Recent Topics
How can I use AI to support my HR role?
Looking for insights across the full spectrum of HR.
How to implement a compliance management system?
I'd love some insight on how we should go about checking in and monitoring our protocols.
More than 2 Direct Deposit Accounts
The ability to add more than 2 accounts on the BerniePortal Direct Deposit form would be great! Some employees have 3 to 4 accounts that they would like to deposit money into to take advantage of saving rates or other banking perks.
How to know if your work benefits package is a good one?
Looking for ways to be competitive and find out how we even compare. Thanks!
Part Time to Full Time Hire Dates - Need to Show Both
Currently, there is no way for the system to recognize an employee that is ineligible due to minimum hours, then becomes eligible. The system does not have a spot for Original Hire Date and Full Time Hire Date so the enrollment comes across with a sheet
Remove SELF as an option for the beneficiary on the EMPLOYEE
The number one correction we have to request during enrollments is for employees to name someone other than themselves as their beneficiary for the life insurance on the employee. The defaulted relationship is "Self", so some don't pay attention to what
Maximum HSA Contributions
Hi! It would be great if BerniePortal could reference the maximum HSA contributions to calculate how much an employee can contribute without overcontributing. This way, the combination of the employee and employer contributions could go up to the maximum,
What are the 4 pillars of a total rewards strategy?
I am creating a new benefits package and want to know what is most important for a robust, comprehensive, and attractive benefits package.
Approval Levels
Add the ability for a manager to request the termination of an employee and layers of approval for the request
How to use social media to recruit top talent for my company?
Looking for some best practices and things to avoid when using these tools. Thanks!
Add new Benefit Type for Employer to add SUPPLEMENTAL deductions
The Benefit Type could be something like “Supplemental - Employer Defined”, and then the Type details can be: Employee Deduction:_____________ Employer pays: _____________ And this data gets mapped to the Bernie Portal Sheet, and Most Recent Elections,
Eligibility Report is actually an "Enrollment Report"
We noticed this week that the "Eligibility Report" does not include those employees who were Eligible but Waived coverage. It pulls only those employees Enrolled for the selected month, which would be considered an “Enrollment” or “Election” report. I
'Lock In' Previous Coverage Amount Elections
Currently, BerniePortal is designed so that during open enrollment, benefit types like Voluntary Life and Critical Illness reverts back to the minimum purchase increment. This confuses some users because they think that they are electing additional Voluntary
Ability to add letters in Employee ID field
Please add the ability to use letters in the Employee ID field in Bernie. We have some groups that use employee IDs in other systems that require letters and they would like to have consistent Employee IDs across all of their platforms.
Add beneficiaries as mapible fields for forms.
I searched for this topic but did not find it previously noted - apologies if this is duplicate. It would be useful to be able to map the beneficiaries collected under the beneficiaries tab at enrollment to the carrier forms.
AD&D only plan that is dependent on a Voluntary Life election
Many clients have Vol life with ad&d plans that can be elected separately in different amounts but only if the employee elects vol life. Currently, there is no way to build a stand-alone ad&d plan that is only offered to the employee if the employee elects
FSA Limits
Hello, Could a function be added to the portal to be able to calculate the annual FSA limits and restrict employees from exceeding that number when making elections? Thanks, M
Limit Access to the PTO Calendar Based on Subgroups
My company has different PTO subgroups for different locations as they are run slightly different and do not always have the dame holidays. However when employees look at the PTO calendar and they select view all, they are able to see the PTO calendar
Half Day Increments for PTO Workdays
When configuring PTO you are prompted to select a workday length that is in increments of one hour. However we have an office that has 7.5 hour workdays. Because of this, we have to select and 8 hour workday for their PTO which makes the accrual inaccurate.
Allow one open enrollment for multiple renewal dates
Currently, BerniePortal only allows users to open one renewal date at a time for open enrollment. It would be great if BerniePortal allowed users to open multiple renewal dates for one open enrollment. Especially for renewal dates that are within a month
PTO Types
I'd like to see in LABELS the option to change the category types of PTO to apply Paid Family Leave or Bereavement Leave in place of categories that we don't use like Vacation time and Floating Holidays. It would be great to be able to edit these categories
Time & Attendance and PTO
I think it would be a wonderful idea if approved PTO requests could be reflected on time sheets. For example: I was apporved for unpaid PTO on 8/30 On my time sheet, it appears that I just never clocked in. I think it would be awesome if my time sheet
Preferred Sexual Harassment and Substance Abuse Training Resources
We are looking to update our training tools on the subjects of sexual harassment and substance abuse, and we're on a tight budget. What resources do you use and why do you recommend them?
Beneficiary Information collection is Very Difficult -Needed info is Missing
It would be much appreciated if the beneficiary information collected by BP collected the info that carriers and ultimately HR need to track down a beneficiary. Name and relationship scratches the surface of what is required both on the carrier form and
Signing in with Employer Code Not Working
We are trying to grant easy access for employees to clock in and out via the portal on a time tablet rather than using the app. The option to sign in with the Employer Code doesn't work at all. Any troubleshooting ideas on this topic as to why this wouldn't
How long does it take everyone to run their payroll?
I guess this might depend on the number of employees but would love some thoughts on this.
Census Upload for Feature Admins
We have had users report that they wish the Feature Admin could use the upload by census Function. Often times, feature admins are the ones doing the day to day administration in the system not the "account owner"
Master Age Report
Hello, It would be helpful to be able to run a master age report for all clients in BerniePortal to determine who is turning a certain age in the whole book of business. Right now you can only run one age report at a time per client, which is very time
PTO Approval Email
Hi. It would be helpful if the Admins/Approvers for a user would be notified via email anytime a PTO request is approved. Thank you.
Email Notifications
As a broker, I'm assisting one of my groups with their benefit enrollments and have the email notifications currently set so I can receive them. Since I have many clients using BP, it would be nice if the name of the client was in the email subject line
My highest performing salesperson wants to be promoted to the open manager role. Thing is, he’s the highest performer—we can’t really afford to remove him from that role. Any advice?
I don’t want to hurt his feelings, but I’m worried he will quit if he doesn’t get this promotion. SOS! He’s by far our best salesman.
Muti-Factor Authentication (MFA) Login
Anyone have any feedback on the new MFA login process? The muti-step process that requires to enter more than a password to login. Overall, I applaud this move to safe guard data - especially for us Brokers who manage mutiple accounts. I am wondering
ID Expiration
I have employers asking for an option to get a notification when Driver Licenses expire. BP captures the license in the I9 process, but they need to know when to capture a new one for the employee to keep on file for their drivers.
Ability to Pull Payroll- Time and PTO Report as a Snapshot in Time
Currently, you cannot pull a Payroll- Time and PTO report until the day after the pay period has ended. There are times, like holidays, where payroll is processed in the afternoon of the same day that the pay period closes. On these occasions, a Payroll-
Offer Overview / Prior Offer missing important detail.
When viewing the Offer Overview for a subgroup you see the Prior/Current/Upcoming Offers side by side. Clicking the links take you to the Plan View, which you can always see under the plan list... it would be more helpful to see how the plan was setup
CC on Onboarding Email reminders
I would like the option to be cc'd on emails going out to remind employees to enroll. We've had instances of employees claiming they never got notification. Having copies of the reminders for onboarding would be valuable for documentation and risk
Duplicate Current Offer into Upcoming Offer or have a setting under the plan to automatically add to Upcoming Offer
When configuring the Upcoming Offer you have to attach every plan to every subgroup. Sometimes groups have 10-70 subgroups that can cause this to be very time consuming. It would be helpful if there was a way to clone the Current Offer to create new renewal
Spanish I-9, W-4,, and IT-2104 (New York) Forms
I think it would be great if BP could provide all standard forms in both English and Spanish since there have recently been updates to I-9 and W-4 and IT-2104 are annually updated. It's a wonderful opportunity to ensure that our Spanish speakers are being
Marital Status
On the page where an employee adds their dependent information, I believe that Spouse is not the right title. This individual could be a domestic partner and the employee should be able to indicate such on this page using a field that could be more easily
Age Banded Premium Uploads
I would like the Bernie Operations team to be able to upload age banded rate files instead of having to cut and paste 51 rates per plan. It is too slow and error prone to both enter and proof.