Talent - Benefit Report (BOLD Analyze)

This report displays details of benefits enrollment for each talent.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

 

CHAPTERS

Legend
    Filter Panel

Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details

 

 

Legend

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Filter Panel

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Locating the Analyze Report

  1. Click on Analyze Tab
    The Reports Sub Tab will automatically be selected
  2. In the Search Reports field, type BENEFIT
  3. Click on the Talent - Benefit Report

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Logic

This report displays details of benefits enrollment for each talent.

 

 

Filter Options

mceclip1.png Filter Name Options Description
Division All available Employer List Use this filter to refine Employer of the Talent
Region All available Region List Use this filter to refine Region of the Talent
Office All available Office List Use this filter to refine Office of the Talent
Deduction Benefit List All available Deduction and Benefit List Use this filter to refine Talent's Payment Check Deduction and Benefit
Date Type Accounting Period Date, Check Date Use this filter to refine Talent's Payment Check by Date Type
Date From   Use this filter to refine Accounting Period Date or Check Date of the Talent's Payment Check between the date range
Date To
Date Range None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month, etc. When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

 

 

Graphs/Widgets

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Field Details

Field Name Description Notes
Talent Employer Talent's Employer  
Talent Region Talent's Region The field is hidden but it can be selected from top to display in the report
Talent Office Talent's Office  
Talent ID Talent's ID from Front Office/Bold  
BO Talent ID Talent's ID from Back Office/Classic The field is hidden but it can be selected from top to display in the report
Talent Talent's Full Name  
First Name Talent's First Name  
Middle Name Talent's Middle Name  
Last Name Talent's Last Name  
Is W2 Talent's W2 status (Yes/No)  
On Placement Talent's Placement Status (Yes/No)  
Talent Status Talent's Status  
Benefit Plan Type Talent's Benefit Type of the benefit type selected in the parameter In case of multiple benefit types, separated by comma 
Benefit Plan Name Talent's Benefit Plan Name of the benefit type selected in the parameter In case of multiple benefit plans, separated by comma 
Deduction Amount Talent's Total Deduction Amount for the Payment Check between the date range and deduction type selected in the parameter  
YTD Deduction Amount Talent's Total Year to date Deduction Amount for the Payment Check for the deduction type selected in parameter Year of the end date is considered for the YTD Deduction Amount calculation.
LTD Deduction Amount Talent's Total life time Deduction Amount for the Payment Check for the deduction type selected in parameter  
Original Hire Date Talent's First Placement Start Date The original hire date is the start date of Talent's first placement.
The field is hidden but it can be selected from top to display in the report
Recent Hire Date Talent's Last Placement Start Date The recent hire date is the start date of Talent's recent/latest placement.
The field is hidden but it can be selected from top to display in the report
First Check Date Talent's First Payment Check Date  
Last Check Date Talent's Last Payment Check Date  
Street1 Talent's Street1 The field is hidden but it can be selected from top to display in the report
Street2 Talent's Street2 The field is hidden but it can be selected from top to display in the report
City Talent's City The field is hidden but it can be selected from top to display in the report
State Talent's State The field is hidden but it can be selected from top to display in the report
Zip Code Talent's Zip Code The field is hidden but it can be selected from top to display in the report
Country Talent's Country The field is hidden but it can be selected from top to display in the report
Total Hours Talent's Total Hours worked for the Payment Check between the date range selected The field is hidden but it can be selected from top to display in the report
Total Wages Talent's Total Wages earned for the Payment Check between the date range selected The field is hidden but it can be selected from top to display in the report
Is ACA Eligible Talent's ACA Eligibility The field is hidden but it can be selected from top to display in the report
Current Stability Period End Date Talent's ACA Eligibility End Date  

 

 

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