Scheduled Reports
BerniePortal allows users to receive two Standard reports on on a scheduled cadence: The "All Data" Report and the "Most Recent Elections" Report
The "All Data" report:
- Is useful for retrieving almost all employee information stored in BerniePortal at the most recent enrollment timestamp.
- Includes: Employee demographic info, contact info, subgrouping assignment, pay period info, salary, onboarding details, PTO balances, benefit elections, beneficiary information, and deductions.
The "Most Recent Elections" report:
- Is useful for reviewing employees' most recent elections.
- Includes: Employee per pay period deduction amounts, broken out by contribution buckets if applicable.
How to configure a Scheduled Report:
- Select the "Reports" tab in the top navigation menu.
- Select "Schedule Reports" from the secondary navigation.
- Click "Create a Scheduled Report" button
- Select a report to make recurring, choose a preferred cadence, and what information you'd like to have included in the report.
- Enter the email address to indicate the contact that will receive the report.
- The designated contact will receive an email to download the scheduled report.
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