiary Report
Benefit Counts Report
Benefit Report
Benefits Changes Report
Billing Variance Report
All Reports Lists employees who have not completed their
enrollment elections.
Audit Lists all beneficiaries for a specified benefit.
Benefit Lists, by plan and coverage level, the benefit
count totals based on the total number of elections
for all benefit types.
Benefit Provides a customizable report to show which
coverages employees are enrolled in.
Change History Provides a customizable report to show election
changes across employees for a plan year.
Premium Billing Provides a customizable report to compare two
billing periods and identify the differences.

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Report Name
Complete Enrollments
Report
Coordination Benefits
Report
Data Comparison Report
Defined Benefit
Contributions Report
Dependent Benefit Changes Change History
Report
Dependent Census Report
Dependent Demographic
Changes Report
Dependent Eligibility Report Audit
Dependent Enrollment
Roster
Document Request
Processing Report
Elections by Benefit
Employee Census Report
Employee Demographic
Changes Report
Employee Enrollment Roster Benefit
Employee Graph
Employee New Hires Report Census
Employee Termination
Report
Benefits Prime Reports Guide
Category Description
Enrollment Lists completed employee enrollment activity by
plan year.
Audit Lists possible related employees.
Change History Provides a customizable report that compares
demographic, coverage, and premium data for
employees and dependents.
All Reports Provides information on defined benefit
contributions.
Provides a customizable report to show dependent
coverage enrollment changes within a plan year.
Census Provides a customizable report to show a list of
all dependents based on employment status.
Change History Provides a customizable report to show dependent
demographic changes within a specified period in
time.
Provides a customizable report that lists eligibility
for dependents at any enrollment type selected.
Benefit Lists dependent enrollment information by
benefit.
Audit Lists the document management activity for your
company.
Graphs Provides a graphical view of enrollment statistics
for each plan, one benefit at a time.
Census Provides a customizable report to show employee
demographic information.
Change History Provides a customizable report to show employee
demographic changes within a specified period.
Lists employee enrollment information by
benefit.
Graphs Provides a graphical view of current employees
and terminated employees.
Lists all new hires for a specific period.
Census Lists all terminated employees for specific period
in time.
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Benefits Prime Reports Guide
Report Name
Employees with
Undeliverable Email
Enrollment Form and
Confirmation Data
End of Plan Year
Adjustment Report
EOI Report
Extended Billing Report
HCR W2 Report
Incomplete Enrollments
Report
Life Event Report
Newly Enrolled Dependent
Coverages Report
Not Started Enrollments
Report
Notification History Report
Overage Dependents Report Audit
Payroll Deduction Report
Population Usages Report
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October 8, 2019 (UltiPro v12.4.1)
Category Description
Audit Lists employees who have email addresses
flagged as undeliverable.
All Reports This report shows all active and/or terminated
enrollments for new hire, OE employees'
Ongoing Enrollment forms or Confirmation
statements based on a certain timeframe. This
also includes dependent, beneficiary, and
coverage information.
Payroll Lists employees and adjustments that exist on
their last paycheck of the Plan Year.
Audit Lists employees with pending coverages awaiting
Evidence of Insurability (EOI) or summarizes
historical EOI actions that were taken.
Premium Billing Provides a customizable report for extended
billing.
All Reports Provides information, beginning with the tax year
2013, to help with reporting employer-sponsored
healthcare contributions and coverages on each
employee's W2. The employee's SSN, Last Name,
and First Name are automatically included in the
report.
Enrollment Lists employees who have not completed benefits
enrollment by plan year.
Audit Lists employees who have a current life or
processed life event during a specific period.
Enrollment Lists employees with dependents who are newly
enrolled for coverage.
Enrollment By plan year, lists employees who did not start
the enrollment process.
Audit Lists all past notifications sent to each employee.
Lists employees' dependent(s) who have
exceeded or will soon exceed the maximum age
for benefits.
Payroll Lists payroll deductions for current employees.
Select a date range to specify only the changes
made during a certain period of time.
Audit Lists defined populations and their usage.
October 8, 2019 (UltiPro v12.4.1)
Report Name
Primary Care Physician
(PCP) Report
Recent Activity Report
Restricted Enrollments
Report
Shopping Cart Report
Subscriber Eligibility Report Audit
Survey Report
Total Payroll Deduction
Report
Validation Data Report
Benefits Prime Reports Guide
Category Description
Benefit Lists benefits that include the specified PCP
Name and PCP code.
Audit Lists, by activity and date range, recent account
activity.
Audit Lists employees whose enrollment has been
restricted by an administrator.
All Reports Lists a status of enrollment activities by employee
name, including hire date, termination date,
eligibility start date, enrollment completed date,
and enrollment status.
Lists employees who are eligible to participate in
benefit programs by plan year and enrollment
type (initial enrollment, life event, or open
enrollment).
Audit Lists the survey benefits and corresponding
responses provided by the employee.
Payroll Provides a report to show the total payroll
deduction for each employee per deduction
period.
Audit Provides a listing of all data validation errors for
the specified plan year.
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