CLER for NFC

Viewing Reconciliation Action Summary (Report 10)

The Reconciliation Action Summary (Report 10) option on the Reports Selection page allows users to view the Reconciliation Action Summary report. This report provides information regarding the action to be taken to correct the discrepancies identified during the reconciliation process for a single quarter.

To View a Reconciliation Action Summary Report:

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

   

2. Click the drop-down menu on the Reports Selection page and select 10. Reconciliation Action Summary.
3. Click GO to display the Reconciliation Action Summary (Report 10) page.

   

4. Complete the fields on the Reconciliation Action Summary (Report 10) page.

   Field	Instruction
   Year*	Optional, default Select the reconciliation year from the drop-down menu. If no year is selected, this field automatically defaults to the current reconciliation year.
   Quarter*	Optional, default Select the reconciliation quarter from the drop-down menu. If no quarter is selected, this field automatically defaults to the current reconciliation quarter.
   Carrier	Optional Select the carrier code from the drop-down menu.
   Enrollment Code	Optional Select the enrollment code from the drop-down list.
   Payroll Office ID	Required Select the payroll office identification number from the drop-down menu.
   Agency	Optional, alphanumeric, 4 positions Enter the Agency identification code of the office where the enrollee is employed (example: AG90 for U.S. Department of Agriculture, Office of the Chief Financial Officer).
   Personnel Office ID	Optional, alphanumeric, 4 positions Enter the personnel office identification number.
   Order By 1st	Optional, default Defaults to the Carrier option. This field allows users to sort search results by the options listed below. To choose a sort option, select one of the following options from the drop-down menu to display the selected criteria in first sort search order: Action Code - Search by reconciliation action code. Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Personnel Office ID - Search by personnel office identification number.
   Order By 2nd	Optional Select one of the following options from the drop-down menu to display the selected criteria in second sort search order: Action Code - Search by reconciliation action code. Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Personnel Office ID - Search by personnel office identification number.
   Order By 3rd	Optional Select one of the following options from the drop-down menu to display the selected criteria in third sort search order: Action Code - Search by reconciliation action code. Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Personnel Office ID - Search by personnel office identification number.
   Order By 4th	Optional Select one of the following options from the drop-down menu to display the selected criteria in fourth sort search order: Action Code - Search by reconciliation action code. Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Personnel Office ID - Search by personnel office identification number.
   Order By 5th	Optional Select one of the following options from the drop-down menu to display the selected criteria in fifth sort search order: Action Code - Search by reconciliation action code. Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Personnel Office ID - Search by personnel office identification number.
   Order By 6th	Optional Select one of the following options from the drop-down menu to display the selected criteria in sixth sort search order: Action Code - Search by reconciliation action code. Agency - Search by Agency code. Carrier - Search by carrier code. Enrollment Code - Search by enrollment code. Payroll Office - Search by payroll office identification number. Personnel Office ID - Search by personnel office identification number.
   Check box to create report without totals	Optional Select this check box to omit totals from the report.

5. Click 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. Click Submit to display the Reconciliation Action Summary report in the selected format.

   OR

   Click Reset to clear all data entered.

   Note: To return to the Reconciliation Action Summary (Report 10) page, close the report.

   

   Field	Description
   Payroll Office	System generated Displays the payroll office identification number.
   Carrier	System generated Displays the carrier code.
   Code	System generated Displays the enrollment code.
   Agency	System generated Displays the Agency identification code. This code consists of the Department code and Agency code. Note: The Other ID field is displayed in lieu of this field when 24900002, 24900003, or 160099XX is entered in the Payroll Office ID field on the Payroll Discrepancy Listing page.
   POI	System generated Displays the personnel office identification number. Note: The Other ID field is displayed in lieu of this field when 24900002, 24900003, or 160099XX is entered in the Payroll Office ID field on the Payroll Discrepancy Listing page.
   Action	System generated Displays the reconciliation action code. For a list and descriptions of reconciliation action codes, see Reconciliation Action Codes Table.
   Total	System generated Displays the number of specified reconciliation action codes that meet the criteria entered on the Reconciliation Action Summary page.
   Total Errors	System generated Displays the sum of the numbers displayed in the Total field. Note: If the check box used to omit totals from a report is selected, this field is not displayed.
   Total Records	System generated Displays the total number of records displayed on the report. Note: If the check box used to omit totals from a report is selected, this field is not displayed.