This report lists all exits, their values and where they are in the process.
This is a summarised report of the exit values report. Refer to Exit Values.
This report is generated by a batch run. The process involves four distinct steps:
- schedule the batch run
- submit the batch run job
- monitor the progress of the batch run
- view the report
It is recommended that this report be run overnight.
These steps are described elsewhere in the manual. For details, refer to Batch Runs.
For information on scheduling and submission of the batch run for this report, refer to
Infrastructure
Batch
Create a new batch run, or change the parameters of an existing batch run.
For information on scheduling a batch run, refer to Schedule a batch run under
Infrastructure
Batch
Maintain Batch Schedule
From the JAJU Batch Structure screen, select the batch group named EXITS.
Specify the FROM EFFECTIVE DATE and TO EFFECTIVE DATE values.
Specify the Report Criteria that must be used for this report.
Refer to Submit a batch run job and Monitor progress of the batch run under
Reports
Batch Runs
The following is the batch job to be submitted.
|
BATCHJOB26 |
Exit List |
JU4AB_EXITS\BJU4ABO0.BAT |
Once the batch run has taken place, the report will become available.
Refer to
Reports
Accessing the Reports
From the Exits menu, select Exits Control List from the sub-menu on the left.
The Report Selection screen will be displayed.
The following columns are displayed:
- Run Source
- Date Run Req
- Seq No
- Report Type
- Report Seq No
- Report Description
- Action
To select a report, click on the hyperlinked disp in the Action column alongside the appropriate selection in the Report Description column. The Exits Control List report will be displayed (in PDF format). The content of the report depends on the status.
The report is divided into three main sections:
- exited members for whom the status is NEW CLAIM
- exited members for whom the status is CLIENT INPUT
- other exited members
Status = NEW CLAIM
The following details are displayed per event:
- Status
- Surname
- Initials
- Date of Birth
- Date of Exit
- Membership reference number
- Company reference number
The last page of the report displays the total number of new claims (per pay centre and per scheme).
Status = CLIENT INPUT
The following details are displayed per event:
- Event
- Status
- Surname
- Initials
- Date of Birth
- Date of Exit
- Membership reference number
- Company reference number
- Category
- Gross Benefit
- Total Liability
- Cover amount (if applicable)
The last page of the report displays summary totals (per pay centre and per scheme) of the following details in the report:
- Number of claims
- Gross Benefit
- Total Liability
- Total Cover
Other exited members
The following details are displayed for each member on the report:
- Event
- Status
- Surname
- Initials
- Date of Birth
- Date of Exit
- Membership reference number
- Company reference number
- Category
- Update types open
- Update types closed
- Gross Benefit
- Benefit Adjustment
- ITax amount
- Total Liability
- Settlement Amount
- Tax Amount
- Arrear Tax
- Net Benefit
- Payee details (amount, date of payment)
- Cover payable (if applicable)
- Accounting Activity (if applicable)
The last page of the report displays summary totals (per pay centre and per scheme) of the following details in the report:
- Number of claims
- Gross Benefit
- Benefit Adjustment
- ITax amount
- Total Liability
- Settlement Amount
- Tax Amount
- Arrear Tax
- Net Benefit
Note:
This report is not exportable to Excel.