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.
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
FSA deduction limit alert
It would be great if the FSA election feature could recognize and alert an employee if a deduction amount entered is too large to for the annual contribution limit set either by the IRS or the Employer. Example: employee enters a per paycheck deduction
Change HSA Bank Info without reopening elections.
Ran into this issue again this morning. It would be a great addition if the employee were allowed to adjust the HSA Account info as easy as they can adjust the amount. Sometimes the banking info is entered in error, if caught in time we can select 'correct
Reinstatement/Made Mistake - should still prompt emails to service team and interested parties
If an employer terminates an employee by mistake, uses the Reinstate option and chooses Made Mistake as the reason, an email notification to the service team or interested parties regarding the reinstatement is not sent. This results in coverage being
Approving EOI needs field to Amount Approved
We need to be able to change the amount when approving an EOI. An employee may apply for $300,000 and after underwriting review may be approved for $200,000 instead. We need to be able to put in the amount approved when processing the EOI.
Suggested Reports - Awaiting Elections & Outstanding Compliance
This week I’ve encountered a need the following two reports within our groups: Awaiting Elections - I’ve created a custom report but it still requires filtering out those that have completed their elections (sorting the medical election to blank cells).
Applicant Tracking
Some employers are required to keep records of all employees that applied for a specific job. Currently, if an applicant applies for a position and is ultimately considered or hired for another position there is not a way to move\copy the applicant to
Election PDF's
It would be very helpful to be able to pull PDFs by the Primary Billing Subgroups. We have a client with over 800 employees and 19 different locations. Each location is set up with their Billing Subgroup...which is their Location Code. The Feature admins
Weekdays with Bernie 2023 Keynote Speaker - Johnny C. Taylor
Weekdays with Bernie 2023 is coming in April, and our keynote speaker, President and CEO of SHRM Johnny C. Taylor, is excited to see you there! Check out our HR Party of One video where Johnny shares a special message highlighting what you can expect
Add a functionality to map termination/COBRA forms when an employee is terminated
Would be extremely helpful to have BP generate a mapped termination form/COBRA form when an employee is terminated. This form would include information like the termination date.
PTO Calendar
When the admin clicks on the employee name in the PTO calendar it would be helpful to see the PTO type approved instead of a list of all approved time. This would reduce the need to scroll through multiple types of PTO to find the type of time the employee
Add the date Open Enrollment was opened/closed on the Open Enrollment screen
It would be helpful to have the date open enrollment was open and closed for a set of benefits easily viewable on the open enrollment screen. There have been a few times that I needed to know what date open enrollment was open and/or closed and can't
Allow Users to Type in the Date
Some modules of BerniePortal require users to click through a calendar to enter a date. For example: Hire Date when onboarding an employee If the date needed to be entered is far away, like if you need to enter a hire date for 03/01/1995, it is more efficient
Next Pay Date Under the Payroll Tab
It could be helpful to see the most recent & next pay date (and possibly pay periods) as soon as you land in the payroll section. As a user, I often check this page to confirm my next pay date, and showing it right at the top would be great. I've included
Show name of the actual person that made changes in Edit Mode or changes during Masquerade
Currently if a service team member or broker goes into Edit Mode for an account and makes any changes to an employee, the Election Sheet and reports show that the admin at the Employer made the change. It would be helpful to show exactly who went into
Waiver Reason for Dental and Vision
Currently BerniePortal only asks for the waiver reason for medical plans. It would be great if BerniePortal asked for the waiver reason for dental and vision plans too.
Manager Access
It would be helpful to allow managers access to employee profiles, and to only allow them to see the employees that report to them.
Prior offer should be offered to rehires
As of now, BerniePortal only shows the prior offer to employees making initial elections (when their account is first added to BP,) Qualifying events and COBRA enrollees. Currently, rehires are not triggered for the prior offer when they are eligible
Import Enrollment Forms from Service Team Level
Currently, if an agency's Service Team Member maps an enrollment form, it cannot be imported into a group's form library from any other level. Could we make it so that forms can be imported from the Service team level to Employer level?
Employee Census Upload to include Phone Numbers and Employee ID numbers
I would love to be able to include the phone number and employee ID number on the initial census upload. Many times this information is provided on a census but still has to be manually keyed in
Easier/Quicker Access to Edit Mode
Most of the things we do on an account as a service team member (and possibly from the broker account as well) requires you to go into Edit Mode. It would be nice if there was a quicker way to get to Edit Mode for an account from the Employer List page.
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