Stan and Dan Run a Report

Stan and Dan Run a Report 2560 7680 Balance Point Team

It’s that time of year.

Our favorite business owners, Stan and Dan, must evaluate their employee benefits programs. Both businesses are doing well; the busy season was good to Stan, and Dan has added another product line.

Both men hope to find plans that are cost effective and pleasing to their valued employees.

Stan and Dan reach out to their benefits brokers for quotes. What happens when the men are asked to prepare a census report?

Stan is using a human capital management (HCM) platform that has ad hoc reporting capabilities.

Dan is not.

Will they be able to get the information needed to their brokers accurately and on time?

Read our infographic to find out.

Stan and Dan Run Reports

Share via
Copy link
Powered by Social Snap