Benefits Audit Census Report needed

Hello,

I need to generate a benefit census for one or more of our company’s insurance carriers so they may perform an audit of their records.

I am hung up on how to generate a report showing BOTH the employee themselves AND all enrolled dependents. I can generate a very similar list to what I need with DependentBenefits, but cannot figure out how to get the employee themselves onto the list.

Fields I need to include at minimum:

Employee Number

Employee Birthdate

Employee Gender

Dependent Birthdate

Dependent Gender

Dependent Relationship to Employee

Employee Date Of Hire

Employee Enrollment date

Coverage Effective Date

Coverage Level: IE :A=employee only B=employee+family

Address Line 1

City

State

ZIP

I know Infor must have this available within HR Talent. Please help!

Thank you!

Kara

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Accepted answers

bill-st-croix

Hi Kara,

Below please find a proposed LPL solution.

Could you test and advise if it meets your requirements?

I. DependentBenefit.busclass (List)

Add new list under DependentBenefit.busclass with list name “BenefitAuditCensus”. Copy the code below.

BenefitAuditCensus is a List

title is "BenefitAuditCensus"

single select

search form is inline

Layout

six column distributed

Employee

label is "EmploymentID"

Employee.Name.PreferredFamilyName

label is "EmployeeLastName"

Employee.Name.PreferredGivenName

label is "EmployeeFirstName"

Dependent

label is "Dependent"

Dependent.Name.PreferredFirstAndLastName

label is "DependentName"

Dependent.Relationship

label is "RelationshipToEmployee"

six column distributed

BenefitPlan

label is "BenefitPlan"

EmployeeBenefit.DateRange.Begin

label is "EnrollmentDateStart"

EmployeeBenefit.DateRange.End

label is "EnrollmentDateEnd"

DateRange.Begin

label is "CoverageEffectiveDateStart"

DateRange.End

label is "CoverageEffectiveDateEnd"

Display Fields

group label is "EmployeeInformation"

Employee

label is "EmploymentID"

Employee.Name.PreferredFamilyName

label is "LastName"

Employee.Name.PreferredGivenName

label is "FirstName"

Employee.Birthdate

label is "Birthdate"

Employee.Gender

label is "Gender"

Employee.first EmployeeActiveAddressRel.PostalAddress.DisplayAddressLine1

label is "AddressLine1"

Employee.first EmployeeActiveAddressRel.PostalAddress.Municipality

label is "City"

Employee.first EmployeeActiveAddressRel.PostalAddress.StateProvince

label is "State"

Employee.first EmployeeActiveAddressRel.PostalAddress.PostalCode

label is "Zip"

Employee.StartDate

label is "DateOfHire"

group label is "DependentInformation"

Dependent.Name.PreferredFirstAndLastName

label is "Name"

Dependent.Birthdate

label is "Birthdate"

Dependent.DependentGender

label is "Gender"

Dependent.Relationship

label is "RelationshipToEmployee"

group label is "BenefitInformation"

BenefitPlan

label is "BenefitPlan"

EmployeeBenefit.DateRange.Begin

label is "EnrollmentDateStart"

EmployeeBenefit.DateRange.End

label is "EnrollmentDateEnd"

DateRange.Begin

label is "CoverageEffectiveDateStart"

DateRange.End

label is "CoverageEffectiveDateEnd"

Instance Selection

where (Employee.HasActiveWorkAssignment)

open action is restricted

restrict action Create

restrict action Delete

restrict action Update

Actions

action is saved searches

action is export to pdf

label is "PrintToPDF"

action icon is print

action is export to csv

label is "ExportToCSV"

action icon is export

II. Menu

Add the list on an existing menu. In this example is LRCBenefitReports (Benefits > Reports)

LRCBenefitReports is a Menu

title is "Reports"

Menu Items

BenefitAuditCensus

list is DependentBenefit.BenefitAuditCensus

bill-st-croix

Hi Kara, we have been able to provide a solution however it is not possible to provide the information within one line of the report. We had to break out the dependents as a related list. Below is a screenshot of what i am referring to. If there are dependents associated with a particular line then they will show in the related list.

This is the lpl for the report.

BenefitAuditCensusReport is a List

title is "BenefitAuditCensus"

single select

search form is inline

Layout

four column distributed

Employee

label is "EmploymentID"

Employee.Name.PreferredFamilyName

label is "EmployeeLastName"

Employee.Name.PreferredGivenName

label is "EmployeeFirstName"

BenefitPlan

label is "BenefitPlan"

four column distributed

BenefitPlan.BenefitGroup

CoverageOption

label is "CoverageOptions"

DateRange.Begin

label is "EnrollmentDateStart"

DateRange.End

label is "EnrollmentDateEnd"

Display Fields

group label is "EmployeeInformation"

Employee

label is "EmploymentID"

Employee.Name.PreferredFamilyName

label is "LastName"

Employee.Name.PreferredGivenName

label is "FirstName"

Employee.Birthdate

label is "Birthdate"

Employee.Gender

label is "Gender"

Employee.first EmployeeActiveAddressRel.PostalAddress.DisplayAddressLine1

label is "AddressLine1"

Employee.first EmployeeActiveAddressRel.PostalAddress.Municipality

label is "City"

Employee.first EmployeeActiveAddressRel.PostalAddress.StateProvince

label is "State"

Employee.first EmployeeActiveAddressRel.PostalAddress.PostalCode

label is "Zip"

Employee.StartDate

label is "DateOfHire"

BenefitPlan

label is "BenefitPlan"

BenefitPlan.Description

label is "BenefitPlanDescription"

BenefitPlan.BenefitGroup

label is "BenefitGroup"

CoverageOption.Description

label is "CoverageOption"

DateRange.Begin

label is "EnrollmentDateStart"

DateRange.End

label is "EnrollmentDateEnd"

Instance Selection

where (Employee.HasActiveWorkAssignment)

open action is restricted

restrict action Create

restrict action Delete

restrict action Update

Actions

action is saved searches

action is export to pdf

action icon is print

label is "PrintToPDF"

action is export to csv

action icon is export

label is "ExportToCSV"

Detail Sections

EnrolledDependents

list is DependentBenefit set.EmployeeDependentBenefitList

If you do an export to pdf, the dependent information will show in the pdf also

bill-st-croix

Suggest we have a call to review. You can contact me at bill.st.croix@infor.com

All comments

reaganr

Hello,

A very low tech but doable solution would be the following. You can run a query using Infor Spreadsheet Designer excel add-in by starting with the DependentBenefit business class, then relating the EmployeeBenefit business Class, then relating the Employee business class and then relating the Dependent business class. All the fields you need should be available in these business classes except I'm unsure which field you need for Employee Enrollment Date. The employee's address would also have to be a separate query you run and use excel formulas to add the information to your main query.

You might also be able to create a report in My Reports of Infor HR Talent to combine the whole request in one report.

If you want to contact me directly, I'd be happy to help. My email is reaganr@slhs.org.

Thanks,

bill-st-croix

Hi Kara, I am investigating options to generate the report from within the application and will provide you with an update in the next few days.

kmelche3

Much appreciated Bill

bill-st-croix

Hi Kara,

Below please find a proposed LPL solution.

Could you test and advise if it meets your requirements?

I. DependentBenefit.busclass (List)

Add new list under DependentBenefit.busclass with list name “BenefitAuditCensus”. Copy the code below.

BenefitAuditCensus is a List

title is "BenefitAuditCensus"

single select

search form is inline

Layout

six column distributed

Employee

label is "EmploymentID"

Employee.Name.PreferredFamilyName

label is "EmployeeLastName"

Employee.Name.PreferredGivenName

label is "EmployeeFirstName"

Dependent

label is "Dependent"

Dependent.Name.PreferredFirstAndLastName

label is "DependentName"

Dependent.Relationship

label is "RelationshipToEmployee"

six column distributed

BenefitPlan

label is "BenefitPlan"

EmployeeBenefit.DateRange.Begin

label is "EnrollmentDateStart"

EmployeeBenefit.DateRange.End

label is "EnrollmentDateEnd"

DateRange.Begin

label is "CoverageEffectiveDateStart"

DateRange.End

label is "CoverageEffectiveDateEnd"

Display Fields

group label is "EmployeeInformation"

Employee

label is "EmploymentID"

Employee.Name.PreferredFamilyName

label is "LastName"

Employee.Name.PreferredGivenName

label is "FirstName"

Employee.Birthdate

label is "Birthdate"

Employee.Gender

label is "Gender"

Employee.first EmployeeActiveAddressRel.PostalAddress.DisplayAddressLine1

label is "AddressLine1"

Employee.first EmployeeActiveAddressRel.PostalAddress.Municipality

label is "City"

Employee.first EmployeeActiveAddressRel.PostalAddress.StateProvince

label is "State"

Employee.first EmployeeActiveAddressRel.PostalAddress.PostalCode

label is "Zip"

Employee.StartDate

label is "DateOfHire"

group label is "DependentInformation"

Dependent.Name.PreferredFirstAndLastName

label is "Name"

Dependent.Birthdate

label is "Birthdate"

Dependent.DependentGender

label is "Gender"

Dependent.Relationship

label is "RelationshipToEmployee"

group label is "BenefitInformation"

BenefitPlan

label is "BenefitPlan"

EmployeeBenefit.DateRange.Begin

label is "EnrollmentDateStart"

EmployeeBenefit.DateRange.End

label is "EnrollmentDateEnd"

DateRange.Begin

label is "CoverageEffectiveDateStart"

DateRange.End

label is "CoverageEffectiveDateEnd"

Instance Selection

where (Employee.HasActiveWorkAssignment)

open action is restricted

restrict action Create

restrict action Delete

restrict action Update

Actions

action is saved searches

action is export to pdf

label is "PrintToPDF"

action icon is print

action is export to csv

label is "ExportToCSV"

action icon is export

II. Menu

Add the list on an existing menu. In this example is LRCBenefitReports (Benefits > Reports)

LRCBenefitReports is a Menu

title is "Reports"

Menu Items

BenefitAuditCensus

list is DependentBenefit.BenefitAuditCensus

kmelche3

This is beautiful! Much cleaner than my homemade and the search fields are great!

Would recommend adding further fields : Benefit Group, Benefit Plan, Plan Description, Coverage Options to further the report if you are saving as an option for all HR customers

bill-st-croix

Thanks for the feedback.

We will incorporate the additional fields for release as a delivered report.

kmelche3

Hi Bill,

Upon implementing the report in Production I realize using myself as a test that the report is not fully functional.

Since I am employee benefits such as medical, 401K, Life insurance, I should be on the list. I do not have any covered dependents however. When i search my name or employee number, i am not on the list at all. For now, i removed the report from the Benefits menu at this time.

Do you have any suggestions?

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