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Run a Benefits report

Geneviève Fournier
Updated

Available for the following plans: Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin

Tracking the total value of your compensation packages is vital for budget management and talent retention. The Benefits Report provides a centralized view of all assigned benefits and perks, including their associated costs and distribution frequency across your organization.

This reporting tool allows you to reconcile group insurance premiums, wellness stipends, and other perquisites (perks) against your HR budget.

Getting started

Follow these high-detail steps to generate a real-time view of benefit distribution in your Canadian hubs.

Creating a Benefits Report
  1. Log in to the Employment Hero platform.
  2. On the left-hand primary sidebar, click the Reports menu icon.
  3. Click the Benefits tab located at the top of the reporting dashboard.
  4. Locate the Benefits Management report tile and click View full report.
  5. Refine Your Data: Use the following filters to customize your view:
    • Employee: Search for a specific individual.
    • Date Range: Select the period for which you want to track costs.
    • Location: Filter by provincial office (e.g., Ontario, British Columbia).
    • Position/Employment Type: Narrow down results by job title or status.
    • Primary Manager/Entity: Filter by reporting lines or legal business entities.
    • Search by Benefit Name: Find specific items like "RRSP Matching" or "Gym Membership".
  6. Click Apply for each filter to refresh the data.

The report will now display a detailed table of employees, their assigned benefits, and the specific dollar amounts.

Daily activities

For advanced auditing or payroll reconciliation, you can export your report to a CSV file.

Exporting Benefits Data
  1. Navigate to Reports > Benefits > Benefits Management > View full report.
  2. Apply the necessary filters (Employee, Date range, Entity, etc.) and click Apply.
  3. Once the data is displayed, click the downward-facing arrow icon (Export) located at the top right of the report table.
  4. The platform will generate a CSV file containing the filtered benefits data for your records.

Further information

When reviewing your reports, it is helpful to distinguish between formal insurance and discretionary culture-builders:

Benefits vs. Perks in Canadian Reporting
Reporting Category Canadian Context Reporting Use Case
Benefits Core insurance (Health, Dental, Life). Used for reconciling monthly carrier invoices and master policy audits.
Perks Discretionary (Wellness stipends, Hero Points, discounts). Used for tracking culture-spend, engagement budgets, and taxable reward limits.

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Available for the following plans: Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access levels: Admin, 

Tracking the total value of your compensation packages is vital for budget management and talent retention. The Benefits Report provides a centralized view of all assigned benefits and perks, including their associated costs and distribution frequency across your organization.

This reporting tool allows you to reconcile group insurance premiums, wellness stipends, and other perquisites (perks) against your HR budget.

 

1. Creating a Benefits Report

Follow these high-detail steps to generate a real-time view of benefit distribution in your Canadian hubs.

  1. Log in to the Employment Hero platform.

  2. On the left-hand primary sidebar, click the Reports menu icon.

  3. Click the Benefits tab located at the top of the reporting dashboard.

  4. Locate the Benefits Management report tile and click View full report.

  5. Refine Your Data: Use the following high-detail filters to customize your view:

    • Employee: Search for a specific individual.

    • Date Range: Select the period for which you want to track costs.

    • Location: Filter by provincial office (e.g., Ontario, British Columbia).

    • Position/Employment Type: Narrow down results by job title or status (e.g., Full-time, Contractor).

    • Primary Manager/Entity: Filter by reporting lines or legal business entities.

    • Search by Benefit Name: Find specific items like "RRSP Matching" or "Gym Membership".

  6. Click Apply for each filter to refresh the data.

  7. The report will now display a detailed table of employees, their assigned benefits, and the specific dollar amounts.

 

2. Exporting Benefits Data

For advanced auditing or payroll reconciliation, you can export your report to a CSV file.

  1. Navigate to Reports > Benefits > Benefits Management > View full report.

  2. Apply the necessary filters (Employee, Date range, Entity, etc.) and click Apply.

  3. Once the data is displayed, click the downward-facing arrow icon (Export) located at the top right of the report table.

  4. The platform will generate a CSV file containing the filtered benefits data for your records.

 

3. Benefits vs. Perks in Canadian Reporting

When reviewing your reports, it is helpful to distinguish between formal insurance and discretionary culture-builders:

Reporting Category Canadian Context Reporting Use Case
Benefits Core insurance (Health, Dental, Life). Used for reconciling monthly carrier invoices and master policy audits.
Perks Discretionary (Wellness stipends, Hero Points, discounts). Used for tracking culture-spend, engagement budgets, and taxable reward limits.

 

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