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: Use: 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” report: ...
Payroll - Workers Comp Report
The “Payroll - Workers Comp” report: Use: 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” tab in ...
Payroll - Payroll Register Report
The “Payroll - Payroll Register” report: Use: 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 - ...
Payroll - Check Register Report
The "Payroll - Check Register" report: Use: 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 to generate ...
Payroll-Time & PTO Report
The "Payroll - Time & PTO" report: Use: 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. How to generate a "Payroll – Time & ...
Applicant Tracking Report
The "Applicant Tracking" report: Use: 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 via ...
Time & Attendance Report
The "Time & Attendance" report: Use: 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 menu. Select ...
Paid Time Off Report
The "Paid Time Off" report: Use: 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" Report: ...
Cobra Paid Thru Report
The "COBRA - Paid Thru" report: Use: Keeping track of dates for employee COBRA benefit payments. Includes: 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: Use: This report is a breakdown of the monthly remittance payments an employer receives from BerniePortal COBRA/Pre-Tax. Includes: Total payments received, COBRA admin fees, and remitted amount to Employer, for ...
Age Report
The "Age" report: Use: 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 within ...
Onboarding Report
The "Onboarding" report: Use: 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 "Reports" ...
I-9 Report
The "I-9" report: Use: 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. Enter ...
Billing Report
The "Billing" report: Use: 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 total ...
Election PDFs Report
The "Election PDFs" report: Use: 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 navigation ...
Carrier Forms Report
The "Carrier Forms" report: Use: 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 navigation ...
Eligibility Report
The "Eligibility" report: Use: 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 chosen ...
Termination Dates Report
The "Termination Dates" report: Use: 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 "Termination ...
Qualifying Events Report
The "Qualifying Events" report: Use: 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 a ...
Employer Contribution Report
The "Employer Contribution" report: Use: Retrieving employee election information and showing the employer contributions. Includes: Employee (and dependent) information, employer contributions by plan type, employer ancillary contribution for buckets ...
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, ...