Payroll - Year to Date Report

Payroll - Year to Date Report

The Year to Date Report is a BerniePortal Payroll standard report. It emails a download of year-to-date payroll totals for the check-date range you select.

Who this is for

Employers with BerniePortal Payroll, and Feature Admins with Payroll access for that employer, can generate this report when the employer has payroll subgroups configured for payroll reporting.

To generate the Year to Date Report:
  1. Select Reports in the top navigation menu.
  2. Select Standard in the secondary navigation.
  3. In the Standard Reports table, select Year to Date Report in the Report column. You can search for the report or filter the category to Payroll.
  4. In the Generate report for Payroll - Year to Date Report modal, select the payroll company under Report for.
  5. Select a Begin date from the available check dates.
  6. Select an End date from the available check dates.
  7. Enter the recipient address in Send Report To (this field is prefilled with your email).
  8. Select Generate & Send.
After you submit, the modal confirms that you will receive an email shortly to download the report. Use the link in that email to download the file.

    • Related Articles

    • 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 ...

    • 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 - Check Register Report

      The Check Register 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 Check Register report: In the top ...

    • Payroll-Time & PTO Report

      Employers and Payroll Feature Admins can generate the Payroll - Time & PTO report to retrieve clocked hours and used PTO for a payroll subgroup and pay period. Payroll Feature Admins only receive data for employees in their assigned payroll ...

    • Qualifying Events Report

      The Qualifying Events report lists employees who had a qualifying event in a selected month range, including the qualifying event date and reason plus their benefit election details from that enrollment. Optionally include spouse and child rows with ...