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 report file:
Employee ID
Employee Name
Reimbursement Time Period
Allowance
Premium
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
Reimbursement
this is available if the employee does not have an autopay plan.
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.