Web Procedure Manual

Viewing Reconciliation Summary (Report 11)

The 11. Reconciliation Summary option on the Reports Selection page allows users to view the Reconciliation Summary report. This report provides information regarding the progress that has been made to reconcile the discrepancies found in a single quarter.

To View a Reconciliation Summary Report:

1. Select the Reports tab on the CLER Federal Employees Health Benefits, Centralized Enrollment Clearinghouse System Main Menu. The Reports Selection page is displayed.

   

2. On the drop-down menu on the Reports Selection page, select 11. Reconciliation Summary.
3. Select the GO button to display the 11. Reconciliation Summary page.

   

4. Complete the following fields on the 11. Reconciliation Summary page:

   Payroll Office ID

   Year

   Quarter

   Reconciliation Date From

   Reconciliation Date To

   Agency

   Personnel Office ID

   Carrier

   Enrollment Code

   Order By 1st

   Order By 2nd

   Order By 3rd

   Order By 4th

   Check Box to Create Report Without Totals

5. Select the drop-down menu at the bottom of the page and select one of the following format options:
   • Display the report.
   • Save report as a spreadsheet.
   • Save report as a text file.
6. Select the Submit button to display the Reconciliation Summary report in the selected format. The Reconciliation Summary report is displayed.

   OR

   Select the Reset button to clear all data entered.

   

   The data in the Reconciliation Summary report is categorized into the following fields:

   Pay Ofc

   Carr

   Code

   Agcy

   POI

   Enrollees

   Match

   %

   Discrepancies #

   Discrepancies Recon

   Discrepancies %

   Discrepancies Unrecon

   Corrective Actions Validated

   Corrective Actions %

   Corrective Actions Unvalidated

7. Close the report to return to the 11. Reconciliation Summary page.