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Change Unsigned Elections and/or Signed Elections to Y, depending on what you want the report to show
In the Communication Code corresponding with the Unsigned Elections, enter BEOUS; and/or in the Communication Code corresponding with Signed Elections, enter BEOS.
Note: It is very important to make sure that Unsigned/Signed match on this step, or communications will be sent out incorrectly!
Note: On the last day of Open Enrollment, use BEOUST (Unsigned Enrollment Today) instead of BEOUS.
Click the Sort By drop-down and choose how you would like to sort the results (Employee Name, or Department then Employee Name)
If you only want results for employees within a specific department, specify this in the Departments section.
If you don’t know the department code, you can type … and hit Enter, or …[part of the department code]… to return results that include that text. For example, …IT… would return AIT, CIT, FIT, etc.
Click Save
Change the first option (I forgot what it is) to H, and click Save.
Repeat step 5 on the next screen.
The report will generate (? yes?) and the communications will compile, but not send yet (this is completed later with PCEX). You may need to click Finish a few times.
You can export the report results. (? Yes?)
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