Company

Select the company for which you are generating the report.

As of date

Enter or select the date as of which you want to report employee benefits data. The worksheet displays employee benefits in effect on this date.

Limit employees

Use this option to limit the report to selected employees. (If you make no selections, the report includes all employees.)

In Keywords, enter one or more characters for which you want to search to retrieve employees. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

Click Options to specify how you want the search to match your entries with the IDs or names. (If you search by name, use one of the Contains... options, rather than the Starts with... options.) Click Search to list the matching employees in Results.

Select the employees in Results that you want to include and click Insert to move them to Choices. To select multiple employees that are together in the list, click the first employee in the group and then press SHIFT as you click the last one in the group. To select multiple employees that are not listed together, press CTRL as you click each one.

When you generate the report, it includes only records for the employees in Choices.

Limit organizations

Use this option to limit the report to selected organizations. (If you make no selections, the report includes all organizations.)

In Keywords, enter one or more characters for which you want to search to retrieve organizations. The list displays values as a combination of ID and name, so you can search by ID or by name. To enter more than one search string, separate them with spaces.

Click Options to specify how you want the search to match your entries with the IDs or names. (If you search by name, use one of the Contains... options, rather than the Starts with... options.) Click Search to list the matching organizations in Results.

Select the organizations in Results that you want to include and click Insert to move them to Choices. To select multiple organizations that are together in the list, click the first organization in the group and then press SHIFT as you click the last one in the group. To select multiple organizations that are not listed together, press CTRL as you click each one.

When you generate the report, it includes only records for the organizations in Choices.