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
Consolidate & Clarify Employee Salary Detail
Working with a client we just realized that the annual salary that shows on the employees profile is set to calculate for a 40 hour work week, which means it is displaying an inaccurate amount for their part-time employees. Most of the information currently
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.
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.
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.
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.
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
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
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
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.
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
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
Applicant Tracking decline reason for candidates
The Applicant Tracking feature doesn't ask for the reason a candidate was declined. This would be nice to look back on after a candidate has been declined. Maybe add a way to enter a reason when declining someone that would also be stored in their application
Email reminders for approvers
We need a way for time and pto approvers to get email reminders. They often forget to approve outstanding requests for their reports.
Auto Decline Candidates
We need the ability to allow employers to auto-decline candidates based on gate-keeper questions for the Applicant Tracking feature. For example, if they are located in the area, or if they are willing to travel.
Allow Employees to Upload PDFs to Notices
We need the ability to let employees upload documents onto notices from the Compliance feature. For example, a certification.
View Employers in Open Enrollment on Broker Dashboard
I'd love if I could see how many employers, and even better which employers, are in open enrollment at any given time I log in. That would be much more useful than the STATS available.
Ability to attach docs to job post in ATS
We have a few employers who have expressed that they would like to be able to attach documents to a job posting in our ATS feature. Some employer have waivers that they'd like for applicants to view or general information docs. Maybe even just add the
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