Employee Benefit Balance Summary

This report lists the benefit balances of employees. The report is sorted by trunk/branch/leaf organization unit, then by employee name.

Headings for the organization unit display the code and description of each level. Employee headings display the employee name and code. Fields for each employee include the benefit category and ending balance. If terminated employees are included in the report, they are displayed in red.

Report parameters include the following options:

• Minimum Balance: Enter the minimum benefit balance to be included in the report. This field can be used to exclude employees with zero benefit balances.
• Maximum Balance: Enter the maximum benefit balance to be included in the report.
• Benefit Category: Include all benefit categories (by leaving this field blank) or select a specific category from the field look up values.
• Supervisor: Whether to only include the specified Supervisor's employees.

  When blank, supervisor assignments are not considered. When a supervisor is selected, only employees assigned to the supervisor appear in the report. If the supervisor is also a controller, all the employees assigned to the controller's supervisors appear in the report.

• Show Terminated Employees: Whether to show terminated employees only, whether to exclude terminated employees, or whether to show all employees.