Voluntary Life - Increments above GI for Renewal Year
In year 2 if a Vol Life plans allows employees to purchase additional coverage w/o EOI employees who were approved for an amount above GI are prompted to submit EOI even if they are purchasing an amount allowed by the plan. Add another "Additional GI
Minimum Amount for Critical Illness Plans
Currently, an employee can elect $0 as there is no "Minimum" setting on critical illness plans, only maximums. An employee can technically elect $0 as a coverage amount. This creates confusion when enrolling the employee and causes discrepancies on EDI
Change Voluntary Life election to Waive when EOI is auto denied
When a pending EOI has not been approved or denied within a set window, the system will auto-deny the EOI. If this results in the coverage amount being $0, reports will reflect a voluntary life election of $0. If denial results in $0 of coverage, it would
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
Dashboard
Two things on the Dashboard: 1. On the total enrollment wheel, the gray area show "not enrolled" number. This includes "not eligible" employees. It would be better to see the not enrolled number as just those that are eligible. If you have 100 "not eligible"
Enrollment Window Notification Enhancement
The new hire enrollment window notification is currently only configured to be sent to the account owner and can't be toggled on or off. An idea would be to allow this notification to also be saved in the "Email Notifications" settings under the account
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
Adding Qualifying Event Dates
When an employees account is unlocked due to a qualifying event, would it make more sense to have the employer enter the qualifying event date instead of the employee? If an employee is past their window when they go in to make changes they could put
Benefits/Provider Details - Make Multiple Group Numbers Available
Allow Broker Users to input different group numbers within the same Insurer/Carrier. For instance, we may have Medical, Dental and Vision all with United Healthcare, but the carrier uses a different policy number for each of the benefits. Currently,
Status Change- Election
When there is an election due to a change in Status moving from Part time to full time- there should be a way to indicate that or to see that in the portal. On the election sheet it could say, change in sub group with the date. Or as well as having the
Mailing Address Option
Can we have an option for mailing address? Or rename Address to Mailing address? For example, some employees who live in rural areas have a PO BOX rather than having their mail delivered to their homes. Most people will put the PO Box, but a few will
EOI on Children
We need the ability for the EOI to be required on children in some instances. Not all insurers automatically approve children VTL or Critical Illness. Some require them to complete EOI before each child can be approved if they declined coverage when
All Data - Employee Username
For employees who are onboarded without an email address, it would be a good idea for the All Data Report to display their username saved under the employee's profile within the portal.
Age Rated Dental Plan
We are a broker in Washington State, and we have several carriers with age-rated dental plans. Currently BerniePortal doesn't have the ability to build a dental plan with that rate structure. Has anyone else encountered this, and how have you handled
Reinstated/Made Mistake No Notification Election Sent
There is no email that is sent to the Interested or Employee when an employee has been Reinstated/Made Mistake. So if an employee is terminated there is not a way of knowing of if the employer made a reinstated/made mistake action on this employee without
Trailing spaces in BerniePortal Reports
When our agency generates reports out of BerniePortal that contain a SSN or zip code the column contains trailing spaces at the end of the number. It causes issues when we try to copy paste the information into another spreadsheet or carrier website.
Employee E-Signature for Employer Prompted Changes
Currently, when an employer makes a change that prompts a new election PDF, e.g. salary change, termination, benefit reduction, etc, the PDF shows the Employee E-Signature as if the employee signed off on the change. It would be better if there was no
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,
'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
Next Page