Census History Report

[Guest SWH]

Does anyone (or has anyone) figured out a way to get a report that is a census history report for a plan's participants. Let me explain. I would LUV a report that would show me the hire date, entry date, status and status date, along with the hours and comp for a participant (actually I want it for more than one) for all years that I have on Relius. I know that I can go and print census verifications for each year, but that gets a little tedious. I would like (okay I really, really really want) to be able to glance at a participant's history and see how many years that they worked over a 1,000 hours, etc. without having to work too hard at it. (Is that being lazy?)

[Tom Poje]

well, I suppose you could set up a DER to export comp and hours.

e.g. plan has been on system since 1997

then import comp into census user field alpha 1

hours into user field numeric 1

populate user date field 1 as 12/31/97 (duplicate using DER?)

then export for 1998 and import into user fields 2

etc.....

once you have the basic set up then I guess each year you simply populate the next user field with the current year info

then simply tell your report to print the user fields.

I'm not quite sure what happens if a user field is left 'blank'. I've had people not print at all, but I could have done something wrong.

[Guest SWH]

Tom,

I think that you are right. The only work around that I could find was to set up a DER and export each year to an Excel file. Then just copy and paste each year into the same spreadsheet and sort.

Shouldn't be too bad adding each year....just the initial setup of the spreadsheet.