PRINT EMPLOYEE FSA REPORT

Use this screen to print information about employee FSA elections for a given plan year. You can print the report for Medical and/or Dependent Care FSAs. Also, you can run the report at either a summary or detail level.

You can print or view the Employee FSA Report at any time.

Sort

Use this group box to control the order in which information prints on the report.

Employee Name

Select this radio button to print information on the report in order by employee name.

Employee ID

Select this radio button to print information on the report in order by employee ID number.

Select

Use this group box to define the plan year and range of employees you want printed on the report.

Plan Year

Enter the plan year, in YYYY format, for which you wish to print or view FSA information. The value must be between 1950 and 2050. This field is required.

Employee

Use the fields in this group box to define the range of employees you want to include in this report.

Range Option

Use the drop-down box to select a range option. Valid options are "All," "One," "Range," "From Beginning" and "To End."

From

If you selected "One" in the Range Option field, enter, or use Lookup to select, the ID number of the employee for whom you wish to print or view FSA information. If you selected "Range" or "To End" in the Range Option field, enter, or use Lookup to select, the lowest ID number in the range of employees you want included on the report.

To

If you selected "Range" or "From Beginning" in the Range Option field, enter, or use Lookup to select, the highest ID number in the range of employees you want included on the report.

Include

You can use this group box to specify what kind of information you want to print or view. You must select at least one checkbox, but you can select both.

Medical FSA

Select this checkbox to print or view medical care flexible spending account information.

Dependent FSA

Select this checkbox to print or view dependent care flexible spending account information.

Options

Use this group box to control the format in which the report prints FSA information for the selected range of employees.

Report

Use the radio buttons in this group box to control the level of information printed on the report.

Summary

Select this radio button to print a summary for each employee. One row will print for each employee within the selected range. The row will include total contributions, total reimbursements, and the current balance. This radio button is the default selection.

Detail

Select this radio button to print each transaction for each employee in the selected range.

Page Break

Employee

Select this checkbox if you want to print information for each employee in the selected range on a separate sheet of paper. This will give you the report in "statement" format. If you do not want employee information on separate pages by employee, leave this checkbox blank.

Report Sources

Column Heading	Screen	Table Name
Date	Maintain Dependent FSA History	HB_DEP_FSA_HS
	Maintain Medical FSA History	HB_MED_FSA_HS
Contribution Amount*	Employee Earnings*	EMPL_EARN_DED
	Maintain Dependent FSA History	HB_DEP_FSA_HS
	Maintain Medical FSA History	HB_MED_FSA_HS
Reimbursements Amount	Maintain Dependent FSA History	HB_DEP_FSA_HS
	Maintain Medical FSA History	HB_MED_FSA_HS
Balance	Maintain Dependent FSA History	HB_DEP_FSA_HS
	Maintain Medical FSA History	HB_MED_FSA_HS
Employee ID	Basic Employee Info	EMPL
Employee Name	Basic Employee Info	EMPL
Type	Dependent FSA Elections	HB_DEP_FSA_ELEC
	Medical FSA Elections	HB_MED_FSA_ELEC
Election Amount	Dependent FSA Elections	HB_DEP_FSA_ELEC
	Medical FSA Elections	HB_MED_FSA_ELEC

* If your company uses Costpoint Payroll to reimburse dependent and medical care expenses, contribution information comes from the Employee Earnings table, using the associated deduction code from the Benefit Settings screen. However, if your company does not use Costpoint Payroll to reimburse dependent and medical care expenses, contribution information comes from the Dependent Care and Medical Care FSA History tables in Costpoint Employee, where the Trans Code is "CNTRB."