How to generate Benefits reports through the platform

Created by Humanlot ., Modified on Tue, 2 Dec at 3:09 PM by Humanlot .

Benefits reports provide detailed information on employee benefits usage, costs, and allocations, helping HR track and manage benefits effectively.

Steps to Generate a Benefits Report:

Select the type of Benefits report you want to generate.
Check all the data fields you want to include in the report.
Select the date range, year, and pay cycle.
Choose the currency for the report.
Apply filters to select the employees to include.
Select the preferred data group for organizing the report.
Choose the file format for the report (e.g., PDF, Excel).
Click the Generate report button at the bottom-right of the screen.