Employee Badges - Knowledge Base | BerniePortal

Badges

On the Employees list, grey sticker labels flag follow-up work for an employer or employee. Enrollment statuses such as Enrolled or Onboarding are covered in Understanding the Employee List.

Who this is for

Employers (including a Global Admin signed in as the employer) and Feature Admins see these badges on the Employees list.

To view badges:
  1. Select Employees in the top navigation menu.
  2. In the status column, look for grey sticker labels such as I-9, EOI, HSA, or Parking / Transit.
I-9
  • Appears when the employee has completed their I-9 and the employer still needs to finish employer certification.
  • Select the I-9 badge to open that employee's I-9 certification flow.
EOI
  • Appears next to Enrolled when the employee has one or more benefit elections waiting on Evidence of Insurability (EOI) approval.
  • Select the EOI badge to open the pending EOI review for that employee.
  • For approve or deny steps, see Benefits Tab - Employee Profile or To Do - Pending EOI.
HSA
  • When an employee's HSA contribution is unlocked for changes, the status column shows HSA instead of the usual enrollment status.
  • The HSA label is not a link. On the employee row, open the Actions cog and select Edit HSA election.
  • The employee can also update their HSA while it is unlocked.
Parking / Transit
  • When an employee's Parking / Transit contribution is unlocked for changes, the status column shows Parking / Transit instead of the usual enrollment status.
  • The Parking / Transit label is not a link. On the employee row, open the Actions cog and select Edit Parking / Transit elections.
  • The employee can also update Parking / Transit while it is unlocked.

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