Employee Status Report with Termination Dates

[Guest pensionadmin]

Does anyone know why the termination dates for non-eligible employees doesn't show up on the Employee Status Report with Termination Dates? Or I should ask, has anyone figured out how to get the term dates to show up? Do you have a customized report? The only way I've been able to get the report to show the term dates for non-eligible employees is to re-import term dates after I've posted eligibility.

[Tom Poje]

you are under the misconception that ( I would hazard a guess) most Relius users have, or at least most users have for awhile.

The term date is not always someones term date.

term date is term date from the plan. since the ee is ineligible he did not term from the plan, so this field should not be populated.

the census verification report I use shows both status date and term date. thus the ee may show status as term with a status date but no term date and that makes sense if category shows as ineligible. yes, I show that as well.

in addition, if ee terms one year and is paid out another year the report will show status date different than term date, which makes sense sense his status did change to fully paid out, but his term date did not change.

I have included 2 such reports, one for a 401k, one for a non 401k.

I put the plan name in user fields 11 and 12 and you have to either delete the field 'name of plan' in these reports or put the plan name in those user fields in plan specs to make these reports work.

sorry, I don't like printing company name on one line and then the company name attached to the plan name on another line. so for example my user field 11 will be Profit Sh

and user field 12 will be aring Plan

[Guest pensionadmin]

Thanks, Tom, I'll give the files a try!