Part Time Employees & "Not assigned" Benefit Subgroup Confusion
Would love to know how others are managing their part-time/ineligible employees. Our clients seem to struggle with not having a "Part-Time" option in the drop-down for Benefits & Benefits Eligibility Subgroups. Even if we setup a "Part Time" Billing or
Voluntary Life Elections
Please change the "slider" bar for electing limits on Vol Life to a drop-down menu instead. We have multiple groups that end up fixing employee elections because either the slider bar did not work for the employee, or they did not understand how it works
Batch print onboarding documents
We need the ability to print onboarding documents such as direct deposit as a batch instead of pulling individually.
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
Bernie Portal Link when sending reminder messages
BerniePortal should include a clickable hyperlink to the login page when sending out enrollment reminders It would be extremely helpful/useful if they could click on a link that takes them right to BP when they get that email message. I understand I
Configure messages from the system to come from company e-mail address instead of Bernie Portal
Is it possible to set up the e-mail messaging that is generated out of Bernie Portal to come from the admin's e-mail address instead of @bernieportal.? Other systems we use (Zywave and other CRM type systems) allow this functionality and it gets a much
Waiting Periods in BerniePortal
It would be nice if BerniePortal had a waiting period of exactly one month or two months instead of 30 days, 31 days, etc.
Make all emails notifications available in the Email settings area
Currently there are certain emails that will go to the Account Owner and employees that aren't listed in the Email settings area. For example, these following actions will generate an email notification and go out to the Account Owner and employee: Salary
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.
Duplicate Current Offer into Upcoming Offer or have a setting under the plan to automatically add to Upcoming Offer
When configuring the Upcoming Offer you have to attach every plan to every subgroup. Sometimes groups have 10-70 subgroups that can cause this to be very time consuming. It would be helpful if there was a way to clone the Current Offer to create new renewal
Enrollment Status for COBRA Waivers
Eligible employees that WAIVE all COBRA coverage should stay in "Terminated" status instead of moving to "COBRA" status. It will provide an easier way to identify active COBRA members that are enrolled in COBRA coverage.
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
Admins Access to Multiple Groups
It would be nice if we can have admins have access to multiple groups, especially since there are a lot of common ownership groups. They are separate companies with separate portals, but they might have one HR admin that needs to access all their accounts.
Add a checklist for Qualifying Events
Adding a Qualifying Events checklist (Similar to Onboarding/Offboarding) would be helpful. Seems like we answer the same questions from clients multiple times a year on the processes around these changes. Thanks!
All Data Report to reflect the employee's profile instead of the election pdfs.
Currently, the All Data Report retrieves employee information stored in BerniePortal at the most recent enrollment timestamp, aka when an employee enrolls. If the employee changes their street address after their enrollment, for example, the All Data
PTO request increment customization
Employers have the ability to restrict the increment of PTO time employees could request. For example - 15 min increments or full-hour increments.
PTO workday length
Add options for "work day lengths" in increments other than whole days.
1095 Reporting
Please allow the ability to give Feature Admin's security rights to 1094/1095C
Suggestion: Update COBRA Premium options
Many insurance carriers have a separate cost for a single child COBRA election verses multiple children. Traditionally, if there is a single child the COBRA premium cost is the employee rate. However, if there are multiple children covered under COBRA,
Reports: New Hire Eligibility
It would be nice as a broker to have the ability to run one report on all our clients at the same time that would give us a list of employees in "Onboarding or Awaiting Election" status and their effective date. For us, it would be helpful as a way to
Remove SSN's from Election Forms in Email
We need the SSN's included in the Election Forms to enter someone for benefits but have the SSN included on the Election Form PDF when it's emailed is a security risk. We wish there was a way to keep the SSN on the Election Form but mask it when it's
Change default order of the plan list
The plans in Bernie are listed with the newest plans at the bottom by default. It would be helpful if this were reversed, with the most recent plans at the top, saves time/clicks to find what you're looking for.
Displaying Vol Life Elections on Reports
If you don't opt to include dependents, the reports will total all the elected amounts for voluntary life but does not indicate if/how it is shared with dependents. It would be great if the report would list the breakdown similar to how it's outlined
Qualifying event
When an employee has a qualifying event, such as a birth of a child, does the employee have to wait to enroll the child in benefits once they have the social security number?
Allow employees to be in multiple Compliance subgroups and the option to send to a subgroup or any one or more employees
Currently, employees can only be in one compliance subgroup. it would be nice to allow them to be in multiple subgroups and also allow a notice to be sent to any one or multiple employees. Maybe just a list of employees and check the ones that you want
Compliance Category and Notice edit abilities
It would be nice to have the ability to edit the name of a Compliance Category in the event of an error. Currently, the only option is to delete the category and add a new one. If you delete a category though, it will delete the notices stored under it
delete payroll entries
When updating employee wages, I made a mistake and there is no way to correct it This resulted in an additional entry with the same date and no way of knowing which entry is the correct one. Ive discovered other areas throughout the portal that cant be
Provide a link instead of a PDF when employee enrolls in an amount above the GI
Right now, BerniePortal shows employees a downloadable EOI document when employees enroll above the GI on Vol life and CI plans. Some carriers want employees to submit EOI info on a web portal, so it would be nice if BP allowed employers to show a link,
Tracking HR & Compliance Tasks
We have had this come up in multiple demos/discussions recently.... Clients are looking for a way to manage the renewal of employees licenses/certifications/trainings. A calendar or tracking function that would alert or notify of an upcoming expirat
Election PDF: Insurer
It would be very helpful to have the insurer listed on the Election PDF.
Add Tier to Most Recent Elections Report
There can be confusion when an employee doesn't select the same tier across all plans, it would be useful to have the coverage tier listed on this report to avoid errors.
1094/1095-B Forms
I think it's time Bernie Portal adds the option for clients to produce the 1094/1095 B forms . We have quite a few employers who offer a level funded plan, but are not an ALE and are still required to report with the B forms.
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
State Withholding Forms
It would be helpful to be able to assign a new state withholding form to an employee that moves, without having to delete the original state withholding form. The original form will be needed for record keeping purposes.
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.
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
Rounding on Voluntary Life
We need the ability to round the VTL coverage to the nearest $500 or $1,000 (varies by carrier) in order for payroll deductions to be accurate in the system. Ex. An employee's voluntary life reduces to $16,250 of coverage. We work with a carrier that
BerniePortal Email
A way to view emails that have been sent out of BerniePortal. Both content and dates. For Example, Welcome emails, Open Enrollment Welcome and Open Enrollment Reminders.
EOI & BernieBill
It would be nice if Guardian, Unum, and One America would approve EOIs in BerniePortal when an employer is on BernieBill rather than the employer having to keep track of those and update them in BerniePortal.
Need an option to remove a spouse (divorced) from the portal
There is currently not an easy way to remove a divorced spouse from an employee's dependent list in the portal. Employees often don't want their ex to be listed under them anymore. Even after removing the spouse from covered benefits, the spouse remains
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