Topics Map > Human Resource System (HRS) > Benefits Administration

Viewing the Current Benefits Summary in HRS


The Benefits Summary page allows Benefit Administrators a snapshot view of the benefits an employee is enrolled in as of today's date. This information can be useful not only for counseling employees but also can be used to ensure all benefits remain in place as expected when reprocessing Events.

Process Considerations:

  • The Benefits Summary will provide you with a summary of an employee's current benefit selections only.  It will not provide you with information about past or future elections.
You may click on the links below to navigate directly to a section:

Instructions:  Benefits Administrator View

On the left menu, navigate as follows:

1.  Path: Benefits > Review Employee Benefits > Current Benefits Summary

2.  In the Current Benefits Summary search screen:
a)  In the Empl ID field, enter the employee's unique 8-digit employee ID, if known. (e.g. 99999999) 
  • This is the best practice since more than one employee may exist with similar names.
b)  Or in the Name field, enter all or part of the employee's first and last name, if known. (e.g. ABRAHAM LINCOLN)
c)  Click Search to display results for your search criteria.
3.  If you searched on the employee's name in Step 4, you may see a Search Results area with a list of similar employee names. 
     Otherwise the Benefits Enrollment Summary page displays. (Skip to Step 6).

a)  In the Search Results area, you can click on any column heading (e.g. Last Name) to sort in ascending or descending order.
b)  Locate the desired Health Benefits record you wish to review, and click on it to select.
4.  The Benefits Enrollment Summary page displays for the employee.  Note:  All information displayed in the page is coverage as of today.  If you are interested in viewing historical or future enrollments, please use the links in the Related KB Documents below.
a)  A list of Plan Types are available in the following KB document:  Using Health Insurance Coverage Codes and Relationships in HRS 
b)  There are three possible statuses for enrollments: E = Elect, W = Waive, and T = Terminated
c)  A list of Benefit Plans are available in the following KB: Using Health Insurance Coverage Codes and Relationships in HRS 
d)  Coverage or Participation will display the coverage as of the Coverage Begin Date.  Please keep in mind that State Group Life Insurance coverage may increase over the years but the new coverage levels will not display on this page.  You will need to view the most up to date coverage at Entering an Annual Benefits Base Rate (ABBR) in HRS .
e)  Coverage Begin Date = The effective date of coverage
benefit summary

Additional Resources

Related KBs: 

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KeywordsBenefit Enrollment Summary Benefit Deduction Summary Plan Type Enrollment Waive Term BN, Benefits BN, Benefits   Doc ID15383
OwnerChristina S.GroupUW–Shared Services
Created2010-10-25 19:00:00Updated2024-05-14 10:57:23
SitesUW–Shared Services
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