How to Run Changes Reports

The changes reports provide a detailed list of employee records with coverage change(s) such as: tier change, rate change, new election, new effective date/termination date, etc.

There are two types of Changes Reports:

  • Type 1: Report that displays employee records and a history of changes within a specified date range and for a single date, which include the Benefits Workshop FSA/HRA report and the Plan Changes report.
  • Type 2: Report that displays employee records and coverage changes made for a specified date range.

All changes reports will include columns listing the following demographic information: Social Security Number, First Name, Last Name, Address, etc.

Please follow these steps to run a Benefit Changes report or Dependent Benefit Changes report:

Click on the desired changes report from the left panel.

Select the format type for the file (Excel, PDF, or Rich Text Format (RTF)) using the drop-down box under Report Format.

Enter the desired date within the Start Date field.

Click "Run".

Please follow these steps to run a Benefit Workshop FSA/HRA report or Plan Changes report:

Click on the desired changes report from the left panel.

Select the format type for the file (Excel, PDF, or Rich Text Format (RTF)) using the drop-down box under Report Format.

Enter the desired date range using the Begin and End fields.

Click "Run".

Election changes will be highlighted in blue within both versions of the Changes report.