The Termination Dates report lists employees whose last day of work falls in the date range you select. It is available under the Employee Data category on Standard Reports when Benefits is enabled for the employer.
Who this is for
Employers and Feature Admins with Benefits access who can open Reports. Brokerage users can generate it when working in an employer account.
What it includes
For each terminated employee: name, benefits subgroup, Social Security number (when you are allowed to view it), Termination Time Stamp, Last day of work, termination Reason, and Terminated By. If you include dependent info, spouse and child rows appear under the employee.
The date range filters by Last day of work, not by the termination time stamp.
To generate a Termination Dates report:
- Select Reports in the top navigation.
- Select Standard in the secondary navigation.
- Select Termination Dates in the Standard Reports list (under Employee Data, or use Search standard reports).
- Under Subgroups, select the benefit subgroups to include, or select All Subgroups.
- Under Dependent Info, choose Include or Exclude.
- Under Date Range, select the start month and year, then the end month and year.
- Enter the destination email in Send Report To.
- Select Generate & send. BerniePortal emails a download link to that address when the report is ready. If no matching terminations are found, the email states that no report was generated.
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