Benefit Summary Report

The Benefit Summary report provides an overview of each employee's benefit plan status. It reflects current data from the employee's Benefits tab and allows users to view past or future changes by selecting "Show Benefit History." Users can filter reports by various employee criteria and select specific benefit plans, including inactive ones. Key columns include employee eligibility status, effective dates, and payment contributions from both employees and the company. The report also indicates the frequency of deductions and offers options to share, export, or download the report in multiple formats. Access settings for this report can be reviewed through a provided link.

  • Oct 22, 2025
  • Knowledge

Title
Benefit Summary Report
Article Text
This feature is included in the Core, Pro, and Elite packages.

Is there a report that shows a summary of my employees' benefit information?

Purpose: The Benefit Summary report provides the status of each benefit plan for each employee.

Benefit Summary

Click here to learn more about access settings for this report.

Benefit Summary

The report reflects current data from the employee's Benefits tab. To view past or future changes to benefits data, select Show Benefit History in the report. 

A column named "Coverage Level" will only show for employees enrolled in benefit plans that have defined coverage levels. 

  1. Benefit plan: Select the benefit plan you want to run the report on (e.g., 401k). This dropdown menu will also include inactive benefit plans, as indicated by the Inactive label next to the plan name.  
  2. Employee filters: You can filter employees in the report by All Employees, Department, Division, Employment Status, Job Title, or Location. If you need to add more than one employee filter, click on the green plus icon. In the example above, the report only shows benefit information for full-time employees. After selecting the filters, click Apply to run the report.
  3. Status: This column shows the listed employees' benefit eligibility for the selected benefit plan. Statuses you may see are Waived, Enrolled, Eligible, Not Eligible, and Terminated.
  4. Effective Date: This column reflects when the employee's status goes (or went) into effect for the selected benefit plan. 
  5. Employee Pays & Company Pays: These two columns show how much the employee pays and their company pays for the selected benefit plan. The amounts will only show for employees enrolled in the benefit plan and may be a percentage or a currency value, depending on how you have set up eligibility and cost details for the benefit plan in Settings > Benefits > Plans.
  6. Frequency: This column refers to how often the deduction occurs. Frequency information will display for enrolled employees with an assigned pay schedule. You can find pay schedule details on the Job tab of the employee profile.
  7. Show benefit history: If you need to see future-dated benefit information or changes, click on the checkbox next to "Show Benefit History." This option will also include previous benefit information and changes in the report. 
  8. Share: To share the report, click on the person icon and add the user or a group of users. Keep in mind the access level settings of the user(s) you are sharing the report with.
  9. Export: You can also download and export the report by clicking on the three-dot icon and selecting one of the available file formats (Excel, PDF, or CSV).
URL Name
587884