Changing Employee Subgroups
Placing employees in the correct subgroups ensures that BerniePortal shows employees the right benefits and premiums, PTO balances, billing locations, and more. For example, if an employee was promoted into the management subgroup for "Benefits" or moved from the Nashville office to the Memphis office, it's important to update BerniePortal accordingly.
To Change an Employee’s Subgroup:
- Select the employee's name from the "Employees" list.
- Select "Subgroups" from the employee's profile menu.
- Hover over the action wheel of the subgroup you'd like to change, and select "Change Subgroup." In this example, we've decided to change the employee's Benefits subgroup.
- The “Change Benefits subgroup” modal will appear. Select a new subgroup from the dropdown menu and choose an effective date for the change.
- Changing an employee's "Benefits" subgroup will place them in the "Awaiting Elections" status.
- Select "Save."
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