Standard Reports
Scheduled Reports
Use Scheduled Reports to email a download link for the All Data or Most Recent Elections report on a recurring schedule. Custom reports and other standard reports cannot be scheduled. For what each report includes, see All Data Report and Most Recent ...
Payroll - Year to Date Report
The Year to Date Report is a BerniePortal Payroll standard report. It emails a download of year-to-date payroll totals for the check-date range you select. Who this is for Employers with BerniePortal Payroll, and Feature Admins with Payroll access ...
Payroll - Workers Comp Report
The Workers Comp report is a Payroll standard report you can generate for a selected check date range and email as a download. Employers and Payroll Feature Admins can generate this report. To generate a Workers Comp report: In the top navigation, ...
Payroll - Payroll Register Report
The Payroll Register report shows payroll check and direct deposit activity for the check dates you select. Employers and Payroll Feature Admins can generate it from Standard Reports when BerniePortal Payroll is set up for the employer. To generate ...
Payroll - Check Register Report
The Check Register report is a Payroll standard report you can generate for a selected check date range and email as a download. Employers and Payroll Feature Admins can generate this report. To generate a Check Register report: In the top ...
Payroll-Time & PTO Report
Employers and Payroll Feature Admins can generate the Payroll - Time & PTO report to retrieve clocked hours and used PTO for a payroll subgroup and pay period. Payroll Feature Admins only receive data for employees in their assigned payroll ...
Recruiting Report
The Recruiting standard report lists applicants for selected published jobs, with contact information and the source of each application. Who can generate this report Employers and Recruiting Feature Admins can generate this report when Recruiting is ...
Time & Attendance Report
Employers and Payroll Feature Admins can run the Time & Attendance report when Time & Attendance is enabled for the company. Use it to pull employee clocked hours for a selected time subgroup and workweek. What the report includes The file includes ...
Paid Time Off Report
Employers and Feature Admins with PTO access can run the Paid Time Off (PTO) report when Paid Time Off is enabled for the company. About the report Use this report to pull PTO information for employees in the PTO subgroups you select. Depending on ...
Cobra Paid Thru Report
The COBRA - Paid Thru report lists paid-thru dates for employees in COBRA, along with COBRA eligibility dates and eligibility reason when those details apply. Who can generate this report Employers and Feature Admins can generate this report when the ...
COBRA-Remittance Report
The COBRA - Remittance report is a breakdown of the monthly remittance payments an employer receives from BerniePortal COBRA administration. It includes total payments received, admin fees, and remittance amounts to the employer for employees with ...
Age Report
Use the Age report to find employees, spouses, or dependent children who will turn a specific age within a chosen timeframe and who are enrolled in at least one selected Benefit Type — for example, when a dependent child turns 26 and ages off a ...
Onboarding Report
The Onboarding report exports basic employee information and answers to custom onboarding questions for employees in the subgroups you select. Only employees who have answered active onboarding questions are included. To generate: As an Employer with ...
I-9 Report
The I-9 Forms report downloads PDF copies of employee Form I-9 documents on file. Employers and Onboarding Feature Administrators can generate it when Onboarding is enabled. Global Admins signed in as the employer can also generate it. The "I-9 ...
Billing Report
The Billing report generates employee-level monthly premium detail for a selected benefit provider. The download includes personal info, primary, secondary, and tertiary billing subgroup names, total plan cost by selected benefit type, an adjustments ...
Election PDFs Report
The Election PDFs report collects each selected employee's most recent election PDF into one download. Use it when you need election sheets for a benefit subgroup in bulk, rather than opening each employee's Personnel File. Who can generate this ...
Carrier Forms Report
The Carrier Forms report downloads a single PDF package of completed carrier forms for employees in the subgroups you select. Choose one form from Available forms; BerniePortal includes each employee's most recent completed copy of that form. To ...
Eligibility Report
The Eligibility report lists employees (and optionally dependents) with plan details for selected benefit types for a specific month. Columns include name, Social Security Number, Benefits Subgroup Name, and for each selected benefit type: Plan Name, ...
Termination Dates Report
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 ...
Qualifying Events Report
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 ...
Employer Contribution Report
The Employer Contribution report retrieves employee election information and employer contribution amounts. It includes employee (and optional dependent) personal information, employer contributions by plan type, and employer ancillary contribution ...
Most Recent Elections Report
The Most Recent Elections report shows employees’ current benefit elections and per-pay-period deduction amounts. Deduction columns are broken out by contribution bucket when your benefits setup uses buckets. Who can generate this report Employers ...
Personal Info Only Report
The Personal Info Only report exports employee demographic and contact information, job and pay details, subgroup assignments, and related employment fields (including termination and qualifying-event columns when applicable). It does not include ...
Beneficiaries Only Report
The Beneficiaries Only report lists employees with elections in beneficiary-eligible benefit types, including plan election details and primary and contingent beneficiary information. When Dependent Info is set to Include, the report also adds spouse ...
All Data Except Beneficiaries Report
The All Data Except Beneficiaries report exports nearly the same employee information as the All Data report — demographics, contact info, subgroups, pay and salary fields, onboarding details, PTO balances, benefit elections, and deductions — without ...
All Data Report
The All Data report downloads a CSV of employee information currently stored in BerniePortal. It includes demographics, contact details, subgroup assignments, pay period and salary fields, employment and onboarding details, PTO balances, benefit ...