Generate Benefit Plan Detail Report in isolved
This guide walks through generating the Benefit Plan Detail Report in isolved,
Ryan Cynkar
17 steps
49 seconds
Threadhcm
1
Login to <http://connect.threadhcm.com/>\ Click "Employee Admin Tools"
2
Click "Enrollment Management"
3
Click "Enrollments - Pending Approval"
4
Select the "Approve All Transactions" option.
5
Click "Process".
6
To go run the report, Click "Reports"
7
Click "My Reports"
8
Click "Benefit Plan Detail- Version 2"
9
Click on the As of Date field and select date benefits become effective "6/1/2025"
10
Click on + to drop down the benefits to choose from
11
Uncheck old benefits or benefits not in OE (401k)
12
Uncheck 401k Plan
13
Uncheck Old FSA Plan
14
Click "Generate Report"
15
Click "Go To My Reports Queue"
16
Click "Refresh" until you see View Report on the right side.
17
Click "View Report" and the report will download as an Excel file.
Generate Benefit Plan Detail Report in isolved
This guide walks through generating the Benefit Plan Detail Report in isolved,
Ryan Cynkar
17 steps
49 seconds
Threadhcm
1
Login to <http://connect.threadhcm.com/>\ Click "Employee Admin Tools"
2
Click "Enrollment Management"
3
Click "Enrollments - Pending Approval"
4
Select the "Approve All Transactions" option.
5
Click "Process".
6
To go run the report, Click "Reports"
7
Click "My Reports"
8
Click "Benefit Plan Detail- Version 2"
9
Click on the As of Date field and select date benefits become effective "6/1/2025"
10
Click on + to drop down the benefits to choose from
11
Uncheck old benefits or benefits not in OE (401k)
12
Uncheck 401k Plan
13
Uncheck Old FSA Plan
14
Click "Generate Report"
15
Click "Go To My Reports Queue"
16
Click "Refresh" until you see View Report on the right side.
17
Click "View Report" and the report will download as an Excel file.
