All Data Except Beneficiaries Report
The "All Data Except Beneficiaries" report:
- Is useful for retrieving almost all employee information stored in BerniePortal at the most recent enrollment timestamp, except employee beneficiaries.
- Includes: Employee demographic info, contact info, subgrouping assignment, pay period info, salary, onboarding details, PTO balances, benefit elections, and deductions.
How to Generate an "All Data except Beneficiaries" Report:
- Select the "Reports" tab in the top navigation menu.
- Select "All Data except Beneficiaries" from the Standard Reports listing.
- Select the Subgroups that correspond to the data needed.
- Select whether or not you'd like to include Dependent Info and/or Terminated Employees on the report.
- Enter the email address to indicate the contact that will receive the report.
- The designated contact will receive an email to download the report.
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