The Employee/Dependent Benefit Transaction Report will display and/or export benefit transactions.
Please note that although this report is able to be run, it is no longer the method used to create files to be uploaded to ASEBP. ASEBP's Bulk Activity File that collects all transactions and exports them for upload to ASEBP is located on the Web Portal in the Payroll Reporting menu.
A diverse selection screen allows the user to select which transactions to view, print, or export. The main purpose of this process was to transmit transactions to BEDI, which has been deprecated. As benefit information required by ASEBP is entered or changes, the system automatically creates the transactions for export. These will be included in the Bulk Activity Upload. This report can be used as a double-check of the information created, and no longer includes an export function.
Items exported through this process will not be picked up in the Bulk Activity Upload process on the Web Portal. This can be helpful if there are transactions being proposed in the prelimary Bulk Activity run you did not intend and want to omit from the final upload file. Exporting them here will mark them as being sent, so they will no longer be included when you re-run the bulk activity. On the other hand, if you "export" a transaction through this process you inteded to upload to ASEBP, this change will now need to be manually entered on their portal.
Creation Timestamp
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To select transactions by their creation date, modify this timestamp range. Only transactions created within this range will be selected.
Exported Timestamp
Employee Categories
User Names
Include Exported
Transaction Types
Transaction Codes
Report/Export
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Note: Choosing Export while running this report WILL mark the selected transactions as Exported. This will prevent them from being picked up during the next ASEBP Bulk Activity File creation.
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This behaviour can be helpful when there are transactions which for some reason do not need to be uploaded to ASEBP.
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However, Exported transactions can't be unmarked, so anything unintentionally exported in this way will need to be manually entered into ASEBP's site. As such, it's recommended to use this report cautiously.
Employee Sort
Report Sort
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Accept the default of 'E' here. This report can only currently be sorted by employee.
Employee Selection
Report Title