Downloading deduction reports
Export deduction files aligned to your payroll cycle.
Your payroll team needs accurate deduction data before each pay run. Benefi's reporting dashboard lets you export deduction files formatted for your payroll system, with real-time enrollment changes already reflected.
Viewing your upcoming deductions
Go to the Payroll tab in your employer dashboard. You'll see the next pay run at the top, with the current cycle aligned to your configured payroll calendar.
Each row shows:
- Employee name and ID
- Plan (Essential or Plus)
- Coverage tier (EE, EE+Spouse, EE+Child, EE+Family)
- Per‑pay‑period deduction amount
- Enrollment status (active, pending, terminated)
- Effective dates for any changes this cycle
A summary at the top shows total enrolled, total deduction amount, new enrollments since last cycle, and terminations.
Sending deductions to payroll
When connected directly to your payroll provider, deductions sync automatically before each pay run. You can review the upcoming run in the dashboard, but no action is required.
Manual export. If your payroll system isn't connected, use the export button on any pay period to download:
CSV — universal format for most payroll systems
Excel — spreadsheet with totals and formatting
Fixed-width text — for legacy payroll systems with strict column layouts
Timing matters
If you're on manual export, pull your report 24–48 hours before payroll cutoff — that captures last‑minute enrollment changes while leaving time to review. Connected employers don't need to worry about timing; The system handles it.
Mid‑cycle enrollment changes
When employees enroll or change coverage mid-cycle, their deduction adjusts automatically. The report flags these changes with color coding: green for new enrollments, yellow for plan changes, red for terminations.
A new employee's first deduction starts on the first pay period after their coverage effective date. Terminations stop on the pay period following their coverage end date. On the employer side, any partial‑period cost differences self‑reconcile on your next invoice — you won't see partial deductions on employee paychecks.
Need a custom schedule or format?
For custom report schedules, bespoke file formats, or help with a non‑standard payroll setup, reach out through the contact form and your account manager will get you configured.