Benefits Reports

Permission-scoped benefits exports — snapshots of plans and elections, not a warehouse.

Benefits export

Counts of plans and elections

Benefits reports snapshot catalog and enrollment data. The CSV is not the election master.

Payroll → Benefits reports Route /benefits/reports Org flag benefitsEnabled Payroll Manager · HR Admin · Admin

Pick a report, export, fix elections if the count is wrong, export again.

HR and payroll. Employees do not export org PHI.

Run, read, export, fix source, rerun.

Broker request. Audit. After open enrollment. Finance asking headcount on a plan.

ⓘ

Snapshot

Persona masking applies. Do not load the CSV back as a people list.

Run a report, export, fix enrollment if needed.

flowchart TD
  A[Open Benefits reports] --> B[Pick report]
  B --> C[Export]
  C --> D{Wrong?}
  D -->|Yes| E[Fix enrollment]
  D -->|No| F[Done]

Benefits reports read plans and elections. Carrier files are operational extracts. Analytics is exec grain.

1. Snapshot

Rerun after fixes.

2. PHI

Limit distribution.

3. Not the catalog editor

Plans screen authors.