Benefit Election Changes Report

What is the Benefit Election Changes Report?

Purpose: The Benefit Election Changes report is one of three reports available with Benefits Administration in BambooHR. This guide will detail what information is shown on the report and how to use it. 

Benefit Election Changes

The purpose of the Benefit Election Changes report is to help identify any changes to your employees' elections within a specified time frame. For example, if an employee has a baby and needs to add them as a dependent through a qualifying life event, the report will show the employee's prior coverage and the new coverage with any applicable changes in premiums.

To access this report, navigate to Reports > Standard Reports > Click Benefit Election Changes. After opening the report, you can filter changes by a date range. You will also be able to download the report as an Excel, CSV, or PDF file to submit to your carriers.