Recent Topics
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.
All Data Report or Custom Reporting
For payroll purposes it would be helpful for the items below to be included on the All Data Report or to be able to build a custom report to include. Expected Hours Per Week OT Exempt OT Factor Employment Status Hire Type
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
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.
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,
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
What's the story with Benefit Booklets?
From the Broker Service Team side (Benefits/Booklets) I can export a Benefit Booklet for any of our clients. I wasn't here when this feature was setup and, though there are improvements I'd love to see, I can edit it to easily create a resource for our
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
Weekdays With Bernie 2023 Registration Is Open!
Hundreds of industry leaders and innovative thinkers will convene during BerniePortal's 6th annual conference, Weekdays with Bernie 2023. We are excited to announce this year’s conference registration is open! Weekdays with Bernie was inspired by our
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.
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
Defined Contributions
We need a way to pick and choose what benefits apply to the Defined Contribution. For instance, I have a client who provides a Defined Contribution of $350 that applies to Medical, Dental and Vision, and $0 toward Vol Life, it would be nice to have a
W-4 Changes
Currently the system replaces the W-4 with the new information when an edit request is made. For compliance purposes it would be ideal to have each version of the W-4 completed kept in the personnel file area like the Benefit Election Sheets.
Enrollment Wheels
The Home page of an employer portal shows total enrollment by benefit type using the circle charts. It would be very handy if you could click on any of these "circles" and see who is or it not enrolled in a particular benefit.
Save & Continue Button in Enrollment Portal
When completing Benefits Enrollment, employees are encouraged to navigate through each benefit type using the left-hand navigation menu. This can cause confusion among employees because they are given the option to "Save & Continue" when selecting each
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
Consolidate & Clarify Employee Salary Detail
Working with a client we just realized that the annual salary that shows on the employees profile is set to calculate for a 40 hour work week, which means it is displaying an inaccurate amount for their part-time employees. Most of the information currently
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
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
Additional Pay Period Schedules
Hello! While most groups operate on Monthly, Semi-Monthly, Bi-Weekly, or Weekly pay schedules, other groups have less conventional pay schedules, and are challenging to accommodate in BerniePortal. Would it be possible to add additional deduction schedules,
Recap: BerniePortal's October New Release Webinar
Hi friend, In case you missed the webinar, here are some resources from the BerniePortal October 2022 New Releases presentation: Brokers: View the webinar recording. View the new release notes. October New Releases Blog Post Employers: View the webinar
Payroll Schedules
Add the option for the pay date to be the same day as the pay week cutoff. Semi-monthly salary only payrolls often will cutoff on the 15th and last day of the month and will also pay on these dates.
Reports: Expected Hours Per Week
None of the reports have the ability to pull this information from the system. This needs to be at minimum on the All Data Report. It would be nice if it would also be in the customized report fields to choose from.
Hours Worked on Election Sheets and Enrollment Forms
BerniePortal asks how many hours per week an employee works when adding a new hire. It would be nice to have the hours also show on employee election sheets and have the option to map on enrollment forms (without needing to create a custom text field
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.
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.
All Data Report to reflect the employee's profile instead of the election pdfs.
Currently, the All Data Report retrieves employee information stored in BerniePortal at the most recent enrollment timestamp, aka when an employee enrolls. If the employee changes their street address after their enrollment, for example, the All Data
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