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Onboarding Report
The Onboarding report exports basic employee information and answers to custom onboarding questions for employees in the subgroups you select. Only employees who have answered active onboarding questions are included. To generate: As an Employer with ...
Payroll - Workers Comp Report
The Workers Comp report is a Payroll standard report you can generate for a selected check date range and email as a download. Employers and Payroll Feature Admins can generate this report. To generate a Workers Comp report: In the top navigation, ...
Payroll - Payroll Register Report
The Payroll Register report shows payroll check and direct deposit activity for the check dates you select. Employers and Payroll Feature Admins can generate it from Standard Reports when BerniePortal Payroll is set up for the employer. To generate ...
Billing Report
The Billing report generates employee-level monthly premium detail for a selected benefit provider. The download includes personal info, primary, secondary, and tertiary billing subgroup names, total plan cost by selected benefit type, an adjustments ...
Eligibility Report
The Eligibility report lists employees (and optionally dependents) with plan details for selected benefit types for a specific month. Columns include name, Social Security Number, Benefits Subgroup Name, and for each selected benefit type: Plan Name, ...