The Most Recent Elections report shows employees’ current benefit elections and per-pay-period deduction amounts. Deduction columns are broken out by contribution bucket when your benefits setup uses buckets.
Who can generate this report
Employers and Feature Admins with Benefits access can generate this report when Benefits is enabled for the employer. Brokers can generate it while viewing an employer.
To generate a Most Recent Elections report:
- In the top navigation, select Reports, then select Standard.
- In the Standard Reports table, select Most Recent Elections in the Report column. A Generate a Most Recent Elections Report window opens.
- Under Subgroups, select the subgroups to include.
- Under Benefit Types—or Contribution Types, if that is what your form shows—select the options that match the data you need.
- Under Dependent Info, select Include or Exclude.
- In Send Report To, enter the email address that should receive the report. The field defaults to your account email (or alternate email, when set).
- Select Generate & send.
BerniePortal emails a download link for the report to the address in Send Report To.
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