Contacts List
Reports
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?
Contents
Watch a video
Watch an overview (3m06s) [MP4] (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.
Include employees without contacts
4. Set up the Selection Criteria, Report Order, and Report Sections.
How do I set up the Selection Criteria?
How do I set up the Report Order?
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?
Updated 12Sep2018
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.
Include employees without contacts
4. Set up the Selection Criteria, Report Order, and Report Sections.
How do I set up the Selection Criteria?
How do I set up the Report Order?
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?
Updated 12Sep2018
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.
Include employees without contacts
4. Set up the Selection Criteria, Report Order, and Report Sections.
How do I set up the Selection Criteria?
How do I set up the Report Order?
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?
Updated 12Sep2018
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.
Include employees without contacts
4. Set up the Selection Criteria, Report Order, and Report Sections.
How do I set up the Selection Criteria?
How do I set up the Report Order?
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?
Updated 12Sep2018
Contact types
Filter the report by contact type.
Updated 12Sep2018
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.
Updated 12Sep2018
Include terminated employees
Filter the report to include employees who have an end date recorded on a position filled by the employee.
Updated 12Sep2018
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