Benefits Feature Admins - Knowledge Base | BerniePortal

Benefits Feature Admins

Feature admins play a vital role in helping to perform administrative tasks for each feature within BerniePortal. Navigate the sections below to understand the capabilities of a “Benefits” feature admin. 

Home Screen:
  1. Ability to track current enrollment for the employer via the Home Screen. 
  1. This functionality matches that of the global admin.

To Do List:
  1. Ability to send reminders to employees in “Awaiting Elections” via the “To Do” list. 
  1. This functionality matches that of the global admin.
  2. Check out this article to learn more.
  1. Ability to approve Pending EOI’s.
  1. This functionality matches that of the global admin.
  2. Check out this article to learn more.

Employees List:
  1. Ability to “Masquerade” and “Terminate” employees. 
  1. This functionality matches that of the global admin.
  2. Check out these articles to learn more about the "Masquerade" and "Terminate" actions.
  1. Ability to view the employee profile area, such as demographics and enrollment information.
  1. This functionality can be modified to allow or block salary and SSN information.
  2. Check out this article to learn more about the employee profile area. 

Reports:
  1. Ability to generate reports related to the “Benefits” feature. 
  1. Check out the “Reporting” section of the BerniePortal Knowledge Base to learn more. 

Benefits:
  1. Ability to configure and modify existing “Benefits” subgroups, including:
  1. Subgroup names
  2. Tax ID information
  3. Deduction frequency
  4. COBRA designation
  5. SPD and Spousal Surcharge (if toggled on)
  6. Enrollment documents
  7. Defined Contribution amounts (if toggled on)
  1. This functionality matches that of the global admin.
  2. Check out this article to learn more.
  1. Ability to view and edit the “Offer Overview,” “Current Offer,” and “Upcoming Offer” area. 
    1. This access includes the ability to adjust employer contributions and employee deductions. 
    2. This functionality matches that of the global admin.
    3. Check out this article to learn more.

*Note - Feature Admins cannot see themselves in the employee listing when logged in as a Feature Admin. 

Didn't find what you were looking for? Send us a ticket.



    • Related Articles

    • Benefit Admins

      Feature admins play a vital role in helping to perform administrative tasks for each feature within BerniePortal. Benefit Admins are assigned by subgroup, and will have the ability to configure, attach, or integrate benefits within the designated ...

    • Forms - Benefits

      If your broker has added carrier forms for your employer to communicate eligibility, they will be available for import in the "Forms" area of the "Benefits" feature. To import available forms: Select the "Benefits" tab in the top navigation menu.  ...

    • Deleting Benefit Subgroups

      Easily consolidate benefit subgroups and simultaneously move employees to their new subgroup via the “Delete” subgroup option.  To delete a benefits subgroup: Select “Account” from the dropdown. Select “Subgroups” in the left navigation menu. Hover ...

    • How to Enroll in Benefits

      Enrolling in benefits in BerniePortal is easy and informative, but employees may need help from time to time. How employees enroll in BerniePortal: Employees will begin enrollment from their BerniePortal home page by clicking either the blue “Make ...

    • Benefit Subgroup Configuration Area

      Once a benefit subgroup is created, you’ll need to configure the subgroup’s settings. To access a benefit subgroup's settings, select the "Benefits" tab in the top navigation menu, select the "Subgroups" tab in the secondary navigation menu, then ...