Recent Topics
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
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!
Minimum Amount for Critical Illness Plans
Currently, an employee can elect $0 as there is no "Minimum" setting on critical illness plans, only maximums. An employee can technically elect $0 as a coverage amount. This creates confusion when enrolling the employee and causes discrepancies on EDI
When we search for an employee we need it to lead to the action wheel not the profile
When we search for an employee by name it opens to the employee profile now instead of the screen with the action wheel. We need easy access to the action wheel for most things such as termination, opening for qualifying event ect. Either that or put
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
Email Notification Settings
Some employers/employees do not like seeing SSNs on the email attachments from BerniePortal. Even though BerniePortal has passed SOC2 testing, it appears not secure to some. However, having the SSNs appear on the PDFs are helpful for some people (for
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.
Applicant Tracking on Mobile Phone
We have had feedback from a couple of employers regarding applicants having difficulty viewing messages in Bernie Portal (Applicant Tracking) if using a mobile device. Below is a message with feedback from an applicant: Thank you so much! I am able
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
Applicant Tracking System - Save Progress
When creating a job post there should be an option to save progress without publishing. Currently, if anything is missing in the system or if the individual posting the positions finds they need additional information they must close the job and reenter
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.
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
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
Making Emergency Contact Information Visible to Managers
For safety reasons, I think having emergency contact information be visible to managers for their team is critical! However, this is not currently possible without the manager having access to the entire onboarding platform for each employee which has
BerniePortal HRIS Announces New Payroll Feature
During BerniePortal’s fifth annual users conference, Weekdays With Bernie, founder and CEO Alex Tolbert announced the launch of the latest feature to its award-winning, all-in-one HRIS–BerniePortal Payroll—a streamlined payroll management solution for
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.
Unlock individual benefits for changes
It would be great if BerniePortal allowed you to open an employee to change an individual benefit or group of benefits.
Foreign Address Option
The ability to enter a foreign address into BerniePortal.
Mass Update 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 upload. Many times this information is provided on a census but still has to be manually keyed in
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.
Batch upload Personnel files
It would be helpful if you had the ability to batch upload files within an employees account
Additional Hiring Mangers
It would be great if you could assign multiple hiring managers for a single job in the ATS feature.
Display PCP name on Election Sheet and Employee Record
Please include the Primary Care Physician (PCP) name on the election sheet. BerniePortal can already capture and store the PCP information. So, it would be helpful to display the PCP name on the election sheet as well as the Benefits tab of the Employee
Add Benefit Volume Amounts to Reports
It would be beneficial to see the calculated benefit amounts for Life, STD, and LTD. Not just the employee/employer pay period deductions. This may also help tie into the requested volume vs. the approved volume for pending EOIs.
Compliance reminder notification emails should include a link to BerniePortal
We recently sent out a reminder for employees to sign a notice from the Compliance feature. Screenshot of the reminder below. It would be better if the reminder included a link to the BerniePortal login page.
Viewing Onboarding docs
One of our customers suggested that the employer account admin be able to view a new employees onboarding documents as they are completed as opposed to having to wait until they have finished their onboarding entirely
Qualifying Event Election Verbiage update
Currently, when an employee has a QE and they make their new elections they are prompted to enter the date of the qualifying event, however, BP uses that date as the effective date of benefits. When someone's QE is 4/12 but their benefits change should
Outstanding Benefit Report
Something I get asked often by employers is who is still awaiting elections whether it be new hires or for open enrollment, I know there is a To-Do list with employees listed with outstanding benefit elections but if we had a report where we could send
Qualified Events and Automatic Waivers
Instead of just opening up a qualified event, the broker or the employer should be able to put the reason for the event as well as the event date. When we leave it up to the employees, its' often done wrong and we end up having to go back in to correct
Organizational View of Employees' Birthdays/Work Anniversaries
I like the summary of upcoming birthdays/ work anniversaries on the home page. It would be nice to have the option to turn this on for all employees to see as well.
Employee Personnel Information - Salary Request
It would be helpful, if BerniePortal could differentiate between the different types of pay. Right now, we can set up projects - but we have to provide the full estimated salary amount- even with employees who have a base rate + commission rates. BerniePortal
Performance Feature: Ability to Mass View Responses to Surveys
Right now, the only way to view survey responses is by accessing each employee's Personnel file & downloading the information. It would be helpful if the Global & Feature Admins could have: A Report that pulls a pdf of every survey response This may
PTO Email Notifications from Employees
When I receive an email from BP stating an employee has submitted a request for PTO, it would be helpful if it can reflect the number of hours they are requesting.
Webinar: Alpine Now Administering Integrated HRAs Webinar
Join us for a webinar on Tuesday, May 24th @ 1 pm CDT / 2 pm EDT to learn about integrated HRAs and how to get started with Alpine HRA administration. In this webinar, we’ll discuss: What is an integrated HRA? How to get started with Alpine HRA administration
Alpine - Employer Portal and/or Employer Access
A lot of our Alpine clients want to be able to pull copies of the notices that were sent to their Cobra recipients. Alpine either needs to make a portal available or somehow attach the document to the Employee in BP.
Dependent Information
Currently, BerniePortal only captures the Employee's address information. The dependents address should also be listed for reporting purposes. The reason this would be useful is as follows: Humana requires the dependents address information to be listed.