Approving/Declining EOI Email Notifications
When approving or declining EOI the employee receives an Email notification and I believe receives a new generated election sheet. We would love for the "Interested parties" listed in the email notifications to also receive an email notification along
Employee scheduling feature
Steve from Paw and Order suggested the following: Develop a feature so that a manager can create a schedule for the employees. This is a critical component needed for companies who have employees who work various shifts. We currently use "When I Work"
Mass Update - Emails
Sometimes a group will give all of their employees new email addresses. Example: test@googlemail.com will change to test@gmail.com. Currently in BerniePortal there is not a way to update more than one email at a time. I can see how this would be helpful
Employee Gender in BerniePortal
Currently, there are only male/female options for gender. Add more inclusive options for employees who don't subscribe to male/female.
Make it available to masquerade before an employee activates their account
Currently, when an employee is onboarded to BerniePortal with an email address, the system requires the new employee to activate their account with a link that is emailed to them. Until the account is activated, Admins are not permitted to masquerade
Defined Contribution - Upcoming Offer
There should be a way to put in upcoming defined contribution so you know what the previous offer amount was when an employee has to make their prior offer election before their current election. Currently, if you change the Defined Contribution amount in
Benefit Reductions applied on the birthday
For benefit reductions, it's my understanding that as soon as someone has a birthday and ages up into an age bracket that is eligible for a benefit reduction, BerniePortal does NOT charge the premium for the next bracket up but does apply the benefit
Dashboard
When you're on the BerniePortal dashboard you can see how many employees are elected in benefits such as Health, Dental, etc... I think it would be great to be able to click on that circle and see a list of the employees that made those elections.
Differentiate where employee clocks in/out for Time Feature
Utilizing the IP address function in BerniePortal for the Time feature is great to restrict access to where employees can clock in/clock out. It would be helpful for many employers to be able to show whether an employee is clocking in/out from the mobile
Compliance Docs - Links and response attachments
We're adding some training to the compliance docs for our team. One of these is a link to online training that will produce a certificate once completed. it would be beneficial if... 1. we could add a hyperlink directly to the training, instead of referencing
Adding the ability for those using BernieBill to see real time premium/billing information
Currently when using BernieBill for Guardian (and maybe other carriers), the client can only see the total that they owe per month. It would be extremely helpful to see the running total, ei-if they have paid, if they have a credit, if they still owe
Help employers find & submit tax credits for new hires
One of our agents recently shared an HR portal solution available through a carrier that has proven to be a significant financial benefit to the client as they are actively hiring (like most business are these days). This system helps employers identify,
QR Code for Applicant Tracking
Have had a couple of employers mention that it would be nice if BerniePortal generated a QR code that would link to Job posts built in ATS Feature. Would allow for physical recruitment tools like signs and flyers!
Employees should be able to edit their responses to completed Performance surveys
Employees should have the ability to edit their responses to a previously completed survey. Currently, the employer would have to reassign the entire survey to the employee for them to enter a different response.
Ability to send reminders to employees who have incomplete Performance Surveys
Employers should be able to see which employees have assigned surveys they haven't completed and send them reminders. Could work like the compliance record and reminder tools in the Compliance feature.
Search 1:1 Messages in the Performance Section
It would be helpful to be able to run a keyword search through past 1:1 messages under the Performance tab to quickly find a conversation in a previous message. This could be nice for looking back at quarterly goals or perhaps a note on an old project.
Add 2-Factor Auth
I have a client who is requiring 2-factor authentication, at this time I'm going to have to move them away from BP to accommodate that.
Taxation at Subgroup Level vs Plan Level
It would be nice if we could change the taxation of plans at the subgroup level vs the plan level. Therefore, negating the requirement to build out a pre and post tax plan.
Addition of optional HSA deductions based on dollar amount
It would be nice to have an option for HSA deductions on an "if-then" basis. Example: If the employee contributes $0 to the HSA then employer contributes $0 or $25/$25 match and so on. Rather than contributions be based on and calculated by perce
Making Emergency Contact Information Visible to Managers
For safety reasons, I think having emergency contact information be visible to managers for their team is critical! However, this is not currently possible without the manager having access to the entire onboarding platform for each employee which has
Unlock individual benefits for changes
It would be great if BerniePortal allowed you to open an employee to change an individual benefit or group of benefits.
Qualifying Event Election Verbiage update
Currently, when an employee has a QE and they make their new elections they are prompted to enter the date of the qualifying event, however, BP uses that date as the effective date of benefits. When someone's QE is 4/12 but their benefits change should
Outstanding Benefit Report
Something I get asked often by employers is who is still awaiting elections whether it be new hires or for open enrollment, I know there is a To-Do list with employees listed with outstanding benefit elections but if we had a report where we could send
Alpine - Employer Portal and/or Employer Access
A lot of our Alpine clients want to be able to pull copies of the notices that were sent to their Cobra recipients. Alpine either needs to make a portal available or somehow attach the document to the Employee in BP.
Dependent Information
Currently, BerniePortal only captures the Employee's address information. The dependents address should also be listed for reporting purposes. The reason this would be useful is as follows: Humana requires the dependents address information to be listed.
More than one link for "Helpful Website"
Under the plan info, where we have the option to include a Helpful Website it would be super if it could be Helpful Website(s) and we could put more than one link. Often I want to provide a provider search link and a member portal link. If not other
Make it an option to turn off Salary Notifications
If we have products that are salary sensitive, we go through and update the salaries before open enrollment begins. Currently, BP sends an email to the employee that their salary has been updated and this causes a lot of them to go to HR to question
1094/1095 - The ability to delete files that are not correct
The ability to delete files that are not correct.
Domestic Partners/Dependents
We need a way in the system to track a Legal Spouse / Dependents from a Domestic Partner / Dependents. The reason being is because if a Domestic Partner or their Dependents are enrolled on a benefit plan, then the premiums cannot be taken out on a pre-tax
Mandatory Verify Personal Information
During Open Enrollment, it would be nice if when they logged in, the first screen to show would be their address/personal information. We try to direct employees to the Account dropdown to verify, but they always miss this step. If it automatically
Feature Admins and Cobra Reasons
Feature Admins – You can’t change the Reasons under a Feature Admin, the Account Owner can, but Feature Admins do not see the same thing/cannot change. They need to have access to do this.
COBRA and Rehiring Employees
When a group is using Alpine TPA, the employee is required to enroll/waive in COBRA. If they are rehired before they make the end of their 60 day COBRA enrollment window they are given an incorrect effective date. When trying to rehire an employee that
Mobile App
BerniePortal really needs to get a Mobile App available for employees to be able to ENROLL in benefits. I know there is a work-a-round, but an app would be amazing.
Prospective Employees
We have a Client that would like his prospects to be able to view the group's benefits and associated deductions in their Bernie Portal prior to them actually being hired. Note: This Client is not using Bernie Portal Applicant Tracking System.
Home Page - Show enrollment per plan versus by benefit
For instance, Home Page shows "10" enrolled in Health, "10" enrolled in Dental. Health may have three plans available: AA / BB / CC It would be nice for it to show a breakout PER PLAN Health AA - 3 Health BB - 2 Health CC - 5
Add Plan Name to all Billing Reports
It would be helpful if the Billing Reports would also include the Plan Name so you could sort by plans.
Change Report - Name Fields Filled In
BerniePortal should add the employee name and employer name next to all changes on the change report. Currently, it will show the employee and employer name on the first row, but if the employee has multiple rows of changes on the report, they will be
Integration with Background Check Companies
It would be nice if BerniePortal integrated with background check companies such as HireRight or Checkr as part of the Onboarding feature.
Clone Onboarding Checklist
Employers are able to clone plans and sub groups it would be nice if they were able to clone new hire checklist in the same manner. Many of the steps are often the same with just a few exceptions.
Delete multiple forms or plans at once
I'm trying to clean out our broker library of old plans and forms. It would be nice if we could select a bunch at once and delete a batch, versus one by one.
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