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Web Procedure Manual

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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 Main Menu. The Reports Selection page is displayed.

    Reports Selection Page

  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.

    Reconciliation Summary Report 11 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.

    Reconciliation Summary Report Page

    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.

See Also

Reports

Viewing Payroll Discrepancy Listing (Report 1)

Viewing Discrepancy Summary (Report 2)

Viewing Payroll Office Reconciliation (Report 3)

Viewing Carrier Validation Reconciliation (Report 4)

Viewing Payroll Office Enrollment Transmission (Report 5)

Viewing Carrier Enrollment Transmission (Report 6)

Viewing Enrollment Change Summary (Report 7)

Viewing Carrier Gain/Loss Summary (Report 8)

Viewing Reconciliation Reason Summary (Report 9)

Viewing Reconciliation Action Summary (Report 10)

Viewing Carrier Discrepancy Listing (Report 12)

Viewing Pay Period Transmissions Payment Amounts (Report 13)