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For Plan Rules, please visit the Admin Manual: Link

Below is an outline of the Member Information reports and where to find them within Insight. 

Report Name

           
Replaces Previous Report(s)                     Description/Purpose           Report Accessibility           

Member Participation Report           
             
    • Enrolment Dates for Actives Report

                     
    • Contribution Status Change Report

                     
    • Employer Status Change Report

                     
    • SIN Change Report

                     
    • Name Change Deltas Report

               

           
 

Shows plan-related information for both active and non-active (terminated, retired, deceased) members. This report can be used to view member information in preparation for the annual member data collection process.

           
          

Report Generator

           

Member Leaves Report           
                     
    • Leaves Report

                     
    • Leaves Commencement Report

                     
    • Leaves Completed Report

               

           
           

After choosing a specific year, this report lists active members (i.e. terminated members will not be included even if they had a leave prior to termination) with leaves in that year or leaves from previous year(s) where the leave remains open.  This report can be used in preparation for the annual member data process to review and identify leaves that have not been reported or leaves that should be closed.

           


Report Generator           


Member Disability Report

           

                     
    • Health Leaves Report

               

           


Lists members that are currently on free accrual or on a health leave that qualifies for free accrual (leave is equal to or greater than 15 weeks), or members that have started the disability application process.           

           

Report Generator

           
    

Address Updates Report

           
                     
    • Member Address Change Report

               

           
 

Shows address updates for current members over the last six months.

           
        

Report Generator



Report Legend:

Contributory Status Column DescriptionDefinition
Contributory The member is Part-Time
Non-ContributoryThe member is Part-Time and has waived contributions
Blank ColumnThe member is Full-Time