The Enrollment Report provides detailed employee enrollment and insurance information in a downloadable CSV file.
How do I download the Enrollment Report?
Sign in to HRA Hub.
Open the Admin Dashboard.
Locate the Employee Enrollment Status widget.
Select Download Report.
Open the downloaded CSV file from your browser's Downloads folder.
What information is included?
The report may include:
Employee name
Email address
Enrollment status
Insurance carrier
Plan name
HSA eligibility
Enrollment type
Coverage effective date
Monthly premium
Monthly allowance
When should I use the Enrollment Report?
The report helps employers:
Monitor enrollment progress.
Identify employees who need follow-up.
Review insurance carrier and plan information.
Export enrollment data for internal reporting.
When does this article not apply?
Employees cannot download the Enrollment Report.
This report is available only to administrators.
Key takeaway
The Enrollment Report provides detailed enrollment information that employers can use to manage employee onboarding and benefit administration.