Filter BAR Score

1. Log into the system https://benefits.cloudadvisors.ca, and click the top right Group name to ensure you are in the correct group. Type in at least 3 letters to generate the drop down list of groups to select from. 

2. Hover over the My Evaluation menu and select Plan Evaluation:

3.  Your Overall BAR Score and Priority Insights (without filters) will represent a combination of your client's industry, region, size, and a ranking within all groups. It will represent the All Employees or Full Time Employees class from your client's data entry.

To customize this score, click Filter Bar Score.  

4. Select the Class Summaries and Retirement Summaries from your Group to compare. Click Next.

5. Select the Comparison industries (you can select multiple). Click Next.

6. Select the Comparison Provinces / Territories (you can select multiple). Click Next.

7. Select the Comparison Size Ranges (you can select multiple). Click Generate Bar Score. 

8. The newly generated BAR Score will represent a comparison of the selected class, to the industries, regions and sizes selected. This score can be cleared, or Reset at anytime, but will remain with the current filters until manually updated. 

4. Export or Share this data:

Share to Employer: Share directly with your client through an invitation to the platform (this will only allow access to the group you have shared from).

Export as JPEG: Exports the highlighted (current) benchmarking page as a JPEG to your computer, this will provide a one-page document. 

Generate Report: Create a Plan Evaluation or Priority Insight PDF Report.

Training Articles:

Generate PDF Reports

View Reports

For additional questions, please connect with [e-mail]