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Types of Reports - Agency

A Change Report is ideal for pinpointing employee changes made in BerniePortal within a specified period of time.


FAQ: How do I generate a change report?




Report Includes: Employee name, employer name, type of change, change reason, benefit type, changed from and changed to, date of change, effective date, and benefit provider


“Types of change that may appear on report”:


  1. Demographic – any change to employee demographic info (name, city, street, etc.)
  2. Plan – any change to a plan of the same benefit type (example – change from high deductible dental plan to low deductible plan)
  3. Coverage tier – any change to coverage tier
  4. Drop dependent – anytime a dependent is dropped due to turning 26
  5. Add dependent – when a dependent is added to a specific type of coverage
  6. Total cost – Any change to overall cost of a specific plan
  7. Effective date – any change to a plans effective date
  8. New employee – any new employee becomes enrolled in a benefit
  9. Terminated employee – any time an employee is terminated


List of change reasons that may appear on report”:


  1. QE – Qualifying Event
  2. Turn 26 – For dropped dependents
  3. CM – Corrected Mistake
  4. SC – Subgroup Change
  5. OE – Open Enrollment


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