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 Dependent Info.
To generate:
- As an Employer with Benefits (or a Feature Admin with Benefits access), select Reports in the top navigation.
- Select Standard.
- Select Qualifying Events.
- Under Subgroups, select the subgroups to include.
- Under Dependent Info, choose Include or Exclude.
- Under Date Range:, select the start month and year, then select the end month and year after to.
- In Send Report To, enter or confirm the email address that should receive the report.
- Select Generate & send.
BerniePortal emails that address a link to download the report. Download the file promptly — the link expires after one hour.