Benefit Elections Data in New Custom Reporting

This update adds a new dataset to the custom report builder in Core and Pro packages. With the benefit elections dataset, customers using Benefits Administration will be able to create custom reports tailored to meet various carrier requirements, generate reports for specific benefit plan types, and build specific census reports for vendor quotes.

When you add or remove columns within the custom report builder, you can switch to the benefit elections dataset. You can easily create reports by selecting the dataset and customizing columns from the Personal, Employee Information, and/or Benefit Information sections. The option to filter benefit elections data by the coverage effective date, along with additional filters as needed, is also included..

Adding this dataset to BambooHR helps simplify benefits management. It provides detailed insights into employee and dependent benefit elections and supports improved decision-making. Please note that this feature is unavailable to customers on the Advantage package until they upgrade their package.

As always, we love your feedback! To provide product feedback on this feature and more, head over to our product feedback page and let us know how we’re doing.