Standard Reports
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 ...
Payroll - Year to Date Report
The “Payroll - Year to Date” report: Is useful for generating an employee-level detail of year-to-date totals for paychecks. Includes: Basic employee information, employee earnings, deductions and taxes How to generate the “Payroll - Year to Date” ...
Payroll - Workers Comp Report
The “Payroll - Workers Comp” report: Is useful for generating a report of the calculated workers comp premiums for check dates. Includes: subject hours, wages, workers comp rates How to generate a “Payroll - Workers Comp” report: Select the “Reports” ...
Payroll - Payroll Register Report
The “Payroll - Payroll Register” report: Is useful for displaying information about all checks/direct deposits produced between the selected dates. Includes: basic employee information, employee deductions, earnings and taxes How to generate the ...
Payroll - Check Register Report
The "Payroll - Check Register" report: Is useful for an employer-level detail of checks drawn from the employer’s bank account to reconcile payroll(s). Includes: totals drawn and banking information for direct deposit, physical checks, and taxes. How ...
Payroll-Time & PTO Report
The "Payroll - Time & PTO" report: Is useful for retrieving clocked hours and PTO needed to run payroll. Includes: Employee total clocked hours, hours broken up by regular vs. overtime, PTO holidays, and used PTO hours. The "Payroll - Time & PTO ...
Applicant Tracking Report
The "Applicant Tracking" report: Is useful for tracking the number of applicants for each specific Job Post and viewing from what source the applicant applied. Includes: Applicants based on Job Post, applicant contact info, and the source (direct or ...
Time & Attendance Report
The "Time & Attendance" report: Is useful for tracking employees' clocked hours per work week. Includes: Employee total clocked hours for each workweek. How to Generate a "Time & Attendance" Report: Select the "Reports" tab in the top navigation ...
Paid Time Off Report
The "Paid Time Off" report: Is useful for pulling current employee PTO information. Includes: Employee PTO approvers, PTO amounts, used PTO, future scheduled PTO, remaining days, accrued balance, and time until PTO resets. How to generate a "PTO" ...
Cobra Paid Thru Report
The "COBRA - Paid Thru" report: Is useful for keeping track of dates for employee COBRA benefit payments. When pulling this report, note that payments included were received in the previous month. For example, the report for April will include all ...
COBRA-Remittance Report
The "COBRA - Remittance" report: This report is a breakdown of the monthly remittance payments an employer receives from Alpine. Includes: Total payments received, COBRA admin fees, and remitted amount to Employer, for employees enrolled in COBRA ...
Age Report
The "Age" report: Is useful for determining when employees reach specific ages (e.g. when a dependent child turns 26 and can no longer be covered by a parent's health insurance). Includes: All employees, spouses, or dependents who reach a certain age ...
Onboarding Report
The "Onboarding" report: Is useful for viewing employee answers to questions asked of them during their onboarding process. Includes: Basic Employee Info and Custom Onboarding questions and answers. How to generate an "Onboarding" Report: Select the ...
I-9 Report
The "I-9" report: Is useful for gathering all employee Form I-9 documents. Includes: Completed I-9 forms. How to Generate an "I-9 Form" Report: Select the "Reports" tab in the top navigation menu. Select "I-9 Forms" from the Standard Reports listing. ...
Billing Report
The "Billing" report: Is useful for generating an employee-level detail of a given month’s bill specific to the benefit provider. Includes: Employee personal info, billing subgroup information, employee plan details and plan cost, adjustments, and ...
Election PDFs Report
The "Election PDFs" report: Is useful for retrieving all of the most recent employee election PDFs per benefit subgroup. Includes: Employee’s most recent election PDF. How to Generate an "Election PDF" Report: Select the "Reports" tab in the top ...
Carrier Forms Report
The "Carrier Forms" report: Is useful for downloading a package of current enrollee’s carrier forms. Includes: All specified carrier forms of completed enrollment forms. How to generate a "Carrier Forms" Report: Select the "Reports" tab in the top ...
Eligibility Report
The "Eligibility" report: Is useful for pulling employee eligibility status for a particular benefit. The report also requires a specific month to look for eligibility results. Includes: List of employees (and dependents) that are eligible for the ...
Termination Dates Report
The "Termination Dates" report: Is useful for pinpointing termination dates for employees. Click on the date range and scroll by month to refine the search. Includes: Termination employee information for a specified date range. How to Generate a ...
Qualifying Events Report
The "Qualifying Events" report: Is useful for pinpointing dates of qualifying events for employees. Click on the date range and scroll by month to refine the search. Includes: Qualifying Event information for a specified date range. How to Generate ...
Employer Contribution Report
The "Employer Contribution" report: Is useful for retrieving employee election information and showing the employer contributions. Includes: Employee (and dependent) information, employer contributions by plan type, employer ancillary contribution ...
Most Recent Elections Report
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 Generate a "Most Recent Elections" Report: ...
Personal Info Only Report
The "Personal Info Only" report: Is useful for retrieving basic employee demographic and contact information as well as basic details about employees' most recent elections. Includes: Most recent e-signature time stamp, employee demographic info, ...
Beneficiaries Only Report
The "Beneficiaries Only" report: Is useful for retrieving information on employee beneficiaries (if the employee has elected a benefit that requires beneficiary assignment). Includes: Employee election information for benefits that require ...
All Data Except Beneficiaries Report
The "All Data Except Beneficiaries" report: Is useful for retrieving almost all employee information stored in BerniePortal at the most recent enrollment timestamp, except employee beneficiaries. Includes: Employee demographic info, contact info, ...
All Data 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, ...