Benefit Admins are employees who help manage Benefits for specific subgroups without full account access. Adding a Benefit Admin gives them access to the subgroups you choose, plus optional visibility into Salaries and SSNs for employees in those subgroups. For the full list of what a Benefits Feature Admin can do in BerniePortal, see Benefits Feature Admins.
Who can add a Benefit Admin
The Account Owner, or a Global Admin, can add, edit, or remove Benefit Admins from Global and Feature Admins. Feature Admins, including existing Benefit Admins, don't have access to this page.
To Add a Benefit Admin
- Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
- In the left sidebar, select Global and Feature Admins.
- In the Benefits section, select ADD AN EMPLOYEE.
- Under Benefits Subgroups, check All subgroups, or check the individual subgroups this admin should manage.
- Under Data Visibility, check Salaries and/or SSNs if this admin should be able to view that information for employees in their assigned subgroups.
- In the Name field, enter the employee's name, then select ADD next to their name in the results.
You must check at least one subgroup before selecting ADD, or BerniePortal shows "Please select at least one subgroup." Global Admins and employees who are already Benefit Admins don't appear in the search results.
To Edit a Benefit Admin's Access
- In the Benefits section of Global and Feature Admins, find the Benefit Admin, then select Edit Permissions.
- Update the subgroup and/or Data Visibility selections.
- Select Save Changes.
Select Cancel Changes to close the window without saving.
To Remove a Benefit Admin
- In the Benefits section of Global and Feature Admins, find the Benefit Admin, then select Remove.
- Select Delete to confirm.
Select Cancel to keep the Benefit Admin's access unchanged.
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