Use the Contacts List to print a list of an employee's emergency contacts, dependents, and beneficiaries. You can also use the Contacts List to verify dependent ACA information and share an employee's emergency contacts with management. To change an employee's contact information, see the help topic titled How do I view contacts assigned to an employee?

 

Watch a video

Watch an overview (3m06s) (2019.02)

 

Printing a Contacts List

1. Open Connect Human Resources > Reports > Contacts List.

2. Select Contacts List - All Contacts [Caselle Master] as the Definition.

3. Set up the report options.

Contact types

Include employees without contacts

Include terminated employees

 

4. Set up the Selection Criteria, Report Order, and Report Sections.

 

5. Click GO (CTRL+G).

The Contacts List detail report prints. To change an employee's contact information, see the help topic titled How do I view contacts assigned to an employee?

 

Printing an Emergency Contacts List

Use the Emergency Contacts List to verify the emergency contact information for an employee.

Do this...

1. Open Connect Human Resources > Reports > Contacts List.

2. Select Contacts List - Emergency Contact [Caselle Master] as the Definition.

3. Set up the report options.

Contact types

Include employees without contacts

Include terminated employees

 

4. Set up the Selection Criteria, Report Order, and Report Sections.

 

5. Click GO (CTRL+G).

The Contacts List detail report prints. To add an emergency contact, see the help topic titled Where do I add an emergency contact?

 

Printing a Dependent Contacts List

Use the Dependent Contacts List to verify dependent information for the ACA emergency contact information.

Do this...

1. Open Connect Human Resources > Reports > Contacts List.

2. Select Contacts List - Dependents [Caselle Master] as the Definition.

3. Set up the report options.

Contact types

Include employees without contacts

Include terminated employees

 

4. Set up the Selection Criteria, Report Order, and Report Sections.

 

5. Click GO (CTRL+G).

The Contacts List detail report prints. To add a dependent, see the help topic titled How do I add a dependent? and How do I add a lifetime dependent?

 

Printing a Beneficiary Contacts List

Print a list of beneficiaries for an employee.

Do this...

1. Open Connect Human Resources > Reports > Contacts List.

2. Select Contacts List - Beneficiary [Caselle Master] as the Definition.

3. Set up the report options.

Contact types

Include employees without contacts

Include terminated employees

 

4. Set up the Selection Criteria, Report Order, and Report Sections.

 

5. Click GO (CTRL+G).

The Contacts List detail report prints. To add a beneficiary, see the help topic titled How do I add a beneficiary?

 

Contact types

Filter the report by contact type.

 

Include employees without contacts

Filter the report to include employees who do not have any emergency contacts, dependents, or beneficiaries saved in the employee's record.

 

Include terminated employees

Filter the report to include employees who have an end date recorded on a position filled by the employee.

 

 

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