Age Report - Knowledge Base | BerniePortal


The "Age" report:
  1. Is useful for determining when employees reach specific ages (e.g. when a dependent child turns 26 and can no longer be covered by a parent's health insurance).
  2. Includes: All employees, spouses, or dependents who reach a certain age within the next month, 3 months, 6 months, 9 months, or 12 months.

How to generate an "Age" Report:
  1. Select "Age" from the Standard Reports listing. 
  2. Select Employees, Spouses, Dependents, or All from the “Show” dropdown.
  3. Enter an age in the “Who is turning this age” field. 
  4. Select a timeframe in the “In the next” dropdown. 

  5. Select the Benefit Types for which data is needed.
  6. Enter the email address to indicate the contact that will receive the report.

  7. The designated will receive an email to download the report.