Information modules (3) #70

Now, we will be looking into phase three of the information being managed by the plan administrator.

The “Journal of events” option outlines the list of activities that could have impacted on your file.

This «Journal of events» is automatically generated by the operators’ management activities. However, one will have to establish the search metrics in order to get a list of events.

The administrator will be able to manage the overall information with regard to the underwriting and experience history.

The “Employee’s File” option enables the production of individual report on each employee.

Meanwhile, the employee’s cumulative file will generate a list which is similar to the other employees’ file. However, between the periods designated by the operator, it will be possible to include cumulative invoicing and contributions.

This report will become handy when an employee is terminated or at the end of the calendar year. Any employee will be able to obtain the appropriate information to be added to its income tax report.

The last option allows for the production of employees’ labels based on the various criteria previously selected by the operator.