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.


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