v7 FreeBalance Help

The purpose of this report is to give an employee the details of all the benefits that is entitled to receive depending on the retirement type and according to the chosen benefit plan and optional benefits.

To GENERATE the Retirement Benefits Plan Information Report, follow the steps below:

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The Retirement Benefits Plan Information Report includes the following filter criteria available for the report:

• Employee - Employee unit that can be selected using the Lookup icon , and Find icon  to retrieve the Employee unit. If selected, the report will include the selected Employee unit and all Employee below the selected unit. Refer to Employee for more information.
• Comment - Enter additional comments in the space provided.

If all filter criteria are left blank, all Employees will be included in the Report, as well as the Employees allowed by the report user security profile.

The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and  icons.