Employee Eligibility Report - Knowledge Base | BerniePortal

Eligibility Report

The "Eligibility" report:
  1. Is useful for pulling employee eligibility status for a particular benefit. The report also requires a specific month to look for eligibility results.
  2. Includes: List of employees (and dependents) that are eligible for the chosen benefit type, names and social security numbers, benefit subgroup(s), plan names, and coverage tiers.
How to Generate an "Eligibility" Report:
  1. Select the "Reports" tab in the top navigation menu.
  2. Select "Eligibility" from the Standard Reports listing. 
  3. Select the Subgroups that correspond to the data needed.
  4. Select the Benefit Types that corresponds to the data needed.
  5. Select whether or not you'd like to include Dependent Info on the report.
  6. Select the month that correspond to the data needed.
  1. Enter the email address to indicate the contact that will receive the report. 

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

Didn't find what you were looking for? Send us a ticket.
    • Related Articles

    • Election PDFs Report

      The "Election PDFs" report: Is useful for retrieving all of the most recent employee election PDFs per benefit subgroup. Includes: Employee’s most recent election PDF. How to Generate an "Election PDF" Report: Select the "Reports" tab in the top ...
    • Beneficiaries Only Report

      The "Beneficiaries Only" report: Is useful for retrieving information on employee beneficiaries (if the employee has elected a benefit that requires beneficiary assignment). Includes: Employee election information for benefits that require ...
    • Employer Contribution Report

      The "Employer Contribution" report: Is useful for retrieving employee election information and showing the employer contributions. Includes: Employee (and dependent) information, employer contributions by plan type, employer ancillary contribution ...
    • Most Recent Elections Report

      The "Most Recent Elections" report: Is useful for reviewing employees' most recent elections.  Includes: Employee deduction amounts, broken out by contribution buckets if applicable. How to Generate a "Most Recent Elections" Report: Select the ...
    • Personal Info Only Report

      The "Personal Info Only" report: Is useful for retrieving basic employee demographic and contact information as well as basic details about employees' most recent elections. Includes: Most recent e-signature time stamp, employee demographic info, ...