Broker View of Ben Admin Standard Reports

Previously, benefits brokers in a custom access level did not have access to view essential Benefits Administration reports within BambooHR. These reports are important for exporting key benefits information. This update provides you with the option to grant benefit brokers access to the following standard Benefit Administration reports:

• Benefit Election Changes
• Enrollment Window Election Summary
• Plan Year Election Summary

Within a custom access level for a benefits broker, navigate to the Reports section and select View Benefits Administration Reports. Granting your benefits broker access to these important reports increases collaboration and helps their role as an integral partner to your company.

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.