This article lists actions that Administrators are commonly trying to accomplish, and how to accomplish those actions using Maxwell system reports, including:
- Generate a list of employees and their dependents
- Generate a list of terminated employees
- Generate a list of new hires
- Find the per pay period cost for benefits across all employees
- Find the volume of coverage for life and/or disability benefits
- Access pending election information after Open Enrollment ends
For more general information, read an overview of the reports functionality.
To access reports, click Tools > Reports > Library.
Generate a list of employees and their dependents
Use the "Demographic Census Report" to pull a simple list of all employees, their dependents, and their basic demographic and employment information.
Quick Tip: If you would like to download a list of employees only (excluding dependent information), you can use the Member Types filter and select only “Employee”.
The report includes:
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- SSN
- Role
- Date of Birth
- Age
- Gender
- Disabled (yes or no)
- Full-Time Student (yes or no)
- Street Address
- Suite / #
- City
- State
- Zip Code
- Eligibility Group
- Date of Hire
- Rehire Date
- Termination Date
- Termination Reason
- Employee ID
- Employment Status (active or inactive)
- Employment Class
- Title
- Annual Salary
- Home Phone
- Work Phone
- Cell Phone
- First Login Date
- Last Login Date
- Plus any custom fields that have been created for your employer
Generate a list of terminated employees
To generate a list of terminated employees, run the “Termination Report."
This report displays both terminated employees and terminated benefits (even if the employee wasn’t terminated).
The report includes:
- First Name
- Middle Name
- Last Name
- SSN
- Eligibility Group
- Employee ID
- Employment status (active or inactive)
- Termination Date
- Termination Reason
- Information for any terminated benefits including effective date, covered individuals, etc.
- Plus any custom fields that have been created for your employer
To generate a list of new hires, run the "Employee Life Event Report." This report includes a list of life event changes experienced by employees within a specified date range. If no range is specified, it will include all life event changes (past, current, and future). If an employee has had several changes in the date range defined, there may be several rows for that employee. All life event changes will be listed, but to view just New Hire changes, filter the Change Reason column by highlighting the column in excel, and clicking Data > Filter > check the "New Hire" box.
The following information is included:
- First Name
- Middle Name
- Last Name
- SSN
- Eligibility Group Name
- Employment status (active or inactive)
- Employee ID
- Termination Reason (if applicable)
- Change Reason
- Date of Change Event
- Date Admin Ended Change (by closing the QLE)
- Plus any custom fields that have been created for your employer
Find the per pay period cost for benefits across all employees
To find the per pay period cost (deduction) for benefits employees are enrolled in, run the “Cost and Coverage Report - Vertical” and look at the "Deduction (Per Pay Period Employee Cost)" column. For benefits that the employee has elected, but are pending approval by the benefits administrator, run the "Pending Election Cost and Coverage Report."
These reports also include:
- First Name, Last Name, SSN, DOB
- Employee ID, DOH, Employment Status
- Rehire Date (if applicable)
- Termination Date (if applicable)
- Any custom fields
- Employee and employer cost per pay period, monthly, annually, and one-time for each benefit
- Employer Pay Frequency
- Other benefit information:
- Effective Date
- Eligibility Group
- Deduction Codes (if applicable—these will be listed if you use a payroll or financial integration)
- Salary Basis (the annual salary used to calculate the costs for salary-based benefits)
- Tax Status
Find the volume coverage for life and/or disability products
To find the volume coverage for life and/or disability products, run either the “Cost and Coverage Report - Horizontal” or “Cost and Coverage Report - Vertical” depending on the format you prefer.
These reports include a list of all employees and dependents currently enrolled in ancillary products, as well as their:
- First Name
- Last Name
- SSN
- Role (employee, child, or spouse)
- DOB
- Gender
- Employee ID
- Member Email
- Street Address
- Suite / #
- City
- State
- Zip Code
- Disabled (yes or no)
- Full-Time Student (yes or no)
- Annual Salary
- Eligibility Group
- Title
- Employment Status (active or inactive)
- Any custom fields added to your employer
- DOH
- Rehire Date (if applicable)
- Termination Date (if applicable)
- Pay Frequency
- Product information including effective dates, coverage level, disability benefit amount (if applicable), and volumes (including spouse and child volume if applicable)
Please note that this report will not include information on benefits with pending elections. Run the “Pending Election Cost and Coverage Report - Horizontal” or “Pending Election Cost and Coverage Report - Vertical.”
Access pending election information before open enrollment ends
To see a complete list of what employees have elected so far before ending open enrollment, go to Tools > Reports > Pending Election Reports, choose the appropriate Pending Elections Report based on the format you prefer.
So that you have less to do in Excel once your report is ready, set the following filters:
- “Employment Status” to “active”
- “Coverage Dates” to the future effective date