Accessing the payroll/reimbursement report
Login:
Ensure you are logged in as an Admin user.
Navigate to Reports:
Once logged in, an Admin user is automatically dropped into the dashboard section of the admin portal. Navigate to the Reports section of the admin portal in the left-hand sidebar.
Download Payroll/Reimbursement Reports
Once on the reports section, click on the “Download Reports” button on the Payroll Reports widget.
A modal will appear with all available reports for download. Click on the down arrow and the application will process the request and automatically download the file.
The file can be retrieved in the downloads folder in the browser or in the computer’s finder window.
Understanding the Payroll /Reimbursement Report
The following information is available on the payroll report file:
Employee Name
Reimbursement Time Period
Allowance
AutoPay Premium
Premium amount quoted by the carrier with the selected plan.
Reimbursable Premium
this is available if the employee does not have an autopay plan.
Pre-Tax Deduction
this is available if an autopay employee’s premium is greater than the allowance and the plan is available off-exchange.
Post-Tax Deduction
this is available if an autopay employee’s premium is greater than the allowance and the plan is available only on-exchange.
Reimbursements
This would apply to any reimbursement that is not a premium (i.e., medical expenses).
Understanding the Reconciliation Report
The following information is available on the payroll report file:
Business Unit Name
Employee Name
Reimbursement Time Period
Allowance
Expected Premium
Actual Premium Paid
Pre-Tax Deduction
This is available:
If an autopay employee’s premium is greater than the allowance;
If the plan is available off-exchange;
If there was a premium discrepancy between the expected and actual.
Post-Tax Deduction
This is available:
If an autopay employee’s premium is greater than the allowance;
If the plan is available only on-exchange;
If there was a premium discrepancy between the expected and actual.
Reimbursement
Reconciliation Report is for AutoPay only.
Frequently Asked Questions
Why wouldn’t an autopay employee have a withholding in the pre or post-tax deduction column if they have amounts in the allowance and premium columns?
A withholding is not reported in the deductions column if the employee’s premium is less than their allowance.
How is the reimbursement calculated?
An employee’s reimbursement is calculated as the lesser of the employee’s premium or their allowance.