Employee View of the Payroll Tab
With the updates to the Payroll Subgroups, I know a couple of our groups that will likely request that we hide the Pay Periods List from Employees. I reached out to support in advance of the question and it's not currently an option. Suggest a setting
Add Employer Name to Custom Report Fields
I've been testing pulling custom reports from the Service Team/Broker side, this enables us to pull detail from multiple clients to confirm setup information. It would be helpful to be able to include the group/account name in order to filter that report.
All Data Report or Custom Reporting
For payroll purposes it would be helpful for the items below to be included on the All Data Report or to be able to build a custom report to include. Expected Hours Per Week OT Exempt OT Factor Employment Status Hire Type
Employee field Hours Worked - As a Reportable field
If the Hours Worked field, which is required when entering a new hire was reportable (ie: a field included in the All Data/reporting fields), this would allow employers to run a report an capture staff who are FTEs, not true full time, but they could
Reports: Expected Hours Per Week
None of the reports have the ability to pull this information from the system. This needs to be at minimum on the All Data Report. It would be nice if it would also be in the customized report fields to choose from.
All Data Report
The All-Data Report should include a field for the hourly rate of pay for employees that are paid hourly instead of salaried. Right now it only shows the calculated annual salary based on the hourly rate times the number of hours worked per week, which
Standard Report to match Mass Update Template
We encourage our clients to send us their salary updates for mass update. I often pull a report and edit it to align with the upload template so they can review, edit & highlight their changes for me to finalize and upload. This is time consuming... it
Maximum HSA Contributions
Hi! It would be great if BerniePortal could reference the maximum HSA contributions to calculate how much an employee can contribute without overcontributing. This way, the combination of the employee and employer contributions could go up to the maximum,
What's the story with Benefit Booklets?
From the Broker Service Team side (Benefits/Booklets) I can export a Benefit Booklet for any of our clients. I wasn't here when this feature was setup and, though there are improvements I'd love to see, I can edit it to easily create a resource for our
'Lock In' Previous Coverage Amount Elections
Currently, BerniePortal is designed so that during open enrollment, benefit types like Voluntary Life and Critical Illness reverts back to the minimum purchase increment. This confuses some users because they think that they are electing additional Voluntary
Display PCP name on Election Sheet and Employee Record
Please include the Primary Care Physician (PCP) name on the election sheet. BerniePortal can already capture and store the PCP information. So, it would be helpful to display the PCP name on the election sheet as well as the Benefits tab of the Employee
Add a "Display Name" for the Employer Account Name
We've run into a challenge with companies that are DBAs. We need the Legal Name to populate to the tax documents while the companies portal remains branded under the name the employees are familiar with. Right now, there is only one option for "Employer
Remove SELF as an option for the beneficiary on the EMPLOYEE
The number one correction we have to request during enrollments is for employees to name someone other than themselves as their beneficiary for the life insurance on the employee. The defaulted relationship is "Self", so some don't pay attention to what
Approval Levels
Add the ability for a manager to request the termination of an employee and layers of approval for the request
Add new Benefit Type for Employer to add SUPPLEMENTAL deductions
The Benefit Type could be something like “Supplemental - Employer Defined”, and then the Type details can be: Employee Deduction:_____________ Employer pays: _____________ And this data gets mapped to the Bernie Portal Sheet, and Most Recent Elections,
Eligibility Report is actually an "Enrollment Report"
We noticed this week that the "Eligibility Report" does not include those employees who were Eligible but Waived coverage. It pulls only those employees Enrolled for the selected month, which would be considered an “Enrollment” or “Election” report. I
Ability to add letters in Employee ID field
Please add the ability to use letters in the Employee ID field in Bernie. We have some groups that use employee IDs in other systems that require letters and they would like to have consistent Employee IDs across all of their platforms.
Add beneficiaries as mapible fields for forms.
I searched for this topic but did not find it previously noted - apologies if this is duplicate. It would be useful to be able to map the beneficiaries collected under the beneficiaries tab at enrollment to the carrier forms.
AD&D only plan that is dependent on a Voluntary Life election
Many clients have Vol life with ad&d plans that can be elected separately in different amounts but only if the employee elects vol life. Currently, there is no way to build a stand-alone ad&d plan that is only offered to the employee if the employee elects
FSA Limits
Hello, Could a function be added to the portal to be able to calculate the annual FSA limits and restrict employees from exceeding that number when making elections? Thanks, M
Limit Access to the PTO Calendar Based on Subgroups
My company has different PTO subgroups for different locations as they are run slightly different and do not always have the dame holidays. However when employees look at the PTO calendar and they select view all, they are able to see the PTO calendar
Half Day Increments for PTO Workdays
When configuring PTO you are prompted to select a workday length that is in increments of one hour. However we have an office that has 7.5 hour workdays. Because of this, we have to select and 8 hour workday for their PTO which makes the accrual inaccurate.
Allow one open enrollment for multiple renewal dates
Currently, BerniePortal only allows users to open one renewal date at a time for open enrollment. It would be great if BerniePortal allowed users to open multiple renewal dates for one open enrollment. Especially for renewal dates that are within a month
PTO Types
I'd like to see in LABELS the option to change the category types of PTO to apply Paid Family Leave or Bereavement Leave in place of categories that we don't use like Vacation time and Floating Holidays. It would be great to be able to edit these categories
Time & Attendance and PTO
I think it would be a wonderful idea if approved PTO requests could be reflected on time sheets. For example: I was apporved for unpaid PTO on 8/30 On my time sheet, it appears that I just never clocked in. I think it would be awesome if my time sheet
Beneficiary Information collection is Very Difficult -Needed info is Missing
It would be much appreciated if the beneficiary information collected by BP collected the info that carriers and ultimately HR need to track down a beneficiary. Name and relationship scratches the surface of what is required both on the carrier form and
Signing in with Employer Code Not Working
We are trying to grant easy access for employees to clock in and out via the portal on a time tablet rather than using the app. The option to sign in with the Employer Code doesn't work at all. Any troubleshooting ideas on this topic as to why this wouldn't
Census Upload for Feature Admins
We have had users report that they wish the Feature Admin could use the upload by census Function. Often times, feature admins are the ones doing the day to day administration in the system not the "account owner"
Master Age Report
Hello, It would be helpful to be able to run a master age report for all clients in BerniePortal to determine who is turning a certain age in the whole book of business. Right now you can only run one age report at a time per client, which is very time
Email Notifications
As a broker, I'm assisting one of my groups with their benefit enrollments and have the email notifications currently set so I can receive them. Since I have many clients using BP, it would be nice if the name of the client was in the email subject line
Muti-Factor Authentication (MFA) Login
Anyone have any feedback on the new MFA login process? The muti-step process that requires to enter more than a password to login. Overall, I applaud this move to safe guard data - especially for us Brokers who manage mutiple accounts. I am wondering
Ability to Pull Payroll- Time and PTO Report as a Snapshot in Time
Currently, you cannot pull a Payroll- Time and PTO report until the day after the pay period has ended. There are times, like holidays, where payroll is processed in the afternoon of the same day that the pay period closes. On these occasions, a Payroll-
CC on Onboarding Email reminders
I would like the option to be cc'd on emails going out to remind employees to enroll. We've had instances of employees claiming they never got notification. Having copies of the reminders for onboarding would be valuable for documentation and risk
Spanish I-9, W-4,, and IT-2104 (New York) Forms
I think it would be great if BP could provide all standard forms in both English and Spanish since there have recently been updates to I-9 and W-4 and IT-2104 are annually updated. It's a wonderful opportunity to ensure that our Spanish speakers are being
Import Mapped Forms - Service Team Level
Please allow access for the Service Team level to import mapped carrier forms to clients. With the new 2 factor auth - it is nearly impossible to manage multiple brokers, which are currently the only accounts in BerniePortal that house carrier forms that
Mobile App Upgrades
I think it would be very helpful for your clients to have a mobile app that offers additional features other than clocking in and out. I moved from BambooHR to Bernie and it's subpar to what other apps offer and I think there is a lot of potential to
Allow Companies to add Half-Day Holidays
We had a company request the ability to add half-day Company Holidays. This isn't currently an option in Bernie PTO. While I hope they'll look at adding this option... does anyone have a workaround that is currently in use with their portals? Thanks
Add Change Report to Group Admin Portal
Currently, I'm told that after Open Enrollment, the only way for a group admin to get their Change Report is to ask for it from their Broker. It would be very helpful is that Change Report was a self serve option for the group admin as well. That would
1094/1095 Subgroup Configuration
1094-C: Idea to have this section saved from year to year rather than having to fill it out each year. 1095-C: It would be nice to have an all or copy section of benefits subgroups rather than having to configure each benefits subgroup separately.
Dependents Aging Off Plan
BerniePortal currently does not have a design that automatically removes dependents from a plan after the dependent turns age 26. It is considered that there are exceptions to this, as some dependents are permitted to remain on their parent's health plan
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