PTO Approval Email
Hi. It would be helpful if the Admins/Approvers for a user would be notified via email anytime a PTO request is approved. Thank you.
Email Notifications
As a broker, I'm assisting one of my groups with their benefit enrollments and have the email notifications currently set so I can receive them. Since I have many clients using BP, it would be nice if the name of the client was in the email subject line
My highest performing salesperson wants to be promoted to the open manager role. Thing is, he’s the highest performer—we can’t really afford to remove him from that role. Any advice?
I don’t want to hurt his feelings, but I’m worried he will quit if he doesn’t get this promotion. SOS! He’s by far our best salesman.
Muti-Factor Authentication (MFA) Login
Anyone have any feedback on the new MFA login process? The muti-step process that requires to enter more than a password to login. Overall, I applaud this move to safe guard data - especially for us Brokers who manage mutiple accounts. I am wondering
ID Expiration
I have employers asking for an option to get a notification when Driver Licenses expire. BP captures the license in the I9 process, but they need to know when to capture a new one for the employee to keep on file for their drivers.
Ability to Pull Payroll- Time and PTO Report as a Snapshot in Time
Currently, you cannot pull a Payroll- Time and PTO report until the day after the pay period has ended. There are times, like holidays, where payroll is processed in the afternoon of the same day that the pay period closes. On these occasions, a Payroll-
Offer Overview / Prior Offer missing important detail.
When viewing the Offer Overview for a subgroup you see the Prior/Current/Upcoming Offers side by side. Clicking the links take you to the Plan View, which you can always see under the plan list... it would be more helpful to see how the plan was setup
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
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
Spanish I-9, W-4,, and IT-2104 (New York) Forms
I think it would be great if BP could provide all standard forms in both English and Spanish since there have recently been updates to I-9 and W-4 and IT-2104 are annually updated. It's a wonderful opportunity to ensure that our Spanish speakers are being
Marital Status
On the page where an employee adds their dependent information, I believe that Spouse is not the right title. This individual could be a domestic partner and the employee should be able to indicate such on this page using a field that could be more easily
Age Banded Premium Uploads
I would like the Bernie Operations team to be able to upload age banded rate files instead of having to cut and paste 51 rates per plan. It is too slow and error prone to both enter and proof.
Allow Renewal Dates to be on the 15th of a Month
We have several groups that renew on the 15th of a month, but this is not an option in BP. Would love to have that option. Also option to allow 1 Open Enrollment for 2 effective dates that are within a month of each other.
Masquerading- Service Team Sign Off
There should be an option to click a button for Admin Approval instead of e-signing when Service Team/Employer Masquerades as an Employee to make elections. Have has people concerned that their signature was being "forged".
EOI Triggered by Age
We need BP to allow for an age limit triggering EOI. I recently had a new employee enrollment that enrolled his spouse on VTL and AD&D. EOI was triggered because the contract states any spouse over 60 is subject to EOI.
Import Mapped Forms - Service Team Level
Please allow access for the Service Team level to import mapped carrier forms to clients. With the new 2 factor auth - it is nearly impossible to manage multiple brokers, which are currently the only accounts in BerniePortal that house carrier forms that
Mobile App Upgrades
I think it would be very helpful for your clients to have a mobile app that offers additional features other than clocking in and out. I moved from BambooHR to Bernie and it's subpar to what other apps offer and I think there is a lot of potential to
Transit & Parking Account Do Not Have a Waive Option?
Can we please add a waive option for these two accounts? I set up a new group last week and opened enrollment, only to find out that there is no waive option for these accounts. Employees must choose "other" and $0.00 for deductions in order to waive
FSA Account vs Dependent FSA and Transit Accounts
Can we please add "Employee" or Employee Only" either automatically or as an Enrollment Tier for the Health FSA? Currently all that shows is 2 dashes, whereas the Dependent FSA shows "Employee Only" as do the Transit and Parking Accounts. This looks like
force waiver/enrollment window
Hey- love the new enrollment window feature, but I now understand that it closes out 30 days after the hire date. That seems a weird way to set it up with the majority of employer groups having first of the month following (30 or 60 day) waiting period.
Allow Companies to add Half-Day Holidays
We had a company request the ability to add half-day Company Holidays. This isn't currently an option in Bernie PTO. While I hope they'll look at adding this option... does anyone have a workaround that is currently in use with their portals? Thanks
Add Change Report to Group Admin Portal
Currently, I'm told that after Open Enrollment, the only way for a group admin to get their Change Report is to ask for it from their Broker. It would be very helpful is that Change Report was a self serve option for the group admin as well. That would
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.
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
Ability to show monthly vs per pay period cost during open enrollment
This came up from a group that changed to semi-monthly (24) pay periods after we started Open Enrollment but was originally set up for Open Enrollment as Monthly. It would be nice for the employees to have the ability to switch between per pay period
What are your favorite "HR Horror Stories"?
Submit your best HR horror stories here for an opportunity to feature in HR Party of One's Halloween Special! *all identifying details will be redacted*
Dependents Age 26
BP needs to flag any children who are listed who are age 26 and older as a way to prompt employees to remove them when they are not eligible for benefits. Additionally, in line with this, we need a question that will flag a dependent listed who is over
PTO Hourly Accrual
It would be nice for the PTO feature to be able to accrue based on hours worked. Currently, the accrual options are: monthly, quarterly, and annually.
Can you hire somebody who doesn't have a SSN?
We have a great candidate that grew up in a cult (just kidding… maybe) and so she doesn’t have an SSN. What are my next steps?
Ability to add Mass Hours
The ability to add mass hours for a group of employees instead of having to go into each employee's timecard individually to add hours. There are times we close the office early and want to add 2 hours or so to each employee's timecard. We would like
1094B-1095B capability
I have been asking for this for years, but now with the online filing requirement looming for 2024, it would REALLY be nice if Bernie Portal will be able to provide 1094B/1095B eFiling. Is this on the radar?
I need to brainstorm benefits that won’t break the bank. We already offer pet insurance. What type of budget-friendly benefits do you offer?
The pet insurance is super popular haha, but I need more to offer that isn’t intensive or expensive.
When writing job descriptions or interviewing, are you transparent about salary?
I am new to this position, but not to HR. In the past, the salary was rarely discussed, but I have had recent (younger) interviewees ask direct questions about it and make demands. I find it offputting, but I want to adapt and figure out the best way
Email notifications: distinguish new hires from routine updates
Would it be possible to set up notifications so that they are not sent out for each update made as a new hire updates address, language, etc, but only have those go out for updates after the initial election sheet is generated? Or even better, have the
Allow closing of edit request
It would be great if Bernie Portal could make it so that if an administrator makes an edit request, if they need to, they can cancel the request or close it without making changes. Sometimes employees change their mind when wanting to change their W-4
How to respond or what steps to take if an employee files an OSHA complaint?
One of my employees has unfortunately filed a complaint. Even more unfortunately, he was in the right to do it. What do I do next? Boss is no help.
In your experience, what perks are people looking for jobs most excited about?
I want to have fun new perks. I've seen stuff about gym memberships online but I want stuff that may appeal to other people too. Ideas?
PTO Report- Ability to select past years
It would be nice if you could select past years when pulling this report so that you could see an overview of past time as well as current
I am sick of my payroll provider. When is the best time to switch payroll companies?
I’m a pretty small operation and I’m ready to be the change you want to see in the world. Pls, just give it to me straight on when to switch and how hard it might be!
BerniePortal training for new agency employees?
I'm curious how other insurance agencies train their new hires on BerniePortal. Most of our team members have been here since we started using BerniePortal so their knowledge has come over time and using the system. How do you get a new team member up
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