Qualifying Events Report - Knowledge Base | BerniePortal

Qualifying Events Report

The "Qualifying Events" report:
  1. Is useful for pinpointing dates of qualifying events for employees. Click on the date range and scroll by month to refine the search.
  2. Includes: Qualifying Event information for a specified date range. 

How to Generate a "Qualifying Events" Report:
  1. Select the "Reports" tab in the top navigation menu.
  2. Select "Qualifying Events" from the Standard Reports listing. 
  3. Select the Subgroups that correspond to the data needed.
  4. Select whether or not you'd like to include Dependent Info on the report.
  5. Enter the date range that corresponds to the data needed.
  6. Enter the email address to indicate the contact that will receive the report.

  7. The designated contact will receive an email to download the report.

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