All Data except Beneficiaries Report - Knowledge Base | BerniePortal

All Data Except Beneficiaries Report

The "All Data Except Beneficiaries" report:
  1. Is useful for retrieving almost all employee information stored in BerniePortal, except employee beneficiaries.
  2. 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:
  1. Select the "Reports" tab in the top navigation menu.
  2. Select "All Data except Beneficiaries" from the Standard Reports listing. 
  3. Select the Subgroups that correspond to the data needed.
  4. Select whether or not you'd like to include Dependent Info and/or Terminated Employees on the report.
  5. Enter the email address to indicate the contact that will receive the report.

  6. The designated contact will receive an email to download the report.


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