Beneficiary Detailed Information Request
Most life insurance carriers require additional information about the beneficiary in the event of a claim- i.e. contact information, DOB, and/or SSN. It would be nice for if the system would capture this information on the beneficiary election screen
Improvements for Custom Onboarding Documents
When we setup a custom onboarding document we're able to add text and ask questions to complete the background form. Sometimes the background form includes images that are helpful to improve employee understanding. Having the ability to request an upload
Save & Continue Button - In Enrollment Change to just "Save"?
Could the Save & Continue button that appears during Enrollment be re-labeled to just Save? My understanding is that the button Saves the content on the benefit page, including any custom question answers, but Continue was really meant to move a person
What pay schedule is best: biweekly, monthly, weekly? Advantages or Disadvantages?
I'm considering making a change from monthly but want some pros and cons of other options.
Recommendations for sexual harassment training?
No, I don't want to talk about why I need to have someone take it ;/ please provide links~~
How far into the interview process do you share benefits information?
We would like candidates to know what we have to offer but don't want to overload ourselves with questions too early.
How to tell an employee they are on a performance improvement plan and go about that process?
I have an employee that has had a noticeable and sustained drop in their performance. I've never had to create a standard PIP, but since we are growing pretty rapidly, I figure now is as good as ever. Any tips on how to get started and what it should
Does anybody know where I can get free HRCI and SHRM credits?
Remembered at the last second that I need, oh, 20 or so credits in 2 weeks. No big deal. Please link options! Located in Michigan if that makes a difference.
Has anyone used an Indeed ad to recruit? How did it go?
I am working on my recruitment strategy and have heard mixed reviews about using ads. Any personal experience with Indeed is great, but I'm open to others! Just not LinkedIn Recruiter.
What perks do you offer to employees to get them excited about new training or development? Are there any tax advantages?
I have to convince my people to continue their training. I don't know why since they have to maintain licensing for their role.
Employer be able to Cancel a QE Request
If an employee's account was mistakenly reopened for a Qualifying Event (QE) or maybe the employee changed their mind & did not want to add newly eligible dependents, we do not currently have the option to simply CANCEL the QE request. The only way now
Spousal Surcharge default setting be group choice
My group charges a spousal surcharge. The automatic default to the question of does your spouse have access to employer health coverage is NO. This should be a choice for the group if default to yes or no. People DO NOT READ, they are breezing over that
Cancel Correct Mistake or Qualifying Event
Employers will occasionally open up elections with a "Correct mistake" or "Qualifying event" by mistake, or realize after the fact that no updates actually need to be made. It would be nice to either be able to cancel the reopened elections, or have the
Do not allow employer codes to start with a capital i
If a setting or something in the portal can be changed in the system so that employer codes never start with a capital i because employees think it is a lowercase L and cannot figure out why they cannot login. This has happened with multiple groups 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
Allow different notification settings for Admins vs Employees.
Our Agents and the HR Admins like having the carrier forms attached as it simplifies communication with the carriers. We would prefer to limit the PHI that goes out in email, so we'd prefer to have employees receive only their Election PDF when they complete
FMLA Tracking/ Benefit deduction payments
Now that Payroll has been added to BerniePortal, it would be nice if we could have some additional capabilities related to FMLA (Family and Medical Leave). Tracking Area where an employer can track what kind of leave is being taken (LOA v FMLA), leave
EOI amounts listed on Reports
Currently, EOI amounts are not listed on reports. If an employee is subject to EOI, then the reports show "0" as the amount they elected. You have to look at each employee's sheet to understand that they elected, and are pending of an additional amount.
Voluntary disability amount option
It would be great to have the voluntary disability default to the maximum amount of coverage rather than the minimum. The employee just sees the $300.00 minimum and chooses instead of dragging the bar to the 60% Maximum.. This happens very often and is
All Edit Functions from the Gear on the Employees Profile
You've added a gear option that allows us to masquerade while looking at an employees profile. Can we get additional admin functions under that menu as well? I'm opening up some W-4s for changes for one of our clients. I have to look at the employees
Issue Age Plans
There is no ability to indicate a Vol Life, Cancer, Medical Bridge, or disability plan to apply premiums based on issue age. This would be nice to have!
Comparing premiums side-by-side
It would help employees to make enrollment decisions if they could see plan premiums side-by-side when enrolling. For example, if there are 3 health plans being offered, being able to compare premiums between the health plans on the same screen would
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.
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
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.
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.
Next Page