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.
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
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
Approving/Declining EOI Email Notifications
When approving or declining EOI the employee receives an Email notification and I believe receives a new generated election sheet. We would love for the "Interested parties" listed in the email notifications to also receive an email notification along
Employee scheduling feature
Steve from Paw and Order suggested the following: Develop a feature so that a manager can create a schedule for the employees. This is a critical component needed for companies who have employees who work various shifts. We currently use "When I Work"
Mass Update - Emails
Sometimes a group will give all of their employees new email addresses. Example: test@googlemail.com will change to test@gmail.com. Currently in BerniePortal there is not a way to update more than one email at a time. I can see how this would be helpful
Employee Gender in BerniePortal
Currently, there are only male/female options for gender. Add more inclusive options for employees who don't subscribe to male/female.
Make it available to masquerade before an employee activates their account
Currently, when an employee is onboarded to BerniePortal with an email address, the system requires the new employee to activate their account with a link that is emailed to them. Until the account is activated, Admins are not permitted to masquerade
Defined Contribution - Upcoming Offer
There should be a way to put in upcoming defined contribution so you know what the previous offer amount was when an employee has to make their prior offer election before their current election. Currently, if you change the Defined Contribution amount in
Benefit Reductions applied on the birthday
For benefit reductions, it's my understanding that as soon as someone has a birthday and ages up into an age bracket that is eligible for a benefit reduction, BerniePortal does NOT charge the premium for the next bracket up but does apply the benefit
Dashboard
When you're on the BerniePortal dashboard you can see how many employees are elected in benefits such as Health, Dental, etc... I think it would be great to be able to click on that circle and see a list of the employees that made those elections.
Differentiate where employee clocks in/out for Time Feature
Utilizing the IP address function in BerniePortal for the Time feature is great to restrict access to where employees can clock in/clock out. It would be helpful for many employers to be able to show whether an employee is clocking in/out from the mobile
Compliance Docs - Links and response attachments
We're adding some training to the compliance docs for our team. One of these is a link to online training that will produce a certificate once completed. it would be beneficial if... 1. we could add a hyperlink directly to the training, instead of referencing
Adding the ability for those using BernieBill to see real time premium/billing information
Currently when using BernieBill for Guardian (and maybe other carriers), the client can only see the total that they owe per month. It would be extremely helpful to see the running total, ei-if they have paid, if they have a credit, if they still owe
Help employers find & submit tax credits for new hires
One of our agents recently shared an HR portal solution available through a carrier that has proven to be a significant financial benefit to the client as they are actively hiring (like most business are these days). This system helps employers identify,
QR Code for Applicant Tracking
Have had a couple of employers mention that it would be nice if BerniePortal generated a QR code that would link to Job posts built in ATS Feature. Would allow for physical recruitment tools like signs and flyers!
Employees should be able to edit their responses to completed Performance surveys
Employees should have the ability to edit their responses to a previously completed survey. Currently, the employer would have to reassign the entire survey to the employee for them to enter a different response.
Ability to send reminders to employees who have incomplete Performance Surveys
Employers should be able to see which employees have assigned surveys they haven't completed and send them reminders. Could work like the compliance record and reminder tools in the Compliance feature.
Search 1:1 Messages in the Performance Section
It would be helpful to be able to run a keyword search through past 1:1 messages under the Performance tab to quickly find a conversation in a previous message. This could be nice for looking back at quarterly goals or perhaps a note on an old project.
Add 2-Factor Auth
I have a client who is requiring 2-factor authentication, at this time I'm going to have to move them away from BP to accommodate that.
Taxation at Subgroup Level vs Plan Level
It would be nice if we could change the taxation of plans at the subgroup level vs the plan level. Therefore, negating the requirement to build out a pre and post tax plan.
Addition of optional HSA deductions based on dollar amount
It would be nice to have an option for HSA deductions on an "if-then" basis. Example: If the employee contributes $0 to the HSA then employer contributes $0 or $25/$25 match and so on. Rather than contributions be based on and calculated by perce
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