Add the date Open Enrollment was opened/closed on the Open Enrollment screen
It would be helpful to have the date open enrollment was open and closed for a set of benefits easily viewable on the open enrollment screen. There have been a few times that I needed to know what date open enrollment was open and/or closed and can't
Allow Users to Type in the Date
Some modules of BerniePortal require users to click through a calendar to enter a date. For example: Hire Date when onboarding an employee If the date needed to be entered is far away, like if you need to enter a hire date for 03/01/1995, it is more efficient
Next Pay Date Under the Payroll Tab
It could be helpful to see the most recent & next pay date (and possibly pay periods) as soon as you land in the payroll section. As a user, I often check this page to confirm my next pay date, and showing it right at the top would be great. I've included
Show name of the actual person that made changes in Edit Mode or changes during Masquerade
Currently if a service team member or broker goes into Edit Mode for an account and makes any changes to an employee, the Election Sheet and reports show that the admin at the Employer made the change. It would be helpful to show exactly who went into
Waiver Reason for Dental and Vision
Currently BerniePortal only asks for the waiver reason for medical plans. It would be great if BerniePortal asked for the waiver reason for dental and vision plans too.
Manager Access
It would be helpful to allow managers access to employee profiles, and to only allow them to see the employees that report to them.
Prior offer should be offered to rehires
As of now, BerniePortal only shows the prior offer to employees making initial elections (when their account is first added to BP,) Qualifying events and COBRA enrollees. Currently, rehires are not triggered for the prior offer when they are eligible
Import Enrollment Forms from Service Team Level
Currently, if an agency's Service Team Member maps an enrollment form, it cannot be imported into a group's form library from any other level. Could we make it so that forms can be imported from the Service team level to Employer level?
Employee Census Upload to include Phone Numbers and Employee ID numbers
I would love to be able to include the phone number and employee ID number on the initial census upload. Many times this information is provided on a census but still has to be manually keyed in
Easier/Quicker Access to Edit Mode
Most of the things we do on an account as a service team member (and possibly from the broker account as well) requires you to go into Edit Mode. It would be nice if there was a quicker way to get to Edit Mode for an account from the Employer List page.
When we search for an employee we need it to lead to the action wheel not the profile
When we search for an employee by name it opens to the employee profile now instead of the screen with the action wheel. We need easy access to the action wheel for most things such as termination, opening for qualifying event ect. Either that or put
Defined Contributions
We need a way to pick and choose what benefits apply to the Defined Contribution. For instance, I have a client who provides a Defined Contribution of $350 that applies to Medical, Dental and Vision, and $0 toward Vol Life, it would be nice to have a
W-4 Changes
Currently the system replaces the W-4 with the new information when an edit request is made. For compliance purposes it would be ideal to have each version of the W-4 completed kept in the personnel file area like the Benefit Election Sheets.
Enrollment Wheels
The Home page of an employer portal shows total enrollment by benefit type using the circle charts. It would be very handy if you could click on any of these "circles" and see who is or it not enrolled in a particular benefit.
Save & Continue Button in Enrollment Portal
When completing Benefits Enrollment, employees are encouraged to navigate through each benefit type using the left-hand navigation menu. This can cause confusion among employees because they are given the option to "Save & Continue" when selecting each
Lock Out Employees From Making Elections After They Have Missed Eligibility Date
When employees are in "Onboarding" or "Awaiting Elections," there is nothing that prevents them for making their elections after they have missed their eligibility window. We have many employees that elect coverage months after they were eligible and
Employee Page sort option
It would be awesome to add the ability to sort by last name or date of hire on the employee page. The date of hire option would be nice to make sure no new hire enrollment has been missed
Additional Pay Period Schedules
Hello! While most groups operate on Monthly, Semi-Monthly, Bi-Weekly, or Weekly pay schedules, other groups have less conventional pay schedules, and are challenging to accommodate in BerniePortal. Would it be possible to add additional deduction schedules,
Recap: BerniePortal's October New Release Webinar
Hi friend, In case you missed the webinar, here are some resources from the BerniePortal October 2022 New Releases presentation: Brokers: View the webinar recording. View the new release notes. October New Releases Blog Post Employers: View the webinar
Payroll Schedules
Add the option for the pay date to be the same day as the pay week cutoff. Semi-monthly salary only payrolls often will cutoff on the 15th and last day of the month and will also pay on these dates.
Hours Worked on Election Sheets and Enrollment Forms
BerniePortal asks how many hours per week an employee works when adding a new hire. It would be nice to have the hours also show on employee election sheets and have the option to map on enrollment forms (without needing to create a custom text field
Update Mapping on Missouri Withholding Form
The tokens during onboarding show this: The form itself has different options, which is causing confusion. Most people that are married have a spouse that works, so choosing the "married" option is not always going to work.
Allow Admin to delete carrier forms from employee file
When an employee makes a correction to their elections on the same day, it creates two sets of carrier forms, with the same signature date. The admin would like the ability to delete those extra forms.
Payroll Report Improvements - or ability to customize
Request comes from one of our clients who would like the ability to create a customized report or have access to a "Payroll - Time & PTO" report that does not list the SS# and auto calculates the total hours worked (Time & PTO) . "Clocked Hours" on the
PTO Reporting
PTO Option in the custom reports section. Reporting option to see specific employee and their balances and time used for a specific time period. (For example: June 1 - June 14)
Bereavement\Jury Duty
Add the PTO types of Bereavement and Jury Duty so that the time can be tracked in the system. California will be requiring employers to allow up to five days off, paid or unpaid, for bereavement starting January 1, 2023.
Employee Census - Multiple Error Messages
When an employee census is uploaded with incorrect formatting, BerniePortal gives you an error message. It only provides one error message at a time, so if there are multiple formatting errors, you are only informed of one at a time. Would it be possible
Allow Feature Admins to do a Census Upload
Feature Admins (Group Administrators) want to be able to upload employees via Census. Currently, only the group account owner can do this and there can be situations where they are not the day to day managers of eligibility/adding employees.
Benefits stored for termed employees
Posted on behalf of user: It would be nice is there was a way to continue to view the "Benefits" tab under an employee after an employee is terminated.
Featured Admin Permissions - Gap protection of salary information
We have a client who has one person who oversees the hourly staff. We have them setup as a Featured Admin limiting their permissions to hide the income of salaried employees (using the Benefits & Billing Primary Subgroups). For those subgroups
Total Number of Employees Per Month
Our clients are reaching out asking how they can easily see how many employees they had each month. This information is especially important when completing group size surveys for the medical carriers to determine whether they are deemed to be large
Add Onboarding Paperwork in Mass
The payroll feature in BerniePortal is now up and running! An important part to making sure payroll runs accurately is to have the employee onboarding documents completed in BerniePortal Right now you have to assign the W-4, Direct Deposit, and State
Critical Illness Coverage Amount Tokens
A broker partner reached out to me because their group offered a Critical Illness plan where employees elected coverage amounts, much like they would when electing Voluntary Life, rather than coverage tiers. When they went to map the enrollment form,
Gender Premiums for Health Age Banded Multiperson Rates
It would be nice if the health age banded multiperson rate tier supported different gender premiums. We currently have to create two benefit subgroups (for males and females) and two plans when entering age banded multiperson rates that differ based on
Populated Mass Update Template/Report
For many of our clients I've found it beneficial to populate the mass update template with some detail from the all data report for them to review/update prior to open enrollment. In this way they catch any new hires/terminations/status changes they
Prompt for name/address changes with the qualifying event
We've run into situations where the employee did not update their name or address in their account before electing their benefits during a qualifying event... which populated incorrect information on the change forms in Bernie. Could it be possible to
Page Numbers at Top of Employee Names, Not Bottom
It would be very helpful if the page numbers (see below) on the Employee page were at the top vs. the bottom. With the the page numbers at the bottom we constantly have to toggle down to move the page (I know you can display more than 20, but that involves
Create Automatic Income Imputation Amount for Group Life Benefit Over $ 50,000
It would be beneficial if BerniePortal would automatically provide employees with the amount of income to be imputed in their W-2 for the value of their employer-paid group life policy over $ 50,000. Using the employees date of birth, date of hire and
Pre or Post-Tax Payment Options for Employer Provided LTD and/or STD
Please create an LTD and STD benefit option that is voluntary in nature so it provides two choices (one taxable, one tax-free) but does not have an option to waive. This is valuable for the employee to not be confused with a 'waive' option when deciding
Chat - We're Online
The chat feature is nice, however the not We're Online or We're Offline often gets in the way of viewing what is being worked on. It would be nice if the system would hold the preference of clicking on the X to remove this from the page so that we do
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