For schemes where there is a Benefit Package with Insured benefits coded, this report displays the risk salary, cover amount and potential cover for each member of a scheme, per:
- Scheme
- Insurer
- Benefit membership group
- Benefit event
- Benefit product
If this report is to be made available on the employer and Trustee web sites, the following action must be taken.
- For the batch group called INSURED COVER, Pay Centre must be selected as a criteria in the BATCH SELECTION CRITERIA on the JAJV Schedule Scheme for Batch Run screen.
- The report must be authorized. Refer to Authorise below.
If this report is to be made available on the employer web site, it must be authorized. Refer to Authorise below.
When a batch run is scheduled and the scheme selected is a Main Umbrella scheme, then the data will be extracted per Sub-Umbrella scheme linked to the Main Umbrella scheme, thereby grouping the information per Sub-Umbrella scheme, in one report.
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
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 REPORTS.
Specify the EFFECTIVE DATE.
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.
|
BATCHJOB27 |
Insured Cover List |
JU4AC_INSURD\BJU4AC00.bat |
Once the batch run has taken place, the report will become available.
Refer to
Reports
Accessing the Reports
From the Exits menu, click alongside Insured Cover on the sub-menu on the left. Additional options will be displayed.
Click PDF Document below Insured Cover. The Report Selection screen will be displayed.
The following columns are displayed:
- Run Source
- Date Run Req
- Seq No
- Report Type
- Report Seq No
- Pay Centre
- 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 first section of the report will be displayed.
This report displays a list of each member’s insured cover.
The following columns are displayed:
- Scheme code
- Underwriter
- (Benefit) Membership Group
- Benefit event
- Membership reference number
- Company reference number
- Surname
- Initials
- Gender
- Status
- Date of Birth
- Date of joining scheme
- Marital Status
- Benefit product
- Risk salary
- Cover Amount
- Potential cover
Totals per Membership Group and Event for Risk salary, Cover Amount and Potential Cover.
Use the appropriate buttons to print or navigate the various pages of the report.
Main Umbrella Schemes
If the Report is for a Main Umbrella Scheme, the data will be extracted per Sub Umbrella Scheme linked to the Main Umbrella Scheme, and displayed in one report.
The same information as per the Sub Umbrella reports is displayed and the information is grouped per Sub Umbrella scheme, and sorted per Scheme code as follows:
- Numeric codes Ascending order
- Alpha codes Alphabetical order
- Combination codes Alphabetical order
Click Extract to Excel below Insured Cover. The Report Selection screen will be displayed.
The following columns are displayed:
- Scheme Code
- Timestamp
- Date Captured
- Report Type
- Report Seq No
- Action
To select a report, click on the hyperlinked display in the Action column alongside the required report.
The Report Selection screen will display the report.
The following columns are displayed:
- Scheme code
- Scheme name
- Underwriter name
- Membership group code
- Membership group description
- Event description
- Member reference number
- Company reference number
- Surname
- Initials
- Gender
- Marital Status
- Date of birth
- Date of joining scheme
- Status
- Product
- Risk salary
- Cover amount
- Potential cover amount
Enter the e-mail address to which the report should be sent, then click EXPORT.
Main Umbrella Schemes
If the Report is for a Main Umbrella Scheme, the data will be extracted per Sub Umbrella Scheme linked to the Main Umbrella Scheme, and displayed in one report.
The same information as per the Sub Umbrella reports is displayed and the information is grouped per Sub Umbrella scheme, and sorted per Scheme code as follows:
- Numeric codes Ascending order
- Alpha codes Alphabetical order
- Combination codes Alphabetical order
When a report is selected, the same report is displayed on the Report Selection screen.
Enter the e-mail address to which the report should be sent, then click EXPORT.
A message will confirm that the e-mail has been sent. The report will be e-mailed as a CSV file, and it will be zipped. Once unzipped, the file can be viewed in Excel. The following screen is an example of the layout of the report in Excel.
Click Authorise below Insured Cover. The Report Selection screen will be displayed.
The following columns are displayed:
- Run Source
- Date Run Req
- Seq No
- Report Type
- Report Seq No
- Scheme
- Report Description
- Action
To authorize a report, click on the hyperlinked Authorise in the Action column alongside the appropriate selection in the Report Description column. The Authorise Reports screen will be displayed.
A message will confirm that the report has been authorized.