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How to find Medicare Eligible Employees

How to find Medicare Eligible Employees

Description of Issue

Trying to pull a report that will distinguish which employees are Medicare Eligible. 

Context
  • Enterprise ERP

  • Employee Inquiry 

  • Employee Master

  • Employee Deductions

Cause

Need a report to list who is eligible for Medicare for informational purposes. 

Resolution
  1. Open Employee Inquiry (Human Capital Management> Payroll> Employee Maintenance> Employee Inquiry) and click Search

  2. In the Status field put Active, and in Personnel Status the applicable Status (ex.: Full Time Salary, Full Time Hourly).

  3. Click Accept

  4. Click Excel option in top ribbon.

  5. Click Full Report in the pop up.

  6. Click Select None in the top ribbon.

  7. Check off Employee Number, Employee First Name, Employee Last Name, and Date of Birth

  8. Click Accept

  9. Click to open the Excel Sheet in top right corner of downloads. 

Additional Information

Do a Sort and Find in Excel, and under the Date of Birth column, sort by the eligibility year and earlier to pull a list of eligible employees. 









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