Cloning Benefit Subgroups
Cloning is a valuable tool that BerniePortal offers to cut down time when creating new plans and subgroups.
To clone a subgroup:
- Navigate to the “Benefits” then “Subgroups” tab.
- Hover over the action wheel for the subgroup you’d like to clone, then select “Clone.”
- Cloning a subgroup will copy all of that subgroup’s settings and attached plans and automatically fill out fields for your new subgroup. Be sure to update any necessary information!
Related Articles
Understanding the Benefits Subgroups Area
Subgroups allow employers to offer different benefits and contributions to different sets of employees. For example, at some companies, full-time employees may be entitled to more comprehensive benefits than part-time employees, which could impact ...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 ...How to Clone a Plan
Cloning is a valuable tool that BerniePortal offers to cut down time when creating new plans and subgroups. Cloning a plan will copy all plan details and information, along with premium configurations and uploaded material. To clone a plan: Under ...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 ...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 ...