Recent Topics
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
Manager Access to Emergency Contact
It would be helpful for managers to have access to the emergency contact information for their direct reports.
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.
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
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
Ability to Vote & Access Community from Help Paw Print in BerniePortal
It would nice to be able to vote and comment from within the Portal itself. I can view the product ideas & how many votes/comments there are. It would be very convenient to be able to upvote, comment, and add ideas while I'm already viewing the page within
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.
More than one link for "Helpful Website"
Under the plan info, where we have the option to include a Helpful Website it would be super if it could be Helpful Website(s) and we could put more than one link. Often I want to provide a provider search link and a member portal link. If not other
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).
Add the Change Report at the Group Level
At this time the Change Report can only be run from the Broker level. If my Group could run this report themselves and have the option to pull the forms related to those weekly/monthly changes that would be much better, HR can pull the report on their
Ability to Make Changes to multiple days on an Employee's Timesheet
Right now, when editing an employee's timesheet, you have to save after every single time edit. It would be helpful if we could make multiple changes before we saved so it would take less time.
Make it an option to turn off Salary Notifications
If we have products that are salary sensitive, we go through and update the salaries before open enrollment begins. Currently, BP sends an email to the employee that their salary has been updated and this causes a lot of them to go to HR to question
Benefits/Provider Details - Make Multiple Group Numbers Available
Allow Broker Users to input different group numbers within the same Insurer/Carrier. For instance, we may have Medical, Dental and Vision all with United Healthcare, but the carrier uses a different policy number for each of the benefits. Currently,
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.
BernieBill Capability for ASO Products
It would be a nice option if BernieBill could accommodate billing for ASO (administrative services only) type disability plans. We have a client that has their STD feed with OneAmerica using a flat Per Employee Per Month fee instead of the traditional
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
1094/1095 - The ability to delete files that are not correct
The ability to delete files that are not correct.
Domestic Partners/Dependents
We need a way in the system to track a Legal Spouse / Dependents from a Domestic Partner / Dependents. The reason being is because if a Domestic Partner or their Dependents are enrolled on a benefit plan, then the premiums cannot be taken out on a pre-tax