Adding Employees to the 1094/1095 List
Adding Employees to the 1095-B List
Use Add Employees on the 1095-B employee list to add someone who was not tracked in BerniePortal for the reporting year, or who was missed during the year. Who can add employees Employers with Benefits enabled, and Feature Admins with 1095 access, ...
1095-C Census Instructions
Use this column guide when completing the 1095-C employee import spreadsheet. Download the template from the 1095-C List import flow, fill each required column, then upload the same file. Who can import 1095-C employees Employers with Benefits ...
1095-B Census Instructions
Use this article as a column reference when you fill out the 1095-B employee import spreadsheet. Download the template from BerniePortal, complete it, then upload it to add employees to the 1095-B List. For IRS field definitions, use the Instructions ...
Adding Employees to the 1095-C List
Use Add Employees on the 1095-C employee list to add someone who was not tracked in BerniePortal for the reporting year, or who was missed during the year. Who can add employees Employers, and Feature Admins with 1095 access, can add employees to the ...
Popular Articles
Understanding the Complete Benefits Lifecycle
Effective benefits administration requires navigating a comprehensive lifecycle. This includes creating materials for potential hires, ensuring compliant onboarding documentation, supporting active employee enrollment, managing ongoing compliance ...
Login Instructions - Administrator Help
An employee's initial username and password depend on how they were added to BerniePortal. Use the matching section below when you share login instructions with employees. Employers and Feature Admins can look up the Employer Code and redownload a ...
Onboarding Document Categories
Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...
Hiring Managers, Hiring Influencers, and Their Capabilities
Each job in BerniePortal Recruiting has a Hiring Team. That team includes one Hiring Manager and optional Hiring Influencer(s). These are per-job assignments for employees—not company-wide roles. The same person can be Hiring Manager on one job and ...
Splitting Your Bill by Billing Subgroup
Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...