How to Access Employee Records

By clicking on one of the options listed in the left panel menu within the employee record screen, detailed information including benefit plans, dependent records, and benefit summaries will be displayed.

To display more or less information in each option, click on the blue arrows that appear throughout the site, which will expand and/or collapse each box. The expanded view for the Benefit History tab will display detailed history including the date and time any changes were made and the user responsible for the changes.

Employee Record Options

These lists contain only a sample of options that will appear for each employee record.

Employee Info:

  • Employee Personal Data
  • Benefit Classification
  • Job and position history
  • Leave of absence history

Dependents:

  • Employee Personal Data
  • Dependent Personal Data
  • Dependent Coverage History

Medical:

  • Employee Personal Data
  • Current Plan and Tier
  • Effective Date
  • Termination Date
  • Employer Contributions
  • Employee Deductions
  • Detailed History of Changes
  • Comments

Dental:

  • Employee Personal Data
  • Current Plan and Tier
  • Effective Date
  • Termination Date
  • Employer Contributions
  • Employee Deductions
  • Detailed History of Changes
  • Comments

Vision:

  • Employee Personal Data
  • Current Plan and Tier
  • Effective Date
  • Termination Date
  • Employer Contributions
  • Employee Deductions
  • Detailed History of Changes
  • Comments

Administrators are not permitted to update employee beneficiary designations.

Additional Record Options

Beneficiary Designations:

  • Beneficiary Personal Data
  • Allocation of Benefit
  • Print Option

Summary of Benefits:

  • Employee Personal Data
  • Employer-Contributed Benefits
  • Summary of Pre-Tax Benefits
  • Summary of Post-Tax Benefits
  • Dependents Covered
  • Total Cost
  • Search Historical Summaries
  • Search Future Summaries
  • Print Option

Disability Insurance:

  • Employee Personal Data
  • Current Maximum Benefit
  • Effective Date
  • Termination Date
  • Employer Contributions
  • Employee Deductions
  • Billing Adjustments
  • Detailed History of Changes
  • Comments

Employee Assistance Plan:

  • Employee Personal Data
  • Effective Date
  • Termination Date
  • Employer Contributions
  • Employee Deductions
  • Detailed History of Changes
  • Comments

Other Panels Include:

  • Wellness Programs

Group Life Insurance:

  • Employee Personal Data
  • Current plan benefit
  • Effective date
  • Termination date
  • Employer contributions
  • Employee deductions
  • Detailed history of changes
  • Comments

Optional Life Insurance:

  • Employee Personal Data
  • Current Plan Benefit
  • Effective Date
  • Termination Date
  • Employer Contributions
  • Employee Deductions
  • Detailed History of Changes
  • Comments

Flexible Spending Accounts:

  • Employee Personal Data
  • Effective Date
  • Termination Date
  • Employee Deductions
  • Detailed History of Changes
  • Comments

Supplemental Plans:

  • Employee Personal Data
  • Current Benefits Listed by Plan
  • Effective Date
  • Termination Date
  • Employer Contributions
  • Employee Deductions
  • Detailed History of Changes
  • Comments